H&R Block

Q4 FY2026 EarningsFY26 beat consensus across all major financial metrics: revenue reached $3.95B vs. $3.91B expected, and adjusted EPS of $5.31 significantly outperformed the $5.16 mean estimate. Strong performance was driven by a 6.1% increase in U.S. assisted tax preparation revenue and higher payments volume in Wave®. While GAAP results were bolstered by a one-time $84.1M IRS settlement, core operational growth and aggressive share repurchases (10.5M shares) continue to drive shareholder value despite rising technology and compensation costs.