Subtext

AMETEK, Inc. AME

SectorIndustrials
Transcripts63
Date range2008-01-23 – 2025-05-01
Calls charted63

Sentiment timeline

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

-28-14+0+14+282007 Q42011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32007 Q4 · Overall: +12.82008 Q1 · Overall: +12.52008 Q2 · Overall: +13.72008 Q3 · Overall: +6.02008 Q4 · Overall: +0.92009 Q3 · Overall: +3.02009 Q4 · Overall: +6.82011 Q2 · Overall: +11.92011 Q3 · Overall: +14.42011 Q4 · Overall: +8.32012 Q1 · Overall: +11.82012 Q2 · Overall: +6.02012 Q3 · Overall: +6.32012 Q4 · Overall: +9.42013 Q1 · Overall: +8.52013 Q2 · Overall: +12.22013 Q3 · Overall: +14.92013 Q4 · Overall: +16.02014 Q1 · Overall: +15.12014 Q2 · Overall: +14.12014 Q3 · Overall: +17.92014 Q4 · Overall: +15.02015 Q1 · Overall: +8.92015 Q2 · Overall: +6.52015 Q3 · Overall: +2.92015 Q4 · Overall: +4.72016 Q1 · Overall: +5.72016 Q2 · Overall: +10.52016 Q3 · Overall: +10.22016 Q4 · Overall: +16.22017 Q1 · Overall: +21.82017 Q2 · Overall: +16.62017 Q3 · Overall: +23.72017 Q4 · Overall: +21.12018 Q1 · Overall: +24.32018 Q2 · Overall: +19.32018 Q3 · Overall: +16.02018 Q4 · Overall: +14.32019 Q1 · Overall: +11.52019 Q2 · Overall: +16.92019 Q3 · Overall: +13.82019 Q4 · Overall: +6.82020 Q1 · Overall: +1.92020 Q2 · Overall: +7.72020 Q3 · Overall: +12.52020 Q4 · Overall: +14.42021 Q1 · Overall: +16.12021 Q2 · Overall: +15.72021 Q3 · Overall: +12.72021 Q4 · Overall: +16.52022 Q1 · Overall: +17.22022 Q2 · Overall: +11.92022 Q3 · Overall: +18.02022 Q4 · Overall: +15.42023 Q1 · Overall: +22.62023 Q2 · Overall: +20.12023 Q3 · Overall: +16.32023 Q4 · Overall: +17.72024 Q1 · Overall: +7.12024 Q2 · Overall: +8.12024 Q3 · Overall: +16.02024 Q4 · Overall: +19.62025 Q1 · Overall: +13.1
Overall

