Carriage Services, Inc. (CSV)
NYSEConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-11-05
NYSEConsumer DiscretionaryPersonal Products & ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · CSV
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Looking forward, our priorities remain clear: sustain our funeral momentum, restore consistent cemetery sales execution, and expand our portfolio through disciplined, high-quality acquisitions.
Stated in 2 of 3 supplied quarters. Management reported: “Looking forward, our priorities remain clear: sustain our funeral momentum, restore consistent cemetery sales execution, and expand our portfolio through disciplined, high-quality acquisitions.” “Another positive during the second quarter was the continued growth in our preneed programs, a key driver of our long-term growth strategy, highlighted by 21.1% growth in insurance-funded preneed funeral contracts and 5.0% growth in consolidated cemetery preneed sales production.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Looking forward, our priorities remain clear: sustain our funeral momentum, restore consistent cemetery sales execution, and expand our portfolio through disciplined, high-quality acquisitions.”
“Another positive during the second quarter was the continued growth in our preneed programs, a key driver of our long-term growth strategy, highlighted by 21.1% growth in insurance-funded preneed fun…”
Looking forward, our priorities remain clear: sustain our funeral momentum, restore consistent cemetery sales execution, and expand our portfolio through disciplined, high-quality acquisitions.
Stated in 3 of 3 supplied quarters. Management reported: “We are in advanced conversations with a number of owners of premier businesses about joining the Carriage Family, and as mentioned on our last call, we expect more activity around closings over the next two quarters and into 2027.” “Importantly, this program is not driven by immediate funding needs but rather designed to be used opportunistically to execute highly selective, accretive strategic acquisitions while also enabling us to further optimize our balance sheet, reduce leverage, and lower interest expense over time.”
“Looking forward, our priorities remain clear: sustain our funeral momentum, restore consistent cemetery sales execution, and expand our portfolio through disciplined, high-quality acquisitions.”
“We are in advanced conversations with a number of owners of premier businesses about joining the Carriage Family, and as mentioned on our last call, we expect more activity around closings over the n…”
“Importantly, this program is not driven by immediate funding needs but rather designed to be used opportunistically to execute highly selective, accretive strategic acquisitions while also enabling u…”
Looking forward, our priorities remain clear: sustain our funeral momentum, restore consistent cemetery sales execution, and expand our portfolio through disciplined, high-quality acquisitions.
Stated in 3 of 3 supplied quarters. Management reported: “Disciplined cost management drove adjusted consolidated EBITDA of $32.3 million, up $1.0 million, or 3.1%, from the prior year period.” ““The increased capacity, lowered costs, and enhanced flexibility support our ability to invest in our premier businesses and pursue attractive acquisition opportunities while maintaining a disciplined and balanced approach to capital allocation.””
“Looking forward, our priorities remain clear: sustain our funeral momentum, restore consistent cemetery sales execution, and expand our portfolio through disciplined, high-quality acquisitions.”
“Disciplined cost management drove adjusted consolidated EBITDA of $32.3 million, up $1.0 million, or 3.1%, from the prior year period.”
“1 Our capital allocation philosophy remains unchanged, grounded in discipline and focused on deploying capital into opportunities that enhance earnings power, strengthen our competitive positioning,…”
We are in advanced conversations with a number of owners of premier businesses about joining the Carriage Family, and as mentioned on our last call, we expect more activity around closings over the n…
[TABLE] Original 2026 Outlook (1) | Revised 2026 Outlook (1) || (in millions - except per share amounts) || Total revenue | $440 - $450 | $435 - $445 || Adjusted consolidated EBITDA (2) | $135 - $140…
Over the trailing year it converted 1.17x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4822).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated neutral grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=6802).
Not investment advice. As of 2026-11-05.