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

Elon Musk's DOGE is considering developing a mobile app for tax filing, per the Washington Post. The news sent shares in tax service providers Intuit and H&R Block tumbling.

DOGE's potential first target is a mobile app for filing your taxes

President-elect Trump tasked Musk and Ramaswamy with leading DOGE, and they may look to streamline the tax-filing process.

DOGE could create a mobile app for tax filing: report

Shares of tax prep companies H&R Block (HRB) and Intuit (INTU) dropped Tuesday following a Washington Post report the incoming Trump administration is considering creating a mobile app for users to file their taxes for free.

H&R Block, Intuit Stocks Slump as Trump's 'DOGE' Leaders Mull Free Tax-Filing App

The stock prices for H&R Block and Intuit fell after a Tuesday report saying the Trump transition team is considering creating a free tax-filing app. Intuit, which makes the TurboTax tax-filing software, was down 5%, putting it on pace for its worst day since Aug. 23 while H&R Block was down 8% and on pace for its worst day since 2020.

H&R Block, Intuit stocks fall on news of a potential free tax-filing app by Trump transition team

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Is H&R Block (HRB) a Great Value Stock Right Now?

H&R Block's online software makes it difficult for customers to downgrade from a paid tier to its free service. But that will soon be a thing of the past.

H&R Block Agrees to $7M FTC Settlement and Will Make Downgrading Tax Tiers Easier

H&R Block will pay $7 million and change some of its practices under a proposed settlement that would resolve a Federal Trade Commission (FTC) lawsuit alleging that the company made deceptive claims about “free” tax filing.

H&R Block to Settle FTC Lawsuit Alleging Deceptive Claims

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Why H&R Block (HRB) is a Top Value Stock for the Long-Term

H&R Block (HRB) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Is H&R Block (HRB) a Solid Growth Stock? 3 Reasons to Think "Yes"

H&R Block shares dropped 6.5% after an uneventful Q1, presenting a buying opportunity ahead of Q4 repurchases and FY25 tax season. After spending $210 million to purchase 2.4% of the float in Q1, management could be more aggressive over the next few weeks to take advantage of the lower share price. The Trump election and the FTC settlement are both small positives for the company in my opinion.

H&R Block: Attractive Entry Point, Buy The Dip

HRB's first-quarter fiscal 2025 earnings decline year over year while revenues increase.

H&R Block's Q1 Earnings Surpass Estimates, Revenues Increase Y/Y

H&R Block outperformed revenue expectations but faced challenges with higher operating expenses impacting profitability.

H&R Block Q1 Revenue Tops Forecast

H&R Block, Inc. (NYSE:HRB ) Q1 2025 Earnings Conference Call November 7, 2024 4:30 PM ET Company Participants Michaella Gallina - Vice President, Investor Relations Jeff Jones - President and Chief Executive Officer Tiffany Mason - Chief Financial Officer Conference Call Participants Kartik Mehta - Northcoast Research Scott Schneeberger - Oppenheimer & Co. George Tong - Goldman Sachs Alex Paris - Barrington Research Operator Thank you for standing by, and welcome to H&R Block's First Quarter Fiscal Year 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.

H&R Block, Inc. (HRB) Q1 2025 Earnings Call Transcript

The headline numbers for H&R Block (HRB) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, H&R Block (HRB) Q1 Earnings: A Look at Key Metrics

H&R Block (HRB) came out with a quarterly loss of $1.17 per share versus the Zacks Consensus Estimate of a loss of $1.21. This compares to loss of $1.05 per share a year ago.

H&R Block (HRB) Reports Q1 Loss, Tops Revenue Estimates

— Revenue Increased 5% — — Repurchased $210 Million of Shares — — Reaffirms Full Year Outlook — KANSAS CITY, Mo., Nov. 07, 2024 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) (the "Company") today released financial results1 for its fiscal 2025 first quarter ended September 30, 2024.

H&R Block Reports Fiscal 2025 First Quarter Results

KANSAS CITY, Mo., Nov. 06, 2024 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) (the “Company”) today announced that its Board of Directors declared a quarterly cash dividend of $0.375 cents per share, payable January 6, 2025, to shareholders of record as of December 5, 2024. H&R Block has paid quarterly dividends consecutively for over sixty years since the Company became public in 1962.

H&R Block Announces Quarterly Cash Dividend

HRB's top line is expected to have benefited from growth in paid clients and a positive trend in Assisted small business tax in first-quarter fiscal 2025.

H&R Block Gears Up to Report Q1 Earnings: What Should You Know?

KANSAS CITY, Mo., Nov. 05, 2024 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) today announced that Jeff Jones, President and Chief Executive Officer, and Tiffany Mason, Chief Financial Officer, will host virtual investor meetings at the Northcoast Research 2024 Management Fall Forum on Tuesday, November 12, 2024.

H&R Block to Participate in the Northcoast Research 2024 Management Fall Forum

Beyond analysts' top -and-bottom-line estimates for H&R Block (HRB), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2024.

Gear Up for H&R Block (HRB) Q1 Earnings: Wall Street Estimates for Key Metrics

SALT LAKE CITY--(BUSINESS WIRE)--Atomic, the leader in payroll connectivity, is excited to announce the expansion of its partnership with Spruce built by H&R Block. Spruce is the first to go live with Atomic's latest solution, PayLink Switch, furthering its mission to help people be better with their money. Spruce focuses on helping consumers improve their financial lives by designing experiences that empower them to improve their financial well-being. Recognizing that people often feel ove.

Spruce by H&R Block Expands Partnership with Atomic, Launching PayLink Switch

Flushing Financial

Southwest Airlines

FFIC, LUV and HRB made it to the Zacks Rank #1 (Strong Buy) income stocks list on October 31, 2024.

Best Income Stocks to Buy for October 31st

Crossfirst Bankshares Inc

Matson

MATX, HRB and CFB made it to the Zacks Rank #1 (Strong Buy) value stocks list on October 31, 2024.

Best Value Stocks to Buy for October 31st

Should Value Investors Buy H&R Block (HRB) Stock?

No annual fee, no impact to credit to check eligibility, and no payment required until March 31, 2025 No annual fee, no impact to credit to check eligibility, and no payment required until March 31, 2025

News for H&R Block Stock (HRB)