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Carriage Services CSV Preneed Funeral Trust Investments — Realized gains

Other segment segments

Preneed Cemetery Trust Investments
$2M—
Perpetual Care Trust Investments
$251K—

Similar metrics at other companies

Service Corporation International logo
SCIUnrealized Gains on Investments
$990.23M+43.4%
Service Corporation International logo
SCIPreneed trust investments
$5.73B+11.9%
Kemper logo
KMPRRealized Investment Gains
$1.9M-73.4%
Lincoln National logo
LNCInvestment gains (losses), pre-tax
-$42M+59.2%
Achieve Life Sciences logo
ACHVProceeds From Realized Gain On Investments
$1K—
Service Corporation International logo
SCIPreneed receivables, net and trust investments
$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:DebtSecuritiesAvailableForSaleRealizedGain.

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 — realized gains?
Carriage Services (CSV) reported preneed funeral trust investments — realized gains of $367K in Q1 2026.
How has Carriage Services's preneed funeral trust investments — realized gains changed year-over-year?
Carriage Services's preneed funeral trust investments — realized gains decreased by 81.0% year-over-year, from $1.93M to $367K.
What is the long-term trend for Carriage Services's preneed funeral trust investments — realized gains?
Over 4 years (2021 to 2025), Carriage Services's preneed funeral trust investments — realized gains has grown at a -1.2% compound annual growth rate (CAGR), from $17.09M to $16.31M.
What does preneed funeral trust investments — realized gains mean?
Represents the total profit recognized from the sale of investment assets held within preneed funeral trusts. This metric reflects the successful execution of investment strategies and the realization of value appreciation over the holding period of trust assets.