Jun 2026 (Q4 FY26) — Aug 11, 2026
H&R Block Q4 FY26 — Strong Financial Performance and Strategic Progress
Read the full callH&R Block earnings: last reported Tue, 11 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,145 | +3.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 294 | −1.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $52.59 on 17 Oct 2025 → $47.37. High $54.18 (12 Aug 2026), low $28.34 (12 Feb 2026).
Overview
Call summaries
H&R Block Q4 FY26 — Strong Financial Performance and Strategic Progress
Read the full callH&R Block Q3 FY26 — Strong Performance and Raised Full-Year Outlook Driven by Strategic Execution
Read the full callEvery analysed call
Financials
Net profit, year on year: −2% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 194 | 179 | 2,277 | 1,111 | 204 | 199 | 2,398 | 1,145 |
| Expenses | 422 | 472 | 1,299 | 740 | 411 | 498 | 1,361 | 768 |
| Profit before tax | -232 | -312 | 958 | 368 | -216 | -319 | 1,016 | 373 |
| Tax rate | 26.2% | 22.4% | 24.6% | 18.3% | 23.6% | 24.3% | 16.5% | 21.1% |
| Net profit | -173 | -243 | 722 | 299 | -166 | -242 | 848 | 294 |
| EPS ($ per share) | -1.24 | -1.80 | 5.37 | — | -1.26 | -1.92 | 6.66 | — |
| Line item | Apr 2019 | Apr 2020 | Apr 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Reserves | 499 | 43 | 249 | 120 | -49 | 13 | 12 | 31 |
| Total liabilities | 2,758 | 5,041 | 3,301 | 3,058 | 3,040 | 3,128 | 3,175 | 3,139 |
| Fixed assets | 212 | 184 | 148 | 124 | 130 | 131 | 135 | 141 |
| Total assets | 3,300 | 5,112 | 3,654 | 3,269 | 3,072 | 3,219 | 3,264 | 3,256 |
| Line item | Apr 2019 | Apr 2020 | Apr 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 607 | 109 | 626 | 809 | 822 | 721 | 681 | 839 |
| Cash from investing | -155 | -470 | -46 | -77 | -101 | -94 | -105 | -125 |
| Cash from financing | -404 | 1,532 | -2,409 | -1,257 | -751 | -564 | -647 | -734 |
| Net cash flow | 44 | 1,165 | -1,810 | -533 | -35 | 60 | -72 | -25 |
| Capital expenditure | -95 | -82 | -53 | -62 | -70 | -64 | -82 | -83 |
| Free cash flow | 511 | 27 | 573 | 747 | 752 | 657 | 599 | 756 |
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Tax Preparation Fees | 27% | 70% | 22% | 27% | 72% | 24% | 28% | 73% | +6.5% |
| DIY Tax Preparation Fees | 7% | 9% | 2% | 8% | 9% | 2% | 8% | 9% | +0.3% |
| Royalty | 17% | 9% | 6% | 15% | 8% | 6% | 16% | 7% | -3.3% |
| Royalties | 3% | 7% | 3% | 2% | 6% | 3% | 3% | 5% | -4.3% |
| Refund Transfer Revenues | <1% | 5% | <1% | <1% | 5% | <1% | <1% | 5% | +5.5% |
| International | 17% | 3% | 33% | 18% | 3% | 32% | 17% | 3% | +16.0% |
| Feesfrom Emerald Card | 7% | 2% | 5% | 6% | 2% | 4% | 5% | 2% | -1.5% |
| Wave HQ Inc | 13% | 1% | 14% | 15% | 1% | 15% | 15% | 1% | +11.8% |
| Interest and Fee Incomeon Emerald Advance | 9% | 1% | 0% | 7% | 1% | 0% | 7% | 1% | +6.4% |
| Otherrevenue | 5% | 1% | 7% | 7% | 1% | 7% | 6% | 1% | +2.9% |
| Peaceof Mind Revenues | 10% | 1% | 12% | 9% | 1% | 12% | 8% | 1% | -8.2% |
| Tax Identity Shield | 3% | <1% | 2% | 2% | <1% | 2% | 2% | <1% | +20.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
35 filings between Nov 1, 2025 and Sep 30, 2026.
Purchases
None
No insider bought shares.
