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.

The Block Advisors online business course curriculum is offered as part of the Kauffman FastTrac program The Block Advisors online business course curriculum is offered as part of the Kauffman FastTrac program

H&R Block Launches Free Online Small Business Course for Aspiring Entrepreneurs

KANSAS CITY, Mo., Oct. 12, 2021 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) will report fiscal 2022 first quarter results on Tuesday, November 2, 2021 after the New York Stock Exchange market close. At that time, a copy of the press release will be available on the company's investor relations website at https://investors.hrblock.com/.

H&R Block to Release Fiscal First Quarter Results on November 2, 2021

KANSAS CITY, Mo. & NEW YORK--(BUSINESS WIRE)--H&R Block, Inc. (NYSE: HRB) has selected GALE as its AOR for its Digital, CRM, media planning and buying, and more in support of Block Horizons 2025.

H&R Block Taps GALE to Drive Marketing Around its Block Horizons 2025 Transformation Strategy

Campbell Soup

Ethan Allen Interiors

Hamilton Beach Brands Hld

Mondelez

Medifast

Whirlpool

This collection of consumer stocks combines growth potential with a solid dividend track record. Here's why each should be on your radar.

7 Consumer Stocks That Are Also Serving Up Delicious Dividends

Axon Enterprise

Essex Property Trust

Fisker Inc

NextEra Energy

Smith & Wesson Brands

AMERCO

With Governor Newsom securing his job after a controversial recall election, these stocks to buy may benefit the most. The post 7 Best Stocks to Buy for the California Recall Results appeared first on InvestorPlace.

7 Best Stocks to Buy for the California Recall Results

The stock price of H&R Block Inc. reached its 52-week high of $27 in June 2021, but has since dropped from that level. Further, the stock fell 5% in the past week, to levels of around $25 currently.

H&R Block Stock Looks Unlikely To Bounce Soon After 5% Drop Last Week

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

H&R Block (HRB) Up 2.1% Since Last Earnings Report: Can It Continue?

KANSAS CITY, Mo., Sept. 08, 2021 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) today released its second annual corporate responsibility report demonstrating its commitment to supporting small businesses, increasing diversity and inclusion, and connecting communities across the country. The company is now more than halfway toward achieving its goals of helping 500 communities in all 50 states and supporting 500,000 small-business owners.

H&R Block makes meaningful progress towards 1 million volunteer hours, supporting 500,000 small business owners and 500 communities in second corporate responsibility report

KANSAS CITY, Mo., Aug. 26, 2021 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) today announced that members of management will host virtual investor meetings at Barrington Research's 14th Annual Virtual Fall Investment Conference on Thursday, September 9, 2021. To request a meeting, please contact your Barrington Research salesperson.

H&R Block to Participate in Barrington Research's 14th Annual Virtual Fall Investment Conference

H&R Block Inc (NYSE:HRB) is an American tax preparation company that operates in the United States, Canada, and Australia.

What Every Investor Needs to Know About H&R Block Stock

Applied Materials

Best Buy

Intuit

Medtronic

Toll Brothers

Kite Realty Group

Rani Therapeutics Holdings

Tenable Holdings Inc

The markets were higher across the board near midday, after a strong two-day rally opened the trading week.

Wednesday Afternoon Analyst Upgrades and Downgrades: Applied Materials, Best Buy, Intuit, Medtronic, Toll Brothers and More

H&R Block - Wave Is Off To A Slow Start

Dominion Energy

Horizon Technology Finance

Innovative Industrial Properties

Coca-Cola

Public Storage

Exxon Mobil

In a constantly changing world, your search for retirement stocks should focus on sectors that will be relevant for decades to come. The post 7 Best Retirement Stocks to Buy to Build Long-Term Wealth appeared first on InvestorPlace.

7 Best Retirement Stocks to Buy to Build Long-Term Wealth

Interpublic Group of Companies

MINNEAPOLIS, Aug. 6, 2021 /PRNewswire/ -- Carmichael Lynch announced it has been named the strategy and creative lead for H&R Block, the iconic brand founded by brothers Henry and Richard Bloch in 1955. The agency will be responsible for the brand's strategy, creative and social media.

H&R Block Selects Carmichael Lynch as Lead Brand Agency

Get a look at one of the stocks in this month's portfolio.

H&R Block's Cash Flow Increases The Safety Of Its Dividend Yield

Peabody Energy

Crestwood Equity Partners

Corvus Pharmaceuticals

CuriosityStream

Energy Transfer LP Unit

FuboTV

Genco Shipping & Trading

Helix Energy Solutions Group

Jewett-Cameron Trading

Karyopharm Therapeutics

Tenet Fintech Group Inc

Palantir Technologies

Amplify Junior Silver Miners ETF

Schlumberger

SPDR S&P 500 ETF Trust

TransGlobe Energy

At the mid-year mark, our contributors give updates on their picks.

SA Marketplace 2021 Top Idea Contest: Mid-Year Update

Why Is H&R Block (HRB) Up 1.4% Since Last Earnings Report?

Algonquin Power & Utilities

Alexandria Real Estate Equities

Caterpillar

Clorox

DTE Energy

DTE Energy Company 5.25 % Debentures 2017-01.12.77 Global

Fresenius Medical Care

First Bancorp

FS Bancorp

First Savings Financial Group

Glacier Bancorp

Huntington Bancshares

HEICO

Hamilton Lane

Independence Holding Company

Investar Hhld

Jefferies Financial Group Inc

Kroger

Matson

MGM Growth Properties

National Fuel Gas

National Health Investors

Monthly update of the Dividend Champions List. 30 companies declared higher dividends in the past month, with an average increase of 12.17% over their previous payouts.

Dividend Champions For July 2021

KANSAS CITY, Mo., June 28, 2021 (GLOBE NEWSWIRE) -- This July, millions of families will receive their first monthly child tax credit advance payment as part of the March 2021 American Rescue Plan. Now people can better understand how much money they might receive and the impact of the changes to their tax return next year, with the help of H&R Block's new online calculator.

Families can easily estimate their advance child tax credit payments with H&R Block's online calculator

FedEx

Realty Income Corp

W. P. Carey

W. R. Berkley

In this article series, we provide a weekly summary of dividend changes. A summary table provides relevant data and key statistics of dividend increases.

Dividend Increases: June 12-18, 2021

Citigroup

Mercury General

While finding value in this market can be tricky, it is not impossible. We will examine three companies trading with a reasonable valuation against their own historical average and to that of their respective peer groups.

A Trio of Stocks Offering Good Value and Yield

H&R Block had a great year and provided solid guidance.

H&R Block: Solid Year, Buy The Dip

This isn't how earnings beats usually work.

Why H&R Block Stock Just Tanked

H&R Block's (HRB) fourth-quarter fiscal 2021 earnings and revenues increase year over year.

H&R Block's (HRB) Q4 Earnings and Revenues Beat Estimates

H&R Block, Inc. (HRB) CEO Jeff Jones on Q4 2021 Results - Earnings Call Transcript

News for H&R Block Stock (HRB)