Post-earnings recap
Reported
Wed, Jul 29, 2026
EPS actual
$0.90
EPS est.
$0.89
EPS surprise
+1.69%
1-day move
+0.82%
Service Corporation International reported an EPS of $0.90, slightly beating expectations. The stock reacted positively, rising by 0.82%. However, there was no revenue data provided, and no guidance updates were given, leaving some uncertainty about future performance.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.90 | N/A | +1.69% |
| Revenue | N/A | 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 major player in the consumer discretionary sector, SCI's performance can be influenced by broader economic trends, including consumer spending and demographic shifts.
Last quarter
In Q1-2026, SCI reported an EPS of $0.97, slightly missing the estimate of $1.00. The stock saw a minor increase of 0.05% the following day.
EPS beat streak
1Q
EPS beat rate
75%
Avg EPS surprise
+2.04%
Avg 1-day reaction
-0.22%
Overall expectations for SCI's upcoming earnings are mixed, with no analyst estimates available to guide sentiment. Investors are keen to see if the company can improve on its recent performance.
Bull case
If SCI can report strong revenue growth and beat EPS estimates, it may signal improved operational efficiency and increased demand for its services.
Bear case
Conversely, if the company misses expectations again, it could raise concerns about its market position and ability to adapt to changing consumer preferences.
The print will turn on these.
Q1
What will be the EPS for Q2-2026?
EPS is a critical measure of profitability, and a significant deviation from expectations could impact investor sentiment.
Q2
How has revenue changed compared to last quarter?
Understanding revenue trends will provide insight into demand for SCI's services and overall business health.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±3.5%
Why consensus could be wrong
The Street may be underestimating the potential for SCI to leverage its market position to drive revenue growth despite recent misses.
Supporting evidence
Options pricing suggests a significant move, indicating that investors are preparing for a potential surprise.
The company's historical EPS beat rate of 63% suggests it has a solid track record of exceeding expectations.
Recent trends in consumer spending could provide a tailwind for SCI's services.
Key risk
If revenue growth significantly outpaces expectations, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on SCI's ability to meet or exceed earnings expectations and demonstrate revenue growth.
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 support the bear case, raising concerns about the company's growth prospects.
What the market is pricing for the move.
Implied Move
±6.75%
Historical Avg
±0.7%
The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.
Options are pricing ±6.8% while SCI has averaged ±0.7% over the last 8 prints — setup is pricing rich.
ATM IV
0.3%
30d HV
24.4%
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 the stock could rise by around 0.66% on the day, confirming positive market sentiment.
In line / cautious
If results are in line with expectations, the stock may experience limited movement, reflecting cautious investor sentiment.
Miss
Should the company miss expectations, history indicates a potential decline of about 0.38%, raising concerns about future performance.
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.