Service Corporation International

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Service Corporation International Q2 beat and guidance raise valuation debate

Service Corporation International posted second quarter 2026 results that modestly exceeded expectations and reaffirmed full year earnings guidance, sparking debate over whether its premium valuation is justified. Sales rose to US$1,103.29 million from US$1,065.44 million a year earlier, net income edged up to US$124.83 million from US$122.87 million, and diluted earnings per share increased to US$0.90 from US$0.86. The stock trades at a price-to-earnings ratio of 21.9 times, above the peer average of 17.1 times and the US Consumer Services industry average of 16.7 times, and slightly above an estimated fair P/E of 21.5 times. A discounted cash flow model from Simply Wall St suggests a fair value of US$105.58 per share, implying an 18.4 percent discount to the current price of US$86.19, contrasting with the richer earnings multiple signal.

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SCI · Capital · Neutral Q2 results modestly beat and guidance reaffirmed, but valuation debate and DCF discount create mixed signals.

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Service International Q2 Revenue Beats Estimates on Preneed Cemetery Momentum

Service International reported second-quarter revenue of $1.10 billion, beating analyst estimates of $1.08 billion and growing 3.6% year on year. Adjusted earnings per share came in at $0.90, slightly above the $0.89 consensus. The company attributed the performance to an 8% increase in comparable preneed cemetery sales production and a 3.3% rise in average revenue per core funeral service. Management reiterated its full-year adjusted EPS guidance of $4.20 at the midpoint and expects margin expansion and double-digit earnings growth in the second half of 2026. CEO Thomas Ryan highlighted strong underlying sales velocity and demographic tailwinds as positioning the company for sustained growth.

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SCI · Capital · Positive Q2 revenue and EPS beat estimates, with reiterated guidance and expected margin expansion.

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Q1 Earnings: Service International and Specialized Consumer Services Stocks Report Mixed Results

The consumer discretionary specialized consumer services industry reported mixed first-quarter results, with revenues beating analyst consensus estimates by 1.5% and next-quarter revenue guidance coming in 0.5% above expectations. Service International posted revenues of $1.10 billion, up 2.1% year on year, but missed EPS estimates significantly, sending its stock down 12.1%. Matthews International was the best performer, with revenues of $258.6 million beating expectations by 2% and strong EPS and operating income beats, though its stock fell 5.7%. WeightWatchers had the weakest quarter, missing EBITDA and EPS estimates despite a 6.1% revenue beat, yet its stock surged 31.7%. LKQ and Pool also topped revenue estimates, with Pool delivering the fastest revenue growth among peers at 6.2%.

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SCI · Capital · Negative Service International missed EPS estimates significantly, stock down 12.1%.

MATW · Capital · Negative Matthews International beat revenue and EPS estimates but stock fell 5.7%.

WW · Capital · Positive WeightWatchers missed EBITDA and EPS estimates but stock surged 31.7%.

POOL · Capital · Neutral Pool topped revenue estimates and had fastest revenue growth at 6.2%.

LKQ · Capital · Neutral LKQ topped revenue estimates but no further detail on impact.

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