Subtext

American Water Works Company, Inc. AWK

SectorUtilities
Transcripts58
Date range2008-08-12 – 2025-05-01
Calls charted58

Sentiment timeline

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

-20-10+0+10+202008 Q22012 Q32014 Q32016 Q32018 Q32020 Q32022 Q42024 Q42008 Q2 · Overall: -0.92008 Q3 · Overall: -1.42008 Q4 · Overall: -2.22011 Q2 · Overall: +1.42011 Q3 · Overall: +4.52011 Q4 · Overall: +2.22012 Q1 · Overall: +2.82012 Q2 · Overall: +5.22012 Q3 · Overall: -2.02012 Q4 · Overall: +15.12013 Q1 · Overall: +4.72013 Q2 · Overall: +1.52013 Q3 · Overall: +2.62013 Q4 · Overall: +2.62014 Q1 · Overall: +9.82014 Q2 · Overall: +12.02014 Q3 · Overall: +5.12014 Q4 · Overall: +11.62015 Q1 · Overall: +1.02015 Q2 · Overall: +7.52015 Q3 · Overall: +8.32015 Q4 · Overall: +13.02016 Q1 · Overall: +6.72016 Q2 · Overall: +10.72016 Q3 · Overall: +3.52016 Q4 · Overall: +11.92017 Q1 · Overall: +9.92017 Q2 · Overall: +5.32017 Q3 · Overall: +5.22017 Q4 · Overall: +4.42018 Q1 · Overall: +12.02018 Q2 · Overall: +11.42018 Q3 · Overall: +6.32018 Q4 · Overall: +11.62019 Q1 · Overall: +11.42019 Q2 · Overall: +8.22019 Q3 · Overall: +8.22019 Q4 · Overall: +13.32020 Q1 · Overall: -1.22020 Q2 · Overall: -0.72020 Q3 · Overall: -4.32020 Q4 · Overall: +17.62021 Q1 · Overall: +4.52021 Q2 · Overall: +1.32021 Q4 · Overall: +16.92022 Q1 · Overall: +9.12022 Q2 · Overall: +9.12022 Q3 · Overall: +8.22022 Q4 · Overall: +15.42023 Q1 · Overall: +5.02023 Q2 · Overall: +11.32023 Q3 · Overall: +5.02023 Q4 · Overall: +9.42024 Q1 · Overall: +3.82024 Q2 · Overall: +8.12024 Q3 · Overall: +4.82024 Q4 · Overall: +9.52025 Q1 · Overall: +10.1
Overall

CEO vs CFO

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

-42-21+0+21+422008 Q22012 Q32014 Q32016 Q32018 Q32020 Q32022 Q42024 Q42008 Q2 · CEO: +6.42008 Q3 · CEO: +3.72008 Q4 · CEO: +10.72011 Q2 · CEO: +5.82011 Q3 · CEO: +10.12012 Q1 · CEO: +10.92012 Q2 · CEO: +7.22012 Q3 · CEO: +0.02012 Q4 · CEO: +20.32013 Q1 · CEO: +7.02013 Q2 · CEO: +2.42013 Q3 · CEO: +6.82013 Q4 · CEO: +4.42014 Q1 · CEO: +14.52014 Q2 · CEO: +17.62014 Q3 · CEO: +12.02014 Q4 · CEO: +20.52015 Q1 · CEO: +4.62015 Q2 · CEO: +10.92015 Q3 · CEO: +12.62015 Q4 · CEO: +14.32016 Q1 · CEO: +12.72016 Q2 · CEO: +14.22016 Q3 · CEO: +3.92016 Q4 · CEO: +12.52017 Q1 · CEO: +8.52017 Q2 · CEO: +4.52017 Q3 · CEO: +2.82017 Q4 · CEO: +5.02018 Q1 · CEO: +15.22018 Q2 · CEO: +9.12018 Q3 · CEO: +13.72018 Q4 · CEO: +14.52019 Q1 · CEO: +11.02019 Q2 · CEO: +15.32019 Q3 · CEO: +5.02019 Q4 · CEO: +18.62020 Q1 · CEO: +4.62020 Q2 · CEO: +8.52020 Q4 · CEO: +25.92021 Q1 · CEO: +12.32021 Q2 · CEO: +12.52021 Q4 · CEO: +17.92022 Q1 · CEO: +12.92022 Q2 · CEO: +12.22022 Q3 · CEO: +12.82022 Q4 · CEO: +24.12023 Q1 · CEO: +6.72023 Q2 · CEO: +17.92023 Q3 · CEO: +10.12023 Q4 · CEO: +13.12024 Q2 · CEO: +13.22024 Q3 · CEO: +12.32024 Q4 · CEO: +36.82025 Q1 · CEO: +0.02008 Q2 · CFO: -3.12008 Q3 · CFO: -9.62008 Q4 · CFO: -5.72011 Q2 · CFO: +3.22011 Q3 · CFO: +1.92011 Q4 · CFO: -1.82012 Q1 · CFO: +1.32012 Q2 · CFO: +10.12012 Q3 · CFO: -2.32012 Q4 · CFO: +15.22013 Q1 · CFO: +6.42013 Q2 · CFO: +4.62013 Q3 · CFO: -0.42013 Q4 · CFO: +3.82014 Q1 · CFO: +11.42014 Q2 · CFO: +13.22014 Q3 · CFO: +6.52014 Q4 · CFO: +3.32015 Q1 · CFO: -4.32015 Q2 · CFO: +2.62015 Q3 · CFO: +1.92015 Q4 · CFO: +8.02016 Q1 · CFO: +3.32016 Q2 · CFO: +4.72016 Q3 · CFO: -1.82016 Q4 · CFO: +8.22017 Q1 · CFO: +10.82017 Q2 · CFO: +5.42017 Q3 · CFO: +0.02017 Q4 · CFO: +4.72018 Q1 · CFO: +12.22018 Q2 · CFO: +17.22018 Q3 · CFO: +0.52018 Q4 · CFO: +10.72019 Q2 · CFO: +9.32019 Q3 · CFO: +17.42019 Q4 · CFO: +10.42020 Q1 · CFO: -4.02020 Q4 · CFO: +6.52022 Q2 · CFO: +10.32022 Q3 · CFO: +6.62022 Q4 · CFO: +18.42023 Q1 · CFO: +16.62023 Q2 · CFO: +12.82023 Q3 · CFO: +7.22024 Q3 · CFO: +10.62024 Q4 · CFO: +10.42025 Q1 · CFO: +11.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-26-13+0+13+262008 Q22012 Q32014 Q32016 Q32018 Q32020 Q32022 Q42024 Q42008 Q2 · Prepared remarks: +4.32008 Q3 · Prepared remarks: -2.02008 Q4 · Prepared remarks: -1.42011 Q2 · Prepared remarks: +4.52011 Q3 · Prepared remarks: +6.22011 Q4 · Prepared remarks: +7.92012 Q1 · Prepared remarks: +10.62012 Q2 · Prepared remarks: +6.62012 Q3 · Prepared remarks: +0.02012 Q4 · Prepared remarks: +19.02013 Q1 · Prepared remarks: +12.92013 Q2 · Prepared remarks: +4.92013 Q3 · Prepared remarks: +2.22013 Q4 · Prepared remarks: +6.52014 Q1 · Prepared remarks: +13.92014 Q2 · Prepared remarks: +13.02014 Q3 · Prepared remarks: +8.32014 Q4 · Prepared remarks: +14.82015 Q1 · Prepared remarks: +8.22015 Q2 · Prepared remarks: +11.22015 Q3 · Prepared remarks: +16.32015 Q4 · Prepared remarks: +13.92016 Q1 · Prepared remarks: +10.12016 Q2 · Prepared remarks: +14.52016 Q3 · Prepared remarks: +0.22016 Q4 · Prepared remarks: +18.92017 Q1 · Prepared remarks: +18.12017 Q2 · Prepared remarks: +7.92017 Q3 · Prepared remarks: +4.62017 Q4 · Prepared remarks: +4.82018 Q1 · Prepared remarks: +19.12018 Q2 · Prepared remarks: +15.62018 Q3 · Prepared remarks: +8.02018 Q4 · Prepared remarks: +16.62019 Q1 · Prepared remarks: +15.22019 Q2 · Prepared remarks: +15.62019 Q3 · Prepared remarks: +9.52019 Q4 · Prepared remarks: +18.92020 Q1 · Prepared remarks: +1.42020 Q2 · Prepared remarks: -0.72020 Q3 · Prepared remarks: +7.42020 Q4 · Prepared remarks: +22.72021 Q1 · Prepared remarks: +7.82021 Q2 · Prepared remarks: +7.02021 Q4 · Prepared remarks: +21.72022 Q1 · Prepared remarks: +9.82022 Q2 · Prepared remarks: +11.92022 Q3 · Prepared remarks: +13.52022 Q4 · Prepared remarks: +18.12023 Q1 · Prepared remarks: +11.72023 Q2 · Prepared remarks: +12.62023 Q3 · Prepared remarks: +11.22023 Q4 · Prepared remarks: +14.82024 Q1 · Prepared remarks: +14.62024 Q2 · Prepared remarks: +13.22024 Q3 · Prepared remarks: +6.82024 Q4 · Prepared remarks: +15.82025 Q1 · Prepared remarks: +12.32008 Q2 · Q&A responses: -5.12008 Q3 · Q&A responses: -1.32008 Q4 · Q&A responses: +0.02011 Q2 · Q&A responses: +4.62011 Q3 · Q&A responses: +7.22011 Q4 · Q&A responses: +4.52012 Q1 · Q&A responses: +2.12012 Q2 · Q&A responses: +7.42012 Q3 · Q&A responses: -1.12012 Q4 · Q&A responses: +14.82013 Q1 · Q&A responses: +1.42013 Q2 · Q&A responses: +0.72013 Q3 · Q&A responses: +5.82013 Q4 · Q&A responses: -0.32014 Q1 · Q&A responses: +10.82014 Q2 · Q&A responses: +11.12014 Q3 · Q&A responses: +4.02014 Q4 · Q&A responses: +5.92015 Q1 · Q&A responses: -7.02015 Q2 · Q&A responses: +10.92015 Q3 · Q&A responses: +4.22015 Q4 · Q&A responses: +8.32016 Q1 · Q&A responses: +7.82016 Q2 · Q&A responses: +8.52016 Q3 · Q&A responses: +10.02016 Q4 · Q&A responses: +5.92017 Q1 · Q&A responses: +6.52017 Q2 · Q&A responses: +3.42017 Q3 · Q&A responses: +5.22017 Q4 · Q&A responses: +9.72018 Q1 · Q&A responses: +3.42018 Q2 · Q&A responses: +6.12018 Q3 · Q&A responses: +7.82018 Q4 · Q&A responses: +7.72019 Q1 · Q&A responses: +5.12019 Q2 · Q&A responses: +4.02019 Q3 · Q&A responses: +8.32019 Q4 · Q&A responses: +6.82020 Q1 · Q&A responses: -1.62020 Q2 · Q&A responses: +4.72020 Q3 · Q&A responses: -7.82020 Q4 · Q&A responses: +6.42021 Q1 · Q&A responses: +5.52021 Q2 · Q&A responses: +2.92021 Q4 · Q&A responses: +13.22022 Q1 · Q&A responses: +12.22022 Q2 · Q&A responses: +6.92022 Q3 · Q&A responses: +5.82022 Q4 · Q&A responses: -4.92023 Q1 · Q&A responses: +1.32023 Q2 · Q&A responses: +10.62023 Q3 · Q&A responses: +1.72023 Q4 · Q&A responses: +10.82024 Q1 · Q&A responses: +7.92024 Q2 · Q&A responses: +4.02024 Q3 · Q&A responses: +8.22024 Q4 · Q&A responses: +2.42025 Q1 · Q&A responses: -2.7
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

$2.21$4.01$5.822008 Q22012 Q32014 Q32016 Q32018 Q32020 Q32022 Q42024 Q42014 Q1: $2.462014 Q2: $2.522014 Q3: $2.562014 Q4: $2.612015 Q1: $2.652015 Q2: $2.712015 Q3: $2.762015 Q4: $2.822016 Q1: $2.872016 Q2: $2.932016 Q3: $2.992016 Q4: $3.052017 Q1: $3.112017 Q2: $3.162017 Q3: $3.212017 Q4: $3.292018 Q1: $3.332018 Q2: $3.432018 Q3: $3.482018 Q4: $3.582019 Q1: $3.672019 Q2: $3.752019 Q3: $3.832019 Q4: $3.882020 Q1: $3.962020 Q2: $4.042020 Q3: $4.122020 Q4: $4.242021 Q1: $4.322021 Q2: $4.422021 Q4: $4.492022 Q1: $4.552022 Q2: $4.642022 Q3: $4.722022 Q4: $4.782023 Q1: $4.862023 Q2: $4.952023 Q3: $5.062023 Q4: $5.152024 Q1: $5.342024 Q2: $5.462024 Q3: $5.57

Forward P/E

16.5129.4442.372008 Q22012 Q32014 Q32016 Q32018 Q32020 Q32022 Q42024 Q42014 Q1: 18.292014 Q2: 19.342014 Q3: 19.252014 Q4: 19.832015 Q1: 20.472015 Q2: 18.332015 Q3: 19.142015 Q4: 20.852016 Q1: 23.992016 Q2: 26.562016 Q3: 24.532016 Q4: 23.592017 Q1: 24.852017 Q2: 25.732017 Q3: 25.392017 Q4: 27.332018 Q1: 24.382018 Q2: 23.012018 Q3: 25.132018 Q4: 25.862019 Q1: 28.622019 Q2: 31.462019 Q3: 31.712019 Q4: 31.242020 Q1: 32.892020 Q2: 32.182020 Q3: 34.612020 Q4: 35.462021 Q1: 32.262021 Q2: 35.812021 Q4: 40.592022 Q1: 34.342022 Q2: 29.072022 Q3: 32.482022 Q4: 33.132023 Q1: 28.972023 Q2: 29.552023 Q3: 27.552023 Q4: 26.232024 Q1: 22.582024 Q2: 23.922024 Q3: 26.73

Divergence watch ⚑

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

  • 2014 Q3 tone ↓ -6.9 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q1 tone ↓ -10.5 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -6.3 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -7.2 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -2.0 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -4.6 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -5.1 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -3.1 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -14.5 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q3 tone ↓ -3.6 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -13.0 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -3.2 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -7.8 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -10.4 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -6.3 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -5.6 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -3.3 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+10.1——View →
2024 Q42025-02-20+9.5——View →
2024 Q32024-10-31+4.8$5.5726.7View →
2024 Q22024-08-01+8.1$5.4623.9View →
2024 Q12024-05-02+3.8$5.3422.6View →
2023 Q42024-02-15+9.4$5.1526.2View →
2023 Q32023-11-02+5.0$5.0627.6View →
2023 Q22023-07-27+11.3$4.9529.6View →