Earnings Data
Report Date
Aug 18, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.78Last Year’s EPS
1.83Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational and financial results (revenue, EBITDA, EPS growth), a raised full-year outlook, stabilization of assisted market share, meaningful AI adoption and customer experience improvements, and disciplined capital returns. Challenges were acknowledged but limited: higher peak labor costs, franchise volume weakness (partially offset by buybacks), declines in paid DIY volumes tied to strategic choices, and a non-recurring tax benefit that improves comparability. Management also highlighted a potential normalization risk next year if withholding tables are updated. Overall, positive momentum and strategic positioning outweigh the contained near-term challenges.Company Guidance
Revenue and Profit Growth
Q3 revenue of $2.4B, up 5.3% year-over-year; Q3 EBITDA of $1.1B, up 5.9% YoY; adjusted EPS up 12% (adjusted EPS $6.02, +11.9% YoY) and EPS from continuing operations $6.61, +24.2% YoY.
Raised Full-Year Guidance
Company raised fiscal 2026 outlook: revenue now expected $3.91B–$3.92B, EBITDA $1.025B–$1.035B, effective tax rate ~14%, adjusted diluted EPS $5.10–$5.20 based on strong year-to-date performance.
Assisted Channel Stabilization and Share
Assisted channel market share inflected positively this tax season—management reports maintained (flat) assisted market share vs. industry and favorable weekly performance; assisted volume up 2.1% and NAC up 3.9% (Q3 operating stats).
Client Experience and Retention Gains
Introduced personalized pre-appointment experience and client experience monitors; product attach increased by 550 basis points and retention improved materially (example: new clients receiving Second Look returned at 600+ basis points higher rate).
Strong AI Adoption and Scale
AI Tax Assist supported 4.1 million client messages (+88% YoY). Rolled out Sidekick (AI tax-pro assistant) with strong adoption; more than 150 experiments run this season and AI-enabled automation showed promising results toward reducing manual data entry.
Customer Mix Shift to Higher-Value Clients
Higher mix toward more complex returns, notably growth in AGI bands >$100k; DIY mix improved (free vs. paid) by 140 basis points, reflecting strategy to prioritize lifetime value over raw volume.
Cash Flow and Capital Allocation
Operating cash flow of $586.7M in first nine months; returned $560.9M to shareholders YTD via dividends and repurchases; Board approved incremental $100M buyback (≈$700M remaining on $1.5B program); management re-affirmed long-term growth algorithm.
Tax Outcomes and Client Financial Benefit
Average refund amounts for clients increased ~11%; ~7% growth in clients who received a refund and >25% decline in clients who owe the IRS; assisted enrollment of >2 million accounts for a program representing >90% of eligible clients (per call).
CH:HRB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does H&R Block (CH:HRB) report earnings?
H&R Block (CH:HRB) is schdueled to report earning on Aug 18, 2026, After Close (Confirmed).
What is H&R Block (CH:HRB) earnings time?
H&R Block (CH:HRB) earnings time is at Aug 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of H&R Block stock?
The P/E ratio of H&R Block is N/A.
What is CH:HRB EPS forecast?
CH:HRB EPS forecast for the fiscal quarter 2026 (Q4) is 1.78.