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H&R Block HRB Assisted tax preparation — Total revenues

Other product segments

DIY tax preparation
$215.25M+0.3%
Royalties
$128.18M-4.3%
Refund Transfers
$119.94M+5.5%
International
$70.12M+16.0%
Emerald Card® and SpruceSM
$39.59M-1.5%
Interest and fee income on Emerald Advance®
$15.2M+6.4%
Other
$15M+2.9%
Peace of Mind® Extended Service Plan
$14.35M-8.2%
Tax Identity Shield®
$8.49M+20.8%

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Other financials

Income statement

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Revenue$2.4B+5.3%
Gross profit$1.4B+4.5%
Net income$847.9M+17.4%
EPS (diluted)$6.60+24.3%

Balance sheet

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Cash & equivalents$867.0M+12.2%
Total debt$2.0B+5.6%
Total equity-$24.4M+87.4%
Total assets$3.4B+4.5%

Cash flow

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Operating cash flow$1.6B+17.6%
CapEx$18.4M-18.8%
Free cash flow$1.5B+18.2%

Valuation

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Market cap$5.82B-20.8%
Enterprise value$6.98B-16.8%
P/E7.9×-4.3×
P/S1.5×-0.5×

Profitability

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Gross margin44.3%-0.2pp
Net margin18.9%+3.7pp
FCF margin19.5%+2.0pp

Returns & leverage

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Return on equity675%-296pp
Debt / equity22.8×+1.1×
Current ratio+0.2×

Where this comes from

Reported directly by H&R Block in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: H&R Block’s 10-Q, filed May 6, 2026.

Filed
May 6, 2026, 4:53 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q1 2026
Accession
0000012659-26-000017
Line itemThree months ended March 31, 2026Three months ended March 31, 2025Nine months ended March 31, 2026(in 000s) / Nine months ended March 31, 2025
Revenues:
U.S. assisted tax preparation$1,742,135$1,635,877$1,846,698$1,727,220
U.S. royalties128,182133,961139,139143,312
U.S. DIY tax preparation215,245214,666235,797231,646
Refund Transfers119,935113,732121,416115,229
Peace of Mind® Extended Service Plan14,34715,62554,08754,867
Tax Identity Shield®8,4857,02516,85114,947
Emerald Card® and SpruceSM39,59040,19556,56659,169

Item 1. Consolidated Statements of Operations and Comprehensive Income Three and nine months ended March 31, 2026 and 20

FAQ

What is H&R Block's assisted tax preparation — total revenues?
H&R Block (HRB) reported assisted tax preparation — total revenues of $1.74B in Q1 2026.
How has H&R Block's assisted tax preparation — total revenues changed year-over-year?
H&R Block's assisted tax preparation — total revenues increased by 6.5% year-over-year, from $1.64B to $1.74B.
What is the long-term trend for H&R Block's assisted tax preparation — total revenues?
Over 3 years (2022 to 2025), H&R Block's assisted tax preparation — total revenues has grown at a 4.8% compound annual growth rate (CAGR), from $2.09B to $2.41B.
What does assisted tax preparation — total revenues mean?
This metric represents the total revenue generated from professional, in-person, or assisted income tax return preparation services. It captures fees earned through company-owned and franchise office locations where tax professionals provide direct filing assistance to clients. This revenue stream is a primary indicator of the company's market share and service demand within the professional tax preparation industry.

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