7Baggers
Quarterly
Annual
    Unit: USD2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-04-30 2021-01-31 2020-10-31 2020-04-30 2019-04-30 2018-04-30 2017-04-30 2016-04-30 2015-04-30 2014-04-30 2014-01-31 2013-10-31 2013-07-31 2013-04-30 2012-04-30 2011-07-31 2011-04-30 2011-01-31 2010-10-31 2010-07-31 2010-04-30 2010-01-31 2009-10-31 2009-07-31 2009-04-30 2009-01-31 2008-10-31 2008-07-31 2008-04-30 2008-01-31 2007-10-31 2007-07-31 2007-04-30 2007-01-31 2006-10-31 2006-07-31 2006-04-30 2006-01-31 2005-10-31 2005-07-31 2005-04-30 2005-01-31 2004-10-31 2004-07-31 2004-04-30 2004-01-31 2003-10-31 2003-07-31 
      
    		                                                                 
      revenues:
    		                                                                 
      service revenues
    		192,111 1,039,712 2,099,481 152,968 181,771 987,974 1,993,556 149,081 171,726 965,127 1,885,035 139,565 167,194 982,862 1,841,122 133,725 176,977 2,110,618 244,692        2,211,428 138,613 112,432 107,800   240,563 2,005,008 677,295 296,139 247,419 1,944,217 744,327 294,958 247,985 2,081,162 799,687 316,337 301,521 2,191,745 776,411 373,817 321,663 1,936,389 758,005 462,828 421,699 1,951,496 812,224 384,263 315,128 -1,192,432,414 656,871,000 277,289,000 239,757,000 1,703,671,000 591,050,000 236,800,000 209,734,000 
      royalty, product and other revenues
    		11,440 71,299 177,623 26,102 12,039 74,656 191,278 30,002 12,074 67,019 208,614 26,840 12,791 67,211 220,635 25,091 15,647 217,562 63,535                                               
      operating expenses:
    		                                                                 
