H&R Block (HRB) Invested Capital (2009 - 2026)
H&R Block (HRB) reported Invested Capital of $1.61 billion for fiscal Q4 2026 (quarter ended Jun 30, 2026), up 1.7% from $1.58 billion a year earlier and up 9.7% from the prior quarter.
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Analysis
H&R Block (HRB) Invested Capital (2009 - 2026) Analysis & Trends
Dating back to fiscal Q4 2009, H&R Block's Invested Capital record includes 67 quarters.
- Invested Capital has a five-year compound annual growth rate of -7.5% (FY2021 to FY2026).
- By fiscal year, Invested Capital came in at $1.58 billion in FY2025 (unchanged), $1.58 billion in FY2024 (+4.0%), $1.52 billion in FY2023 (-10.4%) and $1.7 billion in FY2022 (-28.4%).
- Five-year quarterly Invested Capital spans a low of $1.12 billion in fiscal Q3 2024 and a high of $2.03 billion in fiscal Q3 2022.
- Year over year, Invested Capital has now increased in each of the last four quarters, with growth averaging 5.1% over the last eight quarters.
- The high point for year-over-year Invested Capital in five years was fiscal Q3 2025 (growth of 15.8%); the low point was fiscal Q1 2023 (a decline of 38.9%).
- Per Business Quant data, the three fiscal quarters before Q4 2026 came in at $1.47 billion (Q3 2026), $1.61 billion (Q2 2026) and $1.18 billion (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Accenture | 122.50 Bn | 82.91 Bn | 6.13 Bn | 38.16 Bn |
| 2 | Cintas | 78.05 Bn | 77.24 Bn | 1.48 Bn | 7.57 Bn |
| 3 | Iron Mountain | 33.02 Bn | 32.53 Bn | 1.07 Bn | 16.07 Bn |
| 4 | APi | 16.68 Bn | 13.72 Bn | 703.00 Mn | 7.04 Bn |
| 5 | Rollins | 14.49 Bn | 14.04 Bn | 569.95 Mn | 2.13 Bn |
| 6 | Aramark | 14.11 Bn | 12.13 Bn | 430.34 Mn | 9.52 Bn |
| 7 | UL Solutions | 13.27 Bn | 12.05 Bn | 417.00 Mn | 1.92 Bn |
| 8 | Gartner | 11.78 Bn | 5.47 Bn | 1.19 Bn | 2.81 Bn |
| 9 | Rentokil Initial | 9.98 Bn | 3.32 Bn | - | - |
| 10 | H&R Block | 5.04 Bn | 2.48 Bn | 594.35 Mn | 1.61 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.61 Bn |
| 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 |
API Access
H&R Block Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=HRB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "HRB", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=HRB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();