)
Service Corporation International (SCI) investor relations material
Service Corporation International 47th Annual Raymond James Institutional Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and industry positioning
Operates about 2,000 funeral and cemetery locations in North America, with a strong focus on major metropolitan areas and middle to upper spend categories.
Holds a unique, hard-to-duplicate network of 500 large cemeteries, many with significant acreage in urban centers.
Maintains a $17–$18 billion backlog of future revenues from pre-need contracts, positioning for long-term growth.
Revenue growth currently driven by low single-digit increases in average sale price and strong pre-need cemetery sales.
EPS growth averaged 13–14% CAGR pre-COVID, with normalization post-pandemic.
COVID-19 impact and operational changes
COVID accelerated technology adoption, including customer-facing applications and virtual sales tools.
Sales force was streamlined from 4,300 to 3,800 counselors, increasing efficiency and sales production.
Consumer demand for full-service funerals remained strong, reinforcing the value of service offerings.
Cost synergies and operational efficiencies realized during the pandemic have been sustained.
M&A strategy and capital allocation
Focus shifted from large transformative deals to mid-level M&A in major markets and share repurchases.
Nearly 60% of shares repurchased over 20 years, reducing outstanding shares from 340 million to under 140 million.
Annual M&A spend is about $100 million, targeting large independents in metropolitan areas for scale benefits.
Private equity activity is mostly in rural, lower-volume businesses, not directly competing for core targets.
Strong pipeline of potential deals, with continued investment in new construction ($60–$80 million/year).
Next Service Corporation International earnings date
Next Service Corporation International earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)