# H&R Block Inc: overview

HRB · NYSE · CIK 12659 · [Industrials](/sectors/industrials.md) · fiscal year ends Jun 30

Pages: [Overview](/companies/hrb.md) · [Financials](/companies/hrb/financials.md) · [Filings](/companies/hrb/filings.md) · [Insiders](/companies/hrb/insiders.md)

Latest reported revenue: [$1.14bn](/filings/0000012659-26-000026.md) for Q4 FY2026, three months to 2026-06-30, from the 10-K filed Aug 14, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0000012659-26-000026).

## Last eight quarters

| Line item | Unit | Q1 FY2025 (2024-09-30) | Q2 FY2025 (2024-12-31) | Q3 FY2025 (2025-03-31) | Q4 FY2025 (2025-06-30) | Q1 FY2026 (2025-09-30) | Q2 FY2026 (2025-12-31) | Q3 FY2026 (2026-03-31) | Q4 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [194](/filings/0000012659-25-000016.md) | [179](/filings/0000012659-26-000008.md) | [2,277](/filings/0000012659-26-000017.md) | [1,111 d](/filings/0000012659-26-000026.md) | [204](/filings/0000012659-25-000016.md) | [199](/filings/0000012659-26-000008.md) | [2,398](/filings/0000012659-26-000017.md) | [1,145 d](/filings/0000012659-26-000026.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [(89.0%)](/filings/0000012659-26-000017.md) | [(135.9%)](/filings/0000012659-26-000017.md) | [31.7%](/filings/0000012659-26-000017.md) | [27.0% d](/filings/0000012659-26-000026.md) | [(81.5%)](/filings/0000012659-26-000017.md) | [(121.8%)](/filings/0000012659-26-000017.md) | [35.4%](/filings/0000012659-26-000017.md) | [25.7% d](/filings/0000012659-26-000026.md) |
| Diluted EPS | $ per share | not reported | not reported | [5.31](/filings/0000012659-26-000017.md) | not reported | not reported | not reported | [6.60](/filings/0000012659-26-000017.md) | not reported |
| Free cash flow | $m | [(347)](/filings/0000012659-25-000016.md) | [(597) d](/filings/0000012659-26-000008.md) | [1,302 d](/filings/0000012659-26-000017.md) | [241 d](/filings/0000012659-26-000026.md) | [(370)](/filings/0000012659-25-000016.md) | [(649) d](/filings/0000012659-26-000008.md) | [1,539 d](/filings/0000012659-26-000017.md) | [237 d](/filings/0000012659-26-000026.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2022 (2022-06-30) | FY2023 (2023-06-30) | FY2024 (2024-06-30) | FY2025 (2025-06-30) | FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [3,463](/filings/0001838862-24-000030.md) | [3,472](/filings/0001605297-25-000016.md) | [3,610](/filings/0000012659-26-000026.md) | [3,761](/filings/0000012659-26-000026.md) | [3,945](/filings/0000012659-26-000026.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | [16.0%](/filings/0001838862-24-000030.md) | [15.9%](/filings/0001605297-25-000016.md) | [16.5%](/filings/0000012659-26-000026.md) | [16.1%](/filings/0000012659-26-000026.md) | [18.6%](/filings/0000012659-26-000026.md) |
| Diluted EPS | $ per share | [3.22](/filings/0001838862-24-000030.md) | [3.51](/filings/0001605297-25-000016.md) | [4.12](/filings/0000012659-26-000026.md) | [4.39](/filings/0000012659-26-000026.md) | [5.66](/filings/0000012659-26-000026.md) |
| Free cash flow | $m | [747](/filings/0001838862-24-000030.md) | [752](/filings/0001605297-25-000016.md) | [657](/filings/0000012659-26-000026.md) | [599](/filings/0000012659-26-000026.md) | [756](/filings/0000012659-26-000026.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/hrb/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $621.7m | 16,326,241 |  | Added +787,417 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $599.5m | 15,744,303 |  | Added +456,900 |
| [AQR CAPITAL MANAGEMENT LLC](/funds/1167557.md) | 2026-06-30 | $366.2m | 9,616,406 |  | Added +6,433,681 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $236.5m | 6,210,650 |  | Reduced −1,061,675 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $217.6m | 5,713,146 |  | Added +58,111 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $160.0m | 4,157,916 |  | Added +163,123 |
| [FULLER & THALER ASSET MANAGEMENT, INC.](/funds/1082327.md) | 2026-06-30 | $151.4m | 3,975,923 |  | Reduced −304,370 |
| [LAZARD ASSET MANAGEMENT LLC](/funds/1207017.md) | 2026-06-30 | $123.5m | 3,244,474 |  | Reduced −516,620 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $116.6m | 3,061,311 |  | Reduced −75,776 |
| [NORTHERN TRUST CORP](/funds/73124.md) | 2026-06-30 | $111.7m | 2,934,354 |  | Reduced −80,782 |

## Recent filings

[All 1,115 filings](/companies/hrb/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-09-29 | 20:17 ET | [DEF 14A](/filings/0001104659-26-111942.md) | Proxy statement, period 2026-11-10 | 0001104659-26-111942 |
| 2026-08-14 | 20:08 ET | [8-K](/filings/0000012659-26-000028.md) | 5.02 Departure or appointment of officers or directors | 0000012659-26-000028 |
| 2026-08-14 | 18:10 ET | [10-K](/filings/0000012659-26-000026.md) | Annual report, period 2026-06-30 | 0000012659-26-000026 |
| 2026-08-11 | 20:10 ET | [8-K](/filings/0000012659-26-000019.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0000012659-26-000019 |
| 2026-05-06 | 20:53 ET | [10-Q](/filings/0000012659-26-000017.md) | Quarterly report, period 2026-03-31 | 0000012659-26-000017 |
| 2026-05-06 | 20:12 ET | [8-K](/filings/0000012659-26-000015.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0000012659-26-000015 |
| 2026-02-05 | 21:31 ET | [10-Q](/filings/0000012659-26-000008.md) | Quarterly report, period 2025-12-31 | 0000012659-26-000008 |
| 2026-02-03 | 21:06 ET | [8-K](/filings/0000012659-26-000005.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0000012659-26-000005 |
| 2026-01-22 | 21:57 ET | [8-K](/filings/0000012659-26-000003.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0000012659-26-000003 |
| 2025-11-10 | 21:31 ET | [8-K](/filings/0000012659-25-000018.md) | 5.07 Shareholder vote results | 0000012659-25-000018 |

## Latest annual report

[Form 10-K for the fiscal year ended Jun 30, 2026](/filings/0000012659-26-000026.md), filed Aug 14, 2026.

## Forecast league

Q1 FY2027, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/59981146-139f-4bb0-a2e1-09173e55a5a1)

## About the filer

- CIK: 12659
- Tickers: HRB
- Exchange: NYSE
- SIC code: 7200 Services-Personal Services
- State of incorporation: MO
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:17 ET. No prices; not investment advice.