H&R Block (HRB)
NYSEConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-11-05
$55.01-0.83%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · HRB
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Strong execution drove accelerating revenue growth, margin expansion, and higher operating cash flow generation, while reinforcing our ability to strengthen client outcomes and deliver disciplined re…
Stated in 3 of 3 supplied quarters. Management reported: “Strong execution drove accelerating revenue growth, margin expansion, and higher operating cash flow generation, while reinforcing our ability to strengthen client outcomes and deliver disciplined returns to shareholders," said Tiffany Mason, chief financial officer.” “Fiscal Year 2026 Outlook As a result of year-to-date performance, including a strong tax season, the Company now expects: • Revenue to be in the range of $3.910 to $3.920 billion, representing a 4.1% year-over-year increase at the midpoint.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6999).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Strong execution drove accelerating revenue growth, margin expansion, and higher operating cash flow generation, while reinforcing our ability to strengthen client outcomes and deliver disciplined re…”
“Fiscal 2026 Third Quarter Results and Key Financial Metrics "This quarter demonstrates strong execution across the business, with solid revenue growth and enhanced profitability," said Tiffany Mason,…”
“"The performance across Assisted, DIY, and Wave demonstrates solid execution, and our financial fundamentals and commitment to disciplined capital allocation position us to deliver meaningful long‑te…”
▪ During fiscal 2026, the Company returned a total of $713.7 million to shareholders via dividends and share repurchases as part of its disciplined capital allocation priorities.
Stated in 3 of 3 supplied quarters. Management reported: “▪ During fiscal 2026, the Company returned a total of $713.7 million to shareholders via dividends and share repurchases as part of its disciplined capital allocation priorities.” “The Company's board of directors has authorized management to repurchase an incremental $100 million of common stock in the fourth quarter of fiscal 2026 under that repurchase program, which has been reflected in the updated outlook below.”
“▪ During fiscal 2026, the Company returned a total of $713.7 million to shareholders via dividends and share repurchases as part of its disciplined capital allocation priorities.”
“The Company's board of directors has authorized management to repurchase an incremental $100 million of common stock in the fourth quarter of fiscal 2026 under that repurchase program, which has been…”
“"The performance across Assisted, DIY, and Wave demonstrates solid execution, and our financial fundamentals and commitment to disciplined capital allocation position us to deliver meaningful long‑te…”
Strong execution drove accelerating revenue growth, margin expansion, and higher operating cash flow generation, while reinforcing our ability to strengthen client outcomes and deliver disciplined re…
Stated in 3 of 3 supplied quarters. Management reported: “▪ Adjusted EBITDA 4 to be in the range of $1.11 to $1.14 billion.” “• EBITDA 4 to be in the range of $1.025 to $1.035 billion, a 5.5% year-over-year increase at the midpoint.”
“Strong execution drove accelerating revenue growth, margin expansion, and higher operating cash flow generation, while reinforcing our ability to strengthen client outcomes and deliver disciplined re…”
“Fiscal 2026 Third Quarter Results and Key Financial Metrics "This quarter demonstrates strong execution across the business, with solid revenue growth and enhanced profitability," said Tiffany Mason,…”
“"The performance across Assisted, DIY, and Wave demonstrates solid execution, and our financial fundamentals and commitment to disciplined capital allocation position us to deliver meaningful long‑te…”
Continue driving revenue growth through higher net average charge, volume in assisted tax preparation, international revenue, and Wave subscription growth.
Maintain disciplined capital allocation by increasing dividends and repurchasing shares under the $1.5 billion program.
Over the trailing year it converted 1.68x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4822).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated stable grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=4907).
Not investment advice. As of 2026-11-05.