H&R Block, Inc. (HRB)

From the record

H&R Block, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

H&R Block, Inc.'s 10 filed years say what it did: revenue went from $3.0 billion in fiscal 2017 to $3.9 billion in fiscal 2026, up 2.9% a year; it rose in 7 of 9 years; the deepest fall was 16% from fiscal 2018 to fiscal 2020; net income was positive in 9 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-06-30, H&R Block, Inc.'s diluted share count shrank about 6.4% a year, and dividends and buybacks returned about 26% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 3 sales and 0 purchases of their own stock on the open market in the year to 2026-11-03 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-06-30, H&R Block, Inc. earned about 624 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 54 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 96 cents per dollar of assets, and net share issuance: its share count shrank 6.2% over the year (the filed statements).

From the record

H&R Block, Inc.'s standing among 11 graded names in its industry family: revenue of $3.9 billion in fiscal 2026 ranks in the top 15% by size; a net margin of 18.6% ranks in the top 5%; revenue growth of 4.3% a year over the last 3 filed years ranks in the top 41% (its annual reports).

From the record

H&R Block, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Campbell, Curtis A (President & CEO, as filed), filing under that title since 2026-01-07, 10 months (bottom 25% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 5.2 years (bottom 28%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (top 45%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

H&R Block, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $959 million against debt of $1.5 billion leaves -16.4% of its assets as net cash, bottom 35% of its family; cash from operations less capital spending is 19.2% of revenue (top 15%); a gross margin of 44.3% (top 6%) (its annual report).

From the record

H&R Block, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 4.3% a year over the last three filed years against 2.9% over all 10, speeding up (top 15% of its family); the newest year grew 4.9% (top 35%); capital spending grew 5.8% a year (top 25%) (its annual reports). H&R Block, Inc. reported 2 product lines in fiscal 2026: Service at $3.7 billion (93%), Royalty at $281 million (7%); 1 of 2 grew against the year before (its annual report).

From the record

H&R Block, Inc.'s newest year against its own record: revenue of $3.9 billion in fiscal 2026 came in 0.8% above the $3.9 billion its prior three years' pace pointed to (bottom 45% of its family); net income of $734 million against a prior three-year average of $585 million (bottom 45%); a net margin of 18.6% against 16.2% before (bottom 45%) (its annual reports).