H&R Block (HRB)

NYSE:HRB

HRB

H&R Block

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H&R Block (HRB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 18, 2026

After Close (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

2.22

Last Year’s EPS

2.27

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 1 Analysts Ratings

Earnings Call Summary

Q3 2026

Earnings Call Date:May 06, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized strong operational and financial results (revenue, EBITDA, EPS growth), a raised full-year outlook, stabilization of assisted market share, meaningful AI adoption and customer experience improvements, and disciplined capital returns. Challenges were acknowledged but limited: higher peak labor costs, franchise volume weakness (partially offset by buybacks), declines in paid DIY volumes tied to strategic choices, and a non-recurring tax benefit that improves comparability. Management also highlighted a potential normalization risk next year if withholding tables are updated. Overall, positive momentum and strategic positioning outweigh the contained near-term challenges.

Company Guidance

Management raised fiscal 2026 guidance to revenue of $3.91–$3.92 billion, EBITDA of $1.025–$1.035 billion, an effective tax rate of ≈14%, and adjusted diluted EPS of $5.10–$5.20, driven by strong Q3 results (Q3 revenue $2.4B, +5.3% YoY; Q3 EBITDA $1.1B, +5.9% YoY; total operating expenses $1.4B, +4.8%), a Q3 effective tax rate of 16.5% (vs. 24.6% prior year) that included an $84.1M one‑time benefit ($0.65 EPS), net income from continuing ops $848.8M (+17.4%) and EPS $6.61 (+24.2%), adjusted net income $773.7M (+5.8%) and adjusted EPS $6.02 (+11.9%); year‑to‑date operating cash flow was $586.7M, the company returned $560.9M to shareholders and the Board approved an incremental $100M repurchase (bringing potential FY repurchases to ~$500M with ~ $700M remaining under the $1.5B program), and the outlook incorporates full‑season results, peak period labor costs and a planned marketing timing shift—backed by operational metrics such as assisted volume +2.1% with NAC +3.9%, DIY mix improvement of 140 bps, product attach +550 bps, Second Look new‑client retention lift of 600+ bps, AI Tax Assist handling 4.1M messages (up 88%), average refunds +11%, ~7% more clients receiving refunds and >25% fewer clients owing the IRS.

Revenue and Profit Growth

Q3 revenue of $2.4B, up 5.3% year-over-year; Q3 EBITDA of $1.1B, up 5.9% YoY; adjusted EPS up 12% (adjusted EPS $6.02, +11.9% YoY) and EPS from continuing operations $6.61, +24.2% YoY.

Raised Full-Year Guidance

Company raised fiscal 2026 outlook: revenue now expected $3.91B–$3.92B, EBITDA $1.025B–$1.035B, effective tax rate ~14%, adjusted diluted EPS $5.10–$5.20 based on strong year-to-date performance.

Assisted Channel Stabilization and Share

Assisted channel market share inflected positively this tax season—management reports maintained (flat) assisted market share vs. industry and favorable weekly performance; assisted volume up 2.1% and NAC up 3.9% (Q3 operating stats).

Client Experience and Retention Gains

Introduced personalized pre-appointment experience and client experience monitors; product attach increased by 550 basis points and retention improved materially (example: new clients receiving Second Look returned at 600+ basis points higher rate).

Strong AI Adoption and Scale

AI Tax Assist supported 4.1 million client messages (+88% YoY). Rolled out Sidekick (AI tax-pro assistant) with strong adoption; more than 150 experiments run this season and AI-enabled automation showed promising results toward reducing manual data entry.

Customer Mix Shift to Higher-Value Clients

Higher mix toward more complex returns, notably growth in AGI bands >$100k; DIY mix improved (free vs. paid) by 140 basis points, reflecting strategy to prioritize lifetime value over raw volume.

Cash Flow and Capital Allocation

Operating cash flow of $586.7M in first nine months; returned $560.9M to shareholders YTD via dividends and repurchases; Board approved incremental $100M buyback (≈$700M remaining on $1.5B program); management re-affirmed long-term growth algorithm.

Tax Outcomes and Client Financial Benefit

Average refund amounts for clients increased ~11%; ~7% growth in clients who received a refund and >25% decline in clients who owe the IRS; assisted enrollment of >2 million accounts for a program representing >90% of eligible clients (per call).

H&R Block (HRB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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HRB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 18, 2026	2026 (Q4)	2.21 / -	2.27	―	―	―
May 06, 2026	2026 (Q3)	5.77 / 6.02	5.38	11.90% (+0.64)
Feb 03, 2026	2026 (Q2)	-1.89 / -1.84	-1.73	-6.36% (-0.11)
Nov 06, 2025	2026 (Q1)	-1.35 / -1.20	-1.17	-2.56% (-0.03)
Aug 12, 2025	2025 (Q4)	2.83 / 2.27	1.89	20.11% (+0.38)
May 07, 2025	2025 (Q3)	5.17 / 5.38	4.94	8.91% (+0.44)
Feb 04, 2025	2025 (Q2)	-1.67 / -1.73	-1.27	-36.22% (-0.46)
Nov 07, 2024	2025 (Q1)	-1.21 / -1.17	-1.05	-11.43% (-0.12)
Aug 15, 2024	2024 (Q4)	1.74 / 1.89	2.05	-7.80% (-0.16)
May 09, 2024	2024 (Q3)	4.62 / 4.94	4.2	17.62% (+0.74)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HRB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2026	$29.32	$36.29	+23.77%
Feb 03, 2026	$36.70	$34.10	-7.10%
Nov 06, 2025	$50.27	$48.50	-3.52%
Aug 12, 2025	$49.90	$48.37	-3.07%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does H&R Block (HRB) report earnings?

H&R Block (HRB) is schdueled to report earning on Aug 18, 2026, After Close (Confirmed).

What is H&R Block (HRB) earnings time?

H&R Block (HRB) earnings time is at Aug 18, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HRB EPS forecast?

HRB EPS forecast for the fiscal quarter 2026 (Q4) is 2.22.