Service Corporation International ( SCI ) Stephens Annual Investment Conference 2025 November 18, 2025 9:00 AM EST Company Participants Aaron Foley - Senior VP & Treasurer Presentation Aaron Foley Senior VP & Treasurer Good morning, everyone. Thanks for attending.
Service Corp's Q3 earnings and revenues top estimates as margins expand. It raises the 2025 cash flow guidance on stronger operations.
Service Corp. (SCI) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.83 per share. This compares to earnings of $0.79 per share a year ago.
Here is how Service Corp. (SCI) and United Natural Foods (UNFI) have performed compared to their sector so far this year.
Service Corporation looks well-positioned ahead of Q3 results, driven by steady demand, expanding funeral services and a balanced capital strategy.
Service Corporation International remains a dominant player in the US and Canadian funeral and cemetery industry, with strong growth prospects. SCI's revenue, profits, and cash flows continue to rise, driven by population growth and increasing demand for death care services. Despite recent share underperformance, SCI's historical outperformance and industry stability justify a premium valuation and continued optimism.
FTAI Aviation's innovative SCI fund model enables rapid market share growth and recurring repair revenue with minimal capital outlay. Recent quarterly results confirm the SCI strategy's success, with raised guidance and improving gross margins above 40%. Despite strong fundamentals and a clean bill from a forensic review, shares remain undervalued due to lingering short-seller concerns.
I reiterate a Strong Buy rating on Service Corporation International, setting a fair value of $101 per share due to strong Q2 results and management confidence. SCI posted 11% adjusted EPS growth, robust margin improvement, and guides for $880–$940M in FY25 operating cash flow, supporting ongoing share repurchases. The company's stable business model, direct sales transition, and acquisition strategy position it for 5% organic revenue growth from FY26 onward.
Service Corporation International (NYSE:SCI ) Q2 2025 Earnings Conference Call July 31, 2025 9:00 AM ET Company Participants Eric D. Tanzberger - Executive VP & CFO Thomas Luke Ryan - CEO & Chairman Trey Bocage - Corporate Participant Conference Call Participants Albert J.
The headline numbers for Service Corp. (SCI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Service Corp. (SCI) came out with quarterly earnings of $0.88 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.79 per share a year ago.
Service Corporation International operates in a stable, fragmented industry with strong margins, predictable revenue, and a $16B backlog driven by preneed contracts and demographic trends. The company has a 20-year track record of consistent growth in revenue, cash flow, and shareholder returns through dividends and aggressive share buybacks. Even using conservative assumptions, SCI's valuation shows an IRR above 8%, with room for upside if margins or terminal growth rates exceed expectations.