      costs of revenues
    		274,017 532,929 969,392 314,209 269,581 506,373 926,008 299,827 259,358 480,759 883,686 298,345 260,662 518,952 831,455 289,323 241,532 901,728 380,273                                               
      selling, general and administrative
    		136,565 206,803 329,399 158,152 152,560 205,426 330,622 146,688 130,768 174,877 345,461 151,263 128,434 219,517 344,937 146,793 125,864 340,900 191,488        91,309.25 174,448 94,092 96,697    232,365 235,799 108,943  203,936 194,661 129,685 103,217 184,436 208,814 138,036 140,470 286,167 269,019 180,876 145,824 260,799 269,393 229,116 215,998 372,538 344,246 206,549 189,252 -893,101,875 366,025,000 286,793,000 266,754,000     
      total operating expenses
    		410,582 739,732 1,298,791 472,361 422,141 711,799 1,256,630 446,515 390,126 655,636 1,229,147 449,608 389,096 738,469 1,176,392 436,116 367,396 1,242,628 571,761 381,897                                              
      other income
    		8,102 12,331 4,554 2,744 11,917 15,143 5,224 5,922 9,836 14,472 13,224 4,185 3,611 465 238 1,467 284 1,220 2,367 -819         1,254    4,087 2,285 2,031 3,885 3,254 1,302 3,007 1,700 3,289 2,303 1,674 -2,121 -1,355 6,138 2,597 10,507 8,559 7,759 3,031 5,271 6,798 8,576 3,708 2,843 7,400 -23,222,171 19,732,000 1,510,000 2,008,000 5,379,000 1,616,000 1,164,000 1,695,000 
      interest expense on borrowings
    		-17,402 -15,828 -24,686 -21,752 -15,847 -15,776 -26,070 -21,364 -15,870 -15,871 -22,298 -18,985 -15,824 -18,621 -23,746 -23,085 -22,830 -21,551 -22,333 -30,861                                              
      income from continuing operations before income tax benefit
    		-216,331   -312,299 -232,261   -282,874 -212,360   -298,003 -221,324   -298,918  -99,121.25 -283,500                                               
      income tax benefit
    		-50,963   -69,833 -60,840   -93,758 -49,487   -77,140 -53,957   -109,845  -8,932.5 -51,669 -14,547             -119,699   -68,307 -79,679   -86,381 -80,256   -94,292 -85,247   -87,631 -73,757 -43,181.5 -6,112 -106,332 -87,282   -46,854 -17,545         
      net income from continuing operations
    		-165,368 300,409 722,928 -242,466 -171,421 258,366 691,586 -189,116 -162,873 303,953 646,077 -220,863 -167,367 224,691 674,973 -189,073 -149,945 950,967 -231,831 -222,480             -173,443 658,230 -4,375 -106,812 -127,638 692,432 53,603 -126,472 -130,617 707,809 66,830 -133,161 -129,369 691,120 9,284 -136,105 -109,823 603,360 24,965               
      net income from discontinued operations, net of tax benefits of 135 and 345
    		-451                                                                 
      net income
    		-165,819 299,439 722,330 -243,420 -172,576 257,817 690,737 -189,755 -163,482 302,271 643,429 -223,579 -168,421 222,703 673,177 -190,605 -151,601 949,252 -232,994 -223,726       909,998 -214,711 -104,943 -115,187   -175,098 658,561 -12,721 -109,049 -130,681 690,828 50,635 -128,587 -133,634 706,903 47,363 -135,874 -132,719 543,562 -47,358 -502,271 -302,580 -85,564 -60,252 -156,460 -131,377 587,538 12,113 -86,275 -28,324 5,225,857 91,692,000 -52,199,000 -44,083,000 575,635,000 106,726,000 10,376,000 10,582,000 
      yoy
    		-3.92% 16.14% 4.57% 28.28% 5.56% -14.71% 7.35% -15.13% -2.93% 35.73% -4.42% 17.30% 11.09% -76.54% -388.92% -14.80%             -40.07% -117.49%   33.99% -4.67% -125.12% -15.19% -2.21% -2.27% 6.91% -5.36% 0.69% 30.05% -200.01% -72.95% -56.14% -735.27% -21.40% 221.02% 130.31% -114.56% -597.42% 81.35% 363.84% -88.76% -99.99% -99.83% -99.94% -99.09% -14.09% -603.07% -516.58%     
      qoq
    		-155.38% -58.55% -396.74% 41.05% -166.94% -62.68% -464.02% 16.07% -154.08% -53.02% -387.79% 32.75% -175.63% -66.92% -453.18% 25.73% -115.97% -507.41% 4.14%        -523.82% 104.60% -8.89%    -126.59% -5276.96% -88.33% -16.55% -118.92% 1264.33% -139.38% -3.78% -118.90% 1392.52% -134.86% 2.38% -124.42% -1247.77% -90.57% 66.00% 253.63% 42.01% -61.49% 19.09% -122.36% 4750.47% -114.04% 204.60% -100.54% -94.30% -275.66% 18.41% -107.66% 439.36% 928.59% -1.95%  
      net income margin %
    		                                                                 
      basic and diluted loss per share:
    		                                                                 
      continuing operations
    		-1.26 2.21 5.38 -1.79 -1.23 1.83 4.94 -1.33 -1.11 1.98 4.22 -1.43 -1.05 1.36 4.13 -1.09 -0.84 5.07 -1.27 -1.17       3.39 -0.78 -0.38 -0.42                                    
      discontinued operations
    		  -0.01 -0.01 -0.01 -0.01 -0.01  -0.01 -0.01 -0.01 -0.02 -0.01 -0.01 -0.01 -0.01 -0.01 -0.02  -0.01                                              
      consolidated
    		-1.26 2.21 5.37 -1.8 -1.24 1.82 4.93 -1.33 -1.12 1.97 4.21 -1.45 -1.06 1.35 4.12 -1.1 -0.85 5.05 -1.27 -1.18       3.32 -0.78 -0.39 -0.42                                    
      dividends declared per share
    		0.42 0.281 0.375 0.375 0.375 0.24 0.32 0.32 0.32 0.218 0.29 0.29 0.29 0.203 0.27 0.27 0.27 0.195 0.26                                               
      comprehensive loss:
    		                                                                 
