Skip to content
Screener

Carriage Services CSV Preneed Cemetery Trust Investments — Investment income

Other segment segments

Preneed Funeral Trust Investments
$521K

Similar metrics at other companies

The Carlyle Group logo
CGRealized — Investment income
$200K-87.5%
The Carlyle Group logo
CGUnrealized — Investment income
-$1.7M+5.6%
The Carlyle Group logo
CGPrincipal investment income (loss) from investments in CLOs and other investments — Investment income (loss)
-$1.5M-650%
The Carlyle Group logo
CGPrincipal investment income (loss) from equity method investments (excluding performance allocations) — Investment income (loss)
$70.7M+27.6%
The Carlyle Group logo
CGPrincipal Investment Income (Loss) Unrealized — Investment income (loss)
-$50.8M-299%
Constellation Brands logo
STZConstellationwinesandspirits — Investment Income Net
$23.5M+257%

Other financials

Income statement

See full
Revenue$102.9M+0.8%
Gross profit$35.0M-2.5%
Operating income$24.0M-0.2%
Net income$12.3M+4.5%
EPS (diluted)$0.77+4.1%

Balance sheet

See full
Cash & equivalents$2.6M+82.4%
Total debt$24.7M-9.1%
Total equity$279.4M+18.7%
Total assets$1.4B+7.1%

Cash flow

See full
Operating cash flow$7.6M-6.6%
CapEx$5.3M+87.2%
Free cash flow$2.2M-57.5%

Valuation

See full
Market cap$569.34M-23.6%
Enterprise value$591.54M-23.3%
P/E12.8×-1.5×
P/S1.4×-0.5×

Profitability

See full
Gross margin35.1%+0.1pp
Operating margin21.9%-2.5pp
Net margin10.7%-2.2pp
FCF margin9%-0.1pp

Returns & leverage

See full
Return on equity17.3%-7.4pp
Debt / equity0.1×0.0×
Current ratio1.5×+0.4×

Where this comes from

Reported directly by Carriage Services in its filing.

Tagged under the XBRL concept us-gaap:InvestmentIncomeNet.

The source filing: Carriage Services’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:35 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001016281-26-000055
Line itemThree months ended June 30, 2026Three months ended June 30, 2025Six months ended June 30, 2026Six months ended June 30, 2025
Investment income$648$770$1,156$1,417
Realized gains406,1994028,202
Realized losses(16)(5,494)(98)(7,097)
Unrealized gains (losses), net294(886)(34)(31)
Expenses and taxes(271)(585)(923)(809)
Net change in deferred preneed cemetery receipts held in trust(695)(4)(503)(1,682)

Item 1.Financial Statements.

FAQ

What is Carriage Services's preneed cemetery trust investments — investment income?
Carriage Services (CSV) reported preneed cemetery trust investments — investment income of $648K in Q2 2026.
How has Carriage Services's preneed cemetery trust investments — investment income changed year-over-year?
Carriage Services's preneed cemetery trust investments — investment income decreased by 15.8% year-over-year, from $770K to $648K.
What is the long-term trend for Carriage Services's preneed cemetery trust investments — investment income?
Over 4 years (2021 to 2025), Carriage Services's preneed cemetery trust investments — investment income has grown at a 6.0% compound annual growth rate (CAGR), from $2.15M to $2.71M.
What does preneed cemetery trust investments — investment income mean?
This represents the total interest, dividends, and other returns generated by the assets held in the preneed cemetery trust. It is a key indicator of the portfolio's ability to grow and offset the inflationary costs of future cemetery services.

Ask your AI about Carriage Services's preneed cemetery trust investments — investment income.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude