Subtext

Aptiv PLC APTV

SectorConsumer Discretionary
Transcripts33
Date range2017-05-03 – 2025-05-01
Calls charted33

Sentiment timeline

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

-16-8+0+8+162017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · Overall: +5.92017 Q2 · Overall: +4.12017 Q3 · Overall: +5.02017 Q4 · Overall: +11.32018 Q1 · Overall: +13.42018 Q2 · Overall: +13.82018 Q3 · Overall: +3.92018 Q4 · Overall: +5.42019 Q1 · Overall: +2.62019 Q2 · Overall: +2.22019 Q3 · Overall: +2.52019 Q4 · Overall: +9.12020 Q1 · Overall: -5.22020 Q2 · Overall: +4.82020 Q3 · Overall: +7.22020 Q4 · Overall: +11.72021 Q1 · Overall: +6.42021 Q2 · Overall: +7.82021 Q3 · Overall: +8.82021 Q4 · Overall: +11.12022 Q1 · Overall: +0.92022 Q2 · Overall: +3.32022 Q3 · Overall: +5.82022 Q4 · Overall: +6.72023 Q1 · Overall: +12.12023 Q2 · Overall: +9.92023 Q3 · Overall: +4.92023 Q4 · Overall: +12.32024 Q1 · Overall: +2.42024 Q2 · Overall: +10.22024 Q3 · Overall: +4.22024 Q4 · Overall: +8.52025 Q1 · Overall: +11.6
Overall

CEO vs CFO

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

-27-13+0+13+272017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q4 · CEO: +13.92018 Q1 · CEO: +18.42018 Q2 · CEO: +21.92018 Q3 · CEO: +10.62018 Q4 · CEO: +14.92019 Q1 · CEO: +2.92019 Q2 · CEO: +2.92019 Q3 · CEO: +8.42019 Q4 · CEO: +19.32020 Q1 · CEO: -3.82020 Q2 · CEO: +10.82020 Q3 · CEO: +13.32020 Q4 · CEO: +17.42021 Q1 · CEO: +9.12021 Q2 · CEO: +14.72021 Q3 · CEO: +17.52021 Q4 · CEO: +15.72022 Q1 · CEO: +9.62022 Q2 · CEO: +16.02022 Q3 · CEO: +18.62022 Q4 · CEO: +19.92023 Q1 · CEO: +22.72023 Q2 · CEO: +20.82023 Q3 · CEO: +13.22023 Q4 · CEO: +23.12024 Q2 · CEO: +14.82024 Q3 · CEO: +8.02024 Q4 · CEO: +13.02025 Q1 · CEO: +13.92017 Q4 · CFO: +15.42018 Q1 · CFO: +12.92018 Q2 · CFO: +10.52018 Q3 · CFO: +1.02018 Q4 · CFO: +6.02019 Q1 · CFO: +4.72019 Q2 · CFO: +4.72019 Q3 · CFO: +3.12019 Q4 · CFO: +0.72020 Q1 · CFO: -14.02020 Q2 · CFO: +1.02020 Q3 · CFO: +4.82020 Q4 · CFO: +16.42021 Q1 · CFO: +9.72021 Q2 · CFO: +4.22021 Q3 · CFO: +4.72021 Q4 · CFO: +5.12022 Q1 · CFO: -2.02022 Q2 · CFO: +0.92022 Q3 · CFO: -0.42022 Q4 · CFO: +2.32023 Q1 · CFO: +9.22023 Q2 · CFO: +7.42023 Q3 · CFO: -1.42023 Q4 · CFO: +8.52024 Q2 · CFO: +9.42024 Q3 · CFO: +3.72024 Q4 · CFO: +8.42025 Q1 · CFO: +18.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-35-17+0+17+352017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · Prepared remarks: +14.82017 Q2 · Prepared remarks: +13.02017 Q3 · Prepared remarks: +2.72017 Q4 · Prepared remarks: +23.02018 Q1 · Prepared remarks: +24.82018 Q2 · Prepared remarks: +16.92018 Q3 · Prepared remarks: +10.22018 Q4 · Prepared remarks: +17.42019 Q1 · Prepared remarks: +7.72019 Q2 · Prepared remarks: +5.32019 Q3 · Prepared remarks: +8.62019 Q4 · Prepared remarks: +13.42020 Q1 · Prepared remarks: -10.82020 Q2 · Prepared remarks: +5.62020 Q3 · Prepared remarks: +13.22020 Q4 · Prepared remarks: +16.62021 Q1 · Prepared remarks: +9.12021 Q2 · Prepared remarks: +17.02021 Q3 · Prepared remarks: +23.82021 Q4 · Prepared remarks: +14.12022 Q1 · Prepared remarks: +5.62022 Q2 · Prepared remarks: +12.72022 Q3 · Prepared remarks: +21.32022 Q4 · Prepared remarks: +18.32023 Q1 · Prepared remarks: +18.42023 Q2 · Prepared remarks: +18.82023 Q3 · Prepared remarks: +10.82023 Q4 · Prepared remarks: +18.02024 Q1 · Prepared remarks: +30.32024 Q2 · Prepared remarks: +10.72024 Q3 · Prepared remarks: +14.92024 Q4 · Prepared remarks: +17.12025 Q1 · Prepared remarks: +22.42017 Q1 · Q&A responses: +9.62017 Q2 · Q&A responses: +6.32017 Q3 · Q&A responses: +8.42017 Q4 · Q&A responses: +7.82018 Q1 · Q&A responses: +10.22018 Q2 · Q&A responses: +14.82018 Q3 · Q&A responses: +1.92018 Q4 · Q&A responses: +4.22019 Q1 · Q&A responses: +0.42019 Q2 · Q&A responses: +2.42019 Q3 · Q&A responses: +3.12019 Q4 · Q&A responses: +9.12020 Q1 · Q&A responses: -1.62020 Q2 · Q&A responses: +6.22020 Q3 · Q&A responses: +5.32020 Q4 · Q&A responses: +15.92021 Q1 · Q&A responses: +8.72021 Q2 · Q&A responses: +3.42021 Q3 · Q&A responses: +2.42021 Q4 · Q&A responses: +9.82022 Q1 · Q&A responses: +1.72022 Q2 · Q&A responses: -3.22022 Q3 · Q&A responses: +1.52022 Q4 · Q&A responses: +2.12023 Q1 · Q&A responses: +13.92023 Q2 · Q&A responses: +10.12023 Q3 · Q&A responses: +1.42023 Q4 · Q&A responses: +12.22024 Q1 · Q&A responses: +0.02024 Q2 · Q&A responses: +15.92024 Q3 · Q&A responses: +0.22024 Q4 · Q&A responses: +5.02025 Q1 · Q&A responses: +2.5
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

