Growth Metrics

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

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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
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