      change in foreign currency translation adjustments
    		-9,308 23,562 445 -29,034 6,117 -2,509 -9,882 11,559 -10,914 7,182 402 9,307 -32,345 -17,807 5,595 1,656 -11,177 16,479 20,014          582    484 3,950 4,101 5,396 -4,020 835 1,484 2,586 9,537 4,704 -3,671 -11,472 314 181 -1,860 -3,023 4,311 2,663 -268 -329 818 -30 -7,820 4,385 824         
      other comprehensive income
    		-9,308 23,562 445 -29,034 6,117 -2,309.25 -9,882 11,559  7,182 402 9,307  -17,807 5,595 1,656 -11,177 16,479 20,014          1,720                                     
      comprehensive loss
    		-175,127   -272,454 -166,459   -178,196 -174,396   -214,272 -200,766   -188,949 -162,778 -81,394.5 -212,980        -112,541.75 -220,950 -103,223 -125,994   -173,639   -103,986 -135,007   -125,672 -124,844   -147,943 -134,372 -212,809.25 -48,837 -503,668 -298,732                 
      income from continuing operations before income taxes
    		 367,782 958,181   350,198 907,358   375,111 855,428   293,448 861,857  -197,318                         1,178,054 101,739                       
      income taxes
    		 67,373 235,253   91,832 215,772   71,158 209,351   68,757 186,884  -47,373                 418,680 -13,074   417,978 43,848   470,245 34,909   457,298 -5,165       393,445 13,295   2,596,858 59,991,000 -33,725,000 -28,481,000 376,439,000 69,394,000 6,758,000 6,715,000 
      net income from discontinued operations, net of tax benefits of 180, 254, 811 and 627
    		 -676.75 -598                                                               
      basic earnings per share:
    		                                                                 
      diluted earnings per share:
    		                                                                 
      comprehensive income:
    		                                                                 
      comprehensive income
    		 323,001 722,775   255,308 680,855   309,453 643,831   204,896 678,772                   662,632 -7,974   691,420 51,655   711,878 41,985       -90,765.5 -74,870 -155,122 -133,070 -33,051.75 1,291 -105,543 -33,311         
      net income from discontinued operations, net of tax benefits of 286, 191, 631 and 373
    		   -954                                                              
      net income from discontinued operations, net of tax benefits of 345 and 182
    		    -1,155                                                             
      net income from discontinued operations, net of tax benefits of 254, 792, 627 and 1,920
    		     -524.25 -849                                                           
      net income from discontinued operations, net of tax benefits of 191, 812, 373 and 1,128
    		       -639                                                          
      net income from discontinued operations, net of tax benefits of 182 and 316
    		        -609                                                         
      other comprehensive loss
    		        -10,914    -32,345                                                     
      net income from discontinued operations, net of tax benefits of 792, 539, 1,920 and 1,495
    		         -1,604.5 -2,648                                                       
      net income from discontinued operations, net of tax benefits of 812, 461, 1,128 and 956
    		           -2,716                                                      
      net income from discontinued operations, net of tax benefits of 316 and 495
    		            -1,054                                                     
      net income from discontinued operations, net of tax benefits of 539, 793, 1,495 and 3,317
    		             -1,246 -1,796                                                   
      net income from discontinued operations, net of tax benefits of 461, 1,132, 956 and 2,524
    		               -1,532                                                  
      net income from discontinued operations, net of tax benefits of 495 and 1,392
    		                -1,656                                                 
      net income from discontinued operations, net of tax benefits of 1,323, 488, 3,371 and 3,173
    		                 -1,176.5 -1,163                                               
      u.s. assisted tax preparation
    		                   48,922                                              
      u.s. royalties
    		                   7,576                                              
      u.s. diy tax preparation
    		                   5,055                                              
      international
    		                   48,858                                              
      refund transfers
    		                   1,192                                              
      emerald card®
    		                   9,795                                              
      peace of mind® extended service plan
    		                   24,775                                              
      tax identity shield®
    		                   4,835                                              
      interest and fee income on emerald advancetm
    		                   501                                              
      wave
    		                   14,327                                              
      other
    		                   10,714       89,257 45,403 40,673 42,264   49,528                         41,119,500 130,235,000 31,522,000 24,157,000 6,720,000 3,748,000 3,318,000 2,720,000 
      total revenues
    		                   176,550                                              
      compensation and benefits:
    		                                                                 
