Skip to content
OpenCapital
Get started

Carriage Services CSV Preneed Funeral Trust Investments — Sales

Other segment segments

Preneed Cemetery Trust Investments
$18.07M—
Perpetual Care Trust Investments
$15.96M—

Similar metrics at other companies

Intel logo
INTCSale of investments
$9.22B+2,117%
Snowflake logo
SNOWSales of investments
$109.69M+530%
Employers Holdings logo
EIGSale of investments
$47.3M-72.0%
Hewlett Packard Enterprise logo
HPESale of investments
$3M-92.5%
MBI
MBIProceeds From Sale Of Trading Securities Heldforinvestment
$16M-27.3%
Tidewater logo
TDWSale of investments
$0-100%

Other financials

Income statement

See full
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

See full
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

See full
Operating cash flow$14.9M+8.0%
CapEx$3.9M+23.2%
Free cash flow$11.0M+3.5%

Valuation

See full
Market cap$593.31M-13.6%
Enterprise value$615.82M-13.1%
P/E13.5×-1.2×
P/S1.4×-0.3×

Profitability

See full
Gross margin35.4%+0.1pp
Operating margin21.9%-1.1pp
Net margin10.6%-0.9pp
FCF margin9.7%+1.9pp

Returns & leverage

See full
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:ProceedsFromSaleOfAvailableForSaleSecuritiesDebt.

The official record: Carriage Services’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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

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

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Carriage Services's preneed funeral trust investments — sales?
Carriage Services (CSV) reported preneed funeral trust investments — sales of $3.35M in Q1 2026.
How has Carriage Services's preneed funeral trust investments — sales changed year-over-year?
Carriage Services's preneed funeral trust investments — sales decreased by 80.7% year-over-year, from $17.36M to $3.35M.
What is the long-term trend for Carriage Services's preneed funeral trust investments — sales?
Over 4 years (2021 to 2025), Carriage Services's preneed funeral trust investments — sales has grown at a 20.3% compound annual growth rate (CAGR), from $40.66M to $85.18M.
What does preneed funeral trust investments — sales mean?
Represents the total proceeds received from the sale of investment assets held within the preneed funeral trust. This metric tracks the liquidity events and portfolio turnover activity within the trust's investment management process.