NYSE$HRB

H&R Block Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

H&R Block's fiscal year 2023 results were released, featuring revenue growth and a dividend increase.

H&R Block reported full year revenue of $3.5 billion, a 0.3% increase year-over-year. Earnings per share from continuing operations grew by 9% to $3.56, and adjusted earnings per share also increased by 9% to $3.82. The company repurchased $200 million of shares in the fourth quarter and announced a 10% increase in its quarterly dividend.

  • Full year revenue increased by 0.3% to $3.5 billion.
  • Earnings per share from continuing operations increased by 9% to $3.56.
  • Adjusted earnings per share from continuing operations increased by 9% to $3.82.
  • The company repurchased $200 million of shares in Q4 and 9% of shares outstanding in FY23.

Headline financials

Total Revenue

$1.03B

Previous: $1.05B-1.7%
EPS (adj)

$2.05

Previous: $1.43+43.4%
Capital Expenditures

$13M

Previous: $9.24M+41.1%
Free Cash Flow

$310M

Previous: $426M-27.2%
Net Income

$302M

Previous: $223M+35.7%
Operating Income

$375M

Previous: $293M+27.8%
Gross Profit

$692M

Previous: $658M+5.1%
Cash & Equivalents

$987M

Previous: $885M+11.5%
Total Assets

$3.07B

Previous: $3.27B-6.0%
Stock-Based Comp

$4.54M

Previous: $14.3M-68.2%

Revenue & EPS history

H&R Block · Revenue · Quarterly

$1.03B

Q4 2023-1.7%vs Q4 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

H&R Block · $1.02B total across 10 segments · Q4 2023

  • U.S. Assisted Tax Preparation
    $637M-0.2%
  • U.S. DIY Tax Preparation
    $132M+1.4%
  • International
    $78.8M-1.3%
  • U.S. Royalties
    $49.3M-11.5%
  • Peace of Mind® Extended Service Plan
    $36.3M+3.1%
  • Wave
    $23.7M+6.5%
  • Refund Transfers
    $23.1M-18.2%
  • Tax Identity Shield®
    $19M-3.3%
  • Emerald Card® and Spruce℠
    $16.2M-25.3%
  • Interest and fee income on Emerald Advance®
    $287K-47.1%

Forward guidance

For fiscal year 2024, H&R Block expects revenue to be in the range of $3.530 to $3.585 billion, EBITDA to be in the range of $930 to $965 million, an effective tax rate of approximately 23%, and adjusted diluted earnings per share to be in the range of $4.10 to $4.30.

Tailwinds

  • Revenue to be in the range of $3.530 to $3.585 billion.
  • EBITDA to be in the range of $930 to $965 million.
  • Effective tax rate to be approximately 23%.
  • Adjusted Diluted Earnings Per Share to be in the range of $4.10 to $4.30.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.2%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+1.6%

Avg return

30 days after

39%

27 / 69 earnings

Positive

+23.5%

Q3 2026

Best reaction

-17.3%

Q4 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+23.5%+25.1%+29.8%
Q2 2026-2.9%-11.9%-13.3%
Q1 2026-3.5%-10.7%-18.2%
Q3 2025-5.4%-7.6%-5.5%
Q2 2025-0.1%-3.4%+2.0%
Q1 2025-5.3%-4.1%-8.3%
Q4 2024+13.2%+17.0%+11.0%
Q3 2024+10.3%+9.3%+2.8%
Q2 2024-1.1%-0.1%+2.9%
Q1 2024-0.0%+7.7%+9.6%
Q4 2023+10.3%+12.1%+12.1%
Q3 2023-2.9%-0.4%-1.5%
Q2 2023+0.1%-1.2%-8.0%
Q1 2023-6.4%-3.4%+5.6%
Q4 2022+13.1%+12.8%+12.6%
Q3 2022+17.1%+33.1%+47.3%
Q2 2022+5.1%+4.8%+13.7%
Q1 2022+5.0%+9.6%+2.8%
Q4 2021-7.4%+1.5%+3.9%
Q3 2021+2.4%+5.2%+11.9%
Q2 2021-7.5%-10.1%-10.1%
Q1 2021+2.0%+4.5%+14.9%
Q4 2020-8.0%-11.3%-15.7%
Q3 2020-9.5%-4.8%-45.4%
Q2 2020-1.0%-2.0%-0.6%
Q1 2020-9.4%-10.0%-13.3%
Q4 2019+4.2%+6.5%+4.4%
Q3 2019+6.0%+2.5%+5.9%
Q2 2019-1.7%+0.9%-7.5%
Q1 2019-1.1%+1.7%-2.4%
Q4 2018-17.3%-19.5%-18.1%
Q3 2018+11.4%+7.3%+0.2%
Q2 2018+4.2%+4.6%+1.9%
Q1 2018-9.5%-9.6%-8.0%
Q4 2017+10.2%+13.2%+18.2%
Q3 2017+14.2%+13.2%+12.4%
Q2 2017+0.4%+3.3%+5.8%
Q1 2017-11.8%-11.8%-7.7%
Q4 2016+15.3%+13.2%+12.3%
Q3 2016-14.8%
Q2 2016-7.5%
Q1 2016+4.1%
Q4 2015+1.5%
Q3 2015-5.0%
Q2 2015-6.0%
Q1 2015-2.4%
Q4 2014+5.3%
Q3 2014-2.4%
Q2 2014-3.5%
Q1 2014-0.8%
Q4 2013-1.7%
Q3 2013+8.0%
Q2 2013+5.8%
Q1 2013-1.5%
Q4 2012+3.0%
Q3 2012-0.1%
Q2 2012-7.3%
Q1 2012-11.3%
Q4 2011-1.3%
Q3 2011+5.5%
Q2 2011-3.6%
Q1 2011+1.0%
Q4 2008-3.4%
Q4 2010-3.4%
Q3 2010-0.1%
Q3 2009-0.1%
Q2 2010-0.2%
Q4 2009-1.7%
Q1 2010-1.7%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro