H&R Block (NYSE:HRB) Q2 2026 Earnings call February 03, 2026 04:30 PM ET Speaker2day and thank you for standing by. Welcome to the H&R Block second quarter fiscal 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your questi ...

Jessica Hazel Vice President, Investor Relations H&R BLOCK Q2 FY26 FINANCIAL RESULTS CONFERENCE CALL February 3, 2026 Second Quarter FY26 Financial Results Conference Call H&R BLOCK Q2 FY26 FINANCIAL RESULTS CONFERENCE CALL Safe Harbor Statement Forward -Looking Statements This presentation contains forward -looking statements within the meaning of the securities laws . Forward -looking statements can be identified by the fact that they do not relate strictly to historical or current facts . They often incl ...

Exhibit 99.1 News Release For Immediate Release: February 3, 2026 H&R Block Reports Fiscal 2026 Second Quarter Results — Revenue Increased 11% — — Reaffirms Full Year Outlook — KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released financial results for its fiscal 2026 second quarter ended December 31, 2025. 1 "Across the business, we've made tangible improvements this season, whether receiving assistance from a tax professional or filing using our award-winning online tax product," s ...

— Revenue Increased 11% — — Reaffirms Full Year Outlook — KANSAS CITY, Mo., Feb. 03, 2026 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE: HRB) (the "Company") today released financial results1 for its fiscal 2026 second quarter ended December 31, 2025. "Across the business, we've made tangible improvements this season, whether receiving assistance from a tax professional or filing using our award-winning online tax product," said Curtis Campbell, president and chief executive officer. "We are elevating the val ...

Core Insights - H&R Block has appointed three new independent directors to its Board: Geralyn Breig, Christian Charnaux, and Stephanie Plaines, who bring extensive expertise in consumer engagement, strategic growth, and financial leadership as the company enters a new phase [1][2][5] Group 1: Board Appointments - The new board members are expected to enhance H&R Block's capabilities to meet evolving client expectations and strengthen board succession planning [2] - Geralyn Breig has a 40-year career in consumer brand leadership, previously serving as President of Revlon North America, and will contribute to enhancing client engagement through product innovations [2][4] - Christian Charnaux, with a background in scaling complex organizations, previously led over $18 billion in acquisitions at Inspire Brands, and will support H&R Block's strategic vision for client delivery platforms [3] - Stephanie Plaines, a former CFO with experience across various sectors, including retail and e-commerce, will leverage her financial expertise to support H&R Block's growth initiatives [4] Group 2: Strategic Focus - The board appointments align with H&R Block's strategy to elevate client experiences and support multi-year strategic initiatives [5] - The company combines digital innovation with human expertise to provide tax preparation services and financial products, aiming to improve client outcomes [5]

Core Insights - H&R Block (HRB) has a Growth Score of B, indicating a fair assessment of its growth quality and sustainability [2] - Earnings are projected to increase by 6% in fiscal 2026 and 7.9% in fiscal 2027, while revenues are expected to grow by 3.3% in fiscal 2026 and 2.4% in fiscal 2027 [2][9] Revenue Growth Drivers - Revenue growth is primarily driven by increased volume in U.S. assisted tax preparation, attributed to a rise in net average charge (NAC) and higher company-owned tax return volumes [3] - The DIY software offers comprehensive tax preparation services, empowering clients to manage their taxes independently through various platforms [3] Customer Relationship Enhancement - The Second Look offering reviews clients' past three years' tax returns to identify missed refund opportunities, thereby strengthening customer relationships [4] Technology Integration - H&R Block's commitment to technology advancement fosters customer trust and loyalty, with AI-powered tools enhancing the DIY tax preparation experience [5] Diversification and Client Base Expansion - Additional offerings such as Refund Transfers, credit products, and the Spruc mobile banking platform demonstrate the company's strategy to diversify and expand its client base [6] - The Spruc platform has achieved approximately 476,000 sign-ups and $1.75 billion in customer deposits by the end of fiscal 2025 [6][9]

Group 1 - H&R Block, Inc. will report its fiscal 2026 second quarter results on February 3, 2026, after the market close [1] - A conference call for analysts, institutional investors, and shareholders is scheduled for February 3, 2026, at 4:30 p.m. Eastern time to discuss the results and provide a business update [2] - The conference call will be available in a listen-only format via webcast, with a replay accessible for 90 days after the call [3] Group 2 - H&R Block provides global tax preparation services, financial products, and small-business solutions, combining digital innovation with human expertise [4] - The company offers a mobile banking app, Spruce, to help clients manage their finances better [4] - H&R Block supports small-business owners through services like bookkeeping, payroll, advisory, and payment processing via Block Advisors and Wave [4]

Core Insights - H&R Block is offering Tax Pro Review services at no additional cost for new clients using its paid DIY online tax products until February 15, 2026, enhancing support for digital-first filers [1][4] - The introduction of the One Big Beautiful Bill Act and other 2025 tax code changes increases complexity, positioning H&R Block to provide expert guidance throughout the filing process [2] Company Offerings - Tax Pro Review allows DIY filers to independently complete their tax returns online and then have them reviewed by H&R Block tax professionals, ensuring accuracy and identifying optimization opportunities before filing [3] - The digital ecosystem of H&R Block combines digital efficiency with professional confidence, catering to consumers who value both convenience and expert validation [4] Competitive Advantage - H&R Block leverages its 70-year legacy of tax expertise and a nationwide network of professionals to redefine the value proposition of DIY tax filing, targeting digital-first consumers [4] - The company aims to ensure clients receive every credit and deduction they deserve through the Tax Pro Review service, which is available free of charge for a limited time [4]

Core Viewpoint - H&R Block, Inc. (HRB) is viewed positively by the author, who has a favorable investment history with the company and continues to hold its shares [1]. Group 1: Investment Strategy - The author employs fundamental analysis to identify undervalued assets that offer a good risk/reward trade-off [1]. - Options strategies are utilized, including covered calls on overvalued stocks and writing puts on stocks that the author wishes to acquire at lower prices [1]. Group 2: Background Information - The author has over 20 years of investment experience, primarily focusing on individual investors and family offices [1]. - The educational background includes an MBA in Finance from NYU Stern and an undergraduate degree in Computer Science [1].

Core Insights - H&R Block, Inc. (HRB) has shown a positive investment track record, with a focus on fundamental analysis and identifying undervalued assets that offer a favorable risk/reward profile [1]. Group 1: Investment Strategy - The company employs options strategies, including covered calls on overvalued stocks and writing puts on stocks that are desired at lower prices [1]. Group 2: Analyst Background - The analyst has over 20 years of investment experience, with a finance MBA from NYU Stern and an undergraduate degree in Computer Science [1].