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H&R Block, Inc.

HRB

H&R Block is a leading provider of global tax preparation services, financial products, and small business solutions.

Market cap
$5.46B-16.6%
Revenue$3.9B+4.9%
Net income$733.6M+21.1%
Free cash flow$756.1M+26.3%
EPS (diluted)$5.71+27.7%
Trailing twelve months · change vs. prior year

Earnings

Next report

Nov 5, 2026 (In 3 weeks)
Revenue estimate$212.3M
EPS estimate-$1.41

Financials

Q4 2026

Income statement

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Revenue$1.1B+3.0%
Gross profit$594.3M+2.8%
Net income$293.7M-1.9%
EPS (diluted)$2.28+4.6%

Balance sheet

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Cash & equivalents$958.7M-2.5%
Total debt$2.1B+3.8%
Total equity$117.5M+32.2%
Total assets$3.3B-0.2%

Cash flow

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Operating cash flow$252.0M+0.2%
CapEx$15.5M+50.9%
Free cash flow$236.5M-2.0%

Valuation & ratios

Valuation

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Market cap$5.46B-16.6%
Enterprise value$6.61B-19.6%
P/E7.5×-2.9×
P/S1.4×-0.3×

Profitability

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Gross margin44.3%-0.2pp
Net margin18.6%+2.5pp
FCF margin19.2%+3.2pp

Returns & leverage

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Return on equity710.9%+35.9pp
Debt / equity17.9×-4.9×
Current ratio1.1×+0.2×

Segments

By product

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Assisted tax preparation$714.2M+4.1%
DIY tax preparation$148.8M-2.2%
International$94.9M+5.6%
Royalties$46.3M-6.6%
Peace of Mind® Extended Service Plan$30.5M-6.0%

By segment

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Reportable Segment$986.3M+4.9%

Competitors

Profile

H&R Block is a leading provider of global tax preparation services, financial products, and small business solutions. The company delivers assisted and do-it-yourself (DIY) tax solutions through a multi-channel network of retail offices, digital platforms, and mobile applications. Beyond tax services, the company offers mobile banking, bookkeeping, and payroll solutions to individuals and small business owners.

Competitive position

One of the largest global providers of tax return preparation solutions, leveraging a massive physical retail footprint combined with growing digital and AI-driven platforms.

GeographiesUnited States, Canada, Australia
Customer segmentsRetail Consumers, Small and Medium Enterprises
Business modelB2C, B2B, Franchise, SaaS, Fintech
SuppliersBanking Partners, Software Developers, Cloud Infrastructure Providers, Payment Networks
CustomersIndividual Taxpayers, Small Business Owners, Retail Software Buyers
Listed1969
Employees4.0K
CEOCurtis A. Campbell
FilingsSEC EDGAR

FAQ

What is H&R Block, Inc.'s market cap?
H&R Block, Inc. (HRB) has a market capitalization of $5.5B and trades on NYSE.
What is H&R Block, Inc.'s revenue and profitability?
H&R Block, Inc. generated $3.9B in trailing twelve-month revenue with net income of $733.6M, representing a net margin of 18.6%. Gross margin stands at 44.3%, with free cash flow of $756.1M. The latest reported period is Q4 2026.
Who are H&R Block, Inc.'s competitors?
H&R Block, Inc.'s key competitors include Intuit, Andersen Group Inc., Republic Bancorp Inc/KY, and others. These companies compete in similar markets and product categories.
Who does H&R Block, Inc. partner with?
H&R Block, Inc.'s notable partners include Mastercard, Pathward Financial.
What subsidiaries does H&R Block, Inc. have?
H&R Block, Inc.'s subsidiaries include Wave Financial, Block Advisors.
Where is H&R Block, Inc. headquartered?
H&R Block, Inc. is headquartered in United States of America and employs approximately 4,000 people. It has been publicly traded since 1969.