Service Corporation International (SCI) Presents at Stephens Annual Investment Conference 2025 Transcript

Core Insights - The company, SCI, is the largest deathcare provider in North America, operating approximately 2,000 locations, including 1,500 funeral homes and 500 cemeteries across the U.S. and Canada [1][2] - SCI has maintained a consistent growth strategy since 2004, targeting an earnings growth framework of 8% to 12%, and has achieved a compounded earnings growth rate of approximately 14.5% from 2004 to 2019 [2][3] Business Strategy - The company employs a clustering strategy to maximize operational efficiency, allowing funeral directors to optimize their time by managing multiple locations [3][4] - The average funeral home in the U.S. conducts about 100 services annually, indicating that they operate only one out of every four days, which highlights the potential benefits of acquiring additional funeral homes to enhance service capacity [4]