      field wages
    		                   61,007                                              
      other wages
    		                   59,062                                              
      benefits and other compensation
    		                   32,146                                              
      occupancy
    		                   97,758                                              
      marketing and advertising
    		                   9,317                                          24,941,500 67,975,000   
      depreciation and amortization
    		                   37,799                                          49,541,000 46,487,000 40,080,000 35,930,000 
      bad debt
    		                   1,113                                              
      pretax loss
    		                   -237,027                                              
      net income from discontinued operations
    		                   -1,246             -1,655 331 -8,346 -2,237 -3,043 -1,604 -2,968 -2,115 -3,017 -906 -19,467 -2,713 -3,350 -147,558 -56,642 -366,166 -0.59 119,063.5 -85,217               
      ebitda from continuing operations
    		                   -168,367                                              
      product and other revenues
    		                          10,817 23,788 11,282 8,198   16,638 263,336 118,078 16,115 16,753 344,018 142,179 19,010 15,233 324,573 135,155 18,085 12,879 364,726 137,545 21,408 17,708 337,771 160,894 17,213 14,157 324,266 135,552 18,503 14,181         
      interest income
    		                          38,902 37,369 10,626 11,197   10,433 57,107 56,109 10,635 10,302 49,659 48,346 12,113 12,287 61,018 58,604 17,047 25,238 58,762 58,655 39,599 41,838 42,592 36,217 44,599 41,010 47,870 51,074 55,010 49,253 32,298,000 46,599,000 45,889,000 81,327,000 102,602,000 117,643,000 87,868,000 70,951,000 
      cost of revenues:
    		                                                                 
      compensation and benefits
    		                          548,955 160,830 60,526 46,312   160,255                                 
      occupancy and equipment
    		                          113,301 88,387 82,358 78,736   94,045                             131,393,000 94,764,000 82,314,000 76,151,000 
      benefit from bad debt and loan losses
    		                          34,247 31,420 2,849 11,491   8,823                                 
      interest
    		                          14,185 14,443 14,314 14,446   23,301                         16,270,000 24,927,000 21,063,000 19,090,000 20,099,000 21,361,000 19,900,000 23,196,000 
      depreciation of property and equipment
    		                          15,000.5 23,054 20,144                                     
      operating income
    		                                -297,229 1,074,625 -19,480 -179,004 -210,571 1,109,108 94,444 -214,553 -214,162 1,175,751 100,065 -225,332 -213,261 1,142,428 2,146 -233,591 -191,544 1,040,416 27,888 -255,972 -213,322 984,435 33,911 -123,587 -40,834 31,107,253 131,951,000 -87,434,000 -74,572,000 946,695,000 174,504,000 15,970,000 15,602,000 
      yoy
    		                                41.15% -3.11% -120.63% -16.57% -1.68% -5.67% -5.62% -4.78% 0.42% 2.92% 4562.86% -3.54% 11.34% 9.80% -92.30% -8.74% -10.21% 5.69% -17.76% 107.12% 422.41% -96.84% -99.97% -99.86% -99.95% -96.71% -24.39% -647.49% -577.96%     
      qoq
    		                                -127.66% -5616.56% -89.12% -14.99% -118.99% 1074.36% -144.02% 0.18% -118.21% 1074.99% -144.41% 5.66% -118.67% 53135.23% -100.92% 21.95% -118.41% 3630.69% -110.89% 19.99% -121.67% 2803.00% -127.44% 202.66% -100.13% -76.43% -250.91% 17.25% -107.88% 442.51% 992.70% 2.36%  
      operating margin %
    		                                                                 
      dividends per share
    		                          0.15 0.2 0.2 0.2        0.113 0.15 0.15  0.11 0.15 0.15 0.143 0.105 0.143 0.143 0.14 0.1 0.14 0.14 0.13 0.09 0.13 0.13 0.11 0.16 0.22 0.22 0.2    0.18 
      unrealized gains on available-for-sale securities, net of taxes:
    		                                                                 
      unrealized holding losses arising during the period, net of tax benefit of
    		                                                                 
      reclassification adjustment for gains included in income, net of taxes of -, - , - and 71
    		                                                                 
      unrealized holding gains arising during the period, net of taxes (benefit) of 728, 131, (4,337) and 283
    		                            1,138                                     
      reclassification adjustment for gains included in income, net of taxes of -, 71, - and 71
    		                                                                 
      depreciation and amortization of property and equipment
    		                             16,804   21,048                                 
      unrealized holding gains arising during the period, net of taxes (benefit) of (5,065) and 152
    		                                                                 
      reclassification adjustment for gains included in income, net of taxes
    		                                                                 
      expenses:
    		                                                                 
