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Carriage Services CSV Preneed funeral trust investments

Preneed funeral trust investments at other companies

ALD
Aldel Financial II Inc.ALDF
$245.17M+4.1%
Community Health Systems logo
Community Health SystemsCYH
$226M
NACCO Industries logo
NACCO IndustriesNC
$11.21M
SBX
SilverBox Corp SBXE
$50K
SAC
Safeguard Acquisition SAC
$67.51K
ALD
Aldel Financial II Inc.ALDF
$2.13M-12.0%

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 csv:PreneedFuneralTrustInvestments.

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?
Carriage Services (CSV) reported preneed funeral trust investments of $115.48M in Q1 2026.
How has Carriage Services's preneed funeral trust investments changed year-over-year?
Carriage Services's preneed funeral trust investments increased by 6.6% year-over-year, from $108.29M to $115.48M.
What is the long-term trend for Carriage Services's preneed funeral trust investments?
Over 5 years (2020 to 2025), Carriage Services's preneed funeral trust investments has grown at a 2.7% compound annual growth rate (CAGR), from $101.24M to $115.42M.
What does preneed funeral trust investments mean?
Represents assets held in trust to fund funeral services and merchandise sold on a pre-need basis. These investments are legally restricted to cover future service delivery costs and protect the company against inflationary pressures on funeral expenses. A robust trust balance indicates a strong capacity to fulfill long-term customer commitments.