H&R BLOCK INC (HRB) Spending and interest coverage
- R&D / revenue · 12 months: Value (m); Formula and calculation Research and development expense / revenue. Period ending 2026-06-30..
- Stock-based compensation / revenue · 12 months: Value 0.77%; Formula and calculation Share-based compensation / revenue. Period ending 2026-06-30..
- Interest coverage · 12 months: Value (m); Formula and calculation Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified..
Spending and interest coverage
Overview →Financial period ending 2026-06-30; current quote (m). Amounts retain their stated periods and units.
| Metric | Value | Formula and calculation |
|---|---|---|
| R&D / revenue · 12 months | (m) | Research and development expense / revenue. Period ending 2026-06-30. Calculation unavailable: missing inputs remain (m). |
| Stock-based compensation / revenue · 12 months | 0.77% | Share-based compensation / revenue. Period ending 2026-06-30. $30.48M ÷ $3.95B × 100 ≈ 0.77% |
| Interest coverage · 12 months | (m) | Estimated: average term debt × dated USD coupon proxy + average commercial paper × matching-currency disclosed rate at or before period end. Swaps, foreign-exchange, lease interest and amortization are not quantified. Calculation unavailable: missing inputs remain (m). |
Calculation inputs
| Input | Amount with unit | Raw financial data |
|---|---|---|
| Research and development spending | (m) | |
| Revenue | 3.95B USD | Revenue from Contract with Customer, Excluding Assessed Tax |
| Stock-based compensation | 30.48M USD | Share-based Payment Arrangement, Noncash Expense |
| Operating income | (m) | Operating Income (Loss) |
| Interest expense · reported / estimated | (m) | Interest Expense · Estimated expense assumptions |
Latest interest expense basis: (m). Estimated values carry *; expand each history row’s basis for its dated balances and rate assumptions.
Calculated history
Changes compare with the next older row (previous quarter), unless explicitly labeled otherwise. Rolling 12-month growth compares two successive quarter-end rolling totals; it is not year-over-year growth.
| Period ending | Research and development spending (USD) | Revenue (USD) | Stock-based compensation (USD) | Operating income (USD) | Interest expense · reported / estimated (USD) | R&D / revenue | SBC / revenue | Interest coverage | Interest expense basis |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | (m) | $3.95B | $30.48M | (m) | (m) | (m) | 0.77% | (m) | (m) |
| 2026-03-31 | (m) | $3.91B | $29.26M | (m) | (m) | (m) | 0.75% | (m) | (m) |
| 2025-12-31 | (m) | $3.79B | $28.36M | (m) | (m) | (m) | 0.75% | (m) | (m) |
| 2025-09-30 | (m) | $3.77B | $29.95M | (m) | (m) | (m) | 0.79% | (m) | (m) |
| 2025-06-30 | (m) | $3.76B | $32.50M | (m) | (m) | (m) | 0.86% | (m) | (m) |
| 2025-03-31 | (m) | $3.71B | $34.39M | (m) | (m) | (m) | 0.93% | (m) | (m) |
| 2024-12-31 | (m) | $3.62B | $34.70M | (m) | (m) | (m) | 0.96% | (m) | (m) |
| 2024-09-30 | (m) | $3.62B | $35.45M | (m) | (m) | (m) | 0.98% | (m) | (m) |
| 2024-06-30 | (m) | $3.61B | $34.28M | (m) | (m) | (m) | 0.95% | (m) | (m) |
| 2024-03-31 | (m) | $3.58B | $29.85M | (m) | (m) | (m) | 0.83% | (m) | (m) |
| 2023-12-31 | (m) | $3.49B | $30.96M | (m) | (m) | (m) | 0.89% | (m) | (m) |
| 2023-09-30 | (m) | $3.48B | $31.22M | (m) | (m) | (m) | 0.90% | (m) | (m) |
| 2023-06-30 | (m) | $3.47B | $31.33M | (m) | (m) | (m) | 0.90% | (m) | (m) |
| 2023-03-31 | (m) | $3.49B | $41.05M | (m) | (m) | (m) | 1.18% | (m) | (m) |
| 2022-12-31 | (m) | $3.46B | $38.91M | (m) | (m) | (m) | 1.13% | (m) | (m) |
| 2022-09-30 | (m) | $3.45B | $35.06M | (m) | (m) | (m) | 1.02% | (m) | (m) |
| 2022-06-30 | (m) | $3.46B | $34.25M | (m) | (m) | (m) | 0.99% | (m) | (m) |
| 2022-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2021-12-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2021-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2021-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2021-04-30 | (m) | $3.41B | $28.27M | (m) | (m) | (m) | 0.83% | (m) | (m) |
| 2021-03-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2021-01-31 | (m) | $2.90B | $26.09M | (m) | (m) | (m) | 0.90% | (m) | (m) |
| 2020-12-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2020-10-31 | (m) | $3.11B | $26.89M | (m) | (m) | (m) | 0.87% | (m) | (m) |
