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Carriage Services CSV Perpetual Care Trust Investments — Preneed funeral trust investments

Similar metrics at other companies

Service Corporation International logo
SCIPreneed trust investments
$5.73B+11.9%
Service Corporation International logo
SCIPreneed receivables, net and trust investments
$7.26B+9.0%
Service Corporation International logo
SCICemetery perpetual care trust investments
$2.37B+11.3%
Service Corporation International logo
SCIPreneed receivables, net and trust investments, excluding allowance for cancellation
$7.26B+9.0%
Service Corporation International logo
SCIFuneral — PreneedReceivables
$108.37M-28.6%
Service Corporation International logo
SCIFuneral — PreneedRreceivables
$98.48M-30.7%

Other financials

Income statement

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Revenue$106.1M-0.9%
Gross profit$38.6M+2.1%
Operating income$25.3M-19.9%
Net income$13.5M-35.5%
EPS (diluted)$0.84-37.3%

Balance sheet

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Cash & equivalents$2.9M-37.4%
Total debt$25.4M-5.1%
Total equity$266.9M+19.7%
Total assets$1.3B+5.7%

Cash flow

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Operating cash flow$14.9M+8.0%
CapEx$3.9M+23.2%
Free cash flow$11.0M+3.5%

Valuation

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Market cap$593.31M-13.6%
Enterprise value$615.82M-13.1%
P/E13.5×-1.2×
P/S1.4×-0.3×

Profitability

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Gross margin35.4%+0.1pp
Operating margin21.9%-1.1pp
Net margin10.6%-0.9pp
FCF margin9.7%+1.9pp

Returns & leverage

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Return on equity18%-5.3pp
Debt / equity0.1×0.0×
Current ratio1.2×+0.2×

Where this comes from

Reported directly by Carriage Services in its filing.

Tagged under the XBRL concept us-gaap:AvailableForSaleSecuritiesDebtSecuritiesCurrent.

The official record: Carriage Services’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Carriage Services's perpetual care trust investments — preneed funeral trust investments?
Carriage Services (CSV) reported perpetual care trust investments — preneed funeral trust investments of $97.43M in Q1 2026.
How has Carriage Services's perpetual care trust investments — preneed funeral trust investments changed year-over-year?
Carriage Services's perpetual care trust investments — preneed funeral trust investments increased by 9.5% year-over-year, from $88.95M to $97.43M.
What is the long-term trend for Carriage Services's perpetual care trust investments — preneed funeral trust investments?
Over 3 years (2022 to 2025), Carriage Services's perpetual care trust investments — preneed funeral trust investments has grown at a 11.4% compound annual growth rate (CAGR), from $264.1M to $364.79M.
What does perpetual care trust investments — preneed funeral trust investments mean?
This represents the total value of assets held in trust specifically designated for preneed funeral contracts. These investments ensure that funds are available to fulfill future service obligations when the funeral services are eventually rendered. It serves as a critical indicator of the company's ability to meet long-term service commitments.