Skip to content

H&R Block HRB Refund Transfers — Total revenues

Other product segments

Assisted tax preparation
$1.74B+6.5%
DIY tax preparation
$215.25M+0.3%
Royalties
$128.18M-4.3%
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%

Similar metrics at other companies

American Electric Power logo
AEP(Provision For) Reversal Of Refund — Total Revenues
-$48M+17.2%
Mercury General logo
MCYProceeds from Income Tax Refunds
$14.46M
Intuit logo
INTUTurboTax — Total net revenue
$4.36B+7.0%
Belden logo
BDCProceeds from Income Tax Refunds
$6.45M+286%
Novanta logo
NOVTProceeds from Income Tax Refunds
$138K+31.4%
Abercrombie & Fitch logo
ANFProceeds from Income Tax Refunds
$49K-84.6%

Other financials

Income statement

See full
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

See full
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

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

Valuation

See full
Market cap$4.36B-45.3%
Enterprise value$5.52B-39.0%
P/E5.9×-8.2×
P/S1.1×-1.0×

Profitability

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

Returns & leverage

See full
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 official record: H&R Block’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

Ask your AI about H&R Block's refund transfers — total revenues.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is H&R Block's refund transfers — total revenues?
H&R Block (HRB) reported refund transfers — total revenues of $119.94M in Q1 2026.
How has H&R Block's refund transfers — total revenues changed year-over-year?
H&R Block's refund transfers — total revenues increased by 5.5% year-over-year, from $113.73M to $119.94M.
What is the long-term trend for H&R Block's refund transfers — total revenues?
Over 4 years (2021 to 2025), H&R Block's refund transfers — total revenues has grown at a -3.0% compound annual growth rate (CAGR), from $155.58M to $137.53M.
What does refund transfers — total revenues mean?
This metric represents the total revenue generated from financial products that allow taxpayers to have their tax preparation fees deducted directly from their anticipated tax refund. It reflects the demand for convenient settlement options that bridge the gap between tax filing and the receipt of government disbursements. As a key component of the company's financial services portfolio, this revenue stream is sensitive to changes in tax filing volume and the adoption rate of integrated payment solutions.