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Carriage Services, Inc.

Carriage Services, Inc. is classed by the SEC under Services-Personal Services (industry code 7200), based in Houston, TX. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $417 million and a profit of $52 million (its filed statements).

Retail business Services-Personal Services Houston, TX filings since 1996 9 of 9 filed
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Sector peers: WWYELPUNFHRB

5.3/10headline grade
vs its business-model standard
7.1/10past 4.4/10present 5.1/10future

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a retail business: prior from its industry code (SEC 7200, Services-Personal Services); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 5.3 out of ten, 9 of 9 metrics filed: past 7.1 out of ten, present 4.4 out of ten, future 5.1 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 8.2 out of ten. No warning events in its filings since 2017. 82nd percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 7.5 out of ten. +5.9% a year over 10 filed years; profitable in 10 of 10. 75th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 4.3 out of ten. Share count shrank 0.2% a year. 11% of cash flow returned. Insiders: 1 sales, 0 purchases. 43rd percentile among 8 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 4.9 out of ten. ROE 20%: 20¢ of profit per shareholder dollar. Leverage 81%: owes 81¢ per asset dollar. 49th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 5.1 out of ten. top 49% of 11 in its family; net margin 12.3%. 51st percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 2.2 out of ten. bottom 22% of 10 in its family for leadership; chief executive since 2024. 22nd percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
  • Room to expand (future): 6.3 out of ten. top 37% of 10 in its family for room to expand. 63rd percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 4.5 out of ten. bottom 45% of 10 in its family for growth drivers. 45th percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 5.2 out of ten. top 48% of 10 in its family for expectations against reality. 52nd percentile among 10 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-02-26 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-06 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-05 (on EDGAR). Newest filing: Form 8-K, 2026-10-05. Filings on record since 1996. Read from EDGAR 2026-10-12.

Where the revenue comes from

Product and service lines in fiscal 2025: Funeral and Cemetery Services 46%, Cemetery Interment Rights 23%, Merchandise 23%, Other Revenue 9%. As tagged in its annual report (Form 10-K, filed 2026-02-26).

Who runs it

Quezada, Carlos R. (CEO); Metzger, Steven D (President & COO); Pudenz, Shane (Vice President of Sales); Enwright, John (SVP, CFO and Treasurer); Franch, Rob Paul (Chief Information Officer); Shanley, Kathryn (Chief Accounting Officer); Mazzu, Sam A. III (VP, GC & Secretary); Fargason, Charles (director); Robinson, Edmondo (director); Sanders, Julie (director); and 1 more. 11 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-02.

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