Sign in

Donnie

Senior Analyst at Oppenheimer

Donnie is a Senior Analyst at Oppenheimer & Co. Inc., specializing in retail sector research with a focus on major companies affected by global trade and tariffs, such as leading consumer and retail stocks. He is recognized for delivering actionable investment insights on companies that face challenges from policy changes, and his performance includes frequent appearances in media discussions of market impacts. With a career rooted in equity analysis, Donnie has developed expertise through years at top investment firms before assuming his current role at Oppenheimer. He maintains professional credentials required for securities analysis, including Series 7 and Series 63 registrations, and is noted for his contributions to market analysis and investor education.

Donnie's questions to SERVICE CORP INTERNATIONAL (SCI) leadership

Question · Q3 2025

Donnie asked about the trends in cemetery preneed sales production velocity, its year-on-year acceleration, implications for consumer behavior, and the sustainability of this trend into the next year.

Answer

Tom Ryan, Chairman and CEO, Service Corporation International, highlighted the impact of flexible financing plans and fundamental sales management. He noted strong velocity, impressive growth in large sales (up 18%), and core sales growth, expressing confidence in these trends continuing into Q4 and 2026. Donnie also inquired about the confidence level in achieving the 8%-12% EPS growth target for next year and any unique cash flow considerations. Tom Ryan reiterated an 85%-90% assurance in a typical year, citing historical compounded growth and the importance of revenue drivers like volume, average sales, and preneed cemetery sales. Eric Tanzberger, CFO, Service Corporation International, emphasized cash taxes as the primary factor for cash flow, noting a $40 million reduction due to federal tax legislation and accelerated depreciation, though some of this benefit might be temporary. He confirmed stable maintenance capital expenditures and projected free cash flow over $4 per share.

Ask follow-up questions

Get Instant Answers from SEC Filings & Earnings Calls

Ask complex financial questions and get precise answers in seconds. Fintool scans millions of documents to surface insights beyond timely human analysis.

Search across 8,000+ companies
Access millions of SEC filings & transcripts
Get answers cited to the source
Try Fintool for Free

Trusted by leading investment firms and analysts