Equity Profile

SCI

Service Corporation International

Consumer DiscretionarySpecialized Consumer Services$9.6B

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 the U.S. and Canada....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is essential to assess the company's ability to expand its market share and attract more customers.

N/A

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

SCI Q2-2026 Earnings Preview

Context

Company Snapshot

Service Corporation International (SCI) is a leading provider of funeral and cemetery services in the U.S. and Canada. As a part of the Consumer Discretionary sector, it plays a crucial role in specialized consumer services, particularly during times of loss, which can be influenced by broader economic conditions and consumer spending patterns.

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, slightly below the expected $1.00, resulting in a minor stock increase of 0.05% the following day. The company has shown a mixed performance in recent quarters, with some earnings beats but also misses.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, analysts expect a cautious approach from SCI this quarter, with attention on profitability and revenue growth. Investors are looking for signs of recovery or growth in a challenging economic environment.

Bull Case

If SCI can demonstrate strong revenue growth and improved margins, it could signal a recovery in consumer spending and increased demand for its services, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports lower-than-expected earnings or revenue, it may indicate ongoing challenges in the market, leading to a negative reaction from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS and how does it compare to the previous quarter?

The EPS figure will be critical in assessing the company's profitability and could influence investor sentiment significantly.

How is the company addressing challenges in revenue growth?

Understanding the company's strategies for growth will be vital for investors looking for signs of recovery or continued struggles.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for SCI to recover from its recent earnings miss, as consumer spending in the funeral services sector can be more resilient than anticipated during economic downturns.

Supporting Evidence

The company's historical EPS beat rate of 63% suggests it has a track record of exceeding expectations.

Options pricing indicates a significant expected move, which could reflect underlying volatility not captured in consensus estimates.

Key Risk

If the EPS comes in above $1.05, it could challenge the current cautious sentiment and shift investor expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is under scrutiny as investors weigh the potential for recovery against the backdrop of economic uncertainty.

Bull Confirmed If

An EPS of $1.05 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.90 would confirm the bear case, suggesting ongoing challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±6.75%

Historical Avg

±0.7%

Pricing rich

The options market is pricing in a significant move of about 6.75%, suggesting that traders expect 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Consumer Discretionary

n=30

Fade rate: 15 of 28 (54%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 15 of 28 faded and 13 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.5%, with a raw directional average of +2.5% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SCI beats expectations, history suggests the stock could rise by around 0.66%, confirming a positive outlook for the company.

In-Line / Cautious

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

Miss

Should the company miss expectations, history indicates a potential decline of about 0.38%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth strategies and how they are performing.
2Details on cost management and any changes in operational efficiency.
3Insights into consumer trends affecting demand for services.
4Management's outlook on the economic environment and its impact on future performance.
5Responses to questions about competitive pressures in the market.

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

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Company Snapshot

Service Corporation International (SCI) is a leading provider of funeral and cemetery services in the U.S. and Canada....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is essential to assess the company's ability to expand its market share and attract more customers.

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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If SCI can demonstrate strong revenue growth and improved margins, it could signal a recovery in consumer spending and increased demand for its services, leading to a positive stock reaction.

Bear Case

Conversely, if the company reports lower-than-expected earnings or revenue, it may indicate ongoing challenges in the market, leading to a negative reaction from investors.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS and how does it compare to the previous quarter?

The EPS figure will be critical in assessing the company's profitability and could influence investor sentiment significantly.

How is the company addressing challenges in revenue growth?

Understanding the company's strategies for growth will be vital for investors looking for signs of recovery or continued struggles.

Edge

What the Street Is Missing

Why consensus could be wrong

Supporting Evidence

The company's historical EPS beat rate of 63% suggests it has a track record of exceeding expectations.

Options pricing indicates a significant expected move, which could reflect underlying volatility not captured in consensus estimates.

Key Risk

If the EPS comes in above $1.05, it could challenge the current cautious sentiment and shift investor expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is under scrutiny as investors weigh the potential for recovery against the backdrop of economic uncertainty.

Bull Confirmed If

An EPS of $1.05 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.90 would confirm the bear case, suggesting ongoing challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±6.75%

Historical Avg

±0.7%

Pricing rich

The options market is pricing in a significant move of about 6.75%, suggesting that traders expect 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Consumer Discretionary

n=30

Fade rate: 15 of 28 (54%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SCI beats expectations, history suggests the stock could rise by around 0.66%, confirming a positive outlook for the company.

In-Line / Cautious

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

Miss

Should the company miss expectations, history indicates a potential decline of about 0.38%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on revenue growth strategies and how they are performing.
2Details on cost management and any changes in operational efficiency.
3Insights into consumer trends affecting demand for services.
4Management's outlook on the economic environment and its impact on future performance.
5Responses to questions about competitive pressures in the market.