Subtext

Amphenol Corporation APH

SectorInformation Technology
Transcripts72
Date range2007-07-18 – 2025-04-23
Calls charted71

Sentiment timeline

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

-27-13+0+13+272007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q3 · Overall: +20.52007 Q4 · Overall: +9.52008 Q1 · Overall: +17.72008 Q2 · Overall: +17.92008 Q3 · Overall: +9.82008 Q4 · Overall: +8.42009 Q1 · Overall: +7.52009 Q2 · Overall: +15.52009 Q3 · Overall: +17.62009 Q4 · Overall: +21.32010 Q1 · Overall: +18.02010 Q2 · Overall: +12.52010 Q3 · Overall: +13.82010 Q4 · Overall: +15.72011 Q1 · Overall: +12.62011 Q2 · Overall: +17.22011 Q3 · Overall: +3.72011 Q4 · Overall: +13.62012 Q1 · Overall: +16.42012 Q2 · Overall: +15.32012 Q3 · Overall: +13.52012 Q4 · Overall: +15.02013 Q1 · Overall: +14.82013 Q2 · Overall: +16.92013 Q3 · Overall: +15.12013 Q4 · Overall: +16.12014 Q1 · Overall: +16.32014 Q2 · Overall: +14.62014 Q3 · Overall: +13.92014 Q4 · Overall: +14.52015 Q1 · Overall: +13.42015 Q2 · Overall: +14.32015 Q3 · Overall: +4.42015 Q4 · Overall: +14.12016 Q1 · Overall: +14.12016 Q2 · Overall: +23.12016 Q3 · Overall: +18.82016 Q4 · Overall: +17.72017 Q1 · Overall: +12.92017 Q2 · Overall: +13.42017 Q3 · Overall: +16.12017 Q4 · Overall: +17.02018 Q1 · Overall: +15.32018 Q2 · Overall: +14.92018 Q3 · Overall: +12.52018 Q4 · Overall: +13.52019 Q1 · Overall: +9.62019 Q2 · Overall: +6.62019 Q3 · Overall: +9.82019 Q4 · Overall: +11.42020 Q1 · Overall: -4.62020 Q2 · Overall: +7.42020 Q3 · Overall: +7.22020 Q4 · Overall: +7.92021 Q1 · Overall: +9.92021 Q2 · Overall: +8.52021 Q3 · Overall: +3.72021 Q4 · Overall: +11.42022 Q1 · Overall: +8.52022 Q2 · Overall: +10.72022 Q3 · Overall: +8.82022 Q4 · Overall: +8.92023 Q1 · Overall: +5.42023 Q2 · Overall: +9.22023 Q3 · Overall: +6.72023 Q4 · Overall: +11.32024 Q1 · Overall: +7.02024 Q2 · Overall: +11.22024 Q3 · Overall: +11.12024 Q4 · Overall: +16.72025 Q1 · Overall: +10.1
Overall