$2.00$4.93$7.872017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1: $6.692017 Q2: $6.922017 Q3: $7.162017 Q4: $5.142018 Q1: $5.302018 Q2: $5.642018 Q3: $5.782018 Q4: $5.582019 Q1: $5.542019 Q2: $5.412019 Q3: $5.602019 Q4: $5.522020 Q1: $4.872020 Q2: $2.402020 Q3: $2.982020 Q4: $4.002021 Q1: $4.082021 Q2: $4.412021 Q3: $4.932021 Q4: $4.632022 Q1: $4.802022 Q2: $4.962022 Q3: $4.692022 Q4: $4.752023 Q1: $4.872023 Q2: $5.212023 Q3: $5.822023 Q4: $5.892024 Q1: $6.122024 Q2: $6.902024 Q3: $7.46

Forward P/E

4.4422.2540.062017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1: 12.312017 Q2: 12.412017 Q3: 13.682017 Q4: 16.262018 Q1: 16.852018 Q2: 18.002018 Q3: 15.102018 Q4: 11.112019 Q1: 14.862019 Q2: 14.222019 Q3: 15.982019 Q4: 17.732020 Q1: 6.902020 Q2: 31.622020 Q3: 28.542020 Q4: 30.712021 Q1: 37.602021 Q2: 35.042021 Q3: 31.282021 Q4: 35.522022 Q1: 24.332022 Q2: 19.252022 Q3: 20.822022 Q4: 20.342023 Q1: 22.342023 Q2: 19.392023 Q3: 17.422023 Q4: 13.852024 Q1: 13.032024 Q2: 10.232024 Q3: 9.34

Divergence watch ⚑

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

  • 2017 Q4 tone ↑ +6.3 fwd EPS ↓ -2.02 Tone rose while the forward EPS estimate was cut.
  • 2018 Q3 tone ↓ -9.9 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↑ +6.6 fwd EPS ↓ -0.08 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +9.9 fwd EPS ↓ -2.46 Tone rose while the forward EPS estimate was cut.
  • 2021 Q1 tone ↓ -5.3 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↑ +2.2 fwd EPS ↓ -0.30 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -10.2 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↑ +2.5 fwd EPS ↓ -0.27 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↓ -2.2 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -5.1 fwd EPS ↑ +0.61 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -9.9 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -6.0 fwd EPS ↑ +0.56 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+11.6——View →
2024 Q42025-02-06+8.5——View →
2024 Q32024-10-31+4.2$7.469.3View →
2024 Q22024-08-01+10.2$6.9010.2View →
2024 Q12024-05-02+2.4$6.1213.0View →
2023 Q42024-01-31+12.3$5.8913.8View →
2023 Q32023-11-02+4.9$5.8217.4View →
2023 Q22023-08-03+9.9$5.2119.4View →