Intuit Reports 20% Q4 Revenue Growth, Sets Fiscal 2026 Guidance

Intuit Inc. reported strong financial results for its fiscal year 2025, with a 20% increase in fourth-quarter revenue to $3.83 billion and a full-year revenue growth of 16% reaching $18.8 billion. Adjusted earnings per share for the quarter were $2.75, surpassing analyst expectations, while full-year adjusted earnings grew 19% to $20.15 per share. CEO Sasan Goodarzi highlighted the impact of AI innovations, including the introduction of Intuit Assist, in driving success across its products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp. For fiscal 2026, Intuit projects revenues between $20.997 billion and $21.186 billion, with adjusted earnings per share expected to rise to approximately $23.08, reflecting anticipated double-digit revenue growth and operating margin expansion. The company also announced the consolidation of its Consumer, Credit Karma, and ProTax businesses into a single Consumer segment to streamline operations. Despite beating earnings estimates, Intuit's stock fell over 5% in after-hours trading, pressured by broader concerns about AI's impact on the software industry.