Dollar Amounts
USD (Millions)
| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Assets | $4,014 | $3,269 | $3,072 | $3,219 | $3,264 |
| Liabilities | $3,626 | $3,058 | $3,040 | $3,128 | $3,175 |
| Equity | $388 | $212 | $32 | $91 | $89 |
Balance sheet data in USD (millions)
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Edwyn
Over the past 5 years, H&R Block, Inc. has experienced fluctuations in its financial position. The company's total assets have shown a general trend of decreasing from 2021 to 2023, hitting a low in 2023 before slightly rebounding in 2024 and 2025. This decrease can be attributed to various factors such as changes in business operations, investments, and market conditions. On the other hand, total liabilities have remained relatively stable, with a slight decrease in 2025 compared to 2021. This indicates that the company has been managing its debt levels effectively. Stockholders' equity, however, has shown more significant fluctuations, dropping sharply from 2021 to 2022 and reaching its lowest point in 2023. This could be a cause for concern as it may indicate a decrease in the company's net worth and financial stability during those years. The subsequent increase in equity in 2024 and 2025 suggests efforts to improve the financial health of the company. It would be beneficial for H&R Block to further analyze these trends, especially in comparison to industry benchmarks, to identify areas for improvement and ensure long-term sustainability.
This analysis is for informational purposes only and does not constitute financial advice or recommendations for any investment decisions. Please consult with a qualified financial professional for personalized guidance.