Highest-materiality recent filing
H&R Block Q3 revenue $2.4B (+5.3%); adjusted EPS $6.02, raises FY outlook
Total revenue $2.4B, up 5.3% YoY; assisted market share improved for third straight year.
H&R Block Q2 revenue up 11% to $198.9M; net loss improves to $241.6M
Revenue $198.9M (+11.1% YoY) driven by assisted volume/NAC, Wave subscriptions, and DIY software sales.
H&R Block appoints three new independent directors, expanding board to 11
Appointed Geralyn R. Breig, Christian H. Charnaux, and Stephanie C. Plaines as independent directors, effective Jan 20, 2026.
All eight director nominees elected with for votes between 101.3M and 102.5M; broker non-votes of 9.9M each.
Revenue increased 5.0% to $203.6M; operating expenses down 2.7% to $410.6M.
H&R Block discloses compensation details for new CAO April Wasleski
Base salary set at $255,000 effective October 24, 2025.
H&R Block subsidiary issues $350M of 5.375% Notes due 2032
Block Financial LLC issued $350M of 5.375% Notes due 2032, fully guaranteed by H&R Block.
H&R Block subsidiary issues $350M of 5.375% Notes due 2032, fully guaranteed by parent
Block Financial LLC issued $350M principal of 5.375% Notes due 2032.
H&R Block CAO Kellie Logerwell to retire Oct 24; succeeded by April Wasleski
Chief Accounting Officer Kellie J. Logerwell retiring effective October 24, 2025; no disagreement with company.
H&R Block reports FY2025 revenue up 4.2% to $3.8B; EPS rises 6.8%, dividend increased 12%
Revenue $3.8B (+4.2%); net income from continuing ops $609.5M (+1.9%).
H&R Block CEO Jeffrey Jones to retire Dec 31, 2025; Curtis Campbell named successor
Jones to retire as CEO and Board member effective Dec 31, 2025; will serve as Strategic Advisor through Sep 2026.
H&R Block extends $1.5B credit facility maturity to July 2030
Extended maturity of $1.5B credit facility from June 2026 to July 2030.
H&R Block Q3 FY2025 revenue $2.3B (+4.2%), EPS $5.32 (+9.2%), reaffirms FY outlook
Net income from cont. ops. $722.9M (+4.5%); adjusted EPS $5.38 (+8.9%).
H&R Block reports Q2 loss per share $(1.79); revenue flat; reaffirms FY2025 outlook
Revenue $179.1M flat YoY; pretax loss widened to $312.3M from $282.9M.
H&R Block shareholders elect eight directors, ratify auditor, approve say-on-pay at 2024 meeting
All eight director nominees elected, including Sean Cohan (111.6M for) and Richard Johnson (112.1M for).
H&R Block Q1 revenue up 5% to $193.8M; loss per share widens to $(1.23)
Revenue $193.8M, +5% YoY on higher assisted volume and net average charge.
H&R Block extends banking partnership with Pathward through June 2027; adjusts Emerald Advance terms
Fourth Amendment extends PMA term by two years to June 30, 2027.
H&R Block director Yolande G. Piazza resigns immediately; board reduced to 8
Yolande G. Piazza resigned from the Board effective September 17, 2024.
H&R Block FY24 revenue $3.6B (+4%), EPS $4.14; dividend up 17%, $1.5B buyback approved
FY24 revenue $3.61B (+4% YoY); pretax income $762M, net income $598M.
H&R Block names Tiffany Mason as CFO effective Sept 13, 2024; succeeds retiring Tony Bowen
Mason appointed EVP Finance (Aug 5) and CFO (Sept 13), succeeding Tony Bowen who is retiring.
H&R Block Q3 FY24 revenue $2.2B (+4%); EPS growth 18%; expects near high-end of outlook
Total revenue $2.2B (+$91.2M, +4% YoY); pretax income $907.4M (+$51.9M).
On September 17, 2024, Yolande G. Piazza, a member of the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”), notified the Board of her decision to resign as a director of the Company effective immediately.
will succeed Tony G. Bowen, the Company’s current Chief Financial Officer, whose retirement will be effective September 13, 2024.
On August 5, 2024, H&R Block, Inc. (the “Company”) announced that Tiffany L. Mason, 49, has been named the Company’s Chief Financial Officer, effective September 13, 2024.
Max materiality 0.80 · Median 0.55 · Most common event earnings