Education
About Us
Working with TipRanks
Follow Us
H&R Block (HRB)
NYSE:HRB
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
5.77Last Year’s EPS
5.38Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call leans positive: management reaffirmed guidance, delivered strong shareholder returns ($508M in H1 and $700M remaining repurchase capacity), and outlined clear investments in AI and operations expected to improve client and tax-pro experiences. However, there are notable execution risks in the assisted channel (manual processes and mid/lower-funnel losses), a modest increase in adjusted loss per share ($0.11 YoY), and early-season data limitations that introduce near-term uncertainty. The positives around cash returns, disciplined capital allocation, and technology-led remediation outweigh the highlighted operational challenges.Company Guidance
Reaffirmed Full-Year Financial Outlook
Management reaffirmed fiscal 2026 guidance: revenue $3.875B–$3.895B, EBITDA $1.015B–$1.035B, adjusted EPS $4.85–$5.00, and an effective tax rate of ~25%.
Strong Capital Returns to Shareholders
Returned $508 million to shareholders in H1 via dividends and share repurchases, with approximately $700 million remaining on the current repurchase program.
Stable Cash Flow and Disciplined Capital Allocation
Company emphasizes significant, stable cash flow and a disciplined capital allocation strategy (invest in business, grow dividend, repurchase shares) as a multi-year priority.
Industry and Pricing Assumptions
Outlook assumes industry growth in line with historical norms (~1%) and low single-digit price increases across both assisted and DIY channels; management expects assisted to regain ~20 basis points of share from DIY.
Technology and AI Investments
Notable investments: AI-enabled tax pro assistance (AI Assist), embedding AI into tax pro tools, TPR improvements, and optimized assisted virtual experience intended to reduce manual work and improve funnel consistency.
Strategic Growth Initiatives
Management expects expanding contribution from small business revenue and continued franchise acquisitions when attractive EBITDA multiples arise; focus on assisted and paid DIY as highest lifetime value segments.
Cost Efficiency and Marketing Discipline
Engaged consulting for strategic sourcing (engagement completed in H1) expected to yield sustainable savings; no material change in historical marketing spend, with marketing focused on high-LTV customers and tax-pro expertise.
HRB Earnings History
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 |
|---|---|---|---|
Feb 03, 2026 | $37.20 | $34.56 | -7.10% |
Nov 06, 2025 | $50.94 | $49.15 | -3.52% |
Aug 12, 2025 | $50.57 | $49.02 | -3.07% |
May 07, 2025 | $60.15 | $56.95 | -5.31% |
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 May 12, 2026, After Close (Confirmed).
What is H&R Block (HRB) earnings time?
H&R Block (HRB) earnings time is at May 12, 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 (Q3) is 5.77.