Highest-materiality recent filing
HRB FY26 revenue $3.95B (+4.9%), EPS $5.69; quarterly dividend raised 10% to $0.46
Revenue $3.95B, up 4.9% YoY; operating expenses $3.0B, up 3.6% on field wages, occupancy, technology costs.
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.
Revenue increased 5.0% to $203.6M; operating expenses down 2.7% to $410.6M.
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 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 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 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 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 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).
H&R Block CFO Tony Bowen to retire; external search for successor underway
Tony Bowen retires as CFO after 7+ years; will stay through Sept. 2024 for transition.
H&R Block Q2 revenue up 8% to $179.1M; EPS loss improves to $(1.33) from $(1.43)
Pretax loss narrowed by $15.1M to $282.9M; adjusted EPS loss improved to $(1.27) from $(1.37).
H&R Block FY23 EPS $3.56 (+9% YoY); raises quarterly dividend 10% to $0.32
Revenue $3.47B (+0.3% YoY); net income $562M; adjusted EPS $3.82 (+9%).
H&R Block President Karen Orosco to depart July 1, 2023
Karen A. Orosco will cease as President, Global Consumer Tax and Service Delivery, effective May 11, 2023, and depart the company on July 1, 2023.
H&R Block reports Q3 revenue $2.1B (+2%), EPS $4.14 (+2%); cuts FY23 outlook
Revenue $2.1B, +2% YoY; EPS $4.14, +2%; adjusted EPS $4.20, +2%.
H&R Block Q2 revenue $166.4M (+5% YoY); adjusted EPS -$1.37; FY23 reaffirmed
Revenue grew 5% to $166.4M; pretax loss flat at $298.0M on higher wages and bad debt.
H&R Block Q1 loss widens to $1.05 EPS; revenue down 7%; reaffirms FY2023 outlook
Total revenue $180.0M, down 7% YoY, due to $16.6M impact from Advanced Child Tax Credit loaded onto Emerald Cards last year.
H&R Block reports FY22 revenue $3.46B, adj EPS $3.51; raises dividend 7%, authorizes $1.25B buyback
FY22 revenue $3.463B (-3.5% reported, normalized +5%); EPS $3.26; adjusted EPS $3.51 (normalized +18.2%).
H&R Block Q3 revenue up 4% to $2.1B; raises FY2022 guidance
Pretax income rose $33M to $862M; EPS from continuing ops $4.06 vs $4.09 prior year.
H&R Block Q2 revenue up 12% to $159M, loss per share improves; reaffirms FY outlook
Revenue $159M (+12% YoY); operating expenses $436M (+4%).
H&R Block extends MetaBank program through 2025, adds Spruce financial products
PMA term extended by two years to June 30, 2025, with automatic renewal provisions.
H&R Block signs CEO Jeff Jones to new five-year employment agreement through Nov 4, 2026
Base salary of $995,000; short-term incentive target raised to 150% of base salary.
H&R Block reports Q1 revenue $193M, loss per share $0.84; reiterates FY2022 outlook
Revenue $193M, down 54% YoY; pretax loss $197M, driven by non-repeat of extended tax season revenue.
On August 12, 2026, each of Robert A. Gerard and Matthew E. Winter notified the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”) that they intend to retire from the Board and will not stand for re-election as directors of the Company at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”).
On August 12, 2026, each of Robert A. Gerard and Matthew E. Winter notified the Board of Directors (the “Board”) of H&R Block, Inc. (the “Company”) that they intend to retire from the Board and will not stand for re-election as directors of the Company at the 2026 Annual Meeting of Shareholders (the “Annual Meeting”).
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.
On February 1, 2024, Tony Bowen notified H&R Block, Inc. (the “Company”) of his intention to retire from his position as Chief Financial Officer following the Company’s fiscal year 2024 to spend more time with family and focus on personal interests.
H&R Block, Inc. (the “Company”) announced that effective as of May 11, 2023, Karen A. Orosco will no longer serve as the Company’s President, Global Consumer Tax and Service Delivery and will depart the Company as of July 1, 2023.
On August 16, 2022, Christianna Wood notified the Board of Directors of H&R Block, Inc. (the “Company”) that she does not intend to stand for re-election as a director of the Company at the 2022 Annual Meeting of Shareholders.
Max materiality 0.85 · Median 0.57 · Most common event earnings