Company Dossier · Consumer Discretionary
H&R Block
- Russell 1000
- MidCap 400
What H&R Block is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $3.95 billion, up 5.1% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.76 billion, up 27% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.08 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to June 30, 2026: $0.35 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 11, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed August 14, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q4 2025: $13.9 million on the open market.SEC Form 4
- 540 institutional managers reported a position at June 30, 2026 (+52 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 18 (17 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for H&R Block yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name H&R Block, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralH&R Block Stock: The Tax Business Isn't Going Away That Easily (NYSE:HRB)
seekingalpha.com · via Marketaux · Oct 4, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (HARBINGER STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (PORTERFIELD, FETTIG & SEARS, LLC)third_quarter 2026 · $0.0 million
- Oct 19, 2026LobbyingLobbying report (CROSSROADS STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 16, 2026LobbyingLobbying report (S-3 GROUP)third_quarter 2026 · $0.1 million
- Aug 14, 20268-KDirector or officer changeItem 5.02
- Aug 14, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Jan 22, 20268-KDirector or officer changeItem 5.02
- Nov 10, 20258-KShareholder vote resultsItem 5.07
- Sep 30, 2025Patent
- Sep 19, 20258-KDirector or officer changeItem 5.02
- Aug 26, 20258-KMaterial agreement signedItem 1.01
- Aug 25, 20258-KMaterial agreement signedItem 1.01
- Aug 15, 20258-KDirector or officer changeItem 5.02
- Aug 15, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Aug 11, 20258-KDirector or officer changeItem 5.02
- Jul 15, 20258-KMaterial agreement signedItem 1.01
- Mar 25, 2025Patent
- Jan 7, 2025Patent
- Nov 8, 20248-KShareholder vote resultsItem 5.07
- Oct 23, 20248-KMaterial agreement signedItem 1.01
- Oct 8, 2024Patent
- Aug 20, 2024Patent
- Aug 15, 202410-KAnnual report (10-K)1 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Service Corporation International SCI | $4.4B | $0.6B | Jun 30, 2026 |
| DoorDash DASH | $15.9B | $2.6B | Jun 30, 2026 |
| Crocs CROX | $4.0B | $0.7B | Jun 30, 2026 |
| Travel + Leisure Co. TNL | $4.1B | $0.4B | Jun 30, 2026 |
| Boyd Gaming BYD | $4.1B | $0.0B | Jun 30, 2026 |
| Visteon VC | $3.8B | — | Dec 31, 2025 |
| Harley-Davidson HOG | $3.6B | −$0.1B | Jun 30, 2026 |
| GameStop GME | $3.5B | $0.7B | Aug 1, 2026 |