Equity Profile

SCI

Service Corporation International

Consumer DiscretionarySpecialized Consumer Services$11.3B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Service Corporation International (SCI) is a leading provider of funeral and cemetery services in North America. Operating in the consumer discretionary sector, the company plays a crucial role in the specialized consumer services industry, which can be influenced by trends in consumer spending and demographic shifts.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and performance relative to expectations.

N/A

Revenue Growth

Revenue growth will provide insight into how well the company is attracting customers and managing its services.

N/A

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

SCI Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+0.83%

Avg Stock Reaction

-0.34%

Last Quarter Recap

In Q1 2026, SCI reported an EPS of $0.97, which was slightly below the expected $1.00. The stock had a modest reaction, increasing by 0.05% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for SCI's upcoming earnings report are mixed, with no analyst estimates available. Investors are keen to see if the company can improve on its recent performance.

Bull Case

If SCI can exceed EPS expectations and show strong revenue growth, it may signal a recovery in consumer spending and increased demand for its services.

Bear Case

Conversely, if the company misses expectations again, it could raise concerns about its ability to attract customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

EPS is a critical measure of profitability, and a significant deviation from expectations could impact investor sentiment.

How does management expect revenue to trend in the upcoming quarters?

Understanding revenue trends will help gauge the company's growth potential and ability to attract customers.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the potential for a rebound in consumer spending, which could positively impact SCI's revenue and earnings.

Supporting Evidence

The options market is pricing in a 6.75% move, indicating heightened expectations for volatility.

Historically, SCI has a 63% EPS beat rate, suggesting a better-than-expected performance is possible.

Recent trends in consumer spending may indicate a recovery that could benefit SCI.

Key Risk

If the company reports an EPS above $1.05, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching SCI's ability to recover from recent earnings misses and improve its financial outlook.

Bull Confirmed If

An EPS of $1.05 or higher would indicate strong performance and confidence in future growth.

Bear Confirmed If

An EPS below $0.90 would raise concerns about the company's market position and ability to generate revenue.

Pre-Earnings Positioning

Options Market

Implied Move

±6.75%

Historical Avg

±0.7%

Pricing rich

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

Options are pricing ±6.8% while SCI has averaged ±0.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

24.4%

Calls (169K)P/C Ratio: 0.37Puts (64K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SCI beats expectations, history suggests the stock could react positively, potentially moving up by around 0.66% on average.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of about 0.38% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on consumer demand trends for funeral and cemetery services.
2Management's outlook on revenue growth for the next quarter.
3Details on cost management strategies and their impact on profitability.
4Insights into competitive pressures in the specialized consumer services sector.
5Any changes in guidance or expectations for future quarters.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and performance relative to expectations.

N/A

Revenue Growth

Revenue growth will provide insight into how well the company is attracting customers and managing its services.

N/A

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

SCI Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+0.83%

Avg Stock Reaction

-0.34%

Last Quarter Recap

In Q1 2026, SCI reported an EPS of $0.97, which was slightly below the expected $1.00. The stock had a modest reaction, increasing by 0.05% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for SCI's upcoming earnings report are mixed, with no analyst estimates available. Investors are keen to see if the company can improve on its recent performance.

Bull Case

If SCI can exceed EPS expectations and show strong revenue growth, it may signal a recovery in consumer spending and increased demand for its services.

Bear Case

Conversely, if the company misses expectations again, it could raise concerns about its ability to attract customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

EPS is a critical measure of profitability, and a significant deviation from expectations could impact investor sentiment.

How does management expect revenue to trend in the upcoming quarters?

Understanding revenue trends will help gauge the company's growth potential and ability to attract customers.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the potential for a rebound in consumer spending, which could positively impact SCI's revenue and earnings.

Supporting Evidence

The options market is pricing in a 6.75% move, indicating heightened expectations for volatility.

Historically, SCI has a 63% EPS beat rate, suggesting a better-than-expected performance is possible.

Recent trends in consumer spending may indicate a recovery that could benefit SCI.

Key Risk

If the company reports an EPS above $1.05, it could challenge the current cautious outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching SCI's ability to recover from recent earnings misses and improve its financial outlook.

Bull Confirmed If

An EPS of $1.05 or higher would indicate strong performance and confidence in future growth.

Bear Confirmed If

An EPS below $0.90 would raise concerns about the company's market position and ability to generate revenue.

Pre-Earnings Positioning

Options Market

Implied Move

±6.75%

Historical Avg

±0.7%

Pricing rich

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

Options are pricing ±6.8% while SCI has averaged ±0.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

24.4%

Calls (169K)P/C Ratio: 0.37Puts (64K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SCI beats expectations, history suggests the stock could react positively, potentially moving up by around 0.66% on average.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance from management.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of about 0.38% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on consumer demand trends for funeral and cemetery services.
2Management's outlook on revenue growth for the next quarter.
3Details on cost management strategies and their impact on profitability.
4Insights into competitive pressures in the specialized consumer services sector.
5Any changes in guidance or expectations for future quarters.