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H&R Block (HRB) investor relations material
H&R Block Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary6 Nov, 2025
Executive summary
Revenue for the first quarter increased 5.0% year-over-year to $203.6 million, driven by growth in assisted tax preparation and Wave business lines, with strong performance across Assisted Consumer Tax, Small Business Tax, and Wave segments.
Net loss from continuing operations improved by 3.5% to $(165.4) million, reflecting lower operating expenses and higher revenues.
Adjusted diluted loss per share from continuing operations was $(1.20), compared to $(1.17) in the prior year.
Leadership transition underway, with Curtis Campbell set to become CEO in January, ensuring strategic continuity.
Focus remains on enhancing client experience, leveraging technology, and expanding both consumer and small business segments, with emphasis on products like Second Look, AI Tax Assist, and Spruce.
Financial highlights
Q1 revenue grew 5% year-over-year to $203.6 million, driven by higher net average charge and increased U.S. assisted volumes.
EBITDA loss improved by 9.4% to $(170.0) million; net loss from continuing operations improved by 3.5% to $(165.4) million.
Adjusted loss per share was $(1.20), up 2.6% year-over-year, reflecting fewer shares outstanding.
Operating expenses decreased by 2.7% to $410.6 million, primarily due to lower legal fees and settlements.
Returned $455 million to shareholders in Q1 through dividends and share repurchases, retiring 6% of shares outstanding.
Outlook and guidance
Full-year revenue expected between $3.875 billion and $3.895 billion; EBITDA between $1.015 billion and $1.035 billion.
Adjusted EPS guidance reaffirmed at $4.85 to $5.00; effective tax rate projected at approximately 25%.
Industry growth anticipated at about 1%, with small business segment expected to contribute more meaningfully.
Management expects seasonal Q1 losses to be offset by income in later quarters.
No material impact from recent tax legislation is expected for the fiscal year ending June 30, 2026.
Clarify Curtis Campbell's leadership role
Strategy for remaining share repurchase program
Sustainability of Q1 operating expense reduction
How will AI accelerate product design and pro efficiency?
Strategy to gain assisted share from independents?
Future share repurchase plans beyond FY26?
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Q2 20263 Feb, 2026
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Frequently asked questions
Tax Preparation
H&R Block is an American company operating in the US, as well as in Canada and Australia. It provides various tax preparation services, including payroll, consulting services, software, electronic filing, and more. The company has over 10,000 different retail tax offices spread across the three previously mentioned countries and is headquartered in Kansas City, Missouri. H&R Block’s shares are listed on the NYSE.
Founded by the Bloch Brothers
H&R Block, Inc. was founded in 1955 by brothers Henry and Richard Bloch in Kansas City, Missouri. Originally conceived as a bookkeeping service for small businesses, the company soon shifted its focus to tax preparation services for individual taxpayers. Recognizing the complexities of the U.S. tax code and the challenges individuals faced in navigating it, the Blochs sought to offer expert assistance to the average American in ensuring accurate and efficient tax filings. The business model quickly proved successful, leading to rapid expansion. By the late 20th century, H&R Block had established itself as one of the largest tax preparation companies in the U.S., with offices spread throughout the country. Due to the complexities in the US tax code, H&R Block is far from alone within its niche. A list of similar companies includes names such as Intuit and Avantax.
For Businesses
H&R Block offers a range of services tailored to the needs of businesses. This includes bookkeeping and payroll services, helping businesses manage their financials, and ensuring that their employees are paid accurately and on time. They also provide expertise in business tax preparation and consultation, assisting companies in navigating complex tax codes, maximizing deductions, and ensuring compliance with local, state, and federal regulations.
For Private Individuals
H&R Block provides a plethora of services geared towards private individuals. Foremost among these is personal tax preparation, where they assist individuals in navigating the complexities of the tax code, ensuring accurate filings, and optimizing refunds. For those who prefer a do-it-yourself approach, H&R Block offers tax software and online filing solutions equipped with intuitive interfaces and guidance. For non-residents or those with international income, H&R Block provides specialized services tailored to unique tax situations. Furthermore, for those facing tax issues or audits, the company offers representation and assistance in resolving disputes with tax authorities.
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