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Carriage Services CSV Preneed Funeral Trust Investments — Investment income

Other segment segments

Preneed Cemetery Trust Investments
$647K—

Similar metrics at other companies

Service Corporation International logo
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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SCIFuneral — PreneedRreceivables
$98.48M-30.7%
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SCIFuneral — PreneedReceivables
$108.37M-28.6%
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SCIFuneral — Preneed Accounts Receivable Gross
$133.7M-23.4%
Service Corporation International logo
SCIPreneed receivables, net and trust investments, excluding allowance for cancellation
$7.26B+9.0%

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:InvestmentIncomeNet.

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 funeral trust investments — investment income?
Carriage Services (CSV) reported preneed funeral trust investments — investment income of $399K in Q1 2026.
How has Carriage Services's preneed funeral trust investments — investment income changed year-over-year?
Carriage Services's preneed funeral trust investments — investment income decreased by 15.6% year-over-year, from $473K to $399K.
What is the long-term trend for Carriage Services's preneed funeral trust investments — investment income?
Over 4 years (2021 to 2025), Carriage Services's preneed funeral trust investments — investment income has grown at a 5.6% compound annual growth rate (CAGR), from $1.75M to $2.17M.
What does preneed funeral trust investments — investment income mean?
The total interest and dividend income generated by the assets held within the preneed funeral trust accounts. This income is critical for the company as it supports the growth of trust funds intended to cover future service delivery costs.