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SEC EDGAR · 10-K

10-K – 2025-08-15 – R22.htm

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Omsättning
  • The Company's Chief Operating Decision Maker (CODM) is our chief executive officer, who regularly reviews consolidated financial information to evaluate financial performance and allocate resources. Specifically, the CODM uses revenues, operating expenses, net income and EBITDA at a consolidated level, as key financial metrics in deciding how to reinvest to grow the business through our strategic imperatives of Block Experience, Financial Products and Small Business. These financial metrics are | The following table presents the significant revenue and expense categories included in the segment's net income from continuing operations as regularly provided to the CODM on a consolidated basis and then reconciled to net income for the years ended June 30, 2025 , 2024 and 2023:
  • - Definition The entire disclosure for reporting segments including data and tables. Reportable segments include those that meet any of the following quantitative thresholds a) it's reported revenue, including sales to external customers and intersegment sales or transfers is 10 percent or more of the combined revenue, internal and external, of all operating segments b) the absolute amount of its reported profit or loss is 10 percent or more of the greater, in absolute amount of 1) the combined
EBITDA
  • We provide assisted and DIY tax preparation solutions through multiple channels (including in-person, online and mobile applications, virtual, and desktop software) and distribute H&R Block-branded services and products, including those of our bank partners, to the general public primarily in the U.S., Canada and Australia. We report a single segment that includes all of our continuing operations. The majority of our revenues are from our U.S. tax services business. | The Company's Chief Operating Decision Maker (CODM) is our chief executive officer, who regularly reviews consolidated financial information to evaluate financial performance and allocate resources. Specifically, the CODM uses revenues, operating expenses, net income and EBITDA at a consolidated level, as key financial metrics in deciding how to reinvest to grow the business through our strategic imperatives of Block Experience, Financial Products and Small Business. These financial metrics are | The following table presents the significant revenue and expense categories included in the segment's net income from continuing operations as regularly provided to the CODM on a consolidated basis and then reconciled to net income for the years ended June 30, 2025 , 2024 and 2023:
Periodens resultat
  • We provide assisted and DIY tax preparation solutions through multiple channels (including in-person, online and mobile applications, virtual, and desktop software) and distribute H&R Block-branded services and products, including those of our bank partners, to the general public primarily in the U.S., Canada and Australia. We report a single segment that includes all of our continuing operations. The majority of our revenues are from our U.S. tax services business. | The Company's Chief Operating Decision Maker (CODM) is our chief executive officer, who regularly reviews consolidated financial information to evaluate financial performance and allocate resources. Specifically, the CODM uses revenues, operating expenses, net income and EBITDA at a consolidated level, as key financial metrics in deciding how to reinvest to grow the business through our strategic imperatives of Block Experience, Financial Products and Small Business. These financial metrics are | The following table presents the significant revenue and expense categories included in the segment's net income from continuing operations as regularly provided to the CODM on a consolidated basis and then reconciled to net income for the years ended June 30, 2025 , 2024 and 2023:
  • The Company's Chief Operating Decision Maker (CODM) is our chief executive officer, who regularly reviews consolidated financial information to evaluate financial performance and allocate resources. Specifically, the CODM uses revenues, operating expenses, net income and EBITDA at a consolidated level, as key financial metrics in deciding how to reinvest to grow the business through our strategic imperatives of Block Experience, Financial Products and Small Business. These financial metrics are | The following table presents the significant revenue and expense categories included in the segment's net income from continuing operations as regularly provided to the CODM on a consolidated basis and then reconciled to net income for the years ended June 30, 2025 , 2024 and 2023:
  • Income taxes 171,953 164,359 149,412 | Segment net income from continuing operations $ 609,450 $ 597,963 $ 561,800
  • Net loss from discontinued operations (3,677) (2,646) (8,100) | Net income $ 605,773 $ 595,317 $ 553,700

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Segment Information

12 Months Ended

Jun. 30, 2025

Segment Reporting [Abstract]
 

Segment Information
NOTE 13: SEGMENT INFORMATION
We provide assisted and DIY tax preparation solutions through multiple channels (including in-person, online and mobile applications, virtual, and desktop software) and distribute H&R Block-branded services and products, including those of our bank partners, to the general public primarily in the U.S., Canada and Australia. We report a single segment that includes all of our continuing operations. The majority of our revenues are from our U.S. tax services business.
The Company's Chief Operating Decision Maker (CODM) is our chief executive officer, who regularly reviews consolidated financial information to evaluate financial performance and allocate resources. Specifically, the CODM uses revenues, operating expenses, net income and EBITDA at a consolidated level, as key financial metrics in deciding how to reinvest to grow the business through our strategic imperatives of Block Experience, Financial Products and Small Business. These financial metrics are used by the CODM to make operating decisions and identify growth opportunities. The measure of segment assets is total consolidated assets as presented on the consolidated balance sheet.
The following table presents the significant revenue and expense categories included in the segment's net income from continuing operations as regularly provided to the CODM on a consolidated basis and then reconciled to net income for the years ended June 30, 2025 , 2024 and 2023:

Consolidated – Financial Results    (in 000s, except per share amounts)
Year ended June 30, 2025 2024 2023
Revenues:
U.S. tax preparation and related services:
Assisted tax preparation $ 2,413,229   $ 2,274,835  $ 2,167,138 
Royalties 192,877   204,802  210,631 
DIY tax preparation 383,738   349,812  314,758 
Refund Transfers 137,526   142,249  143,310 
Peace of Mind® Extended Service Plan 87,326   93,087  95,181 
Tax Identity Shield® 29,920   33,386  38,265 
Emerald Card® and Spruce SM
72,888   76,093  84,651 
Interest and fee income on Emerald Advance® 28,958   40,933  47,554 
International 246,993   247,123  235,131 
Wave 109,222   96,472  90,314 
Other 58,318   51,555  45,252 
Total revenues $ 3,760,995   $ 3,610,347  $ 3,472,185 
Compensation and benefits:
Field wages 927,360   869,002  841,742 
Other wages 306,999   298,819  273,850 
Benefits and other compensation 250,729   228,723  220,530 
1,485,088   1,396,544  1,336,122 
Occupancy 438,868   432,461  428,167 
Marketing and advertising 285,800   277,747  286,255 
Depreciation and amortization 116,827   121,784  130,501 
Bad debt 74,584   91,523  60,401 
Other 531,858   485,011  482,041 
Total operating expenses 2,933,025   2,805,070  2,723,487 
Other income (expense), net 31,546   36,125  35,492 
Interest expense on borrowings (78,113) (79,080) (72,978)
Income from continuing operations before income taxes 781,403   762,322  711,212 
Income taxes 171,953   164,359  149,412 
Segment net income from continuing operations $ 609,450   $ 597,963  $ 561,800 

Reconciliation of segment profit:
Reconciling items:
         Net loss from discontinued operations (3,677) (2,646) (8,100)
Net income $ 605,773   $ 595,317  $ 553,700 

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