Intuit

INTU Q4 2025 Earnings

Reported Aug 21, 2025 at 4:02 PM ET · SEC Source

Q4 25 EPS

$2.75

BEAT +3.38%

Est. $2.66

Q4 25 Revenue

$3.83B

BEAT +2.16%

Est. $3.75B

vs S&P Since Q4 25

-50.9%

TRAILING MARKET

INTU -39.2% vs S&P +11.7%

Full Year 2025 Results

FY 25 EPS

$20.15

BEAT +0.27%

Est. $20.10

FY 25 Revenue

$18.83B

BEAT +0.43%

Est. $18.75B

Market Reaction

Did INTU Beat Earnings? Q4 2025 Results

Intuit delivered a strong finish to fiscal 2025, beating fourth-quarter estimates on both the top and bottom lines as non-GAAP EPS of $2.75 cleared the $2.66 consensus by 3.38% and revenue of $3.83 billion came in 2.16% ahead of the $3.75 billion Wal… Read more Intuit delivered a strong finish to fiscal 2025, beating fourth-quarter estimates on both the top and bottom lines as non-GAAP EPS of $2.75 cleared the $2.66 consensus by 3.38% and revenue of $3.83 billion came in 2.16% ahead of the $3.75 billion Wall Street expected, rising 20.3% year over year. The results were powered in large part by Intuit's AI-driven strategy, with Credit Karma surging 34% in the quarter and TurboTax Live posting full-year revenue growth of 47%, collectively demonstrating the company's ability to monetize its consumer platform at scale. Despite the headline beat, shares retreated on guidance that some investors viewed as cautious; for fiscal 2026, Intuit projected revenue of $21.00 billion to $21.19 billion, representing 12% to 13% growth, alongside non-GAAP diluted EPS of $22.98 to $23.18, a 14% to 15% increase. The company also raised its quarterly dividend 15% to $1.20 per share and authorized an additional $3.20 billion in buybacks.

Key Takeaways

  • TurboTax Live revenue grew 47% for the full year, representing 41% of Consumer Group revenue
  • Credit Karma revenue grew 34% in Q4 driven by personal loans, credit cards, and auto insurance
  • QuickBooks Online Accounting revenue grew 23% in Q4 driven by higher effective prices, customer growth, and mix shift
  • Online Services revenue grew 19% in Q4 driven by growth in money and payroll
  • TurboTax Live customers grew 24%
  • TurboTax Online paying units grew 6% on share gains from higher ARPR filers
24/7 Wall St

INTU YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

INTU Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 25 Q2 26

“We had an exceptional fiscal 2025 with 20 percent growth in the fourth quarter and 16 percent growth for the full year. Our virtual team of AI agents and AI-enabled human experts are powering success for consumers and businesses. We could not be more excited about the opportunity ahead.”

— Sasan Goodarzi, Q4 2025 Earnings Press Release