      impairment of goodwill
    		                                99,697                                 
      selling, general and administrative expenses
    		                                108,166    117,029                             
      income from continuing operations before tax benefit
    		                                -293,142   -175,119 -207,317   -212,853 -210,873   -227,453 -214,616   -223,736 -183,580 -100,437.25 18,853               
      basic and diluted shares
    		                                305,491   306,804 319,690   335,346 334,533   329,810 327,141   324,694 323,864   321,742 323,671   326,047          
      dividends paid per share
    		                                0.15 0.113 0.15 0.15 0.15    0.15                         
      change in unrealized gain on available-for-sale securities
    		                                975 1.75 646 -333 -306 -220.5 -464 329 -747 -1,067.75 -1,707 -597 -1,967 386 381 1,626 -463 -3,798.5 -14,350 1,667 -2,511 -8,116.5 -3,002 -23,653          
      cost of revenues
    		                                 1,018,461 635,163 392,950 368,016 1,024,850 645,747 410,949 386,450                         
      income from continuing operations before taxes
    		                                 -99,971.25 -17,449   -81,568.75 97,451       -100,799.25 4,119                   
      basic shares
    		                                 77,636.5 305,144   83,573.25 332,999   82,857.25 337,338   81,136 325,074   80,647 322,350   82,004.25 327,289           
      diluted shares
    		                                 77,636.5 305,144   83,573.25 334,297   82,857.25 338,687   81,136 327,202   80,647 326,048   82,004.25 331,935           
      other revenues:
    		                                                                 
      cost of services
    		                                         1,023,687 572,854 376,153 369,606 1,073,440 604,153 428,733 383,400 948,277 587,873 492,861 446,089 1,018,937 633,927 387,217 343,218 281,223,500 509,104,000 318,833,000 271,439,000     
      cost of other revenues
    		                                         82,879 111,713 62,612 42,823 113,198 97,293 58,806 43,529 67,260 69,962 97,236 92,014 120,108 144,663 134,864 123,357         
      interest expense
    		                                             -467.75 -624 -652 -595 -9,073 -12,066 -12,091 -12,135 12,028 12,211 12,385 12,435         
      income from discontinued operations, net of tax
    		                                                -192,757                 
      gains on sales of mortgage assets
    		                                                   38,601 63,913 172,386 157,897 147,267 236,431 141,237,500 198,302,000   144,825,000 168,965,000 220,289,000  
      income before income tax benefit
    		                                                   -262,792 -218,659             
      basic and diluted loss per share
    		                                                   -0.49 -0.41   -0.26 -0.09         
      income before taxes
    		                                                     980,983 25,408 -133,129 -45,869 7,822,715 151,683,000 -85,924,000 -72,564,000 952,074,000 176,120,000 17,134,000 17,297,000 
      basic earnings per share
    		                                                     -0.075 0.04          0.06 
      diluted earnings per share
    		                                                     -0.075 0.04          0.06 
      change in unrealized gain on available - for - sale securities
    		                                                        -5,811         
      net income before cumulative effect of change in accounting principle
    		                                                         -1,147,500 91,692,000 -52,199,000 -44,083,000 32,155,250 106,726,000 10,376,000  
      cumulative effect of change in accounting principle for multiple deliverable revenue arrangements, less tax benefit of 4,031
    		                                                                 
      before change in accounting principle
    		                                                         3.86 0.56 -0.32 -0.26     
      cumulative effect of change in accounting principle
    		                                                             -0.01    
      gains on sales of mortgage loans
    		                                                           184,555,000 137,470,000    192,639,000 
      product sales
    		                                                             49,578,000 51,324,000 28,164,000 17,232,000 
      royalties
    		                                                             135,472,000 44,427,000 3,416,000 1,567,000 
      employee compensation and benefits
    		                                                             736,299,000 392,835,000 255,764,000 222,156,000 
      supplies, freight and postage
    		                                                             37,839,000 28,609,000 14,187,000 8,554,000 
      cumulative effect of change in accounting principle for multiple deliverable revenue arrangements, less taxes of 4,031
    		                                                                 
      before change in acctg. principle
    		                                                             0.18 0.6 0.06  
    The information provided in this report is taken from www.sec.gov and many other data providers. While we have conducted our best efforts to ensure that the parsed data is accurate, we cannot guarantee its accuracy. Please use caution and understand that any consequences of its use are your own responsibility.