Intuit Q4 earnings beat; sees slower revenue growth in FY2026

[Intuit headquarters in Mountain View, California, USA]
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Intuit (NASDAQ:INTU [https://seekingalpha.com/symbol/INTU]) stock slipped 4.3% in after-hours trading on Thursday after the parent of QuickBooks and Credit Karma projected Q1 and FY2026 revenue growth will slow from FY2025 rates. Meanwhile, fiscal Q4 earnings and revenue beat the Wall Street consensus estimates.

The company expects FY2026 revenue of $20.997B-$21.186 [https://seekingalpha.com/pr/20208645-intuit-reports-strong-fourth-quarter-and-full-year-fiscal-2025-results-sets-fiscal-2026]B, representing growth of ~12%-13% YY; midpoint of $21.092B compares with the consensus estimate of $21.10B. Full-year non-GAAP EPS is expected to be $22.98-$23.18, compared with the average analyst estimate of $22.99.

Revenue guidance by business unit includes:

* Global Business Solutions revenue growth of ~14%-15% vs. 16% in FY 2025;
* Consumer Group growth of 8%-9% vs. 10% in 2025; and
* Credit Karma growth of 10%-13% vs. 32% in the prior year.

Guidance for fiscal Q1 2025 includes non-GAAP EPS of $3.05-$3.12 (midpoint $3.09) vs. the consensus estimate of $3.07, and revenue growth of ~14%-15% vs. growth of 20% Y/Y in Q4.

Fiscal Q4 non-GAAP EPS of $2.75, beating the $2.66 consensus, increased from $1.99 a year ago.

Revenue for the quarter ended July 31, 2025, climbed 20% Y/Y to $3.83B, topping the $3.75B consensus.

Intuit's Global Business Solutions Group's revenue rose 18% Y/Y in Q4 to $3.0B, with 23% growth in QuickBooks Online Accounting revenue and 19% growth in Online Services.

Credit Karma revenue increased 34% Y/Y to $649M.

Consumer Group revenue increased 21% to $137M.

Q4 total costs and expenses of $3.49B grew from $3.34B a year earlier.

Q4 non-GAAP operating income of $1.02B jumped 39% Y/Y.

Conference call [https://investors.intuit.com/] at 4:30 PM ET.

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