H&R Block Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
14.9%projected annual EPS growth
Analyst Coverage
3analysts covering
FY EPS (est.)
$6.15next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Growth Quarterly5.3%Target: Low single-digits annual growth
Adjusted Diluted EPS Quarterly6.0Target: $5.10 to $5.20 for Full Year Fiscal 2026
Share Repurchases Annually400MTarget: ~$400 million for Fiscal 2026
Watch Items
- AI Substitution and DIY Tax Software PenetrationTrigger: Competitor DIY tools or AI assistants capturing market share from assisted tax preparation segmentsAction: Monitor volume metrics in the 2027 tax season and evaluate customer engagement with H&R Block's AI Tax Assist
- Share Buyback Runway and Capital AllocationTrigger: Exhaustion of the remaining share repurchase authorizationAction: Assess the impact on EPS growth as buyback contribution fades and evaluate potential new capital return programs
Research as of 20 Jun 2026