Back to top

Image: Bigstock

Compared to Estimates, H&R Block (HRB) Q4 Earnings: A Look at Key Metrics

Read MoreHide Full Article

H&R Block (HRB - Free Report) reported $1.11 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 4.6%. EPS of $2.27 for the same period compares to $1.89 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.07 billion, representing a surprise of +3.74%. The company delivered an EPS surprise of -19.22%, with the consensus EPS estimate being $2.81.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $686.01 million versus the two-analyst average estimate of $673.22 million. The reported number represents a year-over-year change of +5.2%.
  • Revenues- U.S. royalties: $49.57 million versus $47.11 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -4.2% change.
  • Revenues- U.S. DIY tax preparation: $152.09 million versus the two-analyst average estimate of $126.25 million. The reported number represents a year-over-year change of +13.3%.
  • Revenues- International: $89.89 million versus the two-analyst average estimate of $87.73 million. The reported number represents a year-over-year change of +1.3%.
  • Revenues- Refund Transfers: $22.3 million versus the two-analyst average estimate of $23.35 million. The reported number represents a year-over-year change of +4.4%.
  • Revenues- Tax Identity Shield: $14.97 million versus $14.81 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -9.7% change.
  • Revenues- Peace of Mind Extended Service Plan: $32.46 million compared to the $34.87 million average estimate based on two analysts. The reported number represents a change of -4.5% year over year.
  • Revenues- Interest and fee income on Emerald Advance: $2.36 million versus $5.02 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -44.1% change.
  • Revenues- Other: $18.1 million versus the two-analyst average estimate of $18.93 million. The reported number represents a year-over-year change of -4.3%.
  • Revenues- Wave: $29.54 million versus the two-analyst average estimate of $26.41 million. The reported number represents a year-over-year change of +14.4%.
  • Revenues- Emerald Card and Spruce: $13.72 million compared to the $12.69 million average estimate based on two analysts. The reported number represents a change of -6% year over year.

View all Key Company Metrics for H&R Block here>>>

Shares of H&R Block have returned -2.7% over the past month versus the Zacks S&P 500 composite's +2% 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.

See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


H&R Block, Inc. (HRB) - free report >>

Published in