H&R Block (HRB) Invested Capital (2009 - 2026)
H&R Block (HRB) reported Invested Capital of $1.5 billion for Q1 2026, up 12.83% year-over-year from $1.3 billion in Q1 2025, and down 9.04% on a QoQ basis from $1.6 billion in Q4 2025.
H&R Block (HRB) has 18 years of Invested Capital data on file, last reported at $1.5 billion in Q1 2026.
- Quarterly Invested Capital rose 12.83% year-over-year to $1.5 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.5 billion (up 12.83% YoY) and the FY2025 annual result came in at $1.6 billion, changed 0.03% from the prior year.
- Invested Capital declined to $1.5 billion in Q1 2026 per HRB's latest filing, from $1.6 billion in the prior quarter.
- Across five years, Invested Capital topped out at $2.0 billion in Q1 2022 and bottomed at $1.1 billion in Q1 2024.
- The 5-year median for Invested Capital is $1.5 billion (2023), against an average of $1.4 billion.
- The widest annual swing landed in 2022, when Invested Capital plunged 38.88%; it then gained 15.8% in 2025.
- Tracing HRB's Invested Capital over 5 years: stood at $1.4 billion in 2022, then grew by 6.52% to $1.5 billion in 2023, then declined by 7.1% to $1.4 billion in 2024, then rose by 14.37% to $1.6 billion in 2025, then declined by 9.04% to $1.5 billion in 2026.
- Per Business Quant, the three latest HRB Invested Capital figures stand at $1.5 billion (Q1 2026), $1.6 billion (Q4 2025), and $1.2 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | E-Home Household Service Holdings | 1,907.99 Bn | 1,907.73 Bn | - | 324.77 Mn |
| 2 | Rollins | 22.42 Bn | 22.30 Bn | 460.90 Mn | 1.55 Bn |
| 3 | Service Corp International | 10.18 Bn | 9.92 Bn | 286.45 Mn | 6.75 Bn |
| 4 | H&R Block | 5.01 Bn | 4.99 Bn | 1.37 Bn | 1.47 Bn |
| 5 | Frontdoor | 4.26 Bn | 3.66 Bn | 248.00 Mn | 259.00 Mn |
| 6 | Bright Horizons Family Solutions | 3.58 Bn | 3.44 Bn | 163.49 Mn | 2.23 Bn |
| 7 | Carriage Services | 635.02 Mn | 632.11 Mn | 38.64 Mn | 789.22 Mn |
| 8 | Andersen | 491.07 Mn | 1.09 Bn | 74.37 Mn | 28.70 Mn |
| 9 | Medifast | 139.83 Mn | -29.11 Mn | 51.76 Mn | 197.68 Mn |
| 10 | Regis | 69.91 Mn | 69.91 Mn | - | 304.77 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.47 Bn |
| Dec 31, 2025 | 1.61 Bn |
| Sep 30, 2025 | 1.18 Bn |
| Jun 30, 2025 | 1.58 Bn |
| Mar 31, 2025 | 1.30 Bn |
| Dec 31, 2024 | 1.41 Bn |
| Sep 30, 2024 | 1.12 Bn |
| Jun 30, 2024 | 1.58 Bn |
| Mar 31, 2024 | 1.12 Bn |
| Dec 31, 2023 | 1.52 Bn |
| Sep 30, 2023 | 1.14 Bn |
| Jun 30, 2023 | 1.52 Bn |
| Mar 31, 2023 | 1.45 Bn |
| Dec 31, 2022 | 1.42 Bn |
| Sep 30, 2022 | 1.22 Bn |
| Jun 30, 2022 | 1.70 Bn |
| Mar 31, 2022 | 2.03 Bn |
| Dec 31, 2021 | 1.89 Bn |
| Sep 30, 2021 | 2.00 Bn |
| Jun 30, 2021 | 2.37 Bn |
| Apr 30, 2021 | 1.84 Bn |
| Dec 31, 2020 | -497.88 Mn |
| Oct 31, 2020 | 1.28 Bn |
| Jul 31, 2020 | 3.63 Bn |
| Apr 30, 2020 | 3.57 Bn |
| Jan 31, 2020 | 2.21 Bn |
| Oct 31, 2019 | 1.55 Bn |
| Jul 31, 2019 | 1.78 Bn |
| Apr 30, 2019 | 2.03 Bn |
| Jan 31, 2019 | 1.66 Bn |
| Oct 31, 2018 | 1.46 Bn |
| Jul 31, 2018 | 193.05 Mn |
| Apr 30, 2018 | 1.89 Bn |
| Jan 31, 2018 | -697.05 Mn |
| Oct 31, 2017 | -411.77 Mn |
| Jul 31, 2017 | -213.34 Mn |
| Apr 30, 2017 | 1.43 Bn |
| Jan 31, 2017 | 1.79 Bn |
| Oct 31, 2016 | 1.41 Bn |
| Jul 31, 2016 | 1.29 Bn |
| Apr 30, 2016 | 1.52 Bn |
| Jan 31, 2016 | 2.08 Bn |
| Oct 31, 2015 | 1.46 Bn |
| Jul 31, 2015 | 2.17 Bn |
| Apr 30, 2015 | 2.34 Bn |
| Jan 31, 2015 | 1.65 Bn |
| Oct 31, 2014 | 1.75 Bn |
| Jul 31, 2014 | 2.30 Bn |
| Apr 30, 2014 | 2.46 Bn |
| Jan 31, 2014 | 1.18 Bn |
| Oct 31, 2013 | 1.86 Bn |
| Jul 31, 2013 | 2.01 Bn |
| Apr 30, 2013 | 2.17 Bn |
| Jan 31, 2013 | 1.54 Bn |
| Oct 31, 2012 | 2.20 Bn |
| Jul 31, 2012 | 1.86 Bn |
| Apr 30, 2012 | 2.37 Bn |
| Jan 31, 2012 | 1.22 Bn |
| Oct 31, 2011 | 1.90 Bn |
| Jul 31, 2011 | 1.26 Bn |
| Apr 30, 2011 | 2.49 Bn |
| Jan 31, 2011 | 1.87 Bn |
| Oct 31, 2010 | 1.92 Bn |
| Jul 31, 2010 | 2.07 Bn |
| Apr 30, 2010 | 1.52 Bn |
| Jan 31, 2010 | 1.97 Bn |
| Oct 31, 2009 | 1.07 Bn |
| Jul 31, 2009 | 1.20 Bn |
| Apr 30, 2009 | 1.41 Bn |