Intuit Inc

Latest Results (20.10.2025):

Intuit Inc. reported strong financial results for the fourth quarter and full fiscal year 2025, demonstrating robust revenue growth and significant improvements in operating income. The company also provided optimistic guidance for fiscal year 2026, projecting double-digit revenue growth and continued expansion of operating margins.

Revenue Growth

For the full year fiscal 2025, Intuit Inc. achieved total revenue of $18.8 billion, marking a 16% increase year-over-year. In the fourth quarter alone, revenue surged by 20% to $3.8 billion, driven by strong performance across multiple business segments.

Operating Income Improvement

Intuit Inc. saw a substantial rise in operating income, with GAAP operating income increasing by 36% to $4.9 billion and non-GAAP operating income growing by 18% to $7.6 billion for the full year. The fourth quarter also reflected a significant improvement, with GAAP operating income reaching $339 million compared to a loss of $151 million in the same period last year.

Earnings Per Share

The company reported GAAP earnings per share of $13.67 for fiscal year 2025, up 31% from the previous year, while non-GAAP earnings per share rose by 19% to $20.15. In the fourth quarter, GAAP earnings per share were $1.35, a notable increase from a loss of $0.07 per share the prior year.

Segment Performance

The Global Business Solutions Group was a major contributor, with annual revenue growing 16% to $11.1 billion and fourth-quarter revenue increasing by 18% to $3.0 billion. The Online Ecosystem segment also performed strongly, growing 20% for the year to $8.3 billion and 21% in the fourth quarter to $2.2 billion.

Credit Karma Growth

Credit Karma experienced impressive growth, with annual revenue increasing by 32% to $2.3 billion and a 34% rise in the fourth quarter to $649 million, driven by strong performance in personal loans, credit cards, and auto insurance.

Fiscal 2026 Guidance

Looking ahead, Intuit Inc. projects fiscal year 2026 revenue between $20.997 billion and $21.186 billion, reflecting a growth of approximately 12% to 13%. The company also anticipates GAAP operating income to grow by 17% to 19%, and non-GAAP operating income to increase by 14% to 15%.