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Carriage Services CSV Preneed Funeral Trust Investments — Unrealized gains (losses), net

Other segment segments

Preneed Cemetery Trust Investments
$855K—
Perpetual Care Trust Investments
-$688K—

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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:UnrealizedGainLossOnInvestments.

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 — unrealized gains (losses), net?
Carriage Services (CSV) reported preneed funeral trust investments — unrealized gains (losses), net of -$401K in Q1 2026.
How has Carriage Services's preneed funeral trust investments — unrealized gains (losses), net changed year-over-year?
Carriage Services's preneed funeral trust investments — unrealized gains (losses), net decreased by 130.5% year-over-year, from $1.31M to -$401K.
What is the long-term trend for Carriage Services's preneed funeral trust investments — unrealized gains (losses), net?
Over 4 years (2021 to 2025), Carriage Services's preneed funeral trust investments — unrealized gains (losses), net has grown at a -39.4% compound annual growth rate (CAGR), from $5.67M to -$764K.
What does preneed funeral trust investments — unrealized gains (losses), net mean?
Reflects the net change in the fair market value of investment holdings within the preneed funeral trust that have not yet been sold. This metric provides a view of the current market valuation fluctuations affecting the trust's total asset base.