NASDAQ$INTU

Intuit Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Intuit reported fiscal Q3 2025 total net revenue of $7.75B with net income of $2.82B and diluted EPS of $10.02.

Total net revenue increased 15% to $7.75B as Global Business Solutions, Consumer, and Credit Karma grew. Net income was $2.82B, or $10.02 per diluted share, up from $8.42 a year ago on higher operating income and tax provision timing.

  • Q3 total net revenue $7.75B (+15% YoY).
  • Net income $2.82B; diluted EPS $10.02 (+19% YoY).
  • Online ecosystem and TurboTax Live drove Consumer growth.
  • Credit Karma strength in cards, personal loans, and auto insurance.
  • Operating income $3.72B on continued platform investment.

Headline financials

Total Revenue

$7.75B

Previous: $6.74B+15.1%
EPS (adj)

$10.02

Previous: $8.42+19.0%
Total Debt

$6.4B

No prior period
Dividends Declared

$1.04

No prior period
Share Repurchases

$754M

No prior period
Capital Expenditures

-$99M

Previous: -$208M+52.4%
Net Income

$2.82B

Previous: $2.39B+18.0%
Operating Income

$3.72B

Previous: $3.11B+19.8%
Gross Profit

$6.44B

Previous: -$33M+19615.2%
R&D Expense

$707M

Previous: $671M+5.4%

Revenue & EPS history

Intuit · Revenue · Quarterly

$7.75B

Q3 2025+15.1%vs Q3 2024
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Intuit · $8.56B total across 2 segments · Q3 2026

  • Consumer
    $5.27B
  • Global Business Solutions
    $3.29B

Forward guidance

Software leaders emphasize platform ARR, AI features, and margin discipline; numeric quarterly EPS guides are not the primary disclosure in the 10-Q.

Tailwinds

  • Subscription and cloud revenue mix supports visibility.
  • AI-assisted product roadmaps across tax, design, and HR/finance.
  • Operating leverage from scale and restructuring benefits.

Headwinds

  • Macro pressure on SMB demand in some segments.
  • Increased R&D and go-to-market for AI capabilities.
  • FX and deal timing on enterprise bookings.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.8%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+0.9%

Avg return

30 days after

61%

44 / 72 earnings

Positive

+12.6%

Q2 2025

Best reaction

-16.0%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-8.9%-9.9%-20.8%
Q2 2026+7.5%+11.6%+5.6%
Q1 2026-0.4%-1.3%+5.3%
Q4 2025-5.1%-5.0%-1.4%
Q3 2025+8.2%+13.3%+14.3%
Q2 2025+12.6%+8.2%+7.8%
Q1 2025-1.6%-1.8%-1.1%
Q4 2024-7.6%-6.6%-3.8%
Q3 2024-9.4%-10.5%-5.7%
Q2 2024+3.4%+4.9%+0.9%
Q1 2024+2.9%+2.3%+11.9%
Q4 2023+3.6%+7.1%+1.5%
Q3 2023-8.4%-7.9%-0.7%
Q2 2023+3.3%+0.2%+5.7%
Q1 2023+5.7%+5.8%+1.4%
Q4 2022+4.4%+0.5%-11.1%
Q3 2022+4.6%+13.8%+7.9%
Q2 2022+4.3%+0.3%-1.6%
Q1 2022+9.0%+5.6%-2.3%
Q4 2021+0.6%+2.4%+4.5%
Q3 2021+0.5%-0.3%+9.6%
Q2 2021+2.9%-2.8%-7.3%
Q1 2021-2.0%-2.7%+7.2%
Q4 2020+2.8%+3.9%-7.4%
Q3 2020-1.0%-2.9%-1.4%
Q2 2020-4.3%-10.7%-21.8%
Q1 2020-5.0%-2.8%-2.3%
Q4 2019+0.9%+2.5%-2.6%
Q3 2019+4.0%+3.3%+5.6%
Q2 2019+6.3%+5.5%+7.1%
Q1 2019-7.7%-6.8%-7.5%
Q4 2018+3.3%+3.0%+5.1%
Q3 2018+2.4%+2.8%+9.4%
Q2 2018-0.9%-1.7%-2.0%
Q1 2018-3.0%-1.7%+1.8%
Q4 2017-0.3%+1.1%+6.3%
Q3 2017+8.4%+9.0%+10.1%
Q2 2017+7.2%+5.0%+0.2%
Q1 2017+4.6%+5.0%+5.8%
Q4 2016-2.4%-2.0%-1.6%
Q3 2016+0.4%+3.1%+4.1%
Q2 2016-3.1%
Q1 2016+6.8%
Q4 2015-16.0%
Q3 2015+3.3%
Q2 2015+7.8%
Q1 2015+0.3%
Q4 2014-2.0%
Q3 2014+0.5%
Q2 2014+5.2%
Q1 2014-1.5%
Q4 2013-0.6%
Q3 2013-1.8%
Q2 2013+2.2%
Q1 2013+1.4%
Q4 2012+0.5%
Q3 2012-1.1%
Q2 2012+6.2%
Q1 2012-2.6%
Q4 2011+4.2%
Q3 2011-2.8%
Q2 2011-1.5%
Q1 2011+0.4%
Q4 2010+1.8%
Q4 2008+1.8%
Q3 2010-1.2%
Q3 2009-1.2%
Q2 2010+2.4%
Q4 2009+1.0%
Q1 2010+1.0%
Q1 2009+1.0%
Q2 2009+1.0%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro