Core Insights - Intuit (INTU) reported Q4 fiscal 2025 non-GAAP EPS of $2.75, exceeding the Zacks Consensus Estimate of $2.65, with a year-over-year increase of 38.2% [1] - Total revenues reached $3.83 billion, surpassing the consensus mark of $3.74 billion, and reflecting a 20.3% year-over-year growth [1] Revenue Breakdown - Global Business Solutions Group revenues, accounting for 78.6% of total revenues, grew 17.8% year over year to $3.01 billion [2] - Online Ecosystem revenues within this segment increased by 21.1% year over year to $2.2 billion [2] - QuickBooks Online Accounting revenues rose 23.2% year over year to $1.10 billion, driven by higher effective prices and customer growth [2] - Online Services revenues, including payroll and payments, jumped 19% year over year to $1.11 billion [3] - Consumer Group revenues increased by 21.2% to $137 million [3] - ProTax Group's professional tax revenues rose 10.3% year over year to $32 million [3] - Credit Karma contributed $649 million to total revenues, marking a 33.8% year-over-year increase [4] Profitability Metrics - Non-GAAP operating income climbed 39.2% to $1.02 billion, with a non-GAAP operating margin increase of 360 basis points to 26.5% [4] Balance Sheet and Cash Flow - As of July 31, 2025, Intuit's cash and investments totaled $4.6 billion, down from $6.2 billion as of April 30, 2025 [5] - The company had long-term debt of $6 billion and repurchased $2.8 billion of stock during fiscal 2025 [5] - A quarterly dividend of $1.20 per share was approved, representing a 14% year-over-year increase [5] Future Outlook - For Q1 fiscal 2026, Intuit expects revenues to grow between 14% and 15% year-over-year, with non-GAAP EPS estimated between $3.05 and $3.12 [6] - Fiscal 2026 revenue projections are between $20.997 billion and $21.186 billion, indicating approximately 12-13% growth [6] - Non-GAAP operating income for fiscal 2026 is anticipated to be between $8.611 billion and $8.688 billion [7] - Revenue growth expectations for business segments include Global Business Solutions (14-15%), Consumer Group (8-9%), Credit Karma (10-13%), and ProTax (2.3%) [7]

Core Insights - Intuit (INTU) is expected to report quarterly earnings of $10.89 per share, reflecting a 10.2% increase year over year, with revenues forecasted at $7.54 billion, a 12% year-over-year increase [1] Revenue Projections - Analysts estimate 'Net revenue- Consumer' to reach $3.97 billion, indicating an 8.6% year-over-year change [4] - 'Net revenue- Small Business & Self-Employed' is projected at $2.86 billion, suggesting a 20% increase from the previous year [4] - 'Net revenue- Credit Karma' is expected to be $430.66 million, reflecting a decrease of 2.8% year over year [4] - 'Net revenue- ProTax' is forecasted at $273.84 million, indicating a 7.8% year-over-year increase [5] - 'Net revenue- Small Business & Self-Employed- Total Online Ecosystem' is projected to be $2.14 billion, suggesting a 22.2% increase from the prior year [5] - 'Net revenue- Small Business & Self-Employed- Total Desktop Ecosystem' is expected to reach $723.63 million, reflecting a 14.3% year-over-year change [6] - 'Net revenue- Small Business & Self-Employed- Online Ecosystem- QuickBooks Online Accounting' is projected at $1.06 billion, indicating a 22.9% increase [6] - 'Net revenue- Small Business & Self-Employed- Desktop Ecosystem- Desktop Services and Supplies' is estimated at $309.72 million, suggesting a 4.6% year-over-year change [7] - 'Net revenue- Small Business & Self-Employed- Online Ecosystem- Online Services' is expected to be $1.08 billion, reflecting a 20.5% increase [7] - 'Net revenue- Small Business & Self-Employed- Desktop Ecosystem- QuickBooks Desktop Accounting' is projected at $411.32 million, indicating a 22.1% increase [8] - 'Net revenue- Service' is expected to reach $6.67 billion, suggesting a 10.3% year-over-year change [8] - 'Net revenue- Product and other' is forecasted at $770.35 million, indicating an 11.8% year-over-year increase [9] Stock Performance - Over the past month, Intuit shares have returned +14.5%, outperforming the Zacks S&P 500 composite's +13.1% change [10]