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Carriage Services CSV Preneed Cemetery Trust Investments — Unrealized gains (losses), net

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-$688K—

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VALUNet unrealized debt securities gains (losses), net of tax
$58K+929%

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:UnrealizedGainLossOnInvestments.

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 — unrealized gains (losses), net?
Carriage Services (CSV) reported preneed cemetery trust investments — unrealized gains (losses), net of -$328K in Q1 2026.
How has Carriage Services's preneed cemetery trust investments — unrealized gains (losses), net changed year-over-year?
Carriage Services's preneed cemetery trust investments — unrealized gains (losses), net decreased by 138.4% year-over-year, from $855K to -$328K.
What is the long-term trend for Carriage Services's preneed cemetery trust investments — unrealized gains (losses), net?
Over 3 years (2021 to 2025), Carriage Services's preneed cemetery trust investments — unrealized gains (losses), net has grown at a -51.2% compound annual growth rate (CAGR), from $6.05M to -$704K.
What does preneed cemetery trust investments — unrealized gains (losses), net mean?
The net change in the fair market value of debt securities held in the preneed cemetery trust that have not yet been sold. This reflects the paper gains or losses based on current market conditions for the trust's investment holdings. Monitoring this metric helps assess the volatility and current market valuation of assets reserved for future service obligations.