| 2020-09-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2020-07-31 | (m) | $3.09B | $28.97M | (m) | (m) | (m) | 0.94% | (m) | (m) |
| 2020-06-30 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2020-04-30 | (m) | $2.64B | $28.05M | (m) | (m) | (m) | 1.06% | (m) | (m) |
| 2020-01-31 | (m) | $3.16B | $28.46M | (m) | (m) | (m) | 0.90% | (m) | (m) |
| 2019-10-31 | (m) | $3.11B | $28.02M | (m) | (m) | (m) | 0.90% | (m) | (m) |
| 2019-07-31 | (m) | $3.10B | $26.08M | (m) | (m) | (m) | 0.84% | (m) | (m) |
| 2019-04-30 | (m) | $3.09B | $23.77M | (m) | (m) | (m) | 0.77% | (m) | (m) |
| 2019-01-31 | (m) | $3.16B | $22.90M | (m) | (m) | (m) | 0.73% | (m) | (m) |
| 2018-10-31 | (m) | $3.18B | $22.17M | (m) | (m) | (m) | 0.70% | (m) | (m) |
| 2018-07-31 | (m) | $3.17B | $21.50M | (m) | (m) | (m) | 0.68% | (m) | (m) |
| 2018-04-30 | (m) | $3.16B | $21.95M | (m) | (m) | (m) | 0.69% | (m) | (m) |
| 2018-01-31 | (m) | $3.09B | $19.41M | (m) | (m) | (m) | 0.63% | (m) | (m) |
| 2017-10-31 | (m) | $3.06B | $18.44M | (m) | (m) | (m) | 0.60% | (m) | (m) |
| 2017-07-31 | (m) | $3.05B | $18.56M | (m) | (m) | (m) | 0.61% | (m) | (m) |
| 2017-04-30 | (m) | $3.04B | $19.29M | (m) | (m) | (m) | 0.64% | (m) | (m) |
| 2017-01-31 | (m) | $3.01B | $19.38M | (m) | (m) | (m) | 0.64% | (m) | (m) |
| 2016-10-31 | (m) | $3.03B | $22.14M | (m) | (m) | (m) | 0.73% | (m) | (m) |
| 2016-07-31 | (m) | $3.03B | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2016-04-30 | (m) | $3.04B | $23.54M | (m) | (m) | (m) | 0.77% | (m) | (m) |
| 2016-01-31 | (m) | $3.04B | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2015-10-31 | (m) | $3.08B | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2015-07-31 | (m) | $3.08B | (m) | (m) | $40.70M | (m) | (m) | (m) | Reported |
| 2015-04-30 | (m) | $3.08B | $26.07M | (m) | $45.93M | (m) | 0.85% | (m) | Reported |
| 2015-01-31 | (m) | $3.34B | (m) | (m) | $51.38M | (m) | (m) | (m) | Reported |
| 2014-10-31 | (m) | $3.03B | (m) | (m) | $56.55M | (m) | (m) | (m) | Reported |
| 2014-07-31 | (m) | $3.03B | (m) | $767.63M | $56.88M | (m) | (m) | 13.50× | Reported |
| 2014-04-30 | (m) | $3.02B | $20.06M | $763.21M | $57.39M | (m) | 0.66% | 13.30× | Reported |
| 2014-01-31 | (m) | $2.66B | (m) | $428.42M | $58.27M | (m) | (m) | 7.35× | Reported |
| 2013-10-31 | (m) | $2.93B | (m) | $674.00M | $63.25M | (m) | (m) | 10.66× | Reported |
| 2013-07-31 | (m) | $2.94B | (m) | $689.54M | $72.33M | (m) | (m) | 9.53× | Reported |
| 2013-04-30 | (m) | $2.91B | $15.29M | $696.69M | $79.96M | (m) | 0.53% | 8.71× | Reported |
| 2013-01-31 | (m) | $2.71B | (m) | $550.91M | $87.63M | (m) | (m) | 6.29× | Reported |
| 2012-10-31 | (m) | $2.90B | (m) | $639.85M | $91.75M | (m) | (m) | 6.97× | Reported |
| 2012-07-31 | (m) | $2.89B | (m) | $598.49M | $91.23M | (m) | (m) | 6.56× | Reported |
| 2012-04-30 | (m) | $2.89B | $14.97M | $566.29M | $92.09M | (m) | 0.52% | 6.15× | Reported |
| 2012-01-31 | (m) | $3.77B | (m) | $676.54M | $94.24M | (m) | (m) | 7.18× | Reported |
| 2011-10-31 | (m) | $3.78B | (m) | $652.31M | $95.36M | (m) | (m) | 6.84× | Reported |
| 2011-07-31 | (m) | $3.77B | (m) | $578.91M | $95.77M | (m) | (m) | 6.04× | Reported |
| 2011-04-30 | (m) | $3.77B | $14.50M | $665.57M | $95.44M | (m) | 0.38% | 6.97× | Reported |
| 2011-01-31 | (m) | $3.79B | (m) | $700.05M | (m) | (m) | (m) | (m) | (m) |
| 2010-10-31 | (m) | $3.87B | (m) | $813.98M | (m) | (m) | (m) | (m) | (m) |
| 2010-07-31 | (m) | $3.87B | (m) | $778.43M | (m) | (m) | (m) | (m) | (m) |
| 2010-04-30 | (m) | $3.87B | $29.37M | $774.84M | (m) | (m) | 0.76% | (m) | (m) |
| 2010-01-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-10-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-07-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2009-04-30 | (m) | $4.08B | $26.56M | $838.87M | (m) | (m) | 0.65% | (m) | (m) |
| 2009-01-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2008-10-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2008-07-31 | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) | (m) |
| 2008-04-30 | (m) | $4.09B | $40.37M | $709.54M | (m) | (m) | 0.99% | (m) | (m) |
(m) means missing inputs. Historical market-based ratios use the saved close on or immediately before period ending and that period’s reported shares; current quotes are not substituted. Five-year projections repeat historical CAGR, not analyst forecasts.
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