Subtext

Agilent Technologies, Inc. A

SectorHealth Care
Transcripts75
Date range2006-02-13 – 2025-02-26
Calls charted75

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-17-8+0+8+172006 Q12008 Q32011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12006 Q1 · Overall: +12.32006 Q2 · Overall: +14.62006 Q3 · Overall: +11.22006 Q4 · Overall: +8.02007 Q1 · Overall: +4.82007 Q2 · Overall: +12.42007 Q3 · Overall: +6.32007 Q4 · Overall: +6.42008 Q1 · Overall: +3.92008 Q2 · Overall: +10.42008 Q3 · Overall: +7.22008 Q4 · Overall: +2.62009 Q1 · Overall: -4.02009 Q2 · Overall: -0.52009 Q3 · Overall: -1.02009 Q4 · Overall: -1.42010 Q1 · Overall: +3.32010 Q2 · Overall: +5.02011 Q1 · Overall: +4.32011 Q2 · Overall: +8.12011 Q3 · Overall: +4.62011 Q4 · Overall: +5.02012 Q1 · Overall: +3.82012 Q2 · Overall: +5.82012 Q3 · Overall: -3.12012 Q4 · Overall: -2.02013 Q1 · Overall: -3.62013 Q2 · Overall: -4.32013 Q3 · Overall: +7.32013 Q4 · Overall: +10.22014 Q1 · Overall: +0.42014 Q2 · Overall: +4.72014 Q3 · Overall: +6.42014 Q4 · Overall: +4.12015 Q1 · Overall: +5.52015 Q2 · Overall: +6.02015 Q3 · Overall: +3.42015 Q4 · Overall: +4.22016 Q1 · Overall: +7.02016 Q2 · Overall: +12.82016 Q3 · Overall: +3.32016 Q4 · Overall: +6.82017 Q1 · Overall: +5.02017 Q2 · Overall: +8.32017 Q3 · Overall: +7.12017 Q4 · Overall: +9.12018 Q1 · Overall: +11.72018 Q2 · Overall: +5.02018 Q3 · Overall: +13.82018 Q4 · Overall: +9.92019 Q1 · Overall: +10.52019 Q2 · Overall: +1.32019 Q3 · Overall: +8.62019 Q4 · Overall: +8.52020 Q1 · Overall: +8.32020 Q2 · Overall: +1.12020 Q3 · Overall: +5.82020 Q4 · Overall: +10.52021 Q1 · Overall: +11.82021 Q2 · Overall: +12.02021 Q3 · Overall: +11.52021 Q4 · Overall: +10.22022 Q1 · Overall: +12.32022 Q2 · Overall: +5.12022 Q3 · Overall: +11.62022 Q4 · Overall: +10.32023 Q1 · Overall: +13.42023 Q2 · Overall: -0.52023 Q3 · Overall: +0.32023 Q4 · Overall: +4.52024 Q1 · Overall: +8.82024 Q2 · Overall: -0.62024 Q3 · Overall: +8.72024 Q4 · Overall: +8.12025 Q1 · Overall: +14.6
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-43-22+0+22+432006 Q12008 Q32011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12006 Q1 · CEO: +30.02006 Q2 · CEO: +37.62006 Q3 · CEO: +22.02006 Q4 · CEO: +16.72007 Q1 · CEO: +8.02007 Q2 · CEO: +17.02007 Q3 · CEO: +7.62007 Q4 · CEO: +10.02008 Q1 · CEO: +7.12008 Q2 · CEO: +19.62008 Q3 · CEO: +12.82008 Q4 · CEO: +8.62009 Q1 · CEO: -5.42009 Q2 · CEO: +4.42009 Q3 · CEO: +10.72009 Q4 · CEO: +3.02010 Q1 · CEO: +6.92010 Q2 · CEO: +10.32011 Q1 · CEO: +5.92011 Q2 · CEO: +8.02011 Q3 · CEO: +13.42011 Q4 · CEO: +13.02012 Q1 · CEO: +4.32012 Q2 · CEO: +13.42012 Q3 · CEO: -0.82012 Q4 · CEO: -2.72013 Q1 · CEO: -3.32013 Q2 · CEO: +1.52013 Q3 · CEO: +15.82013 Q4 · CEO: +16.92014 Q1 · CEO: +5.92014 Q2 · CEO: +7.12014 Q3 · CEO: +12.62014 Q4 · CEO: +7.42015 Q1 · CEO: +5.92015 Q2 · CEO: +10.52015 Q3 · CEO: +8.72015 Q4 · CEO: +8.52016 Q1 · CEO: +16.62016 Q2 · CEO: +13.92016 Q3 · CEO: +3.52016 Q4 · CEO: +9.82017 Q1 · CEO: +9.52017 Q2 · CEO: +9.12017 Q4 · CEO: +15.52018 Q1 · CEO: +15.72018 Q2 · CEO: +7.82018 Q3 · CEO: +21.22018 Q4 · CEO: +15.12019 Q1 · CEO: +13.72019 Q2 · CEO: +3.32019 Q3 · CEO: +11.92019 Q4 · CEO: +11.02020 Q1 · CEO: +11.92020 Q2 · CEO: +0.32020 Q3 · CEO: +10.42020 Q4 · CEO: +16.32021 Q1 · CEO: +15.32021 Q2 · CEO: +18.12021 Q3 · CEO: +14.12021 Q4 · CEO: +15.72022 Q2 · CEO: +5.72022 Q3 · CEO: +11.62022 Q4 · CEO: +9.52023 Q1 · CEO: +16.12023 Q2 · CEO: +1.02023 Q3 · CEO: +3.32023 Q4 · CEO: +9.02024 Q1 · CEO: +12.42024 Q2 · CEO: +10.02024 Q3 · CEO: +15.52024 Q4 · CEO: +16.22025 Q1 · CEO: +21.42006 Q1 · CFO: +15.52006 Q2 · CFO: +11.42006 Q3 · CFO: +12.72006 Q4 · CFO: -16.62007 Q1 · CFO: +8.22007 Q2 · CFO: +12.52007 Q3 · CFO: +9.12007 Q4 · CFO: +8.02008 Q1 · CFO: +6.22008 Q2 · CFO: +14.92008 Q3 · CFO: +9.52008 Q4 · CFO: +2.62009 Q1 · CFO: +0.32009 Q2 · CFO: -5.42009 Q3 · CFO: -8.32009 Q4 · CFO: -4.42010 Q1 · CFO: +4.32010 Q2 · CFO: +3.02011 Q1 · CFO: +10.52011 Q2 · CFO: +14.92011 Q3 · CFO: +9.42011 Q4 · CFO: +2.42012 Q1 · CFO: +1.82012 Q2 · CFO: -1.22012 Q3 · CFO: -3.82012 Q4 · CFO: +5.42013 Q1 · CFO: -10.32013 Q2 · CFO: -10.12013 Q3 · CFO: +4.12013 Q4 · CFO: +12.42014 Q1 · CFO: -4.12014 Q2 · CFO: +2.22014 Q3 · CFO: +8.02014 Q4 · CFO: +2.62015 Q1 · CFO: -0.72015 Q3 · CFO: -7.32015 Q4 · CFO: +3.82016 Q2 · CFO: +15.02016 Q3 · CFO: -4.22016 Q4 · CFO: +9.42017 Q1 · CFO: +5.62017 Q2 · CFO: +15.52017 Q4 · CFO: +4.92018 Q1 · CFO: +7.12018 Q2 · CFO: -5.32018 Q3 · CFO: +22.02018 Q4 · CFO: +12.52019 Q1 · CFO: +17.72019 Q2 · CFO: +8.12019 Q3 · CFO: +10.72019 Q4 · CFO: +11.12020 Q1 · CFO: +8.82020 Q2 · CFO: +0.02020 Q3 · CFO: +10.92020 Q4 · CFO: +11.32021 Q1 · CFO: +16.22021 Q2 · CFO: +16.02021 Q3 · CFO: +18.52021 Q4 · CFO: +7.02022 Q1 · CFO: +17.52022 Q2 · CFO: +6.12022 Q3 · CFO: +14.32022 Q4 · CFO: +13.92023 Q1 · CFO: +11.32023 Q2 · CFO: +7.02023 Q3 · CFO: -2.92023 Q4 · CFO: +0.02024 Q1 · CFO: +13.42024 Q2 · CFO: -3.62024 Q3 · CFO: +11.62024 Q4 · CFO: +8.22025 Q1 · CFO: +12.6
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-33-16+0+16+332006 Q12008 Q32011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12006 Q1 · Prepared remarks: +12.62006 Q2 · Prepared remarks: +17.92006 Q3 · Prepared remarks: +20.12006 Q4 · Prepared remarks: +12.92007 Q1 · Prepared remarks: +7.42007 Q2 · Prepared remarks: +13.12007 Q3 · Prepared remarks: +11.02007 Q4 · Prepared remarks: +11.92008 Q1 · Prepared remarks: +10.52008 Q2 · Prepared remarks: +16.62008 Q3 · Prepared remarks: +9.12008 Q4 · Prepared remarks: +7.02009 Q1 · Prepared remarks: -7.02009 Q2 · Prepared remarks: -2.42009 Q3 · Prepared remarks: -2.92009 Q4 · Prepared remarks: -4.22010 Q1 · Prepared remarks: +3.92010 Q2 · Prepared remarks: +8.32011 Q1 · Prepared remarks: +3.72011 Q2 · Prepared remarks: +12.32011 Q3 · Prepared remarks: +14.82011 Q4 · Prepared remarks: +5.82012 Q1 · Prepared remarks: +3.12012 Q2 · Prepared remarks: +9.22012 Q3 · Prepared remarks: -5.92012 Q4 · Prepared remarks: -0.82013 