H&R Block

H&R Block, Inc. engages in the provision of tax preparation and other services. The firm offers assisted income tax return preparation and related services through a system of retail offices operated directly by the company or by franchisees. It also develops and markets DIY income tax preparation software online, as well as through third-party retail stores and direct mail, and provides DIY tax services, including federal and state income tax returns, access to tax tips, advice, and tax-related news, use of calculators for tax planning, and error checking and electronic filing. In addition, the company offers Refund Transfers and H&R Block Emerald Prepaid Mastercard, which enables clients to receive their tax refunds, Peace of Mind extended service plans, H&R Block Emerald Advance lines of credit, Tax Identity Shield that provides clients assistance in helping protect their tax identity and access to services to help restore their tax identity, refund advance loans, H&R Block Instant Refund, and H&R Block Pay With Refund services. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

H&R Block reports mixed Q3 results, introduces mobile banking platform

H&R Block's Q3 earnings call revealed mixed results in the assisted business segment, with declines in lower-income segments but growth in higher-value clients. The company's introduction of Spruce, a mobile banking platform, and the focus on attracting Gen Z clients and improving service quality scores in the DIY online segment indicate a strategic shift towards digital innovation and customer-centric initiatives.

H&R Block meets Q2 expectations, focuses on innovation and growth

H&R Block's Q2 performance reflects resilience amidst economic pressures, with notable successes in product launches and revenue growth. Challenges in managing bad debt and slowing revenue growth present areas for improvement. The company's focus on innovation and client engagement positions it well for future opportunities.

H&R Block reports mixed Q3 performance, focuses on long-term growth

H&R Block's Q3 performance showcased growth in key areas but also highlighted challenges in certain segments.
The company's focus on long-term revenue growth and profitability signals a strategic approach to navigate industry dynamics.
With a mix of strengths and challenges, H&R Block aims to capitalize on opportunities for sustainable growth and shareholder value.

H&R Block posts 9% revenue growth in Q4 2023 earnings call

H&R Block's Q4 2023 earnings call highlighted strong financial performance, strategic focus on digital expansion, and plans for future growth. Despite challenges, the company remains resilient and aims to capitalize on opportunities in the tax services industry.

H&R Block reports Q1 revenue growth, focuses on profitability and strategic investments

H&R Block's Q1 2024 performance showed revenue growth in key segments, with a focus on accelerating growth and profitability. Challenges include managing expenses to improve profitability amidst an EBITDA loss. The company is well-positioned to capitalize on opportunities through strategic initiatives and a strong balance sheet.

H&R Block reports solid Q2 results, eyes growth through client experience and strategic acquisitions

H&R Block's Q2 performance showcased revenue growth, strong small business and Wave revenue, and successful loan originations. The company's focus on client experience, capital allocation, and strategic acquisitions positions it well for future growth and value creation.

H&R Block reports robust Q3 earnings, eyes growth in new services

H&R Block's Q3 2024 performance was strong, driven by growth in DIY business and positive trends in new services. While facing challenges in assisted volumes, the company showcased financial resilience and strategic initiatives. Opportunities exist in small business tax, subscription services, and AI tax assist for future growth.

H&R Block reports robust Q4 earnings and optimistic FY '25 outlook

H&R Block's Q4 2024 earnings call showcased strong financial performance and positive outlook for FY '25.
While facing challenges like CFO transition and analyst inquiries, the company aims to capitalize on growth opportunities.
Strategic focus on market share, customer experience, and financial product innovation positions H&R Block for continued success.

H&R Block reports 5% revenue growth in Q1 2025

H&R Block's Q1 performance met expectations with revenue growth and strategic focus.
Despite challenges like increased operating expenses, the company remains resilient.
Opportunities for growth include digital enhancements and customer engagement strategies.
Efforts to support communities impacted by natural disasters were acknowledged.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

H&R Block, Inc. engages in the provision of tax return preparation solutions, financial products and small business solutions. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955, and is headquartered in Kansas City, MO.

Intuit

Tax preparation firms like H&R Block have spent years sharing taxpayers' sensitive personal information with big tech companies including Google parent Alphabet and Meta Platforms.

Tax Prep Companies May Have Shared Sensitive Data With Big Tech For Years

H&R Block, tax firms reportedly sent Meta info on tens of millions of taxpayers

Alphabet

For years, some tax prep companies shared the personal data of millions of customers with Meta and Google without consent from customers, potentially violating taxpayer privacy laws, according to a report published by a group of lawmakers Wednesday.

Tax Filing Platforms Shared Personal Data With Meta And Google

Some of the nation's largest tax-prep companies have spent years sharing Americans' sensitive financial data with tech titans including Meta and Google in a potential violation of federal law — data that in some cases was misused for targeted advertising, according to a seven-month congressional investigation.

Tax prep companies shared private taxpayer data with Google and Meta for years, congressional probe finds

Both the tax prep companies and tech firms were "reckless" in how they handled sensitive information, the lawmakers wrote.

Google and Meta got customer data from tax prep firms, and lawmakers want a probe

H&R Block has shown strong performance over the past five years, with shares gaining 38.49%, despite a recent 11% decline due to macroeconomic factors. The company has initiated a transformative journey to improve customer experience and manage long-term growth, focusing on small businesses, financial products, and innovative consumer tax approaches. HRB has a strong commitment to shareholders, demonstrated through share buybacks and dividend payments, and is currently trading at an attractive price with a PE ratio of 10.74.