CEO vs CFO

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

-128-64+0+64+1282007 Q42011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32007 Q4 · CEO: +19.72008 Q1 · CEO: +18.32008 Q2 · CEO: +18.42008 Q3 · CEO: +8.52008 Q4 · CEO: +0.32009 Q3 · CEO: +5.32009 Q4 · CEO: +10.62011 Q2 · CEO: +14.72011 Q3 · CEO: +17.52011 Q4 · CEO: +12.62012 Q1 · CEO: +17.52012 Q2 · CEO: +9.62012 Q3 · CEO: +10.02012 Q4 · CEO: +12.62013 Q1 · CEO: +12.82013 Q2 · CEO: +16.02013 Q3 · CEO: +17.82013 Q4 · CEO: +21.42014 Q1 · CEO: +18.42014 Q2 · CEO: +19.32014 Q3 · CEO: +23.42014 Q4 · CEO: +17.72015 Q1 · CEO: +13.72015 Q2 · CEO: +8.42015 Q3 · CEO: +7.02015 Q4 · CEO: +8.52016 Q1 · CEO: +9.72016 Q3 · CEO: +12.92016 Q4 · CEO: +21.82017 Q1 · CEO: +29.92017 Q2 · CEO: +24.62017 Q3 · CEO: +32.02017 Q4 · CEO: +29.72018 Q1 · CEO: +30.52018 Q2 · CEO: +28.62018 Q3 · CEO: +23.12018 Q4 · CEO: +24.02019 Q1 · CEO: +20.02019 Q2 · CEO: +26.92019 Q3 · CEO: +22.02019 Q4 · CEO: +15.72020 Q1 · CEO: +1.72020 Q2 · CEO: +14.62020 Q3 · CEO: +16.52020 Q4 · CEO: +21.52021 Q1 · CEO: +24.22021 Q2 · CEO: +21.22021 Q3 · CEO: +18.12021 Q4 · CEO: +19.72022 Q1 · CEO: +25.72022 Q2 · CEO: +22.02022 Q3 · CEO: +26.22022 Q4 · CEO: +20.72023 Q1 · CEO: +33.12023 Q2 · CEO: +28.02023 Q3 · CEO: +20.72023 Q4 · CEO: +22.32024 Q1 · CEO: +18.32024 Q2 · CEO: +13.32024 Q3 · CEO: +25.72024 Q4 · CEO: +26.02025 Q1 · CEO: +20.32007 Q4 · CFO: -16.72008 Q1 · CFO: +3.42008 Q2 · CFO: +0.02008 Q3 · CFO: +6.42009 Q3 · CFO: +11.42009 Q4 · CFO: +14.52011 Q2 · CFO: +9.52011 Q3 · CFO: +7.32011 Q4 · CFO: +14.02012 Q1 · CFO: +13.22012 Q2 · CFO: +17.92012 Q3 · CFO: +13.72012 Q4 · CFO: +25.52013 Q1 · CFO: +17.42013 Q2 · CFO: +19.62013 Q3 · CFO: +21.92013 Q4 · CFO: +27.02014 Q1 · CFO: +17.72014 Q2 · CFO: +16.62014 Q3 · CFO: +13.92014 Q4 · CFO: +33.72016 Q1 · CFO: +0.02016 Q3 · CFO: +6.72016 Q4 · CFO: +16.42017 Q1 · CFO: +28.12017 Q2 · CFO: +26.62017 Q3 · CFO: +24.32017 Q4 · CFO: +25.42018 Q1 · CFO: +25.42018 Q2 · CFO: +20.82018 Q3 · CFO: +13.52018 Q4 · CFO: +20.92019 Q1 · CFO: +18.12019 Q2 · CFO: +19.72019 Q3 · CFO: +18.62019 Q4 · CFO: +23.52020 Q1 · CFO: +13.32020 Q2 · CFO: +6.12020 Q3 · CFO: +21.02020 Q4 · CFO: +17.82021 Q1 · CFO: +14.12021 Q2 · CFO: +28.62021 Q3 · CFO: +21.52021 Q4 · CFO: +32.52022 Q1 · CFO: +15.92022 Q2 · CFO: +13.12022 Q3 · CFO: +22.72022 Q4 · CFO: +11.42023 Q1 · CFO: +15.42023 Q2 · CFO: +20.72023 Q3 · CFO: +21.92023 Q4 · CFO: +24.42024 Q1 · CFO: +111.12024 Q2 · CFO: +25.82024 Q3 · CFO: +23.52024 Q4 · CFO: +14.42025 Q1 · CFO: +25.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-56-28+0+28+562007 Q42011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32007 Q4 · Prepared remarks: +25.02008 Q1 · Prepared remarks: +21.12008 Q2 · Prepared remarks: +19.42008 Q3 · Prepared remarks: +15.82008 Q4 · Prepared remarks: +4.12009 Q3 · Prepared remarks: +8.02009 Q4 · Prepared remarks: +10.82011 Q2 · Prepared remarks: +18.32011 Q3 · Prepared remarks: +18.12011 Q4 · Prepared remarks: +18.12012 Q1 · Prepared remarks: +20.22012 Q2 · Prepared remarks: +15.22012 Q3 · Prepared remarks: +16.32012 Q4 · Prepared remarks: +19.02013 Q1 · Prepared remarks: +23.22013 Q2 · Prepared remarks: +19.62013 Q3 · Prepared remarks: +24.22013 Q4 · Prepared remarks: +27.02014 Q1 · Prepared remarks: +20.72014 Q2 · Prepared remarks: +24.02014 Q3 · Prepared