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Jun 30, 2023

Service Corp Intl Q2 2023 Earnings Report

Service Corporation International reported mixed results for Q2 2023, with revenue growth offset by inflationary pressures and revised full-year guidance.

Key Takeaways

Service Corporation International (SCI) announced its Q2 2023 financial results, revealing a slight revenue increase to just over $1.0 billion, but a decrease in adjusted earnings per share to $0.83. The company is adjusting its full-year adjusted earnings per share guidance due to inflationary pressures, while increasing its adjusted operating cash flow guidance due to a tax accounting method change.

Revenue increased by $22.6 million to exceed $1.0 billion.

GAAP earnings per share rose to $0.86, while adjusted earnings per share decreased slightly to $0.83.

Net cash from operating activities grew to $144.1 million, with $157 million excluding special items.

The company narrowed its full-year adjusted EPS guidance to $3.40-$3.60 and raised adjusted operating cash flow guidance to $830-$880 million.

Total Revenue
$1.01B
Previous year: $991M
+2.3%
EPS
$0.83
Previous year: $0.84
-1.2%
Gross Margin
25.8%
Funeral Average Revenue Per Service
$5.57K
Previous year: $5.43K
+2.6%
Funeral Services Performed
87.07K
Gross Profit
$261M
Previous year: $267M
-1.9%
Cash and Equivalents
$173M
Previous year: $206M
-16.4%
Total Assets
$15.7B
Previous year: $14.7B
+6.6%

Service Corp Intl

Service Corp Intl

Service Corp Intl Revenue by Segment

Forward Guidance

Service Corporation International revised its full-year adjusted earnings per share guidance to $3.40-$3.60, while raising its adjusted operating cash flow guidance to $830-$880 million.

Positive Outlook

  • Strong demand for preneed cemetery sales from mid and high price tiered consumers.
  • Strength of operating cash flow.
  • Expected decrease in cash taxes due to a change in tax accounting method related to the cemetery segment.
  • Continued strength of operating cash flow
  • Decrease in cash taxes

Challenges Ahead

  • Challenging inflationary environment impacting consumer discretionary spending.
  • Softness from the more price-sensitive consumer due to inflation and economic uncertainty.
  • Higher than expected interest rates.
  • Inflationary employee-related costs.
  • Decline in velocity of contracts sold in cemetery segment.

Revenue & Expenses

Visualization of income flow from segment revenue to net income