Carriage Services, Inc. filings document the regulatory record for a U.S. funeral and cemetery services company and its publicly traded common stock. Recent Form 8-K reports cover operating results, non-GAAP financial measures and Regulation G reconciliations, executive appointments, and material definitive agreements, including an at-the-market common stock offering program.
Carriage Services proxy materials cover annual meeting matters, shareholder voting, board governance and related corporate practices. The filing record also documents capital-structure matters, disclosure controls around earnings releases, and governance changes tied to the company’s funeral home and cemetery operating platform.
Carriage Services, Inc. reported stable results for the quarter ended June 30, 2026. Total revenue was 102,949 (thousands) versus 102,147 (thousands) a year earlier, with funeral revenue of 65,692 (thousands) and cemetery revenue of 37,257 (thousands).
Gross profit decreased to 35,044 (thousands) from 35,935 (thousands) as cemetery property amortization and field depreciation rose, but lower corporate expenses and interest kept operating income essentially flat at 23,953 (thousands). Net income increased to 12,272 (thousands), or diluted EPS of 0.77, compared with 11,739 (thousands), or 0.74.
For the first six months, revenue was 209,069 (thousands) and net income 25,764 (thousands), below 32,665 (thousands) in 2025 when gains on divestitures were higher. Operating cash flow was 22,450 (thousands). The company acquired one funeral home for 4,500 (thousands), ended with cash of 2,550 (thousands), long‑term debt of 526,016 (thousands) including 124,000 (thousands) drawn on its Credit Facility, and maintained 15,882,296 common shares outstanding. An at‑the‑market equity program authorizes up to $100.0 million of common stock; no shares have been sold.
Carriage Services reported modestly higher results for the quarter ended June 30, 2026. Total revenue rose to $102.9 million, driven by strong pricing and financial revenue, despite lower volumes tied to softer national mortality trends. GAAP net income increased to $12.3 million with diluted EPS of $0.77, while adjusted diluted EPS was $0.78. Adjusted consolidated EBITDA grew to $33.3 million, and the adjusted EBITDA margin expanded to 32.3%. The company also completed the strategic acquisition of one funeral home while maintaining a leverage ratio of 4.0x.
For the first six months of 2026, revenue was $209.1 million, roughly flat year over year, while net income declined to $25.8 million, primarily because the prior year included a $7.7 million gain on divestitures and real estate sales. Cash provided by operating activities for the first half was $22.5 million. Carriage updated its 2026 outlook, trimming total revenue guidance to $435–$445 million but reaffirming adjusted consolidated EBITDA of $135–$140 million and adjusted diluted EPS of $3.35–$3.55, while reducing expected capital expenditures to $20–$25 million.
Sanders Julie reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services director Julie Sanders received a stock grant of 208 shares of Common Stock at $38.34 per share. The award was made under Carriage’s Director Compensation Policy for compensation earned during the second quarter, bringing her directly held stake to 4,481 shares.
Carriage Services director Edmondo Robinson received a stock grant as part of routine board compensation. He was awarded 664 shares of Carriage Services common stock on June 30, 2026, at a value of $38.34 per share, described as unrestricted shares granted under the company’s Director Compensation Policy for second-quarter service.
After this award, Robinson directly owns 4,711 shares of common stock. This transaction is classified as a grant or award acquisition, not an open-market purchase or sale.
Webb Somer reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services director Somer Webb received a stock grant as part of regular board compensation. On June 30, 2026, Webb was awarded 612 shares of Carriage Services common stock at a reference price of $38.34 per share under the company’s Director Compensation Policy, bringing direct holdings to 11,163 shares.
BRUDNICKI GREG M reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services Inc. reported that board advisor Greg M. Brudnicki received an equity grant of 130 shares of Common Stock on June 30, 2026. The shares were awarded under Carriage’s Director Compensation Policy as unrestricted stock for director compensation earned during the second quarter. Following this grant, Brudnicki directly owns 29,033 shares of Carriage Services common stock.
Carriage Services, Inc. reported the results of its 2026 annual shareholder meeting held on May 12, 2026. Shareholders elected Class III directors Donald D. Patteson, Jr. and Douglas B. Meehan with 11,137,853 and 11,336,853 votes for, respectively.
Shareholders supported declassifying the board with 11,975,332 votes for, but this did not meet the required 80% of outstanding shares, so the amendment was not approved. An advisory vote on named executive officer compensation passed with 11,879,875 votes for, and the Second Amendment to the 2017 Omnibus Incentive Plan was approved with 6,138,408 votes for and 5,843,510 against.
Shareholders also ratified Grant Thornton LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 13,803,398 votes for and 43,409 against.
Carriage Services, Inc. reported first‑quarter 2026 revenue of $106.1 million, slightly below $107.1 million a year earlier, while net income declined to $13.5 million from $20.9 million. Funeral volumes softened, but average revenue per funeral and cemetery property pricing increased, supporting higher gross profit of $38.6 million versus $37.8 million.
Operating cash flow rose to $14.9 million, helping reduce Credit Facility borrowings to $120.5 million. The company ended the quarter with $2.9 million in cash and total long‑term debt of $522.3 million. After quarter‑end, Carriage established an at‑the‑market equity program allowing sales of up to $100 million of common stock, which could provide added funding flexibility for growth, debt reduction, or other corporate uses.
Carriage Services entered an Equity Distribution Agreement for an at-the-market equity program allowing sales of up to $100 million of common stock through two sales agents. The company reported first-quarter 2026 revenue of $106.1 million, slightly below last year, with net income of $13.5 million and diluted EPS of $0.84.
Adjusted consolidated EBITDA rose to $33.8 million, and the adjusted EBITDA margin improved to 31.8%. Management reaffirmed its 2026 outlook, guiding to total revenue of $440–$450 million, adjusted diluted EPS of $3.35–$3.55, and adjusted free cash flow of $40–$50 million, emphasizing disciplined capital allocation and selective growth.
Carriage Services, Inc. is offering up to $100,000,000 of common stock through an Equity Distribution Agreement with Oppenheimer & Co. and Raymond James in an at-the-market program.
The Sales Agents may sell shares from time to time at prevailing market prices; they may act as agents or principals and will receive commissions of up to 3.0%. Net proceeds are to be used for potential acquisitions and general corporate purposes, including debt repayments. The prospectus supplement assumes 15,872,328 shares outstanding as of March 31, 2026 and illustrates a pro forma maximum of up to 17,988,282 shares if 2,115,954 shares are sold at an assumed price of $47.26 per share. Sales under the agreement are discretionary, there is no minimum amount required, and offering expenses are estimated at approximately $181,000.