Have you been paying attention to shares of H&R Block (HRB) ? Shares have been on the move with the stock up 15.7% over the past month. The stock hit a new 52-week high of $54.21 in the previous session. H&R Block has gained 10.7% since the start of the year compared to the -3% move for the Zacks Consumer Discretionary sector and the 8.2% return for the Zacks Consumer Services - Miscellaneous industry. What's Driving the Outperformance? The stock has a great record of positive earnings surprises, as it hasn ...

H&R Block, Inc. (HRB) reported impressive third-quarter fiscal 2024 results, wherein both earnings and revenues beat the Zacks Consensus Estimate. HRB’s adjusted earnings (adjusting 8 cents from non-recurring items) of $4.94 per share surpassed the Zacks Consensus Estimate by 6% and increased 17.6% from the year-ago quarter. Revenues of $2.18 billion beat the consensus estimate by 2% and increased 4.4% year over year. H&R Block’s shares have gained 57.5% over the past year, significantly outperforming the 1 ...

财务数据和关键指标变化 - 第三季度收入增长4%,达到22亿美元 [25] - EBITDA增长6%,达到9.64亿美元 [26] - 每股收益(EPS)和调整后每股收益(Adjusted EPS)均增长18% [27] - 预计全年业绩将接近高端指引 [29] - 预计全年有效税率将在21%-22%之间 [30] 各条业务线数据和关键指标变化 DIY业务 - 付费客户量和付费客户平均收费(NAC)均有显著增长 [9][10] - 税务专业审查(Tax Pro Review)业务增长超过15% [11] - 推出了Gen AI辅助税务服务,受到客户好评,提高了新客户转化率 [11] 协助服务业务 - 高收入客户(年收入超6万美元)群体有所增长 [12] - 低收入客户(年收入低于3万美元)群体的下降趋势有所放缓,但仍需进一步改善 [13] - 协助服务总量下降约1%,但平均收费上升4% [13] - 数字化服务如MyBlock和远程服务的使用量大幅增加 [13][14] 其他业务 - 薪资服务业务保持两位数增长 [17] - Wave业务收入增长7% [18] - Spruce移动银行平台新增客户47万,客户存款增长近3倍 [19][20] 公司战略和发展方向 - 持续提升DIY和协助服务的客户体验和价值 [21][22] - 加强数字化转型,提高效率和服务质量 [14][15] - 积极进行特许经营收购,支持长期收入和利润增长 [28] - 保持资本配置策略,包括稳定增长的股息和大规模股票回购 [30] 管理层对经营环境和未来前景的评论 - 对DIY业务的强劲表现和未来发展前景感到乐观 [21] - 认识到协助服务业务在客户体验和转化率方面仍有改善空间 [16][22] - 对小企业薪资服务和Spruce移动银行的长期发展机会充满信心 [17][19] - 预计全年业绩将接近高端指引,体现公司的持续增长和盈利能力 [23][29][30] 问答环节重要的提问和回答 问题1 **Kartik Mehta提问** 公司如何应对协助服务业务中低收入客户群体的市场份额下降问题 [35][36] **Jeff Jones回答** 公司正在通过合适的市场定位、优化退税服务、提升价值等多方面努力,试图减缓下降趋势并最终扭转局面。同时也在吸引更多高收入复杂客户,实现业务结构的优化 [36][37][38] 问题2 **George Tong提问** 公司是否考虑未来对Gen AI和人工帮助进行收费 [43] **Jeff Jones回答** 目前公司将Gen AI和人工帮助免费提供给付费DIY客户,作为提升客户体验的手段。未来公司会继续学习和测试不同的Gen AI商业化模式,但现阶段还为时尚早 [44] 问题3 **Scott Schneeberger提问** 公司修改税务专业人员的薪酬模式是否会对财务产生重大影响 [72][73] **Jeff Jones和Tony Bowen回答** 这一变动主要是为了使薪酬结构更加清晰透明,激励税务专业人员更好地推动收入增长,预计不会对财务产生重大影响,仍将保持成本中性 [73][74]

For the quarter ended March 2024, H&R Block (HRB) reported revenue of $2.18 billion, up 4.4% over the same period last year. EPS came in at $4.94, compared to $4.20 in the year-ago quarter. The reported revenue represents a surprise of +1.98% over the Zacks Consensus Estimate of $2.14 billion. With the consensus EPS estimate being $4.66, the EPS surprise was +6.01%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ne ...

H&R Block (HRB) came out with quarterly earnings of $4.94 per share, beating the Zacks Consensus Estimate of $4.66 per share. This compares to earnings of $4.20 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 6.01%. A quarter ago, it was expected that this tax preparer would post a loss of $1.58 per share when it actually produced a loss of $1.27, delivering a surprise of 19.62%. Over the last four quarters, the company has ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-06089 H&R Block, Inc. (Exact name of registrant as specified in its charter) Missouri 44-0607856 (State or other ...

Exhibit 99.1 News Release For Immediate Release: May 9, 2024 H&R Block Reports Fiscal 2024 Third Quarter Results; Expects to be Near the High End of FY24 Outlook KANSAS CITY, Mo. - H&R Block, Inc. (NYSE: HRB) (the "Company") today released its financial results1 for the fiscal 2024 third quarter ended March 31, 2024. • For the third quarter, the Company delivered revenue growth of 4%, net income growth of 7%, and earnings per share from continuing operations2 growth of 18% • Through April 30, filing volumes ...

KANSAS CITY, Mo., May 08, 2024 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE:HRB) today announced that Tony Bowen, Chief Financial Officer, and Michaella Gallina, Vice President, Investor Relations, ESG, & Productivity, will host virtual investor meetings at the 18th Annual Barrington Research Virtual Spring Investment Conference on Thursday, May 16, 2024. To request a meeting, please contact your Barrington Research salesperson. About H&R Block H&R Block, Inc. (NYSE:HRB) provides help and inspires confidence i ...

KANSAS CITY, Mo., May 07, 2024 (GLOBE NEWSWIRE) -- H&R Block, Inc. (NYSE:HRB) (the "Company") today announced that its Board of Directors declared a quarterly cash dividend of $0.32 cents per share, payable July 3, 2024, to shareholders of record as of June 5, 2024. H&R Block has paid quarterly dividends consecutively for over sixty years since the Company became public in 1962. Since 2016, the Company has grown the dividend over 60%1 and has returned more than $3.8 billion to shareholders through dividends ...

公司业绩发布 - H&R Block将于2024年5月9日在纽约证券交易所市场收盘后发布2024财年第三季度业绩报告[1] - 分析师、机构投资者和股东可参加于2024年5月9日东部时间下午4:30举行的电话会议，讨论第三季度业绩、展望和业务更新[2] - 公司将通过网络直播形式提供电话会议和演示内容，媒体和公众可在会后2小时开始回放，持续90天[3] 公司业务 - H&R Block通过全球税务准备服务、金融产品和小企业解决方案，在客户和社区中提供帮助和鼓舞信心[4]