Q1 · Prepared remarks: -4.02013 Q2 · Prepared remarks: -1.12013 Q3 · Prepared remarks: +9.22013 Q4 · Prepared remarks: +17.82014 Q1 · Prepared remarks: +10.12014 Q2 · Prepared remarks: +2.82014 Q3 · Prepared remarks: +9.02014 Q4 · Prepared remarks: +5.72015 Q1 · Prepared remarks: +10.92015 Q2 · Prepared remarks: +10.02015 Q3 · Prepared remarks: +10.42015 Q4 · Prepared remarks: +13.32016 Q1 · Prepared remarks: +16.32016 Q2 · Prepared remarks: +18.62016 Q3 · Prepared remarks: +0.02016 Q4 · Prepared remarks: +15.32017 Q1 · Prepared remarks: +9.12017 Q2 · Prepared remarks: +16.72017 Q3 · Prepared remarks: +28.62017 Q4 · Prepared remarks: +19.72018 Q1 · Prepared remarks: +24.82018 Q2 · Prepared remarks: +13.92018 Q3 · Prepared remarks: +18.32018 Q4 · Prepared remarks: +17.92019 Q1 · Prepared remarks: +18.22019 Q2 · Prepared remarks: +10.62019 Q3 · Prepared remarks: +15.12019 Q4 · Prepared remarks: +13.12020 Q1 · Prepared remarks: +9.62020 Q2 · Prepared remarks: -1.22020 Q3 · Prepared remarks: +12.42020 Q4 · Prepared remarks: +14.22021 Q1 · Prepared remarks: +25.82021 Q2 · Prepared remarks: +21.42021 Q3 · Prepared remarks: +17.92021 Q4 · Prepared remarks: +14.42022 Q1 · Prepared remarks: +16.52022 Q2 · Prepared remarks: +4.72022 Q3 · Prepared remarks: +19.42022 Q4 · Prepared remarks: +15.32023 Q1 · Prepared remarks: +13.32023 Q2 · Prepared remarks: +10.02023 Q3 · Prepared remarks: +0.42023 Q4 · Prepared remarks: +4.72024 Q1 · Prepared remarks: +17.62024 Q2 · Prepared remarks: +0.02024 Q3 · Prepared remarks: +12.42024 Q4 · Prepared remarks: +13.22025 Q1 · Prepared remarks: +23.12006 Q2 · Q&A responses: +17.12006 Q3 · Q&A responses: +8.72006 Q4 · Q&A responses: +7.02007 Q1 · Q&A responses: +8.12007 Q2 · Q&A responses: +14.52007 Q3 · Q&A responses: +4.02007 Q4 · Q&A responses: +4.32008 Q1 · Q&A responses: +3.12008 Q2 · Q&A responses: +15.32008 Q3 · Q&A responses: +13.02008 Q4 · Q&A responses: +2.62009 Q1 · Q&A responses: +4.72009 Q2 · Q&A responses: +2.72009 Q3 · Q&A responses: +6.52009 Q4 · Q&A responses: +2.72010 Q1 · Q&A responses: +6.22010 Q2 · Q&A responses: +8.12011 Q1 · Q&A responses: +10.12011 Q2 · Q&A responses: +9.92011 Q3 · Q&A responses: +6.52011 Q4 · Q&A responses: +9.02012 Q1 · Q&A responses: +6.62012 Q2 · Q&A responses: +4.92012 Q3 · Q&A responses: +2.12012 Q4 · Q&A responses: +1.22013 Q1 · Q&A responses: -0.32013 Q2 · Q&A responses: -0.62013 Q3 · Q&A responses: +10.52013 Q4 · Q&A responses: +11.32014 Q1 · Q&A responses: -0.22014 Q2 · Q&A responses: +9.72014 Q3 · Q&A responses: +9.02014 Q4 · Q&A responses: +5.92015 Q1 · Q&A responses: +8.02015 Q2 · Q&A responses: +8.92015 Q3 · Q&A responses: +5.82015 Q4 · Q&A responses: +4.52016 Q1 · Q&A responses: +13.12016 Q2 · Q&A responses: +13.22016 Q3 · Q&A responses: +4.22016 Q4 · Q&A responses: +10.02017 Q1 · Q&A responses: +8.62017 Q2 · Q&A responses: +8.32017 Q3 · Q&A responses: +9.42017 Q4 · Q&A responses: +12.72018 Q1 · Q&A responses: +11.32018 Q2 · Q&A responses: +4.42018 