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SCSCI

Service Corporation International

$SCI·$12B·Personal Products & Services·Consumer Cyclical
$84.95-0.5%
Mentions · last 7 days
2026-07-30: 10 posts2026-07-31: 11 posts2026-08-01: 7 posts2026-08-02: 7 posts2026-08-03: 8 posts2026-08-04: 18 posts2026-08-05: 7 posts70
Price updated 10m ago·X counts updated 22h ago
SCSCI
$SCIService Corporation International
$84.95-0.46%70 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SCI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-06

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Service Corporation Q2 beat and revenue grew 4% — the death-care duopoly is at 75% of the 52-week range with heavy insider selling ($26M) on Jul 31.

Service Corporation International is the largest US death-care company (funeral homes and cemeteries) — a demographically-driven consolidator with pricing power and a defensive-consumer-services profile.

Where the tape stands:

  • Growth is modest: Q2 revenue $1.10B grew 3.6% year over year, consistent with the 2-4% zone of the last four quarters.
  • Margins are strong: gross margin 25%, operating margin 21% — mature-consumer-services economics.
  • Beat cadence is small but consistent: last four EPS surprises 1%, -3%, 0%, 5% — small dispersion.
  • The Q2 print topped estimates on revenue rising 4% and clean EPS above.
  • Positioning is coiling: 75% of the 52-week range, +11% above the 50-day, +7% above the 200-day on 0.85x volume — measured strength.
  • Insider selling is heavy: CEO Tom Ryan sold ~$21.6M on option exercises Jul 31 plus other insider trims totaling $26M+ — profit-taking into strength, notable in size.
  • The demographics tailwind is real: aging population supports long-run volume.
  • PE 19 is unstretched for the defensive-consumer-services duopoly.

Nov 4 Q3 earnings decides whether the tape reclaims $95+ — clean revenue growth staying above 3% and continued price/mix keeps this working; a soft cemetery-preneed quarter or continued heavy insider selling cools this back to $75.

Differs from X sentimentNo meaningful X sentiment sample exists for SCI — death-care is a quiet defensive-consumer name that doesn't attract retail-attention chatter. The absence is consistent with the fundamental picture: this is an institutional-quality compounder, not a discovery-narrative equity. The $26M+ insider selling into strength is worth acknowledging.

What to watch: Nov 4 Q3 earnings — clean revenue growth staying above 3% and continued price/mix reclaims $95+; a soft cemetery-preneed quarter or continued heavy insider selling cools this back to $75.

On the calendar: 2026-11-04 — Q3 2026 earnings

Read the AI verdict + X sentiment for $SCI

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What it does

Plain-English summary of the business — what they sell and how they make money.

Service Corporation International (SCI) is a leading provider of comprehensive end-of-life products and services across the United States and Canada. The company structures its extensive operations into two primary divisions: Funeral Services and Cemetery Operations. SCI's physical footprint encompasses a vast network of funeral homes, cemeteries, and crematories, including numerous integrated locations that offer both funeral and cemetery services. Their professional offerings span the entire funeral and cremation process, from the logistical aspects of facility and vehicle use to the compassionate arrangement and direction of services. This includes essential tasks such as removal, preparation, embalming, and cremation, alongside memorialization options, travel protection plans, and catering. Clients can also procure a wide array of funeral merchandise. This includes burial caskets and associated accessories, various urns and other cremation receptacles, outer burial containers, floral arrangements, digital and video tributes, stationery, and other items for memorialization. Within its cemetery division, SCI facilitates the acquisition of interment rights for diverse preferences, such as traditional developed lots, lawn crypts, mausoleum spaces, and niches for cremated remains. They also provide cemetery-specific merchandise and services like memorial markers, bases, outer burial containers, floral placements, graveside services, and merchandise installation, often available through pre-need arrangements. SCI markets its services and products under several well-recognized brands, including Dignity Memorial, Neptune Society, and National Cremation Society. As of the end of 2021, the company boasted an impressive reach with 1,471 funeral service locations and 488 cemeteries – 299 of which were combined funeral/cemetery sites. This significant network extends across 44 U.S. states, eight Canadian provinces, Washington D.C., and Puerto Rico. Established in 1962, Service Corporation International maintains its headquarters in Houston, Texas.

Industry overviewAI analysisGenerated by AI from underlying data

Where Personal Products & Services sits in its cycle right now — and what that implies for $SCI.

Personal Products & Services · Consumer Cyclical

No material change from last week — the LillyDirect partnership integrating medically supervised GLP-1 access is directionally correct but legacy coaching revenue erosion from GLP-1 adoption is..

Top industry ETF

$XLYConsumer Discretionary Select Sector SPDR
-1.5%YTD
+8.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
22.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
39.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$0.90$0.89+1.4%
Q1 2026Apr 29, 2026$0.97$1.00-3.0%
Q4 2025Feb 11, 2026$1.14$1.140.0%
Q3 2025Oct 29, 2025$0.87$0.83+4.8%
Next earningsWed, Nov 4·consensus EPS $0.98

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.1B+3.6%24.8%21.0%$0.91$142.9M
Q1 FY26$1.1B+2.1%26.1%22.1%$1.63$253.9M
Q4 FY25$1.1B+1.7%28.0%25.0%$1.14$132.1M
Q3 FY25$1.1B+4.4%25.1%21.4%$0.84$177.4M

Forward consensus

3-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.5B$4.4B – $4.5B$4.18$4.08 – $4.214
FY27$4.6B$4.6B – $4.6B$4.59$4.51 – $4.635
FY28$4.8B$4.8B – $4.9B$5.09$5.03 – $5.152

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.75%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 133.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.845-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 3Eric D TanzbergerCFO54.8K sh$4.7MSellJul 31Thomas L RyanCEO253.4K sh$21.6MSellJul 31John H FaulkCOO24.6K sh$2.1MSellMar 10Tony CoelhoDirector7.7K sh$615KSellFeb 13Tammy R MooreVP, Chief Accounting Officer5.0K sh$402K
+ 26 other (15 awards · 6 inkinds · 3 exempts · 2 gifts) in window

See when $SCI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 58-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDJun 128-K — Item 7.01: Press release / Reg FD
3New insider — initial holdingsMay 133
8-KCharter amendmentMay 88-K — Item 5.03: Charter amendment
8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 68-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 198-K — Item 7.01: Press release / Reg FD
+ 21 other (6 proxys · 4 13Gs · 3 earnings 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SERVICE CORPORATION INTERNATIONAL DECLARES QUARTERLY CASH DIVIDENDprnewswire.com·1d agoService Corporation International Q2 Earnings Call Highlightsmarketbeat.com·6d agoService Corporation International (SCI) Q2 2026 Earnings Call Transcriptseekingalpha.com·7d agoService Corporation Q2 Earnings Beat Estimates, Revenues Rise 4% Y/Yzacks.com·7d agoLeading Oncology Journal Accepts For Publication New CEL-SCI Multikine Phase 3 Data Demonstrating Overall Survival Benefit in Underserved Head and Neck Cancer Patientsbusinesswire.com·8d ago

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