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H&R Block HRB DIY tax preparation — Total revenues

Other product segments

Assisted tax preparation
$1.74B+6.5%
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 DIY tax preparation — total revenues?
H&R Block (HRB) reported DIY tax preparation — total revenues of $215.25M in Q1 2026.
How has H&R Block's DIY tax preparation — total revenues changed year-over-year?
H&R Block's DIY tax preparation — total revenues increased by 0.3% year-over-year, from $214.67M to $215.25M.
What is the long-term trend for H&R Block's DIY tax preparation — total revenues?
Over 3 years (2022 to 2025), H&R Block's DIY tax preparation — total revenues has grown at a 6.3% compound annual growth rate (CAGR), from $319.09M to $383.74M.
What does DIY tax preparation — total revenues mean?
This metric represents the total revenue generated from digital, self-service tax preparation software products offered to consumers. It captures income derived from users who utilize online or mobile platforms to prepare and file their own tax returns without professional assistance. Growth in this area reflects the company's ability to capture market share in the automated tax filing sector and its success in digital product adoption.

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