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

Other segment segments

Preneed Cemetery Trust Investments
$224K—

Similar metrics at other companies

Service Corporation International logo
SCIPreneed trust investments
$5.73B+11.9%
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WSBCTrust And Investment Services — Interest Income Expense Net
-$1.82M-94.7%
Stock Yards Bancorp logo
SYBTInvestment Management And Trust — Interest Income Expense Net
$268K-3.9%
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SYBTInvestment Management And Trust — Noninterest Expense
$6.94M+3.8%
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SCIPreneed receivables, net and trust investments
$7.26B+9.0%
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SYBTInvestment Management And Trust — Income Tax Expense Benefit
$1.01M+9.9%

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 funeral trust investments — investment income, investment expense?
Carriage Services (CSV) reported preneed funeral trust investments — investment income, investment expense of $389K in Q1 2026.
How has Carriage Services's preneed funeral trust investments — investment income, investment expense changed year-over-year?
Carriage Services's preneed funeral trust investments — investment income, investment expense increased by 270.5% year-over-year, from $105K to $389K.
What is the long-term trend for Carriage Services's preneed funeral trust investments — investment income, investment expense?
Over 4 years (2021 to 2025), Carriage Services's preneed funeral trust investments — investment income, investment expense has grown at a -0.5% compound annual growth rate (CAGR), from $1.22M to $1.2M.
What does preneed funeral trust investments — investment income, investment expense mean?
Represents the net financial result of interest and dividend income generated by trust investments minus the associated management and administrative expenses. It serves as a measure of the operational efficiency and net yield of the trust's investment portfolio.