CEO vs CFO

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

-60-30+0+30+602007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q3 · CEO: +35.32007 Q4 · CEO: +16.72008 Q1 · CEO: +24.32008 Q2 · CEO: +22.12008 Q3 · CEO: +18.42008 Q4 · CEO: +52.32009 Q1 · CEO: +20.42009 Q2 · CEO: +21.22009 Q3 · CEO: +21.82009 Q4 · CEO: +31.22010 Q1 · CEO: +24.92010 Q2 · CEO: +19.92010 Q3 · CEO: +22.12010 Q4 · CEO: +21.92011 Q1 · CEO: +18.02011 Q2 · CEO: +26.92011 Q3 · CEO: +9.02011 Q4 · CEO: +22.12012 Q1 · CEO: +23.32012 Q2 · CEO: +20.92012 Q3 · CEO: +18.62012 Q4 · CEO: +21.82013 Q1 · CEO: +20.12013 Q2 · CEO: +20.72013 Q3 · CEO: +20.92013 Q4 · CEO: +21.32014 Q1 · CEO: +20.72014 Q2 · CEO: +15.02014 Q3 · CEO: +20.82014 Q4 · CEO: +20.32015 Q1 · CEO: +19.12015 Q2 · CEO: +19.82015 Q3 · CEO: +8.92015 Q4 · CEO: +17.72016 Q1 · CEO: +17.12016 Q3 · CEO: +20.52016 Q4 · CEO: +20.42017 Q1 · CEO: +17.92017 Q2 · CEO: +19.42017 Q3 · CEO: +21.62017 Q4 · CEO: +20.32018 Q1 · CEO: +20.12018 Q2 · CEO: +18.12018 Q3 · CEO: +17.02018 Q4 · CEO: +18.72019 Q1 · CEO: +14.32019 Q2 · CEO: +9.12019 Q3 · CEO: +14.22019 Q4 · CEO: +16.32020 Q1 · CEO: -2.32020 Q2 · CEO: +9.42020 Q3 · CEO: +9.62020 Q4 · CEO: +11.92021 Q1 · CEO: +13.92021 Q2 · CEO: +10.72021 Q3 · CEO: +5.42021 Q4 · CEO: +18.62022 Q1 · CEO: +12.52022 Q2 · CEO: +13.72022 Q3 · CEO: +11.92022 Q4 · CEO: +12.62023 Q1 · CEO: +8.62023 Q2 · CEO: +11.52023 Q3 · CEO: +9.22023 Q4 · CEO: +12.82024 Q1 · CEO: +13.82024 Q2 · CEO: +15.22024 Q3 · CEO: +13.62024 Q4 · CEO: +22.32025 Q1 · CEO: +13.32007 Q4 · CFO: +13.12008 Q1 · CFO: +13.02008 Q2 · CFO: +13.52008 Q3 · CFO: +7.32008 Q4 · CFO: +6.62009 Q1 · CFO: +6.12009 Q2 · CFO: +24.12009 Q3 · CFO: +23.22009 Q4 · CFO: +15.52010 Q1 · CFO: +19.62010 Q2 · CFO: +15.32010 Q3 · CFO: +12.42010 Q4 · CFO: +14.22011 Q1 · CFO: +15.32011 Q2 · CFO: +10.02011 Q3 · CFO: -0.72011 Q4 · CFO: +10.62012 Q1 · CFO: +17.72012 Q2 · CFO: +13.12012 Q3 · CFO: +12.52012 Q4 · CFO: +9.42013 Q1 · CFO: +19.02013 Q2 · CFO: +19.62013 Q3 · CFO: +20.22013 Q4 · CFO: +13.62014 Q1 · CFO: +14.52014 Q2 · CFO: +21.72014 Q3 · CFO: +13.82014 Q4 · CFO: +15.62015 Q1 · CFO: +9.32015 Q2 · CFO: +9.92015 Q3 · CFO: +11.22015 Q4 · CFO: +20.72016 Q1 · CFO: +19.82016 Q3 · CFO: +31.22016 Q4 · CFO: +20.72017 Q1 · CFO: +13.32017 Q2 · CFO: +15.82017 Q3 · CFO: +20.52017 Q4 · CFO: +19.82018 Q1 · CFO: +16.62018 Q2 · CFO: +15.72018 Q3 · CFO: +15.32018 Q4 · CFO: +15.12019 Q1 · CFO: +9.52019 Q2 · CFO: +12.02019 Q3 · CFO: +4.22019 Q4 · CFO: +11.52020 Q1 · CFO: +1.32020 Q2 · CFO: +5.22020 Q3 · CFO: +15.82020 Q4 · CFO: +6.02021 Q1 · CFO: +3.52021 Q2 · CFO: +9.82021 Q3 · CFO: +10.02021 Q4 · CFO: +2.62022 Q1 · CFO: +8.02022 Q2 · CFO: +4.92022 Q3 · CFO: +11.82022 Q4 · CFO: +12.82023 Q1 · CFO: +3.92023 Q2 · CFO: +10.02023 Q3 · CFO: +8.42023 Q4 · CFO: +14.12024 Q1 · CFO: +4.52024 Q2 · CFO: +12.32024 Q3 · CFO: +14.92024 Q4 · CFO: +11.02025 Q1 · CFO: +11.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-42-21+0+21+422007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q3 · Prepared remarks: +34.62007 Q4 · Prepared remarks: +32.22008 Q1 · Prepared remarks: +32.02008 Q2 · Prepared remarks: +30.22008 Q3 · Prepared remarks: +26.72008 Q4 · Prepared remarks: +19.62009 Q1 · Prepared remarks: +19.32009 Q2 · Prepared remarks: +29.82009 Q3 · Prepared remarks: +28.42009 Q4 · Prepared remarks: +26.62010 Q1 · Prepared remarks: +33.72010 Q2 · Prepared remarks: +34.42010 Q3 · Prepared remarks: +32.42010 Q4 · Prepared remarks: +36.42011 Q1 · Prepared remarks: +21.42011 Q2 · Prepared remarks: +28.32011 Q3 · Prepared remarks: +11.02011 Q4 · Prepared remarks: +22.82012 Q1 · Prepared remarks: +30.82012 Q2 · Prepared remarks: +31.72012 Q3 · Prepared remarks: +27.22012 Q4 · Prepared remarks: +30.52013 Q1 · Prepared remarks: +27.42013 Q2 · Prepared remarks: +29.32013 Q3 · Prepared remarks: +25.92013 Q4 · Prepared remarks: +29.52014 Q1 · Prepared remarks: +24.82014 Q2 · Prepared remarks: +30.82014 Q3 · Prepared remarks: +28.02014 Q4 · Prepared remarks: +27.82015 Q1 · Prepared remarks: +23.42015 Q2 · Prepared remarks: +24.92015 Q3 · Prepared remarks: +18.22015 Q4 · Prepared remarks: +23.82016 Q1 · Prepared remarks: +24.92016 Q2 · Prepared remarks: +33.92016 Q3 · Prepared remarks: +31.02016 Q4 · Prepared remarks: +29.62017 Q1 · Prepared remarks: +27.82017 Q2 · Prepared remarks: +26.92017 Q3 · Prepared remarks: +24.72017 Q4 · Prepared remarks: +26.62018 Q1 · Prepared remarks: +28.72018 Q2 · Prepared remarks: +28.52018 Q3 · Prepared remarks: +29.12018 Q4 · Prepared remarks: +24.52019 Q1 · Prepared remarks: +18.72019 Q2 · Prepared remarks: +18.42019 Q3 · Prepared remarks: +19.32019 Q4 · Prepared remarks: +22.02020 Q1 · Prepared remarks: -1.42020 Q2 · Prepared remarks: +9.92020 Q3 · Prepared remarks: +13.72020 Q4 · Prepared remarks: +11.92021 Q1 · Prepared remarks: +10.62021 Q2 · Prepared remarks: +15.92021 Q3 · Prepared remarks: +7.72021 Q4 · Prepared remarks: +19.62022 Q1 · Prepared remarks: +13.92022 Q2 · Prepared remarks: +18.22022 Q3 · Prepared remarks: +15.32022 Q4 · Prepared remarks: +16.22023 Q1 · Prepared remarks: +12.62023 Q2 · Prepared remarks: +15.42023 Q3 · Prepared remarks: +12.02023 Q4 · Prepared remarks: +11.72024 Q1 · Prepared remarks: +24.62024 Q2 · Prepared remarks: +22.52024 Q3 · Prepared remarks: +16.42024 Q4 · Prepared remarks: +21.82025 Q1 · Prepared remarks: +20.02007 Q3 · Q&A responses: +15.72007 Q4 · Q&A responses: +3.52008 Q1 · Q&A responses: +8.22008 Q2 · Q&A responses: +12.62008 Q3 · Q&A responses: +4.72008 Q4 · Q&A responses: +6.52009 Q1 · Q&A responses: +9.22009 Q2 · Q&A responses: +16.62009 Q3 · Q&A responses: +18.62009 Q4 · Q&A responses: +19.82010 Q1 · Q&A responses: +17.22010 Q2 · Q&A responses: +10.72010 Q3 · Q&A responses: +10.92010 Q4 · Q&A responses: +10.92011 Q1 · Q&A responses: +14.92011 Q2 · Q&A responses: +16.22011 Q3 · Q&A responses: +1.52011 Q4 · Q&A responses: +14.02012 Q1 · Q&A responses: +15.92012 Q2 · Q&A responses: +12.42012 Q3 · Q&A responses: +11.82012 Q4 · Q&A responses: +11.52013 Q1 · Q&A responses: +13.02013 Q2 · Q&A responses: +13.72013 Q3 · Q&A responses: +16.22013 Q4 · Q&A responses: +10.92014 Q1 · Q&A responses: +15.22014 Q2 · Q&A responses: +9.92014 Q3 · Q&A responses: +11.92014 Q4 · Q&A responses: +12.02015 Q1 · Q&A responses: +13.62015 Q2 · Q&A responses: +14.12015 Q3 · Q&A responses: +3.52015 Q4 · Q&A responses: +13.42016 Q1 · Q&A responses: +13.32016 Q2 · Q&A responses: +22.22016 Q3 · Q&A responses: +16.42016 Q4 · Q&A responses: +14.32017 Q1 · Q&A responses: +10.52017 Q2 · Q&A responses: +12.42017 Q3 · Q&A responses: +18.62017 Q4 · Q&A responses: +13.82018 Q1 · Q&A responses: +11.92018 Q2 · Q&A responses: +12.72018 Q3 · Q&A responses: +8.52018 Q4 · Q&A responses: +12.62019 Q1 · Q&A responses: +9.22019 Q2 · Q&A responses: +4.22019 Q3 · Q&A responses: +8.52019 Q4 · Q&A responses: +10.62020 Q1 · Q&A responses: -1.82020 Q2 · Q&A responses: +9.22020 Q3 · Q&A responses: +8.72020 Q4 · Q&A responses: +10.02021 Q1 · Q&A responses: +12.72021 Q2 · Q&A responses: +6.92021 Q3 · Q&A responses: +5.42021 Q4 · Q&A responses: +10.32022 Q1 · Q&A responses: +10.32022 Q2 · Q&A responses: +8.32022 Q3 · Q&A responses: +10.12022 Q4 · Q&A responses: +9.92023 Q1 · Q&A responses: +4.52023 Q2 · Q&A responses: +8.02023 Q3 · Q&A responses: +5.72023 Q4 · Q&A responses: +12.52024 Q1 · Q&A responses: +11.22024 Q2 · Q&A responses: +9.42024 Q3 · Q&A responses: +12.02024 Q4 · Q&A responses: +19.42025 Q1 · Q&A responses: +8.0
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

