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| 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 |