Intuit Q4 2025 slides: Revenue up 20%, provides optimistic FY’26 guidance

Introduction & Market Context

Intuit Inc. (NASDAQ:INTU) presented its fourth quarter and full-year fiscal 2025 results on August 21, 2025, showcasing strong performance across its business segments. Despite beating analyst expectations with Q4 revenue of $3.8 billion and non-GAAP earnings per share of $2.75, Intuit’s stock experienced a slight decline of 0.2% in after-hours trading, closing at $699, down from $699.15.

The financial technology company, known for its TurboTax, QuickBooks, Credit Karma, and Mailchimp products, demonstrated consistent growth throughout fiscal 2025, positioning itself for continued expansion in the coming year with its AI-driven business platform.

Quarterly Performance Highlights

Intuit’s Q4 FY’25 results revealed impressive year-over-year growth across key financial metrics. Total (EPA:TTEF) revenue reached $3.83 billion in the fourth quarter, representing a 20% increase compared to the same period last year. The company’s non-GAAP operating income grew to $1.02 billion, with operating margins expanding to 26.5%.

As shown in the following comprehensive financial summary, Intuit demonstrated consistent quarterly improvement throughout fiscal 2025:

The company’s GAAP operating income for Q4 stood at $339 million, a significant improvement from a loss of $151 million in the same quarter last year. Non-GAAP diluted earnings per share reached $2.75, exceeding analyst expectations of $2.66 by 3.38%.

Detailed Financial Analysis

Intuit’s segment performance reveals the strength of its diversified business model. The Global Business Solutions segment, which includes QuickBooks and related services, generated $3.01 billion in Q4 revenue, while Credit Karma contributed $649 million.

The following segment revenue breakdown illustrates the growth trajectory across Intuit’s product lines:

QuickBooks Online Accounting showed particularly strong performance, with revenue growing steadily throughout the fiscal year. The Online Ecosystem’s total revenue reached $8.3 billion for the full year, demonstrating the company’s successful transition to cloud-based services.

Profitability metrics by segment reveal impressive operating margins, particularly in the Global Business Solutions segment, which maintained margins between 72-79% throughout the fiscal year:

The Consumer segment, which includes TurboTax, showed seasonal fluctuations typical of the tax preparation business but maintained strong operating margins between 61% and 85% across quarters.

Forward-Looking Statements

Intuit’s presentation included detailed guidance for fiscal 2026, projecting continued growth across its business segments. The company expects total revenue between $20.997 billion and $21.186 billion, representing 12-13% year-over-year growth.

The following financial summary includes Intuit’s comprehensive FY’26 guidance:

For fiscal 2026, Intuit projects GAAP diluted earnings per share between $15.49 and $15.69, with non-GAAP diluted EPS between $22.98 and $23.18. The Global Business Solutions segment is expected to lead growth with a projected 14-15% revenue increase.

CEO Sasan Ghadarzi expressed optimism about Intuit’s future during the earnings call, stating, "We are well on our way to becoming the global tech leader for enabling financial success for consumers, businesses, and accountants." He highlighted the company’s investments in AI and data services as key drivers of recent success.

Strategic Initiatives

Intuit’s presentation emphasized its continued focus on artificial intelligence and integrated business solutions. The company recently launched an all-in-one business platform with AI agents, which has contributed significantly to customer engagement and growth.

The strategic focus on consolidating customer technology stacks appears to be yielding results, with strong performance in online services and the QuickBooks ecosystem. During the earnings call, executives addressed questions about Mailchimp’s return to growth and strategic priorities for fiscal 2026.

While the presentation highlights numerous opportunities, Intuit also acknowledges potential risks including market volatility, intensifying competition in the AI and financial technology sectors, economic uncertainty, and regulatory changes that could impact business operations.

Analyst Perspectives

Despite the strong quarterly results, market reaction was muted, with the stock declining slightly in after-hours trading. According to available data, Intuit has delivered a 23.78% return over the past six months, with relatively low price volatility.

The company’s current valuation appears to reflect its strong market position and growth prospects, with a market capitalization of approximately $194.89 billion. Intuit’s five-year revenue CAGR of 19% and consistent dividend growth of 15.56% suggest a solid foundation for continued expansion, particularly as the company leverages AI technology to enhance its product offerings.

As Intuit enters fiscal 2026, investors will be watching closely to see if the company can maintain its growth trajectory while navigating potential economic headwinds and competitive challenges in the financial technology space.

Full presentation:

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