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H&R Block Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary3 Feb, 2026
Executive summary
Achieved 11% year-over-year revenue growth in Q2, driven by strong demand and improved conversion across Assisted, DIY, and Wave segments, with a new CEO emphasizing client-centricity, operational improvements, and long-term growth.
Focused on leveraging technology and AI to enhance both assisted and DIY tax services, including piloting automation and launching AI-enabled tax pro assistant tools.
Strategic initiatives include scaling the Second Look service, integrating Wave for small business, and piloting automation to streamline operations.
Reaffirmed full-year outlook, citing solid execution across all business segments and disciplined capital allocation.
Business remains highly seasonal, with Q2 typically contributing modestly to annual revenue and generating a net loss.
Financial highlights
Q2 revenue reached $198.9 million, up 11.1% year-over-year, driven by higher assisted tax prep volume, improved net average charge, and strong Wave and DIY software sales.
Operating expenses increased 5.4% to $497.7 million, mainly due to higher field wages and consulting costs for cost optimization.
Q2 EBITDA loss was $265.8 million (vs. $261.4 million prior year); net loss from continuing operations was $241.6 million, a slight improvement.
Adjusted loss per share was $1.84, up from $1.73 last year, reflecting fewer shares outstanding.
Weighted average diluted shares outstanding decreased to 126.6 million from 135.6 million.
Outlook and guidance
Fiscal 2026 outlook reaffirmed: revenue of $3.875–$3.895 billion, EBITDA of $1.015–$1.035 billion, effective tax rate ~25%, and adjusted EPS of $4.85–$5.00.
Assumes industry growth of ~1%, continued focus on assisted and paid DIY channels, and expanding small business contributions.
Ongoing franchise acquisitions at attractive EBITDA multiples remain a capital allocation priority.
Wave's growth: What's the long-term strategy
How will remaining share repurchase be funded?
Operating expense growth: What's the Q3 outlook
Expected retention uplift from Second Look scaling?
How does AI enhance tax pro advisory excellence?
What is the growth runway for small business?
New strategy's impact on Assisted share growth?
AI's role in scaling Second Look service?
What drives confidence in 1% industry growth?
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Next H&R Block earnings date
Q3 20266 May, 2026
H&R Block
Next H&R Block earnings date
Q3 20266 May, 2026
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Frequently asked questions
Tax Preparation
H&R Block is an American company operating in the US, as well as in Canada and Australia. It provides various tax preparation services, including payroll, consulting services, software, electronic filing, and more. The company has over 10,000 different retail tax offices spread across the three previously mentioned countries and is headquartered in Kansas City, Missouri. H&R Block’s shares are listed on the NYSE.
Founded by the Bloch Brothers
H&R Block, Inc. was founded in 1955 by brothers Henry and Richard Bloch in Kansas City, Missouri. Originally conceived as a bookkeeping service for small businesses, the company soon shifted its focus to tax preparation services for individual taxpayers. Recognizing the complexities of the U.S. tax code and the challenges individuals faced in navigating it, the Blochs sought to offer expert assistance to the average American in ensuring accurate and efficient tax filings. The business model quickly proved successful, leading to rapid expansion. By the late 20th century, H&R Block had established itself as one of the largest tax preparation companies in the U.S., with offices spread throughout the country. Due to the complexities in the US tax code, H&R Block is far from alone within its niche. A list of similar companies includes names such as Intuit and Avantax.
For Businesses
H&R Block offers a range of services tailored to the needs of businesses. This includes bookkeeping and payroll services, helping businesses manage their financials, and ensuring that their employees are paid accurately and on time. They also provide expertise in business tax preparation and consultation, assisting companies in navigating complex tax codes, maximizing deductions, and ensuring compliance with local, state, and federal regulations.
For Private Individuals
H&R Block provides a plethora of services geared towards private individuals. Foremost among these is personal tax preparation, where they assist individuals in navigating the complexities of the tax code, ensuring accurate filings, and optimizing refunds. For those who prefer a do-it-yourself approach, H&R Block offers tax software and online filing solutions equipped with intuitive interfaces and guidance. For non-residents or those with international income, H&R Block provides specialized services tailored to unique tax situations. Furthermore, for those facing tax issues or audits, the company offers representation and assistance in resolving disputes with tax authorities.
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