Equity Profile

CSV

Carriage Services, Inc.

Consumer DiscretionarySpecialized Consumer Services$595.7M

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Carriage Services, Inc. (CSV) operates in the consumer discretionary sector, focusing on specialized consumer services, particularly in the funeral and cemetery industry....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and generating income.

Expected to be around $0.86

Revenue Growth

Revenue growth is essential to assess the company's ability to expand its market share and meet customer demand.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CSV Q2-2026 Earnings Preview

Context

Company Snapshot

Carriage Services, Inc. (CSV) operates in the consumer discretionary sector, focusing on specialized consumer services, particularly in the funeral and cemetery industry. As a company with a market cap of $1 billion, it plays a vital role in providing essential services that cater to the needs of families during difficult times.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+12.77%

Avg Stock Reaction

+0.03%

Last Quarter Recap

In Q1-2026, Carriage Services reported an EPS of $0.86, slightly beating estimates by 0.82%. However, the stock experienced a decline of 1.92% the following day, indicating some investor caution.

Management Promises & Guidance

Focus on improving customer service and operational efficiency.
Commitment to expanding service offerings in key markets.
Plans to enhance marketing strategies to attract more clients.

Expectations

Wall Street Expectations

Overall, expectations for Carriage Services are mixed, with investors looking for signs of continued profitability and growth in a challenging economic environment.

Bull Case

If the company can demonstrate strong revenue growth and maintain or improve its margins, it could lead to a positive reaction from investors.

Bear Case

Conversely, any signs of declining revenue or increased costs could raise concerns about the company's ability to sustain profitability.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $0.86

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and generating income.

Revenue Growth

Not available

Revenue growth is essential to assess the company's ability to expand its market share and meet customer demand.

Operating Margin

Not available

Operating margin will provide insights into the company's efficiency and cost management strategies.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's strong historical EPS performance, any significant deviation could impact investor confidence.

What is the outlook for revenue growth in the upcoming quarters?

Investors will closely watch for any guidance on revenue trends, as this will indicate the company's ability to sustain growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Carriage Services to capitalize on increased consumer spending in the funeral industry, especially as demographics shift.

Supporting Evidence

The company's historical EPS beat rate of 88% suggests a strong track record of exceeding expectations.

Options pricing indicates a higher expected move than historical averages, signaling potential for a positive surprise.

Management's previous commitments to operational improvements may not be fully reflected in current market sentiment.

Key Risk

If revenue growth exceeds expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to navigate economic pressures while sustaining growth.

Bull Confirmed If

An EPS of $0.90 or higher would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.80 could signal potential challenges in maintaining profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±7.20%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings announcement.

Options are pricing ±7.2% while CSV has averaged ±1.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

31.9%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 13 of 21 (62%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.9%, with a raw directional average of +2.2% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Carriage Services beats expectations and raises guidance, history suggests a potential stock increase of around 0.18% on the first day.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience minimal movement.

Miss

A miss could lead to a decline of about 0.99%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth expectations for the upcoming quarters.
2Details on cost management strategies and their impact on margins.
3Insights into customer demand trends in the funeral and cemetery services.
4Management's outlook on competitive pressures in the industry.
5Any new service offerings or market expansions planned.

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Company Snapshot

Carriage Services, Inc. (CSV) operates in the consumer discretionary sector, focusing on specialized consumer services, particularly in the funeral and cemetery industry....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and generating income.

Expected to be around $0.86

Revenue Growth

Revenue growth is essential to assess the company's ability to expand its market share and meet customer demand.

Not available

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CSV Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+12.77%

Avg Stock Reaction

+0.03%

Last Quarter Recap

In Q1-2026, Carriage Services reported an EPS of $0.86, slightly beating estimates by 0.82%. However, the stock experienced a decline of 1.92% the following day, indicating some investor caution.

Management Promises & Guidance

Focus on improving customer service and operational efficiency.
Commitment to expanding service offerings in key markets.
Plans to enhance marketing strategies to attract more clients.

Expectations

Wall Street Expectations

Overall, expectations for Carriage Services are mixed, with investors looking for signs of continued profitability and growth in a challenging economic environment.

Bull Case

If the company can demonstrate strong revenue growth and maintain or improve its margins, it could lead to a positive reaction from investors.

Bear Case

Conversely, any signs of declining revenue or increased costs could raise concerns about the company's ability to sustain profitability.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $0.86

EPS is a critical measure of profitability and will indicate how well the company is managing its costs and generating income.

Revenue Growth

Not available

Revenue growth is essential to assess the company's ability to expand its market share and meet customer demand.

Operating Margin

Not available

Operating margin will provide insights into the company's efficiency and cost management strategies.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's strong historical EPS performance, any significant deviation could impact investor confidence.

What is the outlook for revenue growth in the upcoming quarters?

Investors will closely watch for any guidance on revenue trends, as this will indicate the company's ability to sustain growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Carriage Services to capitalize on increased consumer spending in the funeral industry, especially as demographics shift.

Supporting Evidence

The company's historical EPS beat rate of 88% suggests a strong track record of exceeding expectations.

Options pricing indicates a higher expected move than historical averages, signaling potential for a positive surprise.

Management's previous commitments to operational improvements may not be fully reflected in current market sentiment.

Key Risk

If revenue growth exceeds expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect the company's ability to navigate economic pressures while sustaining growth.

Bull Confirmed If

An EPS of $0.90 or higher would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.80 could signal potential challenges in maintaining profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±7.20%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings announcement.

Options are pricing ±7.2% while CSV has averaged ±1.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

31.9%

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: 8 of 21 (38%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Carriage Services beats expectations and raises guidance, history suggests a potential stock increase of around 0.18% on the first day.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience minimal movement.

Miss

A miss could lead to a decline of about 0.99%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth expectations for the upcoming quarters.
2Details on cost management strategies and their impact on margins.
3Insights into customer demand trends in the funeral and cemetery services.
4Management's outlook on competitive pressures in the industry.
5Any new service offerings or market expansions planned.