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Carriage Services CSV Preneed Funeral Trust Investments — Fair Market Value

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Other financials

Income statement

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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

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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

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

Valuation

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

Profitability

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

Returns & leverage

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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:AvailableForSaleSecuritiesDebtSecurities.

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 itemFair Value Hierarchy LevelCostUnrealized GainsUnrealized LossesFair Market Value
Equity19,3827(1,165)8,224
Fixed income237,74679(321)37,504
Other investments21,692——1,692
Alternative investments31,545379(153)31,771
Trust securities$115,938$3,180$(3,285)$115,833
Accrued investment income$546$546
Preneed cemetery trust investments$116,379
Market value as a percentage of cost99.9%

Item 1.Financial Statements.

FAQ

What is Carriage Services's preneed funeral trust investments — fair market value?
Carriage Services (CSV) reported preneed funeral trust investments — fair market value of $115.83M in Q2 2026.
How has Carriage Services's preneed funeral trust investments — fair market value changed year-over-year?
Carriage Services's preneed funeral trust investments — fair market value increased by 4.3% year-over-year, from $111.01M to $115.83M.
What is the long-term trend for Carriage Services's preneed funeral trust investments — fair market value?
Over 3 years (2022 to 2025), Carriage Services's preneed funeral trust investments — fair market value has grown at a 2.8% compound annual growth rate (CAGR), from $429.43M to $466.33M.
What does preneed funeral trust investments — fair market value mean?
This is the current exit price that would be received to sell an asset in an orderly transaction between market participants at the measurement date. It provides the most accurate reflection of the trust's current ability to cover future funeral service obligations.

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