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H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax services and products. The company offers Refund Transfers, which enables clients to receive their tax refunds, and other services. It also offers small business financial solutions through its company-owned or franchise offices, and online.
Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $3.4B | $3.5B | $3.5B | $3.6B | $3.8B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $583.8M | $553.7M | $553.7M | $595.3M | $605.8M |
| Diluted EPS | $3.08 | $3.22 | $3.51 | $4.12 | $4.39 |
| Operating cash flow | $625.9M | $808.5M | $821.8M | $720.9M | $680.9M |
| Free cash flow | $573.1M | $746.6M | $752.1M | $657.2M | $598.8M |
| Gross margin | — | — | — | — | — |
| Operating margin | — | — | — | — | — |
| Net margin | 17.1% | 16.0% | 15.9% | 16.5% | 16.1% |
| Line item | Q1 '24 | Q1 '24 | Q2 '24 | Q3 '25 | Q1 '25 | Q1 '25 | Q2 '25 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.1B | $193.8M | $179.1M | $2.3B | $1.1B | $203.6M | $198.9M | $2.4B |
| Gross profit | — | — | — | — | — | — | — | — |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $257.8M | -$172.6M | -$243.4M | $722.3M | $299.4M | -$165.8M | -$242.2M | $847.9M |
| Diluted EPS | — | — | — | $5.31 | — | — | — | $6.60 |
| Operating cash flow | $300.6M | -$328.6M | -$567.1M | $1.3B | $251.6M | -$356.8M | -$614.0M | $1.6B |
| Free cash flow | $290.7M | -$347.3M | -$597.4M | $1.3B | $241.3M | -$370.0M | -$649.5M | $1.5B |
| Gross margin | — | — | — | — | — | — | — | — |
| Operating margin | — | — | — | — | — | — | — | — |
| Net margin | 24.3% | -89.0% | -135.9% | 31.7% | 27.0% | -81.5% | -121.8% | 35.4% |
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-08 | Campbell Curtis A· President & CEO | Tax withholding | 11 | $39.83 | $438.13 | filing |
| 2026-06-03 | Campbell Curtis A· President & CEO | Tax withholding | 1,016 | $37.96 | $38,567.36 | filing |
| 2026-01-22 | Charnaux Christian H. | Award | 3,727 | $0.00 | $0.00 | filing |
| 2026-01-22 | Breig Geralyn | Award | 3,727 | $0.00 | $0.00 | filing |
| 2026-01-22 | Plaines Stephanie | Award | 3,727 | $0.00 | $0.00 | filing |
| 2026-01-05 | Campbell Curtis A· President & CEO | Award | 17,216 | $0.00 | $0.00 | filing |
| 2026-01-05 | Darling Mark J.· Chief Retail Officer | Award | 1,481 | $0.00 | $0.00 | filing |
| 2025-11-19 | Jones Jeffrey J II· President & CEO | Sale | 128,818 | $44.54 | $5.7M | filing |
| 2025-11-19 | Jones Jeffrey J II· President & CEO | Option exercise | 128,818 | $29.73 | $3.8M | filing |
| 2025-11-19 | Jones Jeffrey J II· President & CEO | Gift | 45,000 | $0.00 | $0.00 | filing |
| 2025-11-12 | Jones Jeffrey J II· President & CEO | Sale | 176,449 | $46.46 | $8.2M | filing |
| 2025-11-12 | Jones Jeffrey J II· President & CEO | Option exercise | 145,087 | $29.73 | $4.3M | filing |
| 2025-11-05 | REICH VICTORIA | Award | 3,927 | $0.00 | $0.00 | filing |
| 2025-11-05 | Cohan Sean | Award | 3,927 | $0.00 | $0.00 | filing |
| 2025-11-05 | Gerard Robert A | Award | 3,927 | $0.00 | $0.00 | filing |
| 2025-11-05 | Gupta Anuradha | Award | 3,927 | $0.00 | $0.00 | filing |
| 2025-11-05 | Johnson Richard A | Award | 10,209 | $0.00 | $0.00 | filing |
| 2025-11-05 | Mends Mia | Award | 3,927 | $0.00 | $0.00 | filing |
| 2025-11-05 | Winter Matthew E | Award | 3,927 | $0.00 | $0.00 | filing |
| 2025-11-01 | Wasleski April M.· VP & Chief Acct Officer | Award | 3,293 | $0.00 | $0.00 | filing |
| 2025-08-31 | Jones Jeffrey J II· President & CEO | Tax withholding | 70,257 | $50.35 | $3.5M | filing |
| 2025-08-31 | Redler Dara S· Chief Legal & Admin. Officer | Tax withholding | 10,555 | $50.35 | $531,444.25 | filing |
| 2025-08-31 | Logerwell Kellie J· VP & Chief Acct Officer | Tax withholding | 2,947 | $50.35 | $148,381.45 | filing |
| 2025-08-31 | Manuel Scott· Chief Strategy & Operations Of | Tax withholding | 1,307 | $50.35 | $65,807.45 | filing |
| 2025-08-31 | Campbell Curtis A· Pres, GCT & Chief Product Off | Tax withholding | 1,114 | $50.35 | $56,089.90 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.