H&R BLOCK INC (HRB) Earnings History

H&R BLOCK INC - Q2 FY2026 Earnings

Filed at: Feb 3, 2026, 4:06 PM EST|Read from source

EXECUTIVE SUMMARY

H&R Block reported an 11.1% increase in revenue for its fiscal 2026 second quarter, driven by higher volume and net average charges in assisted tax preparation, strong growth in Wave subscription revenue, and increased DIY software sales. The company reaffirmed its full-year outlook, citing solid execution across its business segments and disciplined capital allocation.

POSITIVE HIGHLIGHTS

  • •

    Total revenue increased 11.1% to $198.9 million compared to the prior year.

    positive
  • •

    Assisted tax preparation saw higher volume and net average charge (NAC).

    positive
  • •

    Wave subscription revenue and payments volume showed strong growth.

    positive
  • •

    DIY software sales increased.

    positive
  • •

    Full-year outlook was reaffirmed.

    positive

CONCERNS & RISKS

  • •

    Total operating expenses increased by 5.4% to $497.7 million, primarily due to higher field wages and increased consulting costs.

    attention
  • •

    Net loss from continuing operations was $241.6 million, a slight improvement of 0.4% from the prior year's loss of $242.5 million.

    negative
  • •

    Loss per share from continuing operations increased 6.7% to ($1.91) from ($1.79) in the prior year.

    negative
  • •

    Adjusted loss per share from continuing operations increased 6.4% to ($1.84) from ($1.73) in the prior year.

    negative
  • •

    The company reported a net loss of $407.985 million for the six months ended December 31, 2025, compared to a net loss of $415.996 million in the prior year.

    negative
  • •

    Net cash used in operating activities was $970.8 million for the six months ended December 31, 2025, compared to $895.6 million in the prior year.

    negative

FINANCIAL METRICS

Revenue
Quarterly
$198.87M
+11.1%
Prior year: $179.07M
Annual (YTD)
$402.42M
N/A
Prior year: $372.88M
Net Income
Quarterly
$-242.17M
+0.5%
Prior year: $-243.42M
Annual (YTD)
$-407.99M
N/A
Prior year: $-416.00M
EPS (Diluted)
Quarterly
$-1.92
-6.7%
Prior year: $-1.80
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Net Margin
Current Quarter
-121.8%
Prior Year
-135.9%
YoY Change
+1417 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q2 FY2026 2026

VISUAL OVERVIEW

|
U.S. tax preparation and related services
0.0%
N/A
Financial services
0.0%
N/A
International
0.0%
N/A
Wave
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
U.S. tax preparation and related services
N/A———
Financial services
N/A———
International
N/A———
Wave
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

revenue
$3875000.0B—$3895000.0B
Mid-point: $3885000.0B
"reaffirmed"
EBITDA
1,015,000,000—1,035,000,000
Mid-point: 1,025,000,000
"reaffirmed"
Adjusted Diluted EPS
$4.85—$5.00
Mid-point: $4.92
"reaffirmed"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

We delivered double‑digit revenue growth in the quarter and reaffirmed our full‑year outlook, reflecting the strength of our year-to-date performance.

— H&R BLOCK INC, Q2 FY2026 2026 Earnings Call

The performance across Assisted, DIY, and Wave demonstrates solid execution, and our financial fundamentals and commitment to disciplined capital allocation position us to deliver meaningful long‑term value.

— H&R BLOCK INC, Q2 FY2026 2026 Earnings Call

Across the business, we've made tangible improvements this season, whether receiving assistance from a tax professional or filing using our award-winning online tax product.

— H&R BLOCK INC, Q2 FY2026 2026 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Assisted tax preparation volume
N/A
clients
DIY software sales
N/A
sales
Wave payments volume
N/A
volume
Wave subscription revenue
N/A
revenue

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.