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H&R Block (HRB) guidance history: what it guided and what it reported

H&R Block gave guidance in 3 earnings releases on file since Aug 15, 2024. Of 4 guided periods since reported, it met or beat its own guidance 3 times (75%). Revenue: 2 of 2, on average +1.3% against the guided midpoint.

Revenue

H&R Block Revenue: last guidance vs reportedH&R Block Revenue: last guidance vs reportedguided rangereported (above / within / below)FY25$3.8BFY26$3.9BFY27

Met or beat 2 of 2 periods (2 above, 0 within, 0 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
FY27$4.1B–$4.2B (Aug 11, 2026)—to be reported—
FY26$3.9B–$3.9B (Aug 12, 2025)$3.9Babove the range+1.6%
FY25$3.7B–$3.8B (Aug 15, 2024)$3.8Babove the range+1.1%

Tax rate

H&R Block Tax rate: last guidance vs reportedH&R Block Tax rate: last guidance vs reportedguided rangereported (above / within / below)FY2522.1%FY2613.8%FY27

Met or beat 1 of 2 periods (1 above, 0 within, 1 below).

PeriodGuided (and how it moved)ReportedResultvs midpoint
FY2723.0% (Aug 11, 2026)—to be reported—
FY2625.0% (Aug 12, 2025)13.8%below the range-11.2 pts
FY2513.0% (Aug 15, 2024)22.1%above the range+9.1 pts

EBITDA

This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.

PeriodGuided (and how it moved)ReportedResultvs midpoint
FY26$1.0B–$1.0B (Aug 12, 2025)———
FY25$975M–$1.0B (Aug 15, 2024)———

Adjusted EPS

The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.

PeriodGuided (and how it moved)ReportedResultvs midpoint
FY27$4.00 (Aug 11, 2026)—to be reported—
FY26$4.00 (Aug 12, 2025)———
FY25$3.00 (Aug 15, 2024)———

Adjusted EBITDA

Every guided period is still to be reported.

PeriodGuided (and how it moved)ReportedResultvs midpoint
FY27$1.1B–$1.1B (Aug 11, 2026)—to be reported—

The latest quarter

H&R Block, Q4 FY26: revenue $1.1B (+3% year over year), operating margin 32.9%, net earnings $294M, operating cash flow $252M. The chart follows the revenue to costs, profit and cash.

Questions

Does H&R Block beat its guidance?

H&R Block gave guidance in 3 earnings releases on file since Aug 15, 2024. Of 4 guided periods since reported, it met or beat its own guidance 3 times (75%). Revenue: 2 of 2, on average +1.3% against the guided midpoint.

Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.