CSV 8-K SEC Filing Analysis

Final — all horizons settled through T+60d

CSV ▼ -2.65% at T+60d

LONG call ✗ call lost -2.65% · α vs SPY -10.40% · entry $45.09 → $43.89

Last close $43.73 (close May 22) · -3.01% from $45.09 entry

Entry anchored
Feb 25, 03:59 PM ET
via Databento tick

T+1d

+2.18%

call +2.18% · α +2.63%

$46.07

settled 3mo ago

T+5d

-2.43%

call -2.43% · α -1.30%

$43.99

settled 3mo ago

T+20d

-0.86%

call -0.86% · α +5.55%

$44.70

settled 2mo ago

T+60d

-2.65%

call -2.65% · α -10.40%

$43.89

settled 3d ago

Price Chart

Loading chart...

Executive Summary

Carriage Services reported strong fourth quarter and full year 2025 results with GAAP diluted EPS of $0.77 (up 24.2% YoY) and full-year EPS of $3.25 (up 54.8% YoY), driven by 8% revenue growth in Q4 and 3.3% for the year. The company issued 2026 guidance of $440-450M revenue and $3.35-3.55 adjusted EPS, while completing strategic acquisitions and reducing leverage to 4.0x.

Key Financial Metrics

Revenue

$417.4M

+3.3% YoY

Adj. EPS

$3.20

GAAP: $3.25

Guidance

$440-$450 million

raised

Free Cash Flow

$40.1M

Gross Margin

35.1%

Actionable Insight

The strong EPS growth and raised guidance suggest continued momentum in both funeral and cemetery operations. The reduced leverage and strategic acquisitions position the company for sustainable growth. Traders should monitor the execution of the 2026 guidance, particularly the $135-140M EBITDA target.

Key Facts

GAAP diluted EPS of $0.77 in Q4 2025, up 24.2% YoY
Full-year 2025 GAAP diluted EPS of $3.25, up 54.8% YoY
Total revenue grew 8.0% in Q4 and 3.3% for full year 2025
2026 guidance: $440-450M revenue, $3.35-3.55 adjusted EPS
Completed acquisition of two businesses generating >$15M in 2024 revenue
Leverage ratio reduced to 4.0x

Financial Impact

Revenue increased $13.2M YoY with EPS growing $1.15, driven by strong preneed cemetery sales (13.4% growth) and financial revenue (17.7% growth)

revenueepsmarginsdebt

Segment Breakdown

Segment	Revenue	Growth
Funeral	$239.6M	+3.7%
Cemetery	$130.6M	+8.8%
Financial	$33.9M	+17.7%

Risk Factors

Guidance depends on successful integration of recent acquisitions
Funeral contract volume declined 1.3% for the year despite revenue growth
Adjusted metrics exclude special items which could impact actual performance

Market Snapshot

Exchange

NYSE

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001016281-26-000016
Document: csv-20260225.htm	0001016281-26-000016
Document: 0001016281-26-000016-index-headers.html	0001016281-26-000016
Document: 0001016281-26-000016-index.html	0001016281-26-000016
Document: 0001016281-26-000016.txt	0001016281-26-000016

6 reports for CSV

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for CSV — sortable, filterable
	Type				Now
May 6, 2026 17d ago	8-K BEARISH ★ 6/10	$44.60 $43.11	▲ +3.34%	▲ +4.85%	$43.73 (+1.95%)
May 6, 2026 17d ago	Press Release MIXED ★ 6/10	$44.60 $43.11	▼ −3.34%	▼ −4.85%	$43.73 (−1.95%)
May 6, 2026 17d ago	424B5 BEARISH ★ 5/10	$44.60 $43.11	▲ +3.34%	▲ +4.85%	$43.73 (+1.95%)
Apr 15, 2026 5w ago	Press Release NEUTRAL ★ 3/10	$47.72 $50.48	▲ +5.78%	▲ +4.80%	$43.73 (−8.36%)
Mar 27, 2026 8w ago	DEFA14A NEUTRAL ★ 3/10	$44.73 $46.34	▲ +3.61%	▼ −0.69%	$43.73 (−2.23%)
Feb 26, 2026 12w ago	8-K BULLISH ★ 8/10	$45.09 $43.99	▼ −2.43%	▼ −1.30%	$43.73 (−3.01%)

US Market Status

Market Closed — Opens Tue (35h 13m)

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access