Analyst Consensus ?
ConsensusBuy10 ratings
Bullish990.0%
Neutral110.0%
Bearish00.0%
Service Corporation International · SCI · FY2026 Q2 · Calendar Q3 2026
SCI: Pre-need strength offsets transition and volume risks
SCI’s Q2 analysis supports a constructive operating picture: strong pre-need demand, insurance-based contract growth, AI-enabled sales tools and demographic tailwinds may support earnings. The thesis remains conditional on margin normalization, funeral volumes and trust-fund income.
Reported After market closeNYSEConsumer Cyclical
$10.41B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.90
Consensus $0.89
EPS surprise
+1.4%
Reported versus consensus
Reported revenue
$1.10B
Consensus $1.08B
Revenue surprise
+1.9%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-0.5%
Event window
SPY move
+1.7%
Same window
Abnormal move
-2.1%
Stock minus SPY
Volume
1.4×
Versus trailing sessions
Subsequent drift
-2.1%
Up to 20 sessions
SCISPY benchmark
Ask FN2 about SCI FY2026 Q2
Transcript, numbers and history already loaded
Why did SCI fall 0.5% after beating EPS estimates in FY2026 Q2?What changed in SCI's guidance and outlook in FY2026 Q2?Give me the bull and bear case for SCI after FY2026 Q2 earnings.
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Transcript intelligence
What changed
Compared with the prior quarter, management emphasized the shift toward fixed sales compensation, AI tools for counselor training and customer interaction grading, and a broader rollout of cremation-focused products. Cash-flow performance led to a higher full-year operating cash-flow guidance midpoint, while full-year EPS guidance was reaffirmed.
Guidance delta
Full-year EPS guidance was reaffirmed. The operating cash-flow guidance midpoint increased, and maintenance capex was raised slightly.
Key takeaways
- Pre-need funeral and cemetery sales were described as strong, supporting the quarter’s modest EPS and revenue growth.
- Management expects margin improvement as selling compensation normalizes and deferred-revenue backlogs are recognized.
- Capital allocation remained active, with continued acquisitions, share repurchases and dividend growth highlighted.
Management priorities
- Improve sales-force retention and margin stability through the fixed-compensation transition.
- Expand AI-enabled sales training, feedback and customer-interaction tools.
- Invest in new funeral homes and cemeteries, acquisitions, cremation products and digital strategy.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$76.37Current
$84Low
$92.71Average
$105High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 31, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| JP Morgan | Overweight | Overweight | Maintain | Oct 30, 2026 |
| UBS | Buy | Buy | Maintain | Jul 31, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Apr 2, 2026 |
| Raymond James | Outperform | Outperform | Maintain | Aug 4, 2025 |
| Truist Securities | Buy | Buy | Maintain | Nov 1, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Aug 3, 2023 |
| Bank of America | Buy | Buy | Maintain | Feb 21, 2018 |
| B of A Securities | Buy | Buy | Maintain | Feb 21, 2018 |
| Deutsche Bank | Buy | Buy | Maintain | Feb 15, 2018 |
| Wells Fargo | Perform | Market Perform | Maintain | Aug 2, 2016 |
Named analyst price targets
Upside is calculated against the persisted current price $76.37. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $105 | $86.09 | +37.5% | Jul 31, 2026 |
| UBS | Analyst unavailable | $93 | $79.4 | +21.8% | May 1, 2026 |
| Truist Financial | Analyst unavailable | $100 | $83.77 | +30.9% | Oct 30, 2025 |
| Oppenheimer | Analyst unavailable | $94 | $82.8 | +23.1% | Oct 22, 2025 |
| UBS | Analyst unavailable | $95 | $82.53 | +24.4% | Oct 13, 2025 |
| Oppenheimer | Scott Schneeberger | $91 | $81.23 | +19.2% | Aug 21, 2025 |
| Raymond James | Analyst unavailable | $90 | $78.45 | +17.8% | Aug 4, 2025 |
| Truist Financial | Tobey Sommer | $84 | $72.02 | +10.0% | Jun 21, 2024 |
| Oppenheimer | Scott Schneeberger | $79 | $70.1 | +3.4% | May 22, 2024 |
| UBS | AJ Rice | $85 | $70.78 | +11.3% | May 17, 2024 |
Track every rating change on SCI the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationService Corporation International (SCI) is a leading provider of comprehensive end-of-life products and services across the United States and Canada. The company structures its extensive operations into two primary divisions: Funeral Services and Cemetery Operations. SCI's physical footprint encompasses a vast network of funeral homes, cemeteries, and crematories, including numerous integrated locations that offer both funeral and cemetery services. Their professional offerings span the entire funeral and cremation process, from the logistical aspects of facility and vehicle use to the compassionate arrangement and direction of services. This includes essential tasks such as removal, preparation, embalming, and cremation, alongside memorialization options, travel protection plans, and catering. Clients can also procure a wide array of funeral merchandise.…
Historical context
All SCI earningsConsumer Cyclical peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| MGA Magna International Inc. | FY2026 Q3 · Calendar Q4 2026 | +15.8% | -1.4% | Magna expands margins as China production weighs on sales outlook |
| H Hyatt Hotels Corporation | FY2026 Q3 · Calendar Q4 2026 | +67.1% | +6.3% | Hyatt raises RevPAR and fee-growth outlook after strong Q3 |
| LTH Life Time Group Holdings, Inc. | FY2026 Q3 · Calendar Q4 2026 | +25.9% | +5.1% | Life Time Group Raises Guidance as Growth Broadens |
| SBUX Starbucks Corporation | FY2026 Q4 · Calendar Q4 2026 | +11.3% | -1.7% | Starbucks posts resilient comps and sets FY27 margin targets |
| RIVN Rivian Automotive, Inc. | FY2026 Q3 · Calendar Q4 2026 | +25.4% | +6.2% | Rivian’s R2 scale-up lifted Q3 output and software momentum |
| AMZN Amazon.com, Inc. | FY2026 Q3 · Calendar Q4 2026 | -4.1% | -1.6% | Amazon pairs accelerating AWS AI demand with sustained capital intensity |
Latest beats and misses
Who reports nextBeat on EPS
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
- EXCFY2026 Q3 · October 30, 2026+10.4% EPS+0.5% move
- ABBVFY2026 Q3 · October 30, 2026+2.4% EPS+1.4% move
- GDFY2026 Q3 · October 30, 2026+9.0% EPS+0.5% move
Missed on EPS
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
- AMZNFY2026 Q3 · October 29, 2026-4.1% EPS-1.6% move
Get the SCI recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-07-30T17:09:46.605721+00:00
- FN2 earnings calendar · 2026-09-03T01:23:14.877038+00:00
- Polygon adjusted daily market bars · 2026-10-31T14:10:40.525143+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-31T14:10:40.522441+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-31. For educational purposes only; not investment advice.