Intuit INTU shares are trading lower after the company’s first-quarter revenue guidance fell short of estimates. Multiple analysts lowered their price forecasts following the report.Keybanc analyst Alex Markgraff maintains Intuit as an Overweight and has lowered the price forecast from $850 to $825.RBC Capital analyst Rishi Jaluria reiterates Intuit with an Outperform and a $850 price forecast.Also Read: Intuit Stock Slides On Q4 Earnings: The DetailsKeyBancMarkgraff trimmed his price forecast after factori ...

Key Takeaways Intuit's Q4 EPS of $2.75 beat estimates while rising 38.2% Y/Y; revenues of $3.83B rose 20.3% Y/Y.QuickBooks Online Accounting grew 23.2% to $1.10B, while Online Services rose 19% to $1.11B.Credit Karma revenues rallied 33.8% Y/Y to $649M, driven by credit cards, loans and auto insurance.Intuit (INTU) reported fourth-quarter fiscal 2025 non-GAAP earnings per share (EPS) of $2.75, which beat the Zacks Consensus Estimate of $2.65. The bottom line jumped 38.2% from the year-ago quarter.Results re ...

Fact Sheet August 21, 2025 | [E] | [E] | [E] | Segment | Revenue | - FY'25 | View | FY'23 | FY'24 | FY'25 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

Core Insights - Intuit (INTU) reported fiscal third-quarter 2025 non-GAAP earnings of $11.65 per share, exceeding the Zacks Consensus Estimate by 6.98%, with an 18% increase year-over-year [1] - Revenues reached $7.75 billion, surpassing the consensus mark by 2.78% and reflecting a 15.1% year-over-year growth [1] Revenue Breakdown - Global Business Solutions Group revenues, accounting for 36.7% of total revenues, grew 19.4% year-over-year to $2.85 billion [2] - Online Ecosystem revenues within this segment increased 18% year-over-year to $2.1 billion [2] - QuickBooks Online Accounting revenues rose 21% year-over-year to $1.04 billion, driven by higher effective prices, customer growth, and mix-shift [2] - Online Services revenues, including payroll and payments, jumped 18% year-over-year to $1.05 billion [3] - Consumer Group revenues, making up 52.2% of total revenues, increased 10.8% to $4.05 billion [3] - ProTax Group's professional tax revenues rose 9.4% year-over-year to $278 million [3] - Credit Karma contributed $579 million to total revenues, marking a 30.7% year-over-year increase [4] Financial Performance - Non-GAAP operating income climbed 17% to $4.34 billion, with a non-GAAP operating margin increase of 90 basis points to 56% [4] - As of April 30, 2025, Intuit's cash and investments totaled $6.2 billion, up from $2.5 billion as of January 31, 2025 [5] - The company had long-term debt of $5.9 billion and repurchased $754 million of stock during the fiscal third quarter [5] - A quarterly dividend of $1.04 per share was approved, representing a 16% year-over-year increase [5] Future Outlook - For fiscal fourth quarter 2025, revenues are expected to grow between 17% and 18% year-over-year, projected in the range of $3.72-$3.76 billion [6] - Non-GAAP earnings for the quarter are estimated between $2.63-$2.68 per share [6] - Fiscal 2025 revenues are projected to be between $18.72-$18.76 billion, indicating approximately 15% growth [6] - Global Business Solutions segment revenues are expected to grow 16% year-over-year, while Consumer Group revenues are anticipated to grow around 10% [7] - Credit Karma revenues are projected to grow 28%, and ProTax revenues are forecasted to grow 3-4% [7] - Non-GAAP operating income is expected to be between $7.54 billion and $7.56 billion, with non-GAAP earnings per share projected between $20.07 and $20.12 for fiscal 2025 [7]

Core Insights - Intuit reported revenue of $7.75 billion for the quarter ended April 2025, reflecting a 15.1% increase year-over-year and a surprise of +2.78% over the Zacks Consensus Estimate of $7.54 billion [1] - Earnings per share (EPS) reached $11.65, up from $9.88 in the same quarter last year, surpassing the consensus EPS estimate of $10.89 by +6.98% [1] Revenue Breakdown - Consumer net revenue was $4.05 billion, exceeding the average estimate of $3.97 billion, marking a +10.8% year-over-year change [4] - Global Business Solutions net revenue was $2.85 billion, slightly below the estimated $2.86 billion, but showed a +19.4% increase compared to the previous year [4] - Credit Karma generated $579 million in net revenue, significantly above the $430.66 million estimate, representing a +30.7% year-over-year growth [4] - ProTax net revenue was $278 million, surpassing the $273.84 million estimate, with a +9.5% year-over-year change [4] - Total Online Ecosystem revenue for Global Business Solutions was $2.10 billion, below the $2.14 billion estimate, but still reflecting a +19.9% increase year-over-year [4] - Desktop Ecosystem revenue for Global Business Solutions was $746 million, exceeding the $723.63 million estimate, with a +17.9% year-over-year change [4] - QuickBooks Online Accounting revenue was $1.04 billion, slightly below the $1.06 billion estimate, but showing a +21.4% year-over-year increase [4] - Desktop Services and Supplies revenue was $304 million, below the $309.72 million estimate, with a +2.7% year-over-year change [4] - Online Services revenue was $1.06 billion, slightly below the $1.08 billion estimate, reflecting an +18.5% year-over-year increase [4] - QuickBooks Desktop Accounting revenue was $442 million, exceeding the $411.32 million estimate, with a +31.2% year-over-year change [4] - Service revenue was $6.97 billion, surpassing the $6.67 billion estimate, marking a +15.3% year-over-year increase [4] - Product and other revenue was $783 million, above the $770.35 million estimate, with a +13.6% year-over-year change [4] Stock Performance - Intuit's shares have returned +10.7% over the past month, compared to the Zacks S&P 500 composite's +13.4% change, indicating a performance in line with the broader market [3]

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]