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 the U.S. and Canada....

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.

$1.00

Revenue Growth

Revenue growth reflects the company's ability to attract customers and expand its services, 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.

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, SCI's performance can be influenced by broader trends in consumer spending and demographic shifts.

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 missing the estimate of $1.00. The stock reacted modestly with a 0.05% increase the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for SCI's upcoming earnings are mixed, with no analyst estimates available. Investors are keen to see if the company can meet or exceed prior performance.

Bull Case

If SCI can deliver strong earnings and demonstrate solid revenue growth, it may signal robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if the company misses expectations again, it could raise concerns about its ability to sustain profitability amidst changing consumer preferences.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.00

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

Revenue Growth

N/A

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

Customer Retention Rate

N/A

A high retention rate indicates customer satisfaction and loyalty, which can lead to stable revenue streams.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026, and will it meet or exceed the $1.00 mark?

Meeting or exceeding this EPS target is crucial for restoring investor confidence after the recent miss.

How is the company addressing customer retention and service demand?

Understanding the company's strategies for maintaining customer loyalty will be key to assessing future revenue stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate SCI's ability to recover from recent earnings misses, as historical trends show a tendency for rebounds following prior-quarter misses.

Supporting Evidence

Options are pricing a 6.75% move, indicating higher expected volatility than historical averages.

The company's historical EPS beat rate of 63% suggests it has a good chance of surprising positively.

Recent consumer spending trends indicate potential growth in the funeral services sector.

Key Risk

If the EPS comes in below $0.97, it could validate concerns about the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing SCI's ability to rebound from recent earnings misses, making this quarter's results critical.

Bull Confirmed If

An EPS of $1.00 or higher, coupled with positive commentary on revenue growth.

Bear Confirmed If

An EPS below $0.97, indicating ongoing challenges in meeting market expectations.

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 anticipate 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 a potential stock increase of around 0.66%, confirming a positive outlook.

In-Line / Cautious

A cautious inline report could lead to muted reactions as investors await clearer guidance on future performance.

Miss

If the company misses expectations, history suggests a potential decline of about 0.38%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer retention strategies and their effectiveness.
2Insights into revenue growth trends and demand for services.
3Management's outlook on market conditions and competitive landscape.
4Details on cost management and operational efficiencies.
5Any changes in guidance or expectations for the remainder of the fiscal year.

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

$1.00

Revenue Growth

Revenue growth reflects the company's ability to attract customers and expand its services, 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.

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, slightly missing the estimate of $1.00. The stock reacted modestly with a 0.05% increase the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for SCI's upcoming earnings are mixed, with no analyst estimates available. Investors are keen to see if the company can meet or exceed prior performance.

Bull Case

If SCI can deliver strong earnings and demonstrate solid revenue growth, it may signal robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if the company misses expectations again, it could raise concerns about its ability to sustain profitability amidst changing consumer preferences.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.00

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

Revenue Growth

N/A

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

Customer Retention Rate

N/A

A high retention rate indicates customer satisfaction and loyalty, which can lead to stable revenue streams.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026, and will it meet or exceed the $1.00 mark?

Meeting or exceeding this EPS target is crucial for restoring investor confidence after the recent miss.

How is the company addressing customer retention and service demand?

Understanding the company's strategies for maintaining customer loyalty will be key to assessing future revenue stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate SCI's ability to recover from recent earnings misses, as historical trends show a tendency for rebounds following prior-quarter misses.

Supporting Evidence

Options are pricing a 6.75% move, indicating higher expected volatility than historical averages.

The company's historical EPS beat rate of 63% suggests it has a good chance of surprising positively.

Recent consumer spending trends indicate potential growth in the funeral services sector.

Key Risk

If the EPS comes in below $0.97, it could validate concerns about the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing SCI's ability to rebound from recent earnings misses, making this quarter's results critical.

Bull Confirmed If

An EPS of $1.00 or higher, coupled with positive commentary on revenue growth.

Bear Confirmed If

An EPS below $0.97, indicating ongoing challenges in meeting market expectations.

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 anticipate 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 a potential stock increase of around 0.66%, confirming a positive outlook.

In-Line / Cautious

A cautious inline report could lead to muted reactions as investors await clearer guidance on future performance.

Miss

If the company misses expectations, history suggests a potential decline of about 0.38%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer retention strategies and their effectiveness.
2Insights into revenue growth trends and demand for services.
3Management's outlook on market conditions and competitive landscape.
4Details on cost management and operational efficiencies.
5Any changes in guidance or expectations for the remainder of the fiscal year.