Post-earnings recap
Reported
Wed, Apr 29, 2026
EPS actual
$0.97
EPS est.
$1.00
EPS surprise
-3.19%
1-day move
+0.05%
Service Corporation International reported an EPS of $0.97, missing expectations of $1.01. Despite the earnings miss, the stock saw a slight increase of 0.05%, indicating that investors may have had lower expectations or are focusing on other aspects of the business. The lack of revenue data and management commentary leaves some uncertainty about future performance.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.97 | $1.01 | -3.19% |
| Revenue | N/A | $1.1B | N/A |
No transcript is on record, and the analysis is based solely on numerical results.
Service Corporation International (SCI) is a leading provider of funeral and cemetery services in the U.S. and Canada. As a key player in the consumer discretionary sector, its performance can be influenced by broader trends in consumer spending and demographic shifts.
Last quarter
In Q4 2025, SCI reported an EPS of $1.14, matching analyst expectations. The stock saw a modest increase of 1.22% the following day.
EPS beat streak
1Q
EPS beat rate
75%
Avg EPS surprise
+2.04%
Avg 1-day reaction
-0.22%
Analysts expect SCI to report steady earnings and revenue this quarter, reflecting consistent demand for its services.
Bull case
If SCI beats EPS estimates, it could indicate strong operational efficiency and consumer demand, potentially driving the stock higher.
Bear case
A miss on EPS or revenue could raise concerns about market saturation or declining consumer interest, leading to a negative reaction.
Key metrics to watch
Earnings Per Share (EPS)
$1.01EPS is a critical measure of profitability and helps investors gauge the company's financial health.
Revenue
$1.1BRevenue indicates the overall sales performance and demand for SCI's services, which can reflect consumer sentiment.
The print will turn on these.
Q1
Will the EPS exceed $1.01, indicating strong profitability?
A higher EPS could signal effective cost management and robust demand, positively influencing investor sentiment.
Q2
How does revenue compare to the $1.1B consensus?
Revenue performance is crucial for assessing the company's growth trajectory and market position.
—
Est. EPS
$1.52
Est. Rev
$3.6B
Impl. Move
±39.2%
Why consensus could be wrong
The consensus may underestimate the impact of demographic trends on SCI's services, particularly as aging populations increase demand.
Supporting evidence
The company has a strong track record of beating EPS estimates, with a 75% success rate in the last eight quarters.
Options are pricing a larger move than historical averages, suggesting that the market may be overly cautious.
Recent consumer spending trends indicate a potential uptick in demand for funeral services.
Key risk
If the EPS comes in below $1.00, it could challenge the bullish sentiment surrounding the stock.
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as it reflects the company's ability to sustain growth amid changing consumer behaviors.
Bull confirmed if
An EPS of $1.06 or better would confirm strong operational performance.
Bear confirmed if
An EPS below $0.99 would raise significant concerns about profitability.
What the market is pricing for the move.
Implied Move
±7.02%
Historical Avg
±0.7%
The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.
Options are pricing ±7.0% while SCI has averaged ±0.7% over the last 8 prints — setup is pricing rich.
ATM IV
0.4%
30d HV
21.9%
Smart-money positioning from the most recent 13F filings.
Institutional
97.46%
of float
Insider
3.02%
of float
Holders
735
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
14,576,703 sh · $1.1B
10.70%
2.3%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If SCI beats expectations, history suggests a potential average move of -0.72%, indicating cautious optimism in the market.
In line / cautious
If results are in line with expectations, the stock may experience muted movement as investors await further guidance.
Miss
A miss could lead to a downward adjustment, with historical data suggesting an average move of +0.55% in such scenarios.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
15
0 buys·15 sells
Members
1
House only
Est. Notional
$64,015.00–$310,000.00
disclosed dollar ranges
Most Active Members
15 trades
The lines on the call that would change the story.
FMR, LLC
8,136,981 sh · $625.4M
5.97%
35.4%
Vanguard Portfolio Management LLC
6,950,203 sh · $534.2M
5.10%
-0.7%
Vanguard Capital Management LLC
5,993,041 sh · $460.6M
4.40%
-0.1%
BAILLIE GIFFORD & CO
5,553,823 sh · $426.9M
4.07%
-35.5%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Net selling
Recent Transactions
Traded Aug 25, 2026 · disclosed Sep 9, 2026
$50,001.00–$100,000.00
Traded Aug 4, 2026 · disclosed Sep 9, 2026
$1,001.00–$15,000.00
Traded Aug 3, 2026 · disclosed Sep 9, 2026
$1,001.00–$15,000.00
Traded Jul 30, 2026 · disclosed Aug 3, 2026
$1,001.00–$15,000.00
Traded Jul 27, 2026 · disclosed Aug 3, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.