Equity Profile

CSV

Carriage Services, Inc.

Consumer DiscretionarySpecialized Consumer Services$554.6M

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 key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its business and attract more customers, which is crucial for long-term success.

N/A

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 are influenced by consumer spending and demographic trends.

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. However, the stock reacted negatively the following day, indicating some investor caution.

Management Promises & Guidance

Management expressed confidence in maintaining strong operational performance.
They highlighted ongoing investments in technology to enhance service delivery.
Commitment to improving customer experience was reiterated.

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has a strong history of beating EPS estimates, but recent stock performance suggests caution among investors.

Bull Case

If Carriage Services continues its trend of beating EPS estimates, it could lead to positive investor sentiment and stock price appreciation.

Bear Case

Conversely, any signs of declining revenue or customer retention could lead to a negative reaction from the market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's strong history of beating EPS estimates, this number will be crucial in determining investor sentiment.

How is customer retention trending?

Understanding customer retention will provide insights into the company's ability to maintain revenue and growth in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating the potential for Carriage Services to exceed EPS expectations due to its strong operational improvements and customer loyalty initiatives.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, with an 88% success rate.

Recent investments in technology and customer service are likely to yield positive results.

Options pricing suggests a significant move, indicating that the market is anticipating volatility.

Key Risk

If EPS comes in above $0.90, it could challenge the current cautious sentiment and lead to a positive reassessment of the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around the company's ability to maintain profitability and customer loyalty in a challenging economic environment.

Bull Confirmed If

An EPS of $0.90 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.80 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±7.20%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect volatility around the earnings report.

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, history suggests the stock could rise by around 0.18% on the first day post-earnings, confirming positive market sentiment.

In-Line / Cautious

If the results are in line with expectations, the stock may experience a muted reaction as investors await further commentary from management.

Miss

Should the company miss estimates, history suggests a potential decline of about 0.99%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on technology investments and their impact on service delivery.
2Insights into customer retention rates and strategies to enhance loyalty.
3Management's outlook on revenue growth for the upcoming quarters.
4Discussion of any macroeconomic factors affecting the business.
5Details on operational efficiencies and cost management initiatives.

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

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 key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its business and attract more customers, which is crucial for long-term success.

N/A

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. However, the stock reacted negatively the following day, indicating some investor caution.

Management Promises & Guidance

Management expressed confidence in maintaining strong operational performance.
They highlighted ongoing investments in technology to enhance service delivery.
Commitment to improving customer experience was reiterated.

Expectations

Wall Street Expectations

Overall, expectations are mixed as the company has a strong history of beating EPS estimates, but recent stock performance suggests caution among investors.

Bull Case

If Carriage Services continues its trend of beating EPS estimates, it could lead to positive investor sentiment and stock price appreciation.

Bear Case

Conversely, any signs of declining revenue or customer retention could lead to a negative reaction from the market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's strong history of beating EPS estimates, this number will be crucial in determining investor sentiment.

How is customer retention trending?

Understanding customer retention will provide insights into the company's ability to maintain revenue and growth in a competitive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating the potential for Carriage Services to exceed EPS expectations due to its strong operational improvements and customer loyalty initiatives.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, with an 88% success rate.

Recent investments in technology and customer service are likely to yield positive results.

Options pricing suggests a significant move, indicating that the market is anticipating volatility.

Key Risk

If EPS comes in above $0.90, it could challenge the current cautious sentiment and lead to a positive reassessment of the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around the company's ability to maintain profitability and customer loyalty in a challenging economic environment.

Bull Confirmed If

An EPS of $0.90 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.80 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±7.20%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect volatility around the earnings report.

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, history suggests the stock could rise by around 0.18% on the first day post-earnings, confirming positive market sentiment.

In-Line / Cautious

If the results are in line with expectations, the stock may experience a muted reaction as investors await further commentary from management.

Miss

Should the company miss estimates, history suggests a potential decline of about 0.99%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on technology investments and their impact on service delivery.
2Insights into customer retention rates and strategies to enhance loyalty.
3Management's outlook on revenue growth for the upcoming quarters.
4Discussion of any macroeconomic factors affecting the business.
5Details on operational efficiencies and cost management initiatives.