{
  "url": "https://struct.news/briefs/hr-block-grew-revenue-49-eps-jumped-289",
  "title": "H&R Block grew revenue 4.9%. EPS jumped 28.9%",
  "summary": "A $54.4 million drop in income-tax expense helped lift H&R Block’s full-year net income to $733.6 million, while diluted shares fell 6.2%.",
  "published_at": "2026-08-14T18:15:38.862667+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "H&R Block, Inc.",
    "ticker": "HRB",
    "cik": "12659",
    "sector": "Consumer Cyclical",
    "industry": "Personal Services"
  },
  "source_filing": {
    "form": "10-K",
    "filed": "2026-08-14",
    "accession": "0000012659-26-000026",
    "url": "https://www.sec.gov/Archives/edgar/data/12659/000001265926000026/hrb-20260630.htm"
  },
  "comparison_filing": {
    "form": "10-K",
    "filed": "2025-08-15",
    "url": "https://www.sec.gov/Archives/edgar/data/12659/000160529725000016/hrb-20250630.htm"
  },
  "reported_figures": [
    {
      "group": "The filing in three numbers",
      "label": "Revenue",
      "value": 3760995000,
      "display": "$3.8B",
      "unit": "usd",
      "period": "2025-06-30",
      "detail": null,
      "source": {
        "kind": "sec_filing",
        "label": "Filed company results",
        "form": "10-K",
        "accession": "0000012659-26-000026",
        "filing_date": "2026-08-14"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Revenue YoY",
      "value": 4.172673706987173,
      "display": "+4.2%",
      "unit": "percent",
      "period": "2025-06-30",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-K",
        "accession": "0000012659-26-000026",
        "filing_date": "2026-08-14"
      }
    },
    {
      "group": "The filing in three numbers",
      "label": "Net margin",
      "value": 16.10672175847083,
      "display": "+16.1%",
      "unit": "percent",
      "period": "2025-06-30",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-K",
        "accession": "0000012659-26-000026",
        "filing_date": "2026-08-14"
      }
    }
  ],
  "watch_next": [
    {
      "type": "liquidity_financing",
      "statement": "H&R Block's revolving credit facility requires debt-to-EBITDA no higher than 3.50x or 4.50x by quarter-end and interest coverage of at least 2.50x.",
      "importance": "high",
      "evidence": "a covenant requiring the Company to maintain a debt-to-EBITDA ratio, as defined by the 2025 CLOC agreement, calculated on a consolidated basis of no greater than (a) 3.50 to 1.00 as of the last day of each fiscal quarter ending on March 31, June 30, and September 30 of each year and (b) 4.50 to 1.00 as of the last day of each fiscal quarter ending on December 31 of each year",
      "source_date": "2026-08-14"
    },
    {
      "type": "tax",
      "statement": "Income-tax expense fell after the IRS settlement and related carryback claims, lifting annual earnings; compare the tax line once that item is no longer present.",
      "importance": "medium",
      "evidence": "Income tax expense decreased $54.4 million, or 31.6% , primarily due to the settlement of an IRS examination of our 2020 U.S. federal income tax return and related carryback claims to the 2015 through 2018 tax years.",
      "source_date": "2026-08-14"
    },
    {
      "type": "demand",
      "statement": "U.S. royalties revenue declined as franchise tax-return volumes fell, with the company attributing the change primarily to franchise acquisitions.",
      "importance": "medium",
      "evidence": "U.S. royalties revenue decreased $7.4 million, or 3.9%, due to lower franchise tax return volumes, which was primarily driven by franchise acquisitions.",
      "source_date": "2026-08-14"
    },
    {
      "type": "pricing",
      "statement": "Marketing and advertising expense declined as customer incentives and online and television advertising decreased.",
      "importance": "medium",
      "evidence": "Marketing and advertising expense decreased $8.0 million, or 2.8%, primarily due to lower customer incentive expenses and lower online and television advertising, partially offset by higher advertising production expenses.",
      "source_date": "2026-08-14"
    }
  ],
  "related_tickers": [
    "HRB"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}