Carriage Services (CSV) Investor presentation summary

Strategic framework and growth objectives

• Targets a long-term leverage range of 3.5x–4.0x and a 15–20% return on invested capital.

• Pursues 10–20% CAGR in preneed sales and an active M&A strategy focused on complementary assets.

• Streamlines offerings to improve margins and enhance customer experience.

• Expands organizational culture to elevate service quality.

Financial performance and operational highlights

• Q2 2026 total revenue was $209.1 million, with a 44.8% field EBITDA margin and 32.1% adjusted consolidated EBITDA margin.

• Adjusted diluted EPS for YTD Q2 2026 was $1.64; adjusted free cash flow was $13.8 million.

• 1.1% growth in average revenue per funeral contract and 37% growth in funeral financial revenue in Q2 2026 vs. Q2 2025.

• 17.3% increase in average price per preneed interment right sold; closed an acquisition in Knoxville, TN.

Cash flow and capital allocation

• Operating cash flow (excluding working capital) YTD Q2 2026 was $48.9 million.

• $4.5 million used for acquisitions, $2.95 million for capital expenditures, and $3.56 million for dividends.

• Net movement in outstanding debt was $2.55 million.