NYSE$SCI

Service Corp Intl · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Service Corporation International reported mixed results in Q1 2020, with revenue slightly up but earnings down due to COVID-19 impacts and decreased preneed cemetery sales.

Service Corporation International (SCI) announced its Q1 2020 financial results, revealing a slight increase in revenue but a decrease in earnings per share due to the COVID-19 pandemic affecting preneed cemetery sales. The company emphasized its strong financial position and commitment to employee safety during the crisis.

  • Revenue increased slightly to $803 million compared to $798.2 million in Q1 2019.
  • Diluted earnings per share decreased to $0.45 from $0.43 in the prior year.
  • Adjusted EPS declined to $0.43 from $0.47 year-over-year, impacted by lower gross profit in preneed cemetery sales.
  • The company implemented measures to safeguard employment and manage expenses amid the COVID-19 pandemic.

Headline financials

Total Revenue

$803M

Previous: $798M+0.6%
EPS (adj)

$0.43

Previous: $0.47-8.5%
Funeral Average Revenue Per Service

$5.12K

Previous: $5.11K+0.2%
Funeral Services Performed

86.5K

Previous: 83.8K+3.2%
Funeral Gross Margin

20.5%

Previous: 21.4%-4.2%
Comparable Preneed Cemetery Sales Growth

-10.5%

No prior period
Free Cash Flow

$81.9M

Previous: $79.3M+3.3%
Net Income

$81.9M

Previous: $79.3M+3.3%
Operating Income

$152M

Previous: $147M+3.3%
Gross Profit

$179M

Previous: $192M-6.7%
Cash & Equivalents

$176M

Previous: $154M+14.7%
Total Assets

$12.7B

Previous: $13.1B-2.8%
Stock-Based Comp

$3.41M

Previous: $4.57M-25.4%

Revenue & EPS history

Service Corp Intl · Revenue · Quarterly

$803M

Q1 2020+0.6%vs Q1 2019
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Service Corp Intl · $803M total across 2 segments · Q1 2020

  • Total Funeral
    $505M+2.5%
  • Total Cemetery
    $298M-2.4%

Forward guidance

Due to the uncertainty of current economic conditions, in early April, the company withdrew its full year 2020 guidance. As the company looks forward in 2020, they anticipate the impact of COVID-19 pandemic on both our funeral and cemetery segments will result in a decline of adjusted earnings per share, which they hope to minimize as they continue to be vigilant with costs and expenses. They believe that adjusted operating cash flow will be less impacted than adjusted earnings per share as they expect to continue to collect cash from preneed installment sales, defer taxes as allowed by federal and state laws, and temporarily reduce expenses and capital expenditures.

Tailwinds

  • Company is well-positioned financially to weather the storm.
  • Financial position is strong with very robust liquidity.
  • Continue to expect a significant amount of positive operating cash flow during 2020.
  • No meaningful debt maturities until May 2024.
  • Believe in the strength of liquidity and cash flow position that will allow to return to growth quickly after this crisis passes.

Headwinds

  • Impact of COVID-19 pandemic on both funeral and cemetery segments will result in a decline of adjusted earnings per share.
  • Trends were strong for most of the quarter, experienced a severe decline in the last three weeks of March, primarily due to the social distancing effects of the pandemic.
  • Comparable cemetery gross profit decreased $11.1 million to $75.3 million and the gross profit percentage decreased 300 basis points to 25.3%.
  • Experienced an 8.5% decrease in core funeral locations and 2.0% decrease in preneed production through our non-funeral home channel.
  • Comparable preneed cemetery sales production declined $22.8 million, or 10.5%.

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 Q1 2020

Historical avgQ1 2020

+1.3%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.1%

Avg return

30 days after

52%

35 / 67 earnings

Positive

+11.7%

Q3 2023

Best reaction

-11.3%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.7%-8.0%-13.0%
Q4 2025-6.7%-4.7%-5.8%
Q3 2025+4.9%+1.9%-0.8%
Q1 2025-4.1%-3.9%-2.4%
Q4 2024+7.2%+2.3%+3.4%
Q3 2024+6.8%+7.5%+15.9%
Q2 2024-6.6%-10.6%-2.2%
Q1 2024-2.9%-5.0%-0.1%
Q4 2023+3.7%+6.9%+11.8%
Q3 2023+11.7%+8.6%+13.1%
Q2 2023-4.5%-2.1%-5.3%
Q1 2023-3.0%-7.3%-9.4%
Q4 2022-2.9%-0.9%-8.6%
Q3 2022+11.4%+14.7%+17.2%
Q2 2022-11.3%-13.7%-17.3%
Q1 2022+10.4%+6.9%+9.3%
Q4 2021-4.0%-6.5%+1.6%
Q3 2021+6.6%+8.8%+6.1%
Q2 2021+7.1%+8.1%+8.3%
Q1 2021+6.1%+4.5%-1.6%
Q4 2020-6.2%-9.1%-8.3%
Q3 2020+6.0%+8.7%+13.6%
Q2 2020+11.6%+14.4%+18.9%
Q1 2020-2.4%-3.3%+4.8%
Q4 2019+1.5%+5.1%-26.5%
Q3 2019-0.3%-2.9%-3.5%
Q2 2019+1.3%-2.8%-1.7%
Q1 2019+3.6%+1.3%+4.8%
Q4 2018-6.5%-6.7%-14.4%
Q3 2018-4.4%+0.5%+6.1%
Q2 2018+4.7%+4.4%+13.6%
Q1 2018-2.4%-4.5%-2.1%
Q4 2017-0.2%+3.1%+2.6%
Q3 2017+4.8%+4.4%+5.8%
Q2 2017+2.6%+1.4%+3.7%
Q1 2017+3.9%+1.5%+0.9%
Q4 2016+7.8%+6.3%+5.0%
Q3 2016-2.3%-2.1%+4.2%
Q2 2016-1.6%-4.4%-6.0%
Q1 2016+4.1%
Q4 2015-2.2%
Q3 2015-2.7%
Q2 2015+1.1%
Q1 2015-1.1%
Q4 2014+6.6%
Q3 2014-1.8%
Q2 2014+5.2%
Q1 2014+2.5%
Q4 2013+4.1%
Q3 2013-4.1%
Q2 2013-0.3%
Q1 2013+5.4%
Q4 2012+5.0%
Q3 2012+5.4%
Q2 2012+5.5%
Q1 2012-2.0%
Q4 2011-0.5%
Q3 2011+0.7%
Q2 2011-4.2%
Q1 2010-1.1%
Q1 2011+5.0%
Q4 2010-0.1%
Q3 2010-2.0%
Q3 2009-2.0%
Q2 2009+2.8%
Q4 2009+2.8%
Q2 2010+2.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro