H&R Block Past Earnings Performance

Past criteria checks 5/6

H&R Block has been growing earnings at an average annual rate of 8.2%, while the Consumer Services industry saw earnings growing at 11.5% annually. Revenues have been growing at an average rate of 2.9% per year.

Key information

8.2%

Earnings growth rate

16.2%

EPS growth rate

Consumer Services Industry Growth	2.2%
Revenue growth rate	2.9%
Return on equity	n/a
Net Margin	17.1%
Next Earnings Update	09 May 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown
Beta

How H&R Block makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

LSE:0HOB Revenue, expenses and earnings (USD Millions)
Date	Revenue	Earnings	G+A Expenses
31 Dec 23	3,489	596	798
30 Sep 23	3,476	564	802
30 Jun 23	3,472	560	800
31 Mar 23	3,490	478	845
31 Dec 22	3,458	507	844
30 Sep 22	3,451	541	840
30 Jun 22	3,463	558	837
31 Mar 22	2,667	436	590
31 Dec 21	2,589	520	582
30 Sep 21	2,572	455	580
30 Jun 21	2,797	544	594
30 Apr 21	3,414	588	802
31 Jan 21	2,895	102	730
31 Oct 20	3,106	206	748
31 Jul 20	3,090	245	761
30 Apr 20	2,640	6	744
31 Jan 20	3,163	426	793
31 Oct 19	3,112	435	770
31 Jul 19	3,100	447	733
30 Apr 19	3,095	444	722
31 Jan 19	3,155	705	691
31 Oct 18	3,175	582	675
31 Jul 18	3,167	604	679
30 Apr 18	3,160	625	668
31 Jan 18	3,095	266	702
31 Oct 17	3,058	408	705
31 Jul 17	3,049	413	686
30 Apr 17	3,036	420	676
31 Jan 17	3,006	335	625
31 Oct 16	3,029	357	638
31 Jul 16	3,026	358	662
30 Apr 16	3,038	383	719
31 Jan 16	3,042	426	647
31 Oct 15	3,077	469	637
31 Jul 15	3,083	498	602
30 Apr 15	3,079	486	606
31 Jan 15	3,340	671	612
31 Oct 14	3,031	494	605
31 Jul 14	3,031	504	607
30 Apr 14	3,024	499	611
31 Jan 14	2,662	259	584
31 Oct 13	2,934	455	603
31 Jul 13	2,937	457	604
30 Apr 13	2,906	465	587

Quality Earnings: 0HOB has high quality earnings.

Growing Profit Margin: 0HOB's current net profit margins (17.1%) are higher than last year (14.7%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: 0HOB's earnings have grown by 8.2% per year over the past 5 years.

Accelerating Growth: 0HOB's earnings growth over the past year (17.5%) exceeds its 5-year average (8.2% per year).

Earnings vs Industry: 0HOB earnings growth over the past year (17.5%) exceeded the Consumer Services industry 9.7%.

Return on Equity

High ROE: 0HOB's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.

Return on Assets

Return on Capital Employed

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H&R Block Past Earnings Performance

Past criteria checks 5/6

Key information

Recent past performance updates

H&R Block, Inc. to Report Q3, 2024 Results on May 09, 2024

Second quarter 2024 earnings released: US$1.33 loss per share (vs US$1.42 loss in 2Q 2023)

H&R Block, Inc. to Report Q2, 2024 Results on Feb 06, 2024

First quarter 2024 earnings released: US$1.12 loss per share (vs US$1.05 loss in 1Q 2023)

H&R Block, Inc. to Report Q1, 2024 Results on Nov 07, 2023

Full year 2023 earnings released: EPS: US$3.57 (vs US$3.31 in FY 2022)

Recent updates

H&R Block, Inc. to Report Q3, 2024 Results on May 09, 2024

Now 23% overvalued after recent price rise

Upcoming dividend of US$0.32 per share

Second quarter 2024 earnings released: US$1.33 loss per share (vs US$1.42 loss in 2Q 2023)

H&R Block, Inc. Reaffirms Earnings Guidance for the Year 2024

First quarter dividend of US$0.32 announced

H&R Block Announces Quarterly Cash Dividend, Payable on April 3, 2024

H&R Block’S New Direct Import Feature Makes Switching from Turbotax to H&R Block DIY Online Fast and Easy

H&R Block, Inc. Names Curtis Campbell as President, Global Consumer Tax & Chief Product Officer

