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Carriage Services CSV Preneed Cemetery Trust Investments — Investment Income, Investment Expense

Other segment segments

Preneed Funeral Trust Investments
$105K

Similar metrics at other companies

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SCIPreneed trust investments
$5.73B+11.9%
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SCIPreneed receivables, net and trust investments
$7.26B+9.0%
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SCICemetery perpetual care trust investments
$2.37B+11.3%
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SCIPreneed receivables, net and trust investments, excluding allowance for cancellation
$7.26B+9.0%
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SYBTInvestment Management And Trust — Noninterest Expense
$6.94M+3.8%
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SCICemetery — PreneedRreceivables
$1.44B+2.5%

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:InvestmentIncomeInvestmentExpense.

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 preneed cemetery trust investments — investment income, investment expense?
Carriage Services (CSV) reported preneed cemetery trust investments — investment income, investment expense of $652K in Q1 2026.
How has Carriage Services's preneed cemetery trust investments — investment income, investment expense changed year-over-year?
Carriage Services's preneed cemetery trust investments — investment income, investment expense increased by 191.1% year-over-year, from $224K to $652K.
What is the long-term trend for Carriage Services's preneed cemetery trust investments — investment income, investment expense?
Over 4 years (2021 to 2025), Carriage Services's preneed cemetery trust investments — investment income, investment expense has grown at a 3.3% compound annual growth rate (CAGR), from $1.72M to $1.95M.
What does preneed cemetery trust investments — investment income, investment expense mean?
The net cost or fee structure associated with managing the preneed cemetery trust investment portfolio. This represents the operational expenses incurred to generate investment returns on funds held in trust. Investors use this to evaluate the efficiency of the trust's management and the net yield available to support future service liabilities.