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Compared to Estimates, H&R Block (HRB) Q3 Earnings: A Look at Key Metrics
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For the quarter ended March 2025, H&R Block (HRB - Free Report) reported revenue of $2.28 billion, up 4.2% over the same period last year. EPS came in at $5.38, compared to $4.94 in the year-ago quarter.
The reported revenue represents a surprise of +1.35% over the Zacks Consensus Estimate of $2.25 billion. With the consensus EPS estimate being $5.12, the EPS surprise was +5.08%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how H&R Block performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- U.S. assisted tax preparation: $1.64 billion versus $1.60 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.6% change.
Revenues- U.S. royalties: $133.96 million compared to the $133.04 million average estimate based on two analysts. The reported number represents a change of -5.6% year over year.
Revenues- U.S. DIY tax preparation: $214.67 million versus $202.19 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8.1% change.
Revenues- International: $60.44 million versus the two-analyst average estimate of $70.58 million. The reported number represents a year-over-year change of -11.5%.
Revenues- Refund Transfers: $113.73 million compared to the $116 million average estimate based on two analysts. The reported number represents a change of -4.4% year over year.
Revenues- Tax Identity Shield: $7.03 million compared to the $7.21 million average estimate based on two analysts. The reported number represents a change of -6.8% year over year.
Revenues- Peace of Mind Extended Service Plan: $15.63 million compared to the $16.71 million average estimate based on two analysts. The reported number represents a change of -7.1% year over year.
Revenues- Interest and fee income on Emerald Advance: $14.29 million compared to the $19.12 million average estimate based on two analysts. The reported number represents a change of -32.5% year over year.
Revenues- Other: $14.58 million versus the two-analyst average estimate of $12.98 million. The reported number represents a year-over-year change of +20.9%.
Revenues- Wave: $26.72 million versus the two-analyst average estimate of $26.30 million. The reported number represents a year-over-year change of +13.3%.
Revenues- Emerald Card and Spruce: $40.20 million compared to the $37.56 million average estimate based on two analysts. The reported number represents a change of -2.3% year over year.
Shares of H&R Block have returned +11.8% over the past month versus the Zacks S&P 500 composite's +10.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Compared to Estimates, H&R Block (HRB) Q3 Earnings: A Look at Key Metrics
For the quarter ended March 2025, H&R Block (HRB - Free Report) reported revenue of $2.28 billion, up 4.2% over the same period last year. EPS came in at $5.38, compared to $4.94 in the year-ago quarter.
The reported revenue represents a surprise of +1.35% over the Zacks Consensus Estimate of $2.25 billion. With the consensus EPS estimate being $5.12, the EPS surprise was +5.08%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how H&R Block performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- U.S. assisted tax preparation: $1.64 billion versus $1.60 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.6% change.
- Revenues- U.S. royalties: $133.96 million compared to the $133.04 million average estimate based on two analysts. The reported number represents a change of -5.6% year over year.
- Revenues- U.S. DIY tax preparation: $214.67 million versus $202.19 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8.1% change.
- Revenues- International: $60.44 million versus the two-analyst average estimate of $70.58 million. The reported number represents a year-over-year change of -11.5%.
- Revenues- Refund Transfers: $113.73 million compared to the $116 million average estimate based on two analysts. The reported number represents a change of -4.4% year over year.
- Revenues- Tax Identity Shield: $7.03 million compared to the $7.21 million average estimate based on two analysts. The reported number represents a change of -6.8% year over year.
- Revenues- Peace of Mind Extended Service Plan: $15.63 million compared to the $16.71 million average estimate based on two analysts. The reported number represents a change of -7.1% year over year.
- Revenues- Interest and fee income on Emerald Advance: $14.29 million compared to the $19.12 million average estimate based on two analysts. The reported number represents a change of -32.5% year over year.
- Revenues- Other: $14.58 million versus the two-analyst average estimate of $12.98 million. The reported number represents a year-over-year change of +20.9%.
- Revenues- Wave: $26.72 million versus the two-analyst average estimate of $26.30 million. The reported number represents a year-over-year change of +13.3%.
- Revenues- Emerald Card and Spruce: $40.20 million compared to the $37.56 million average estimate based on two analysts. The reported number represents a change of -2.3% year over year.
View all Key Company Metrics for H&R Block here>>>Shares of H&R Block have returned +11.8% over the past month versus the Zacks S&P 500 composite's +10.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.