H&R Block, Inc. to Report Q2, 2024 Results on Feb 06, 2024

H&R Block, Inc. Introduces H&R Block AI Tax Assist

New minor risk - Insider selling

Chief Financial Officer recently sold US$2.2m worth of stock

Upcoming dividend of US$0.32 per share at 2.7% yield

H&R Block Announces the Launch of the New and Improved H&R Block Emerald Advance Loan

First quarter 2024 earnings released: US$1.12 loss per share (vs US$1.05 loss in 1Q 2023)

H&R Block, Inc. Announces Quarterly Cash Dividend, Payable January 4, 2024

H&R Block, Inc. to Report Q1, 2024 Results on Nov 07, 2023

H&R Block, Inc., Annual General Meeting, Nov 03, 2023

Upcoming dividend of US$0.32 per share at 3.2% yield

H&R Block, Inc. Announces Quarterly Dividend, Payable on October 4, 2023

Full year 2023 earnings released: EPS: US$3.57 (vs US$3.31 in FY 2022)

H&R Block, Inc. to Report Q4, 2023 Results on Aug 15, 2023

Upcoming dividend of US$0.29 per share at 3.9% yield

Independent Director recently bought US$295k worth of stock

H&R Block, Inc. Updates Earnings Guidance for the Fiscal Year 2023

Third quarter 2023 earnings released: EPS: US$4.23 (vs US$4.13 in 3Q 2022)

H&R Block, Inc. Announces Executive Changes

Upcoming dividend of US$0.29 per share at 3.1% yield

Second quarter 2023 earnings released: US$1.43 loss per share (vs US$1.08 loss in 2Q 2022)

H&R Block, Inc. Reaffirms Revenue Guidance for Fiscal Year 2023

H&R Block, Inc. Announces Quarterly Cash Dividend, payable on April 5, 2023

H&R Block Introduces First Artificial Intelligence Technology

H&R Block, Inc. to Report Q2, 2023 Results on Feb 07, 2023

Upcoming dividend of US$0.29 per share

H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on January 3, 2023

First quarter 2023 earnings released: US$1.05 loss per share (vs US$0.84 loss in 1Q 2022)

H&R Block, Inc. Reaffirms Revenue Guidance for Fiscal Year 2023

H&R Block, Inc. to Report Q1, 2023 Results on Nov 01, 2022

H&R Block, Inc., Annual General Meeting, Nov 04, 2022

Insider recently sold US$2.3m worth of stock

Upcoming dividend of US$0.29 per share

Chief Financial Officer recently sold US$3.1m worth of stock

Christianna Wood Not to Stand for Re-Election as Director of H&R Block, Inc

Investor sentiment improved over the past week

Full year 2022 earnings released: EPS: US$3.27 (vs US$3.00 in FY 2021)

H&R Block, Inc. Declares Quarterly Cash Dividend, Payable on October 3, 2022

H&R Block, Inc. to Report Fiscal Year 2022 Results on Aug 09, 2022

Upcoming dividend of US$0.27 per share

Investor sentiment improved over the past week

H&R Block, Inc. Revises Earnings Guidance for the Fiscal Year 2022

Third quarter 2022 earnings released: EPS: US$4.08 (vs US$5.23 in 3Q 2021)

H&R Block Declares Quarterly Cash Dividend, Payable on July 1, 2022

H&R Block, Inc. to Report Q3, 2022 Results on May 10, 2022

H&R Block, Inc. Appoints Jill Cress as Chief Marketing and Experience Officer, Effective May 2

H&R Block, Inc. Announces Executive Changes

H&R Block, Inc. Announces Executive Changes

Upcoming dividend of US$0.27 per share

Second quarter 2022 earnings: Revenues and EPS in line with analyst expectations

H&R Block Declares Quarterly Cash Dividend, Payable on April 1, 2022

Upcoming dividend of US$0.27 per share

Independent Chairman recently bought US$126k worth of stock

First quarter 2022 earnings released: US$0.84 loss per share (vs US$1.17 loss in 1Q 2021)

Independent Director Paul Brown has left the company

Upcoming dividend of US$0.27 per share

Insider recently sold US$270k worth of stock

Full year 2021 earnings released: EPS US$3.15 (vs US$0.028 in FY 2020)

H&R Block, Inc. Provides Earnings Outlook for the Fiscal 2021

Independent Director has left the company

Revenue & Expenses Breakdown
Beta