Intuit delivered strong financial performance, with significant growth in revenue, particularly in TurboTax Live and Credit Karma. The company's strategic focus on AI and mid-market expansions shows promising potential. However, Mailchimp's underperformance and potential challenges with SEO search dynamics were noted. Overall, the positive outcomes outweigh the challenges.

Company Guidance

During Intuit's Fourth Quarter and Fiscal Year 2025 Conference Call, the company reported strong fiscal results, with a full-year revenue growth of 16% and a 20% increase in Q4 revenue, reaching $3.8 billion. GAAP operating income for the quarter was $339 million, reversing a loss from the previous year, while non-GAAP operating income increased by 39% to $1 billion. The Global Business Solutions Group achieved an 18% growth in revenue, with the Online Ecosystem segment growing by 21% in Q4. QuickBooks Online Accounting saw a 23% increase, and TurboTax Live revenue surged by 47%. Looking forward to fiscal year 2026, Intuit anticipates a 12% to 13% total company revenue growth, with double-digit growth expected in TurboTax and Credit Karma segments. The company plans to continue leveraging its AI-driven expert platform strategy to drive further innovation and growth.

Record Revenue Growth

Intuit's full-year revenue grew 16%, with operating income growing 36% on a GAAP basis and 18% on a non-GAAP basis.

TurboTax Live Success

TurboTax Live revenue grew 47%, surpassing long-term growth expectations of 15% to 20%.

Mid-Market Expansion

Intuit's mid-market segment grew 23% in customers and 40% in Online Ecosystem revenue, serving a significant $89 billion TAM.

Credit Karma Growth

Credit Karma revenue grew 32% for the fiscal year and contributed to TurboTax revenue growth.

AI and Innovation Initiatives

Intuit launched a transformative business platform with AI agents, driving significant customer engagement.

Strong Q4 Performance

Q4 revenue grew 20%, with GAAP operating income reaching $339 million, up from a loss of $151 million in the previous year.

Intuit (INTU) Earnings, Revenues Date & History

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INTU Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 20, 2025	2026 (Q1)	3.09 / -	2.5	―	―	―
Aug 21, 2025	2025 (Q4)	2.66 / 2.75	1.99	38.19% (+0.76)
May 22, 2025	2025 (Q3)	10.93 / 11.65	9.88	17.91% (+1.77)
Feb 25, 2025	2025 (Q2)	2.58 / 3.32	2.63	26.24% (+0.69)
Nov 21, 2024	2025 (Q1)	2.36 / 2.50	2.47	1.21% (+0.03)
Aug 22, 2024	2024 (Q4)	1.85 / 1.99	1.65	20.61% (+0.34)
May 23, 2024	2024 (Q3)	9.38 / 9.88	8.92	10.76% (+0.96)
Feb 22, 2024	2024 (Q2)	2.30 / 2.63	2.2	19.55% (+0.43)
Nov 28, 2023	2024 (Q1)	1.98 / 2.47	1.66	48.80% (+0.81)
Aug 24, 2023	2023 (Q4)	1.44 / 1.65	1.1	50.00% (+0.55)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

INTU Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 21, 2025	$697.76	$662.66	-5.03%
May 22, 2025	$665.17	$719.16	+8.12%
Feb 25, 2025	$553.91	$623.58	+12.58%
Nov 21, 2024	$675.48	$637.08	-5.68%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.