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% quarter-over-quarter from $1.6 billion in Q4 2025.

H&R Block (HRB) Invested Capital (2009 - 2026) Analysis & Trends

H&R Block (HRB) has 18 years of Invested Capital data on file, last reported at $1.5 billion in Q1 2026.

  • Invested Capital for Q1 2026 came in at $1.5 billion, up 12.83% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.5 billion (up 12.83% YoY), and the FY2025 annual result was $1.6 billion, changed 0.03% from the prior year.
  • Invested Capital eased to $1.5 billion in Q1 2026 per HRB's latest filing, from $1.6 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $2.0 billion in Q1 2022 and troughed at $1.1 billion in Q1 2024.
  • A 5-year average of $1.4 billion and a median of $1.5 billion in 2023 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2022 and 2025: Invested Capital slumped 38.88% in 2022, then climbed 15.8% in 2025.
  • A 5-year view of Invested Capital shows it stood at $1.4 billion in 2022, then rose by 6.52% to $1.5 billion in 2023, then retreated by 7.1% to $1.4 billion in 2024, then advanced by 14.37% to $1.6 billion in 2025, then retreated by 9.04% to $1.5 billion in 2026.
  • Business Quant data shows HRB's Invested Capital at $1.5 billion in Q1 2026, $1.6 billion in Q4 2025, and $1.2 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Rollins 21.62 Bn 21.51 Bn 460.90 Mn 1.55 Bn
2 Service Corp International 10.11 Bn 9.85 Bn 286.45 Mn 6.75 Bn
3 Frontdoor 5.02 Bn 4.41 Bn 248.00 Mn 259.00 Mn
4 H&R Block 4.36 Bn 4.34 Bn 1.37 Bn 1.47 Bn
5 Bright Horizons Family Solutions 3.49 Bn 3.36 Bn 163.49 Mn 2.23 Bn
6 Carriage Services 593.84 Mn 590.93 Mn 38.64 Mn 789.22 Mn
7 Andersen 468.18 Mn 1.07 Bn 74.37 Mn 28.70 Mn
8 Medifast 121.56 Mn -47.38 Mn 51.76 Mn 197.68 Mn
9 Regis 69.19 Mn 69.19 Mn - 304.77 Mn
10 E-Home Household Service Holdings 2.17 Mn -258.54 Mn - 322.20 Mn

Historic Data

Download Data
DateValue
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