Growth Metrics

H&R Block (HRB) Assets Average (2009 - 2026)

H&R Block (HRB) reported Assets Average of $3.2 billion for Q1 2026, up 6.12% year-over-year from $3.0 billion in Q1 2025, and up 13.88% on a QoQ basis from $2.8 billion in Q4 2025.

H&R Block (HRB) has 18 years of Assets Average data on file, last reported at $3.2 billion in Q1 2026.

  • Quarterly Assets Average rose 6.12% year-over-year to $3.2 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.2 billion (up 6.12% YoY) and the FY2025 annual result came in at $3.2 billion, up 3.05% from the prior year.
  • Assets Average improved to $3.2 billion in Q1 2026 per HRB's latest filing, from $2.8 billion in the prior quarter.
  • Across five years, Assets Average topped out at $3.5 billion in Q2 2022 and bottomed at $2.6 billion in Q4 2022.
  • The 5-year median for Assets Average is $2.9 billion (2025), against an average of $3.0 billion.
  • The widest annual swing landed in 2022, when Assets Average decreased 21.05%; it then gained 6.12% in 2026.
  • Tracing HRB's Assets Average over 5 years: stood at $2.6 billion in 2022, then rose by 2.62% to $2.6 billion in 2023, then retreated by 0.47% to $2.6 billion in 2024, then rose by 5.49% to $2.8 billion in 2025, then grew by 13.88% to $3.2 billion in 2026.
  • Per Business Quant, the three latest HRB Assets Average figures stand at $3.2 billion (Q1 2026), $2.8 billion (Q4 2025), and $2.9 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 E-Home Household Service Holdings 1,907.99 Bn 1,907.73 Bn - 305.27 Mn
2 Rollins 22.42 Bn 22.30 Bn 460.90 Mn 3.15 Bn
3 Service Corp International 10.18 Bn 9.92 Bn 286.45 Mn 18.61 Bn
4 H&R Block 5.01 Bn 4.99 Bn 1.37 Bn 3.16 Bn
5 Frontdoor 4.26 Bn 3.66 Bn 248.00 Mn 2.15 Bn
6 Bright Horizons Family Solutions 3.58 Bn 3.44 Bn 163.49 Mn 3.84 Bn
7 Carriage Services 635.02 Mn 632.11 Mn 38.64 Mn 1.35 Bn
8 Andersen 491.07 Mn 1.09 Bn 74.37 Mn 586.86 Mn
9 Medifast 139.83 Mn -29.11 Mn 51.76 Mn 250.01 Mn
10 Regis 69.91 Mn 69.91 Mn - 572.46 Mn

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 3.16 Bn
Dec 31, 2025 2.78 Bn
Sep 30, 2025 2.94 Bn
Jun 30, 2025 3.25 Bn
Mar 31, 2025 2.98 Bn
Dec 31, 2024 2.63 Bn
Sep 30, 2024 2.88 Bn
Jun 30, 2024 3.22 Bn
Mar 31, 2024 2.99 Bn
Dec 31, 2023 2.64 Bn
Sep 30, 2023 2.79 Bn
Jun 30, 2023 3.12 Bn
Mar 31, 2023 2.88 Bn
Dec 31, 2022 2.58 Bn
Sep 30, 2022 2.91 Bn
Jun 30, 2022 3.53 Bn
Mar 31, 2022 3.44 Bn
Dec 31, 2021 3.23 Bn
Sep 30, 2021 3.69 Bn
Jun 30, 2021 3.83 Bn
Oct 31, 2020 3.78 Bn
Jul 31, 2020 5.05 Bn
Apr 30, 2020 4.28 Bn
Jan 31, 2020 3.10 Bn
Oct 31, 2019 2.93 Bn
Jul 31, 2019 3.20 Bn
Apr 30, 2019 2.93 Bn
Jan 31, 2019 2.40 Bn
Oct 31, 2018 2.42 Bn
Jul 31, 2018 2.87 Bn
Apr 30, 2018 2.85 Bn
Jan 31, 2018 2.14 Bn
Oct 31, 2017 1.92 Bn
Jul 31, 2017 2.41 Bn
Apr 30, 2017 2.64 Bn
Jan 31, 2017 2.33 Bn
Oct 31, 2016 2.12 Bn
Jul 31, 2016 2.51 Bn
Apr 30, 2016 2.86 Bn
Jan 31, 2016 2.57 Bn
Oct 31, 2015 2.95 Bn
Jul 31, 2015 4.07 Bn
Apr 30, 2015 4.45 Bn
Jan 31, 2015 3.74 Bn
Oct 31, 2014 3.49 Bn
Jul 31, 2014 2.10 Bn
Apr 30, 2014 1.91 Bn
Jan 31, 2014 3.39 Bn
Oct 31, 2013 3.52 Bn
Jul 31, 2013 4.15 Bn
Apr 30, 2013 4.24 Bn
Jan 31, 2013 3.91 Bn
Oct 31, 2012 3.75 Bn
Jul 31, 2012 4.12 Bn
Apr 30, 2012 4.75 Bn
Jan 31, 2012 4.41 Bn
Oct 31, 2011 4.14 Bn
Jul 31, 2011 4.80 Bn
Apr 30, 2011 5.55 Bn
Jan 31, 2011 5.06 Bn
Oct 31, 2010 4.37 Bn
Jul 31, 2010 4.85 Bn
Apr 30, 2010 6.34 Bn
Jan 31, 2010 6.19 Bn
Oct 31, 2009 4.76 Bn
Jul 31, 2009 4.95 Bn