Service (SCI) Earnings Date & Reports

Service Corporation International reported first quarter 2026 revenue of $1,096.5 million, up 2% from $1,074.2 million in Q1 2025, surpassing consensus estimates near $1.09 billion. The increase was propelled by the cemetery segment, where comparable revenue grew 7.1% to $465.5 million, fueled by 9.9% higher recognized preneed revenue and 10% preneed sales production growth. Cemetery gross profit rose 10.9% to $152.5 million, with margins expanding 120 basis points to 32.8%.

Funeral revenue dipped 2.7% to $620.2 million, as comparable volumes fell 6% to 91,603 services, partly due to a strong prior-year flu season. However, average revenue per service climbed 3.4% to $5,947, and preneed sales production rose 6.3%. Overall adjusted operating income was $243.8 million, down from $251.7 million, while adjusted diluted EPS of $0.97 edged up from $0.96 year-over-year, aligning closely with analyst forecasts.

GAAP net income attributable to common stockholders was $135.8 million, or $0.97 per diluted share, compared to $142.9 million, or $0.98, last year. The company confirmed its full-year guidance, including adjusted EPS of $4.05–$4.35 and adjusted operating cash flow of $1,005–$1,065 million.

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Market Reaction and Investor Sentiment

SCI shares showed a muted reaction following the April 29 earnings release, trading relatively flat in early April 30 sessions. Investors appeared to view the results as steady, with revenue slightly exceeding expectations and robust cash flow providing a buffer against the funeral volume decline. Confirmed full-year guidance further tempered volatility, though sentiment remains cautious on near-term volume trends amid demographic and seasonal factors. Historical post-earnings moves average around 0.4%, underscoring SCI's reputation for predictable performance.

Forward Outlook and Key Factors to Monitor

With 2026 guidance affirmed, Service Corporation International remains on track for 8%-12% long-term adjusted EPS growth. Investors should monitor preneed sales penetration, which drove Q1 strength and builds a multi-year revenue backlog. Cemetery development spending, pegged at $165 million for the year, could sustain segment momentum if sales production holds above 10% growth.

Funeral volumes warrant attention, as near-term fluctuations from weather or health events could persist, though management notes historical stability. Average revenue per service pricing discipline and cost controls (up just 1% YoY in Q1) support margins. Exceptional cash flow—$334 million adjusted in Q1—positions SCI well for $325 million in capex, dividends, and buybacks.

Broader industry dynamics, including cremation rate trends (steady at 57.8%) and trust fund returns, will influence profitability. Upcoming catalysts include Q2 results and any updates on capital allocation amid strong liquidity.

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