$0.42$1.36$2.302007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: $0.552014 Q2: $0.572014 Q3: $0.602014 Q4: $0.622015 Q1: $0.642015 Q2: $0.652015 Q3: $0.662015 Q4: $0.642016 Q1: $0.672016 Q2: $0.692016 Q3: $0.712016 Q4: $0.752017 Q1: $0.742017 Q2: $0.772017 Q3: $0.812017 Q4: $0.862018 Q1: $0.882018 Q2: $0.932018 Q3: $0.972018 Q4: $1.002019 Q1: $1.012019 Q2: $1.012019 Q3: $0.972019 Q4: $0.992020 Q1: $0.942020 Q2: $0.832020 Q3: $0.952020 Q4: $1.052021 Q1: $1.102021 Q2: $1.202021 Q3: $1.292021 Q4: $1.332022 Q1: $1.412022 Q2: $1.472022 Q3: $1.512022 Q4: $1.522023 Q1: $1.542023 Q2: $1.522023 Q3: $1.572023 Q4: $1.622024 Q1: $1.702024 Q2: $1.842024 Q3: $1.992024 Q4: $2.17

Forward P/E

16.6128.0539.482007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: 20.902014 Q2: 21.282014 Q3: 21.682014 Q4: 21.232015 Q1: 23.702015 Q2: 22.112015 Q3: 19.892015 Q4: 20.662016 Q1: 21.202016 Q2: 21.362016 Q3: 21.672016 Q4: 22.592017 Q1: 24.202017 Q2: 24.662017 Q3: 25.302017 Q4: 26.022018 Q1: 25.952018 Q2: 24.612018 Q3: 24.452018 Q4: 19.912019 Q1: 23.322019 Q2: 23.382019 Q3: 24.362019 Q4: 26.832020 Q1: 18.192020 Q2: 29.662020 Q3: 28.712020 Q4: 31.162021 Q1: 29.662021 Q2: 28.422021 Q3: 29.622021 Q4: 31.722022 Q1: 26.632022 Q2: 22.572022 Q3: 24.442022 Q4: 26.882023 Q1: 24.732023 Q2: 26.482023 Q3: 27.512023 Q4: 29.672024 Q1: 32.552024 Q2: 37.902024 Q3: 31.852024 Q4: 32.30

Divergence watch ⚑

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

  • 2015 Q3 tone ↓ -9.9 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↑ +9.7 fwd EPS ↓ -0.02 Tone rose while the forward EPS estimate was cut.
  • 2016 Q3 tone ↓ -4.3 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -2.4 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -3.9 fwd EPS ↑ +0.01 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +3.2 fwd EPS ↓ -0.04 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +12.0 fwd EPS ↓ -0.11 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -4.8 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -3.0 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -3.5 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -2.5 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -4.3 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-23+10.1——View →
2024 Q42025-01-22+16.7$2.1732.3View →
2024 Q32024-10-23+11.1$1.9931.9View →
2024 Q22024-07-24+11.2$1.8437.9View →
2024 Q12024-04-24+7.0$1.7032.5View →
2023 Q42024-01-24+11.3$1.6229.7View →
2023 Q32023-10-25+6.7$1.5727.5View →
2023 Q22023-07-26+9.2$1.5226.5View →