remarks: +25.52014 Q4 · Prepared remarks: +27.12015 Q1 · Prepared remarks: +28.12015 Q2 · Prepared remarks: +21.02015 Q3 · Prepared remarks: +18.62015 Q4 · Prepared remarks: +18.02016 Q1 · Prepared remarks: +13.02016 Q2 · Prepared remarks: +23.22016 Q3 · Prepared remarks: +11.02016 Q4 · Prepared remarks: +28.42017 Q1 · Prepared remarks: +33.72017 Q2 · Prepared remarks: +28.72017 Q3 · Prepared remarks: +27.02017 Q4 · Prepared remarks: +32.92018 Q1 · Prepared remarks: +31.32018 Q2 · Prepared remarks: +30.32018 Q3 · Prepared remarks: +22.52018 Q4 · Prepared remarks: +26.62019 Q1 · Prepared remarks: +26.82019 Q2 · Prepared remarks: +31.12019 Q3 · Prepared remarks: +26.22019 Q4 · Prepared remarks: +31.72020 Q1 · Prepared remarks: +3.22020 Q2 · Prepared remarks: +17.42020 Q3 · Prepared remarks: +12.92020 Q4 · Prepared remarks: +17.22021 Q1 · Prepared remarks: +20.22021 Q2 · Prepared remarks: +24.72021 Q3 · Prepared remarks: +24.22021 Q4 · Prepared remarks: +21.82022 Q1 · Prepared remarks: +24.72022 Q2 · Prepared remarks: +21.92022 Q3 · Prepared remarks: +20.42022 Q4 · Prepared remarks: +23.12023 Q1 · Prepared remarks: +29.72023 Q2 · Prepared remarks: +33.52023 Q3 · Prepared remarks: +21.92023 Q4 · Prepared remarks: +30.32024 Q1 · Prepared remarks: +48.72024 Q2 · Prepared remarks: +23.62024 Q3 · Prepared remarks: +26.32024 Q4 · Prepared remarks: +25.62025 Q1 · Prepared remarks: +25.82007 Q4 · Q&A responses: +10.92008 Q1 · Q&A responses: +10.32008 Q2 · Q&A responses: +11.42008 Q3 · Q&A responses: +0.82008 Q4 · Q&A responses: -0.42009 Q3 · Q&A responses: +4.22009 Q4 · Q&A responses: +11.32011 Q2 · Q&A responses: +12.42011 Q3 · Q&A responses: +13.82011 Q4 · Q&A responses: +8.72012 Q1 · Q&A responses: +11.92012 Q2 · Q&A responses: +3.42012 Q3 · Q&A responses: +7.32012 Q4 · Q&A responses: +10.42013 Q1 · Q&A responses: +4.62013 Q2 · Q&A responses: +12.92013 Q3 · Q&A responses: +13.12013 Q4 · Q&A responses: +12.12014 Q1 · Q&A responses: +14.42014 Q2 · Q&A responses: +14.52014 Q3 · Q&A responses: +15.62014 Q4 · Q&A responses: +12.82015 Q1 · Q&A responses: +4.62015 Q2 · Q&A responses: +2.32015 Q3 · Q&A responses: +0.02015 Q4 · Q&A responses: +4.52016 Q1 · Q&A responses: +7.12016 Q2 · Q&A responses: +9.42016 Q3 · Q&A responses: +13.02016 Q4 · Q&A responses: +17.82017 Q1 · Q&A responses: +24.52017 Q2 · Q&A responses: +19.82017 Q3 · Q&A responses: +30.62017 Q4 · Q&A responses: +20.92018 Q1 · Q&A responses: +26.12018 Q2 · Q&A responses: +20.32018 Q3 · Q&A responses: +20.92018 Q4 · Q&A responses: +18.72019 Q1 · Q&A responses: +14.82019 Q2 · Q&A responses: +21.32019 Q3 · Q&A responses: +16.82019 Q4 · Q&A responses: +4.32020 Q1 · Q&A responses: +3.22020 Q2 · Q&A responses: +9.22020 Q3 · Q&A responses: +19.22020 Q4 · Q&A responses: +20.92021 Q1 · Q&A responses: +21.72021 Q2 · Q&A responses: +17.92021 Q3 · Q&A responses: +12.62021 Q4 · Q&A responses: +19.32022 Q1 · Q&A responses: +20.22022 Q2 · Q&A responses: +17.52022 Q3 · Q&A responses: +25.92022 Q4 · Q&A responses: +16.02023 Q1 · Q&A responses: +29.12023 Q2 · Q&A responses: +18.32023 Q3 · Q&A responses: +18.22023 Q4 · Q&A responses: +18.02024 Q1 · Q&A responses: +15.32024 Q2 · Q&A responses: +9.52024 Q3 · Q&A responses: +22.52024 Q4 · Q&A responses: +21.92025 Q1 · Q&A responses: +16.7
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