Q3 · Q&A responses: +10.92018 Q4 · Q&A responses: +12.82019 Q1 · Q&A responses: +12.32019 Q2 · Q&A responses: +2.72019 Q3 · Q&A responses: +9.72019 Q4 · Q&A responses: +10.22020 Q1 · Q&A responses: +12.22020 Q2 · Q&A responses: +3.62020 Q3 · Q&A responses: +7.22020 Q4 · Q&A responses: +12.82021 Q1 · Q&A responses: +8.62021 Q2 · Q&A responses: +12.42021 Q3 · Q&A responses: +14.12021 Q4 · Q&A responses: +12.12022 Q1 · Q&A responses: +15.12022 Q2 · Q&A responses: +9.52022 Q3 · Q&A responses: +9.52022 Q4 · Q&A responses: +8.92023 Q1 · Q&A responses: +15.42023 Q2 · Q&A responses: -1.32024 Q1 · Q&A responses: +12.02024 Q2 · Q&A responses: +5.12024 Q3 · Q&A responses: +14.22024 Q4 · Q&A responses: +11.12025 Q1 · Q&A responses: +14.8
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.45$3.87$6.282006 Q12008 Q32011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12014 Q1: $3.232014 Q2: $3.292014 Q3: $3.362014 Q4: $1.782015 Q1: $1.812015 Q2: $1.882015 Q3: $1.952015 Q4: $1.942016 Q1: $1.982016 Q2: $2.102016 Q3: $2.172016 Q4: $2.202017 Q1: $2.262017 Q2: $2.422017 Q3: $2.572017 Q4: $2.632018 Q1: $2.812018 Q2: $2.852018 Q3: $2.942018 Q4: $3.102019 Q1: $3.202019 Q2: $3.292019 Q3: $3.402019 Q4: $3.482020 Q1: $3.562020 Q2: $3.412020 Q3: $3.632020 Q4: $3.772021 Q1: $4.082021 Q2: $4.452021 Q3: $4.752021 Q4: $4.922022 Q1: $5.072022 Q2: $5.232022 Q3: $5.452022 Q4: $5.762023 Q1: $5.952023 Q2: $5.952023 Q3: $5.682023 Q4: $5.572024 Q1: $5.762024 Q2: $5.562024 Q3: $5.622024 Q4: $5.66

Forward P/E

15.9827.0538.122006 Q12008 Q32011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12014 Q1: 17.522014 Q2: 18.022014 Q3: 17.512014 Q4: 22.302015 Q1: 23.242015 Q2: 21.062015 Q3: 18.752015 Q4: 21.362016 Q1: 19.722016 Q2: 21.432016 Q3: 20.702016 Q4: 20.942017 Q1: 23.912017 Q2: 24.502017 Q3: 25.492017 Q4: 25.392018 Q1: 24.932018 Q2: 23.252018 Q3: 23.662018 Q4: 21.592019 Q1: 25.012019 Q2: 22.102019 Q3: 22.812019 Q4: 23.952020 Q1: 19.332020 Q2: 25.762020 Q3: 27.512020 Q4: 31.132021 Q1: 30.022021 Q2: 32.242021 Q3: 36.592021 Q4: 31.362022 Q1: 26.612022 Q2: 22.282022 Q3: 24.472022 Q4: 26.862023 Q1: 22.532023 Q2: 20.072023 Q3: 19.982023 Q4: 24.032024 Q1: 25.662024 Q2: 24.282024 Q3: 24.712024 Q4: 23.49

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q3 tone ↓ -2.5 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -9.5 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -6.7 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -3.9 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -9.2 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -7.2 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +4.2 fwd EPS ↓ -0.11 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-02-26+14.6——View →
2024 Q42024-11-25+8.1$5.6623.5View →
2024 Q32024-08-21+8.7$5.6224.7View →
2024 Q22024-05-29-0.6$5.5624.3View →
2024 Q12024-02-27+8.8$5.7625.7View →
2023 Q42023-11-20+4.5$5.5724.0View →
2023 Q32023-08-15+0.3$5.6820.0View →
2023 Q22023-05-23-0.5$5.9520.1View →