H&R Block: An Attractive Dividend And Growth Stock

Restaurant Brands

A pair of Senators have opened an investigation into two dozen companies over allegations they've skirted overtime pay with high-level job titles.

Senators Probe Whether Pizza Hut, H&R Block, Others Avoided Overtime Pay By Calling Employees ‘Managers'

The company is a stop on the startup-focused event that will welcome 50+ local small businesses and 800+ attendees The company is a stop on the startup-focused event that will welcome 50+ local small businesses and 800+ attendees

H&R Block is Set to Host Startland News' Startup Crawl at its Downtown Kansas City Headquarters

H&R Block (HRB) reported earnings 30 days ago. What's next for the stock?

Why Is H&R Block (HRB) Up 1.9% Since Last Earnings Report?

These promotions will further position the company to deliver on transformation business imperatives These promotions will further position the company to deliver on transformation business imperatives

H&R Block Welcomes Four New Vice Presidents Across Marketing and Retail Sales

KANSAS CITY, Mo., May 30, 2023 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) (the “Company”) today announced that Jeff Jones, President and Chief Executive Officer, and Tony Bowen, Chief Financial Officer, will host virtual investor meetings and a fireside chat at the Oppenheimer 23rd Annual Consumer Growth & E-Commerce Conference on Tuesday, June 13, 2023. The fireside chat will take place at 3:00 p.m. Eastern time. To join live, the webcast can be accessed directly at https://wsw.com/webcast/oppenheimer29/hrb/2538180. A replay of the webcast will be available for 90 days on the Company's Investor Relations website after the conference at https://investors.hrblock.com/financial-information/events-calendar. To request a meeting, please contact your Oppenheimer salesperson.

H&R Block to Participate in the Oppenheimer 23rd Annual Consumer Growth & E-Commerce Conference

SoFi Gig Economy ETF

The debt ceiling deal in Washington did not set off a celebration in the stock market. But the bipartisan compromise is causing fireworks for some companies that have emerged as winners.

These companies are winners in the debt ceiling deal

The is the company's fifth time being named to this list for diversity, wages, and more The is the company's fifth time being named to this list for diversity, wages, and more

H&R Block Recognized as a Forbes Best Employer for New Graduates

The company's newest “Small Business Resilience Series” survey highlights business operations and a desire to create generational wealth as two key areas of confidence and focus The company's newest “Small Business Resilience Series” survey highlights business operations and a desire to create generational wealth as two key areas of confidence and focus

New Data from Block Advisors Reveals Small Business Owners are Highly Confident and Diverse

The company was chosen by the Kansas City Business Journal for its “gold standard” of business innovation, and more The company was chosen by the Kansas City Business Journal for its “gold standard” of business innovation, and more

H&R Block Named a Champion of Business in Kansas City

The IRS is set to release a report this month on the feasibility of a free, direct filing service run by the government agency.

IRS Poised To Weigh In On Free Tax Prep Service—Sending TurboTax And H&R Block Stocks Sliding

H&R Block (HRB) shares are sinking as the Internal Revenue Service (IRS) is set to release a report this week about plans to offer free online tax filings on its website.

H&R Block Shares Sink as IRS Considers Offering Free Tax Filing Service

The Internal Revenue Service's current arrangements only allow free online filing with the help of a third-party tax preparation service.

H&R Block Stock and Intuit Tumble on Direct Electronic Tax Filing Proposal

KANSAS CITY, Mo., May 11, 2023 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) today announced that Tony Bowen, Chief Financial Officer, and Michaella Gallina, Vice President, Investor Relations, ESG, & Productivity, will host virtual investor meetings at the Barrington Research Virtual Spring Investment Conference on Thursday, May 18, 2023. To request a meeting, please contact your Barrington Research salesperson.

H&R Block to Participate in the Barrington Research Virtual Spring Investment Conference

H&R Block's (HRB) third-quarter fiscal 2023 earnings and revenues improve year over year.

H&R Block's (HRB) Q3 Earnings Miss Estimates, Increase Y/Y

H&R Block, Inc. (NYSE:HRB ) Q3 2023 Earnings Conference Call May 9, 2023 4:30 PM ET Company Participants Michaella Gallina - VP of IR Jeff Jones - President and CEO Tony Bowen - CFO Conference Call Participants George Tong - Goldman Sachs Kartik Mehta - Northcoast Research Scott Schneeberger - Oppenheimer & Company Operator Thank you for standing by, and welcome to H&R Block's Third Quarter Fiscal 2023 Financial Results Conference Call. [Operator Instructions] I would now like to hand the call over to Vice President, Investor Relations, Michaella Gallina.

H&R Block, Inc. (HRB) Q3 2023 Earnings Call Transcript

H&R Block (HRB) came out with quarterly earnings of $4.20 per share, missing the Zacks Consensus Estimate of $4.51 per share. This compares to earnings of $4.11 per share a year ago.

H&R Block (HRB) Lags Q3 Earnings and Revenue Estimates

Shares of H&R Block Inc. were declining 8% in after-hours trading Tuesday after the tax-preparation company cut its outlook for its fiscal year as it called out more challenging conditions during tax season than executives had been expecting.

H&R Block stock sinks as earnings show tax season didn't ‘return to normal'

KANSAS CITY, Mo., May 09, 2023 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2023 third quarter ended March 31, 2023.

H&R Block Reports Fiscal 2023 Third Quarter Results; Provides Update on FY23

Wynn Resorts

Here are two top-rated Zacks stocks that investors may want to consider as their business environment continues to strengthen ahead of earnings.

News for H&R Block Stock (HRB)