$2.05$4.79$7.542007 Q42011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32014 Q1: $2.432014 Q2: $2.502014 Q3: $2.642014 Q4: $2.662015 Q1: $2.672015 Q2: $2.732015 Q3: $2.792015 Q4: $2.732016 Q1: $2.652016 Q2: $2.562016 Q3: $2.452016 Q4: $2.462017 Q1: $2.502017 Q2: $2.592017 Q3: $2.732017 Q4: $2.882018 Q1: $3.122018 Q2: $3.282018 Q3: $3.442018 Q4: $3.632019 Q1: $4.112019 Q2: $4.212019 Q3: $4.312019 Q4: $4.442020 Q1: $4.342020 Q2: $3.812020 Q3: $4.082020 Q4: $4.252021 Q1: $4.382021 Q2: $4.832021 Q3: $5.122021 Q4: $5.382022 Q1: $5.522022 Q2: $5.632022 Q3: $5.782022 Q4: $5.972023 Q1: $6.102023 Q2: $6.332023 Q3: $6.592023 Q4: $6.772024 Q1: $7.002024 Q2: $7.152024 Q3: $7.16

Forward P/E

14.0821.5529.032007 Q42011 Q32013 Q32015 Q32017 Q32019 Q32021 Q32023 Q32014 Q1: 21.822014 Q2: 21.342014 Q3: 19.602014 Q4: 18.842015 Q1: 20.122015 Q2: 19.972015 Q3: 19.292015 Q4: 19.912016 Q1: 18.422016 Q2: 18.202016 Q3: 19.392016 Q4: 20.252017 Q1: 21.662017 Q2: 23.762017 Q3: 23.852017 Q4: 24.902018 Q1: 25.022018 Q2: 22.972018 Q3: 23.572018 Q4: 18.712019 Q1: 19.732019 Q2: 20.642019 Q3: 20.892019 Q4: 22.292020 Q1: 15.112020 Q2: 23.652020 Q3: 25.112020 Q4: 27.482021 Q1: 27.762021 Q2: 28.002021 Q3: 25.702021 Q4: 26.822022 Q1: 23.802022 Q2: 19.932022 Q3: 21.282022 Q4: 23.742023 Q1: 21.972023 Q2: 24.252023 Q3: 23.122023 Q4: 23.852024 Q1: 25.952024 Q2: 23.902024 Q3: 23.67

Divergence watch ⚑

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

  • 2015 Q2 tone ↓ -2.4 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↓ -3.6 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↑ +4.8 fwd EPS ↓ -0.09 Tone rose while the forward EPS estimate was cut.
  • 2017 Q2 tone ↓ -5.2 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -2.6 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -5.0 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -3.2 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -2.9 fwd EPS ↑ +0.48 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -3.0 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -7.0 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +5.9 fwd EPS ↓ -0.54 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -3.0 fwd EPS ↑ +0.28 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -5.3 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↓ -2.6 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -2.5 fwd EPS ↑ +0.24 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -3.7 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -10.5 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+13.1——View →
2024 Q42025-02-04+19.6——View →
2024 Q32024-10-31+16.0$7.1623.7View →
2024 Q22024-08-01+8.1$7.1523.9View →
2024 Q12024-05-02+7.1$7.0025.9View →
2023 Q42024-02-06+17.7$6.7723.9View →
2023 Q32023-10-31+16.3$6.5923.1View →
2023 Q22023-08-01+20.1$6.3324.2View →