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Company Dossier · Consumer Discretionary

H&R Block

HRBNYSESpecialized Consumer ServicesSAINT LOUIS, US-MO, USMid capWebsite ↗
  • 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 covers S&P 500 companies.

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

Business

H&R Block: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$0.76BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

H&R Block: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

H&R Block: revenue, trailing twelve months

$ billions, from SEC filings

$4.0BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

H&R Block: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

H&R Block: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

H&R Block: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

11.6Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

H&R Block: guidance raised minus lowered

Guidance Ledger statements by quarter

4.0Data to Jun 2026
ImageDataGuidance Ledger by Palanor · source: SEC EDGAR
Business

H&R Block: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.70Data to Aug 2026
ImageDataPalanor calculation
Business

H&R Block: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.80Data to Aug 2026
ImageDataPalanor calculation
Business

H&R Block: risk factors added per annual report

New Item 1A risk factors in each 10-K

1.0Data to Aug 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

H&R Block: H-1B filings certified

Labor Condition Applications by quarter received

18.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

H&R Block: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$13.9MData to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

H&R Block: institutional holders

Managers reporting a position on Form 13F, by quarter

540.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

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.

30 days
1 headlines
0% positive · 0% negative
90 days
1 headlines
0% positive · 0% negative

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.

  1. Oct 21, 2026Lobbying
    Lobbying report (HARBINGER STRATEGIES, LLC)third_quarter 2026 · $0.1 million
  2. Oct 19, 2026Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)third_quarter 2026 · $0.0 million
  3. Oct 19, 2026Lobbying
    Lobbying report (CROSSROADS STRATEGIES, LLC)third_quarter 2026 · $0.1 million
  4. Oct 16, 2026Lobbying
    Lobbying report (S-3 GROUP)third_quarter 2026 · $0.1 million
  5. Aug 14, 20268-K
  6. Aug 14, 202610-K
    Annual report (10-K)1 risk factors added, 0 removed
  7. Jan 22, 20268-K
  8. Nov 10, 20258-K
  9. Sep 30, 2025Patent
  10. Sep 19, 20258-K
  11. Aug 26, 20258-K
  12. Aug 25, 20258-K
  13. Aug 15, 20258-K
  14. Aug 15, 202510-K
    Annual report (10-K)0 risk factors added, 0 removed
  15. Aug 11, 20258-K
  16. Jul 15, 20258-K
  17. Mar 25, 2025Patent
  18. Jan 7, 2025Patent
  19. Nov 8, 20248-K
  20. Oct 23, 20248-K
  21. Oct 8, 2024Patent
  22. Aug 20, 2024Patent
  23. Aug 15, 202410-K
    Annual 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.

CompanyRevenueFree cash flowThrough
Service Corporation International SCI$4.4B$0.6BJun 30, 2026
DoorDash DASH$15.9B$2.6BJun 30, 2026
Crocs CROX$4.0B$0.7BJun 30, 2026
Travel + Leisure Co. TNL$4.1B$0.4BJun 30, 2026
Boyd Gaming BYD$4.1B$0.0BJun 30, 2026
Visteon VC$3.8B—Dec 31, 2025
Harley-Davidson HOG$3.6B−$0.1BJun 30, 2026
GameStop GME$3.5B$0.7BAug 1, 2026

Identity

SEC CIK
12659
Wikidata
Q5627799

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

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