NYSE$CSV

Carriage Services Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Carriage Services reported a decrease in total revenue and net income for Q4 2024 compared to Q4 2023, but showed growth in adjusted consolidated EBITDA and adjusted diluted EPS for the full year 2024.

Carriage Services announced its Q4 and full-year 2024 results, exceeding full-year guidance for adjusted consolidated EBITDA and adjusted EPS. While Q4 saw a slight decrease in total revenue and net income, the company achieved significant growth in consolidated cemetery preneed sales and improved its leverage ratio. The full year 2024 performance was strong, with total revenue reaching the high end of the guidance range.

  • Total revenue for Q4 2024 was $97.7 million, a slight decrease from $98.8 million in Q4 2023.
  • Net income for Q4 2024 was $9.9 million, down from $11.6 million in Q4 2023.
  • Adjusted consolidated EBITDA for Q4 2024 was $29.3 million, compared to $32.4 million in Q4 2023.
  • Adjusted diluted EPS for Q4 2024 was $0.62, compared to $0.77 in Q4 2023.

Headline financials

Total Revenue

$97.7M

Previous: $98.8M-1.1%
EPS (adj)

$0.62

Previous: $0.64-3.1%
Capital Expenditures

-$4.39M

Previous: -$4.97M+11.7%
Free Cash Flow

$6.98M

No prior period
Net Income

$9.9M

Previous: $11.6M-14.9%
Operating Income

$21.1M

Previous: $24.2M-12.9%
Gross Profit

$33.6M

Previous: $34.6M-2.8%

Revenue & EPS history

Carriage Services · Revenue · Quarterly

$97.7M

Q4 2024-1.1%vs Q4 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Carriage Services · $97.5M total across 4 segments · Q2 2023

  • Funeral Operating
    $60.8M
  • Cemetery Operating
    $29.1M
  • Financial
    $6.29M
  • Ancillary
    $1.23M

Forward guidance

For 2025, Carriage Services expects total revenue between $400 million and $410 million, adjusted consolidated EBITDA between $128 million and $133 million, adjusted diluted EPS between $3.10 and $3.30, and adjusted free cash flow between $40 million and $50 million, including expected divestitures of non-core assets.

Tailwinds

  • Continued focus on organic growth initiatives around preneed sales in both cemetery and funeral businesses.
  • Expected cost discipline to support deleveraging the balance sheet.
  • Anticipated adjusted consolidated EBITDA of $128-$133 million.
  • Projected adjusted diluted EPS of $3.10-$3.30.
  • Forecasted adjusted free cash flow of $40-$50 million.

Headwinds

  • Expected divestiture of certain non-core assets in the first half of 2025.
  • Divestitures are projected to reduce 2025 revenue by approximately $7.9 million.
  • Divestitures are projected to reduce 2025 field EBITDA by approximately $2.3 million.
  • The outlook reflects the expected impact of these divestitures.
  • No specific negative factors beyond the impact of planned divestitures were highlighted in the guidance summary.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.4%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+0.9%

Avg return

30 days after

46%

30 / 65 earnings

Positive

+25.8%

Q1 2020

Best reaction

-25.6%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.5%-7.7%-19.4%
Q4 2025+2.3%+3.4%+1.2%
Q3 2025+2.2%-2.9%-2.0%
Q1 2025-0.6%+1.2%+8.9%
Q4 2024-3.6%-5.8%-5.7%
Q3 2024+14.7%+15.2%+24.4%
Q2 2024+1.3%-8.9%+3.7%
Q1 2024+0.3%+0.6%+5.1%
Q4 2023+1.6%+0.3%+4.6%
Q3 2023-8.4%-12.8%+7.7%
Q2 2023-2.9%-3.8%-4.4%
Q1 2023-7.7%-6.6%-7.5%
Q4 2022+8.5%+4.1%-5.6%
Q3 2022-25.6%-22.4%-23.1%
Q2 2022-15.6%-13.7%-14.1%
Q1 2022-7.4%-13.1%-16.6%
Q4 2021-1.0%-0.6%+10.9%
Q3 2021+13.2%+14.4%+19.3%
Q2 2021-0.8%+1.8%+22.6%
Q1 2021+4.7%+4.9%+6.3%
Q4 2020-2.7%-1.7%+4.3%
Q3 2020+6.1%+7.4%+19.8%
Q2 2020+20.0%+13.9%+16.0%
Q1 2020+25.8%+20.7%+25.1%
Q4 2019-9.1%-15.9%-36.7%
Q3 2019+20.7%+19.5%+8.0%
Q2 2019+14.8%+15.6%+9.3%
Q1 2019+1.3%+6.0%+3.8%
Q4 2018+3.3%+6.2%-5.5%
Q3 2018-20.7%-16.6%-9.7%
Q2 2018-0.7%-2.5%-4.8%
Q1 2018-2.3%-4.9%-11.4%
Q4 2017+2.9%+8.3%+11.3%
Q3 2017+5.7%+3.7%+1.0%
Q2 2017-9.6%-9.0%-9.0%
Q1 2017-5.0%-4.4%-8.3%
Q4 2016-2.5%-3.6%-1.6%
Q3 2016-0.5%-3.0%+11.2%
Q2 2016-1.3%-1.5%-3.7%
Q1 2016+4.1%
Q4 2015+2.7%
Q3 2015+1.8%
Q2 2015-3.3%
Q1 2015+2.8%
Q4 2014+0.8%
Q3 2014+1.4%
Q2 2014+11.5%
Q1 2014-2.3%
Q4 2013-4.2%
Q3 2013-2.3%
Q2 2013-0.1%
Q1 2013-0.4%
Q4 2012+4.0%
Q3 2012+2.1%
Q2 2012+0.5%
Q1 2011-0.1%
Q1 2012-1.2%
Q4 2009+1.8%
Q4 2011+1.8%
Q3 2010-2.7%
Q3 2011-2.7%
Q2 2010-3.1%
Q2 2011-3.1%
Q4 2010-3.1%
Q1 2010+0.0%

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