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Carriage Services CSV Preneed Funeral Trust Investments — Sales

Other segment segments

Preneed Cemetery Trust Investments
$29.93M—
Perpetual Care Trust Investments
$26.97M—

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Other financials

Income statement

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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

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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

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

Valuation

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

Profitability

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

Returns & leverage

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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:ProceedsFromSaleOfAvailableForSaleSecuritiesDebt.

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
Purchases$(7,669)$(33,083)(11,407)(36,455)
Sales6,58325,0989,93442,457

Item 1.Financial Statements.

FAQ

What is Carriage Services's preneed funeral trust investments — sales?
Carriage Services (CSV) reported preneed funeral trust investments — sales of $6.58M in Q2 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 73.8% year-over-year, from $25.1M to $6.58M.
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.

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