Intuit Q4 Earnings Surpass Estimates, Revenues Increase Y/Y

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 reflected a rise in Global Business Solutions, Consumer, Credit Karma and ProTax revenues year over year.Revenues of $3.83 billion beat the consensus mark of $3.74 billion and increased 20.3% year over year.Q4 Details of INTUGlobal Business Solutions Group revenues (78.6% of total revenues) grew 17.8% year over year to $3.01 billion.Within the segment, total Online Ecosystem revenues climbed 21.1% year over year to $2.2 billion.QuickBooks Online Accounting revenues were up 23.2% year over year to $1.10 billion, driven by higher effective prices, customer growth and mix-shift.Online Services revenues, which include payroll, payments, time tracking and capital, jumped 19% year over year to $1.11 billion, driven by growth in money and payroll offerings.Total international online revenues increased 9% year over year on a constant-currency basis.Revenues from the Consumer Group (3.6% of total revenues) increased 21.2% to $137 million.Further, ProTax Group's professional tax revenues (0.8% of total revenues) rose 10.3% year over year to $32 million.The Credit Karma business contributed $649 million to Intuit’s fiscal fourth-quarter total revenues, which increased 33.8% year over year, driven by strength in credit cards, personal loans and auto insurance.INTU’s non-GAAP operating income climbed 39.2% to $1.02 billion. Non-GAAP operating margin increased 360 basis points to 26.5%.INTU’s Balance Sheet & Cash FlowAs of July 31, 2025, Intuit’s cash and investments were $4.6 billion compared with $6.2 billion as of April 30, 2025. The company exited the fiscal fourth quarter with a long-term debt of $6 billion.Intuit repurchased $2.8 billion of stock during fiscal 2025.INTU announced that its board approved a quarterly dividend of $1.20 per share to be paid on Oct. 17, 2025. The newly approved dividend represents a year-over-year increase of 14%.INTU’s Q1 & FY 2026 OutlookFor the first quarter of fiscal 2026, INTU expects revenues to grow between 14% and 15% on a year-over-year basis. Non-GAAP earnings for the quarter are estimated in the range of $3.05-$3.12 per share.Intuit projects fiscal 2026 revenues in the band of $20.997-$21.186 billion, indicating approximately 12-13% growth. The company expects fiscal 2026 non-GAAP earnings per share to be between $22.98 and $23.18, indicating an increase of approximately 14-15%.The company anticipates fiscal 2026 non-GAAP operating income between $8.611 billion and $8.688 billion.Further in its business segments, the Global Business Solutions segment revenues are expected to grow within 14-15% on a year-over-year basis. Consumer Group revenues are expected to grow by approximately 8-9%. Credit Karma revenues are expected to grow between 10% and 13%. ProTax revenues are forecasted to grow 2.3%.INTU’s Zacks RankIntuit carries a Zacks Rank #3 (Hold) at present.Intuit Inc. Price, Consensus and EPS Surprise Intuit Inc. price-consensus-eps-surprise-chart | Intuit Inc. QuotePerformance of Other Computer Software StocksPTC Inc. PTC reported third-quarter fiscal 2025 non-GAAP EPS of $1.64, beating the Zacks Consensus Estimate by 34.4%. The company reported non-GAAP EPS of 98 cents in the prior-year quarter.Revenues came in at $644 million, rising 24% year over year. The top line beat the consensus estimate by 10.6%. PTC’s focus on digital product innovation, combined with its shift toward SaaS and subscription-based models, is creating a stable and scalable revenue base. PTC sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.Microsoft MSFT reported fourth-quarter fiscal 2025 earnings of $3.95 per share, which beat the Zacks Consensus Estimate by 8.96% and increased 23.7% on a year-over-year basis.Revenues of $76.44 billion increased 18.1% year over year and beat the Zacks Consensus Estimate by 3.7%. At constant currency, revenues grew 17% year over year, showcasing strong demand for cloud and AI offerings. 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