Sales
$14.05M
3 sales by 2 insiders
Also filed: 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Jones Jeffrey J II | — | $13.94M | Nov 19, 2025 |
| Darling Mark J. | — | $109.9K | Sep 30, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Darling Mark J. Chief Retail Officer | Sale | 2,700 | $109.9K |
| Aug 31, 2026 | Wasleski April M. VP & Chief Acct Officer | Award | 1,426 | $0 |
| Aug 31, 2026 | Manuel Scott Chief Strategy & Operations Of | Award | 10,843 | $0 |
| Aug 31, 2026 | Wasleski April M. VP & Chief Acct Officer | Tax withheld | 413 | $21.3K |
| Aug 31, 2026 | Campbell Curtis A President & CEO | Tax withheld | 2,833 | $146.3K |
| Aug 31, 2026 | Campbell Curtis A President & CEO | Award | 49,129 | $0 |
| Aug 31, 2026 | Darling Mark J. Chief Retail Officer | Tax withheld | 4,129 | $213.3K |
| Aug 31, 2026 | Darling Mark J. Chief Retail Officer | Award | 6,099 | $0 |
| Aug 31, 2026 | Manuel Scott Chief Strategy & Operations Of | Tax withheld | 3,736 | $193.0K |
| Aug 31, 2026 | Mason Tiffany L Chief Financial Officer | Tax withheld | 3,510 | $181.3K |
| Aug 31, 2026 | Mason Tiffany L Chief Financial Officer | Award | 13,553 | $0 |
| Aug 31, 2026 | Redler Dara S Chief Legal & Admin. Officer | Tax withheld | 12,219 | $631.1K |
| Aug 31, 2026 | Redler Dara S Chief Legal & Admin. Officer | Award | 9,826 | $0 |
| Aug 12, 2026 | Darling Mark J. Chief Retail Officer | Award | 4,429 | $0 |
| Aug 12, 2026 | Redler Dara S Chief Legal & Admin. Officer | Award | 17,271 | $0 |
| Jul 8, 2026 | Campbell Curtis A President & CEO | Tax withheld | 11 | $438 |
| Jun 3, 2026 | Campbell Curtis A President & CEO | Tax withheld | 1,016 | $38.6K |
| Jan 22, 2026 | Breig Geralyn Director | Award | 3,727 | $0 |
| Jan 22, 2026 | Charnaux Christian H. Director | Award | 3,727 | $0 |
| Jan 22, 2026 | Plaines Stephanie Director | Award | 3,727 | $0 |
| Jan 5, 2026 | Darling Mark J. Chief Retail Officer | Award | 1,481 | $0 |
| Jan 5, 2026 | Campbell Curtis A President & CEO | Award | 17,216 | $0 |
| Nov 19, 2025 | Jones Jeffrey J II President & CEO | Option exercise | 128,818 | $3.83M |
| Nov 19, 2025 | Jones Jeffrey J II President & CEO | Gift | 45,000 | $0 |
| Nov 19, 2025 | Jones Jeffrey J II President & CEO | Sale | 128,818 | $5.74M |
| Nov 12, 2025 | Jones Jeffrey J II President & CEO | Option exercise | 145,087 | $4.31M |
| Nov 12, 2025 | Jones Jeffrey J II President & CEO | Sale | 176,449 | $8.20M |
| Nov 5, 2025 | Winter Matthew E Director | Award | 3,927 | $0 |
| Nov 5, 2025 | REICH VICTORIA Director | Award | 3,927 | $0 |
| Nov 5, 2025 | Mends Mia Director | Award | 3,927 | $0 |
| Nov 5, 2025 | Johnson Richard A Director | Award | 10,209 | $0 |
| Nov 5, 2025 | Gupta Anuradha Director | Award | 3,927 | $0 |
| Nov 5, 2025 | Gerard Robert A Director | Award | 3,927 | $0 |
| Nov 5, 2025 | Cohan Sean Director | Award | 3,927 | $0 |
| Nov 1, 2025 | Wasleski April M. VP & Chief Acct Officer | Award | 3,293 | $0 |
| Aug 31, 2025 | Logerwell Kellie J VP & Chief Acct Officer | Award | 2,086 | $0 |
| Aug 31, 2025 | Logerwell Kellie J VP & Chief Acct Officer | Tax withheld | 2,947 | $148.4K |
| Aug 31, 2025 | Jones Jeffrey J II President & CEO | Tax withheld | 70,257 | $3.54M |
| Aug 31, 2025 | Mason Tiffany L Executive VP, Finance | Award | 10,428 | $0 |
| Aug 31, 2025 | Mason Tiffany L Executive VP, Finance | Award | 5,214 | $0 |
| Aug 31, 2025 | Mason Tiffany L Executive VP, Finance | Tax withheld | 1,071 | $53.9K |
| Aug 31, 2025 | Manuel Scott Chief Strategy & Operations Of | Award | 10,428 | $0 |
| Aug 31, 2025 | Manuel Scott Chief Strategy & Operations Of | Award | 5,214 | $0 |
| Aug 31, 2025 | Manuel Scott Chief Strategy & Operations Of | Tax withheld | 1,307 | $65.8K |
| Aug 31, 2025 | Redler Dara S Chief Legal & Admin. Officer | Award | 9,385 | $0 |
| Aug 31, 2025 | Redler Dara S Chief Legal & Admin. Officer | Award | 3,476 | $0 |
| Aug 31, 2025 | Redler Dara S Chief Legal & Admin. Officer | Tax withheld | 10,555 | $531.4K |
| Aug 31, 2025 | Jones Jeffrey J II President & CEO | Award | 57,697 | $0 |
| Aug 31, 2025 | Campbell Curtis A Pres, GCT & Chief Product Off | Tax withheld | 1,114 | $56.1K |
| Aug 31, 2025 | Campbell Curtis A Pres, GCT & Chief Product Off | Award | 11,818 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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