Q4 26 EPS
$N/A
Q4 26 Revenue
N/A
vs S&P Since Q4 26
+19.6%
BEATING MARKET
HRB +19.8% vs S&P +0.2%
Market Reaction
Did HRB Beat Earnings? Q4 2026 Results
H&R Block delivered a strong fiscal third quarter, posting adjusted diluted EPS of $6.02 against a consensus estimate of $5.77, a beat of 4.33%, while revenue of $2.40 billion cleared expectations by 2.67% and grew 5.3% year over year. The primary en… Read more H&R Block delivered a strong fiscal third quarter, posting adjusted diluted EPS of $6.02 against a consensus estimate of $5.77, a beat of 4.33%, while revenue of $2.40 billion cleared expectations by 2.67% and grew 5.3% year over year. The primary engine behind the results was higher net average charge and volume in U.S. Assisted tax preparation, with the company also noting a third consecutive year of improvement in its assisted channel market share, a meaningful reversal from prior pressure. EBITDA from continuing operations climbed to $1.07 billion, and total operating expenses rose a more modest 4.8% to $1.36 billion, reflecting disciplined cost management even as field wages tracked higher with revenue. Capital return activity remained robust, with $560.90 million returned to shareholders year-to-date through buybacks and dividends, the latter now carrying a 60-year streak of consecutive quarterly payments. Encouraged by the momentum, management raised its full-year fiscal 2026 outlook, now guiding for revenue of $3.91 to $3.92 billion and adjusted diluted EPS of $5.10 to $5.20, representing roughly 10.5% growth at the midpoint.
Key Takeaways
- • Higher net average charge (NAC) and volume in U.S. assisted tax preparation
- • Growth in international revenue
- • Increase in Refund Transfer volume
- • One-time non-cash tax benefit of $84.1 million from IRS examination resolution
- • Fewer shares outstanding from share repurchases
- • Improved assisted channel market share for third consecutive year
- • Progress with higher complexity clients
HRB Forward Guidance & Outlook
The company raised its fiscal 2026 full-year outlook. Revenue is now expected to be in the range of $3.910 to $3.920 billion, representing 4.1% year-over-year growth at the midpoint. EBITDA is expected to be $1.025 to $1.035 billion, a 5.5% year-over-year increase at the midpoint. Adjusted diluted EPS is expected to be $5.10 to $5.20, a 10.5% year-over-year increase at the midpoint. The effective tax rate is expected to be approximately 14%.
HRB YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
HRB Revenue by Segment
With YoY comparisons, source: SEC Filings
“This season marked an important inflection point, demonstrating that our strategy is driving higher-quality business outcomes. Our assisted market share trend improved meaningfully after several years of pressure, reflecting stronger execution across the season. Clients are choosing H&R Block for confidence, trust, and expert help, and our disciplined, expert-led, technology-enabled approach is delivering meaningful value.”
— Curtis Campbell, Q4 2026 Earnings Press Release
HRB Earnings Trends
HRB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
HRB EPS Trend
Earnings per share: estimate vs actual
HRB Revenue Trend
Quarterly revenue: estimate vs actual
HRB Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 | — | — | — | — | — |
| Q3 26 BEAT | $5.77 | $6.02 | +4.33% | $2.40B | +2.67% |
| Q2 26 BEAT | $-1.89 | $-1.84 | +2.77% | $198.9M | +6.14% |
| Q1 26 BEAT | $-1.35 | $-1.20 | +11.28% | $203.6M | +1.71% |
| Q4 25 MISS FY | $2.83 | $2.27 | -19.86% | $1.11B | +455.14% |
| FY Full Year | $5.25 | $4.66 | -11.24% | $3.76B | +1.00% |
| Q3 25 BEAT | $5.17 | $5.38 | +4.06% | $2.28B | +1.30% |