Skip to content
Screener

Carriage Services CSV Preneed Funeral Trust Investments — Realized gains

Other segment segments

Preneed Cemetery Trust Investments
$6.2M
Perpetual Care Trust Investments
$1.03M

Similar metrics at other companies

Redwood Trust logo
RWTLegacy Investments — Realized gains, net
$0
Redwood Trust logo
RWTRedwood Investments — Realized gains, net
$0-100%
BioSig Technologies, Inc. logo
STEXCorporate — Realized Investment Gains Losses
-$119K
Hecla Mining logo
HLCasa Berardi — Realized Investment Gains Losses
$900K
Apollo Global Management logo
APOAsset Management — Realized Investment Gains (Losses)
$16M+433%
ESN
ESNTReinsurance — Realized investment gains (losses), net
$0

Other financials

Income statement

See full
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

See full
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

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

Valuation

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

Profitability

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

Returns & leverage

See full
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:DebtSecuritiesAvailableForSaleRealizedGain.

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 itemThree months ended June 30, 2026Three months ended June 30, 2025Six months ended June 30, 2026Six months ended June 30, 2025
Investment income$498$521897994
Realized gains395,5214067,448
Realized losses(15)(4,519)(98)(6,228)
Unrealized gains (losses), net296(1,102)(105)211
Expenses and taxes(316)(365)(705)(470)
Net change in deferred preneed funeral receipts held in trust(501)(56)(395)(1,955)
$1

Item 1.Financial Statements.

FAQ

What is Carriage Services's preneed funeral trust investments — realized gains?
Carriage Services (CSV) reported preneed funeral trust investments — realized gains of $39K in Q2 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 99.3% year-over-year, from $5.52M to $39K.
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.

Ask your AI about Carriage Services's preneed funeral trust investments — realized gains.

Connect your AI assistant and compare segments, right in your chat.

Connect your AI
Harbor at dusk
Claude