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Intuit Inc. (Nasdaq: INTU), the global financial technology platform behind TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced robust financial results for its fourth quarter and full fiscal year 2025, ending July 31, 2025. The company achieved 20% revenue growth in Q4 and 16% for the full year, driven by its AI-powered platform. Intuit also issued optimistic fiscal 2026 guidance, projecting 12-13% revenue growth and continued operating margin expansion, reinforcing its leadership in financial technology.
FY 2025 Results: Total revenue up 16% to $18.8B; Q4 revenue up 20% to $3.8B.
Segment Growth: Global Business Solutions Group +16% to $11.1B; Consumer Group +10% to $4.9B; Credit Karma +32% to $2.3B.
TurboTax Live Surge: Revenue up 47% to $2.0B, reflecting strong adoption.
Profitability: GAAP operating income +36% to $4.9B; non-GAAP +18% to $7.6B.
Fiscal 2026 Guidance: Revenue projected at $20.997B-$21.186B, up 12-13%.
AI Focus: AI agents and human experts drive consumer and business success.
Intuit reported total revenue of $18.8 billion for fiscal 2025, a 16% increase year-over-year. The combined platform revenue, including Global Business Solutions Group (GBS) Online Ecosystem, TurboTax Online, and Credit Karma, grew 19% to $14.9 billion. Key segment highlights include:
Global Business Solutions Group: Revenue up 16% to $11.1B, with Online Ecosystem revenue rising 20% to $8.3B (26% excluding Mailchimp).
Consumer Group: Revenue increased 10% to $4.9B, with TurboTax Live revenue soaring 47% to $2.0B.
Credit Karma: Revenue surged 32% to $2.3B, driven by growth in credit cards, personal loans, and auto insurance.
Q4 Performance: Total revenue grew 20% to $3.8B, with GBS up 18% to $3.0B, Online Ecosystem up 21% to $2.2B, Credit Karma up 34% to $649M, and Consumer Group up 21% to $137M.
Profitability metrics were equally strong, with GAAP operating income rising 36% to $4.9 billion and non-GAAP operating income up 18% to $7.6 billion. GAAP earnings per share increased 31% to $13.67, while non-GAAP earnings per share grew 19% to $20.15.
Intuit’s focus on AI-driven efficiencies contributed to significant operating margin expansion. The company’s ensemble of AI agents and AI-enabled human experts streamlined operations, reducing coding time by 40% and TurboTax contact rates by 20%. These advancements offset inflationary pressures and supported robust margin growth, with non-GAAP operating margins reaching 26.5% in Q4.
Intuit provided forward-looking guidance for fiscal 2026, projecting:
Revenue: $20.997B to $21.186B, representing 12-13% growth.
GAAP Operating Income: $5.782B to $5.859B, up 17-19%.
Non-GAAP Operating Income: $8.611B to $8.688B, up 14-15%.
Segment Expectations:
Global Business Solutions: 14-15% growth (15.5-16.5% excluding Mailchimp).
Consumer: 8-9% growth, including TurboTax (8%), Credit Karma (10-13%), and ProTax (2-3%).
For Q1 2026, Intuit expects revenue growth of 14-15%, with EPS of $3.05-$3.12, slightly below some analyst estimates, contributing to a 5-6% stock dip in after-hours trading.
“We had an exceptional fiscal 2025 with 20 percent growth in the fourth quarter and 16 percent growth for the full year,” said Sasan Goodarzi, Intuit’s CEO. “Our virtual team of AI agents and AI-enabled human experts are powering success for consumers and businesses.” Intuit’s AI-driven strategy, including transformative AI agents and mid-market go-to-market capabilities, drove breakthrough adoption in assisted tax and business platforms. The company also restructured its Consumer, Credit Karma, and ProTax businesses into a single Consumer business effective August 1, 2025, to streamline operations.
Despite strong results, Intuit’s stock (Nasdaq: INTU) fell 5-6% in after-hours trading due to Q1 2026 revenue guidance (14-15% vs. 16.1% expected). With a market cap of $194.89 billion and a five-year revenue CAGR of 19%, Intuit remains a fintech leader. The company increased its quarterly dividend by 15% to $1.20 per share, payable October 17, 2025, signaling confidence in sustained growth.
Intuit’s fiscal 2025 performance underscores its dominance in financial technology, with AI-driven innovation fueling double-digit revenue growth and margin expansion. The company’s optimistic fiscal 2026 guidance positions it for continued leadership, despite short-term market reactions, as it empowers consumers and businesses with cutting-edge solutions.
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us at Intuit.com and find us on social for the latest information about Intuit and our products and services.
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