H&R Block, Inc. logo

H&R Block, Inc.

HRB

NYSEConsumer CyclicalPersonal Products & Services

Previous close

$53.68

+$0.64 · +1.21%

Aug 21, 4:00 PM ET

Pre-market

$54.00

+$0.32 · +0.60%

Aug 24, 8:22 AM ET

HRB company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

85

Deep Value

Momentum

43

Neutral

Sentiment

38

Bearish

Risk resilience

64

Moderate Risk

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Company profile

Company website

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases and ATM withdrawals; H&R Block Emerald Advance term loans; 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; and H&R Block Instant Refund. In addition, it offers small business financial solutions to manage finances, including payment processing, payroll, and bookkeeping services. The company its solutions through in-person; a system of retail offices operated directly by the company or its franchisees; and online and mobile applications, virtual, and desktop software. H&R Block, Inc. was incorporated in 1955 and is headquartered in Kansas City, Missouri.

Industry
Personal Products & Services
Sector
Consumer Cyclical
Headquarters
US
CEO
Curtis A. Campbell
Listed since
Feb 21, 1973
Employees
4,600

Market position

Day range

Current $53.68

52-week range

Current $53.68

Open
$52.93
Previous close
$53.04
Volume
1.62M
0.66× average
Average volume
2.45M
Average daily volume
Market cap
6.8B USD
Beta
0.36
Market reference 1
50-day average
$42.4266
+26.52% above average
200-day average
$38.5028
+39.42% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
9.26×
P/B (TTM)
58.02×
P/S (TTM)
1.72×
Dividend yield
3.13%

Profitability & efficiency

Gross margin
60.36%
Operating margin
25.83%
Net margin
18.59%

Financial health

Debt / equity
17.89×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends54%22%-9%-40%Gross margin, FY2022: 45.68%Gross margin, FY2023: 44.60%Gross margin, FY2024: 44.84%Gross margin, FY2025: 44.53%Gross margin, FY2026: 44.33%Operating margin, FY2022: 21.51%Operating margin, FY2023: 21.56%Operating margin, FY2024: 22.30%Operating margin, FY2025: 22.01%Operating margin, FY2026: -32.66%Net margin, FY2022: 15.99%Net margin, FY2023: 15.95%Net margin, FY2024: 16.49%Net margin, FY2025: 16.11%Net margin, FY2026: 18.59%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 45.68%. Gross margin FY2023 44.60%. Gross margin FY2024 44.84%. Gross margin FY2025 44.53%. Gross margin FY2026 44.33%. Operating margin FY2022 21.51%. Operating margin FY2023 21.56%. Operating margin FY2024 22.30%. Operating margin FY2025 22.01%. Operating margin FY2026 -32.66%. Net margin FY2022 15.99%. Net margin FY2023 15.95%. Net margin FY2024 16.49%. Net margin FY2025 16.11%. Net margin FY2026 18.59%.

Income trends

Revenue

3.95B USD+4.90%

Operating income

−1.29B USD−2.12B USD

Net income

733.6M USD+21.10%
Income trends across reported periods4.47B USD2.38B USD281.51M USD−1.81B USDRevenue, FY2022: 3.46B USDRevenue, FY2023: 3.47B USDRevenue, FY2024: 3.61B USDRevenue, FY2025: 3.76B USDRevenue, FY2026: 3.95B USDOperating income, FY2022: 744.9M USDOperating income, FY2023: 748.7M USDOperating income, FY2024: 805.28M USDOperating income, FY2025: 827.97M USDOperating income, FY2026: −1.29B USDNet income, FY2022: 553.67M USDNet income, FY2023: 553.7M USDNet income, FY2024: 595.32M USDNet income, FY2025: 605.77M USDNet income, FY2026: 733.6M USDFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 3.46B USD. Revenue FY2023 3.47B USD. Revenue FY2024 3.61B USD. Revenue FY2025 3.76B USD. Revenue FY2026 3.95B USD. Operating income FY2022 744.9M USD. Operating income FY2023 748.7M USD. Operating income FY2024 805.28M USD. Operating income FY2025 827.97M USD. Operating income FY2026 −1.29B USD. Net income FY2022 553.67M USD. Net income FY2023 553.7M USD. Net income FY2024 595.32M USD. Net income FY2025 605.77M USD. Net income FY2026 733.6M USD.
Metric (USD)FY2026FY2025FY2024FY2023FY2022
Revenue3.95B USD3.76B USD3.61B USD3.47B USD3.46B USD
Cost of goods sold2.2B USD2.09B USD1.99B USD1.92B USD1.88B USD
Gross profit1.75B USD1.67B USD1.62B USD1.55B USD1.58B USD
Research and development119.24M USD108.69M USD
Selling, general, and administrative841.3M USD846.91M USD813.5M USD800.04M USD837.11M USD
Operating expenses3.04B USD846.91M USD813.5M USD800.04M USD837.11M USD
Interest expense80.61M USD78.11M USD79.08M USD72.98M USD88.28M USD
Depreciation and amortization116.83M USD121.78M USD130.5M USD142.18M USD
Operating income−1.29B USD827.97M USD805.28M USD748.7M USD744.9M USD
Net income733.6M USD605.77M USD595.32M USD553.7M USD553.67M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
82%
9 beats, 2 misses, 0 met estimates
Average EPS surprise
+4.36%
11 comparable reports
Latest EPS result
2.38
Estimate 2.21 · Beat by 7.69%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates6.663.570.49-2.6Q1 '25MissQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 4, 2025: actual -1.73, estimate -1.59, surprise -8.81%, Miss. Q2 2025, reported May 7, 2025: actual 5.38, estimate 5.12, surprise +5.08%, Beat. Q3 2025, reported Aug 12, 2025: actual 2.27, estimate 2.81, surprise -19.22%, Miss. Q4 2025, reported Nov 6, 2025: actual -1.2, estimate -1.4, surprise +14.29%, Beat. Q1 2026, reported Feb 3, 2026: actual -1.84, estimate -1.96, surprise +6.12%, Beat. Q2 2026, reported May 6, 2026: actual 6.02, estimate 5.77, surprise +4.33%, Beat. Q3 2026, reported Aug 11, 2026: actual 2.38, estimate 2.21, surprise +7.69%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate -1.35, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates2.58B1.77B960.02M152.21MQ1 '25MissQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 4, 2025: actual 179.07M USD, estimate 182.05M USD, surprise -1.64%, Miss. Q2 2025, reported May 7, 2025: actual 2.28B USD, estimate 2.25B USD, surprise +1.30%, Beat. Q3 2025, reported Aug 12, 2025: actual 1.11B USD, estimate 1.07B USD, surprise +3.37%, Beat. Q4 2025, reported Nov 6, 2025: actual 203.55M USD, estimate 200.13M USD, surprise +1.71%, Beat. Q1 2026, reported Feb 3, 2026: actual 198.87M USD, estimate 187.37M USD, surprise +6.13%, Beat. Q2 2026, reported May 6, 2026: actual 2.4B USD, estimate 2.34B USD, surprise +2.68%, Beat. Q3 2026, reported Aug 11, 2026: actual 1.14B USD, estimate 1.12B USD, surprise +2.40%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 212.26M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Recent analyst actions

2 institutions

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