Subtext

Ball Corporation BALL

SectorMaterials
Transcripts70
Date range2008-02-06 – 2025-05-06
Calls charted70

Sentiment timeline

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

-15-8+0+8+152007 Q42010 Q12012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q4 · Overall: +9.42008 Q1 · Overall: +10.82008 Q2 · Overall: +0.42008 Q3 · Overall: -1.22008 Q4 · Overall: +1.02009 Q1 · Overall: -0.72009 Q2 · Overall: +6.22009 Q3 · Overall: +5.72009 Q4 · Overall: +13.12010 Q1 · Overall: +6.72010 Q2 · Overall: +8.72010 Q3 · Overall: +8.32010 Q4 · Overall: +10.42011 Q1 · Overall: +7.12011 Q2 · Overall: +3.62011 Q3 · Overall: +4.32011 Q4 · Overall: +2.62012 Q1 · Overall: +1.92012 Q2 · Overall: +0.62012 Q3 · Overall: +2.02012 Q4 · Overall: -1.22013 Q1 · Overall: -2.22013 Q2 · Overall: +1.82013 Q3 · Overall: +3.22013 Q4 · Overall: +2.12014 Q1 · Overall: +5.92014 Q2 · Overall: +3.12014 Q3 · Overall: +4.92014 Q4 · Overall: -0.52015 Q1 · Overall: -0.82015 Q2 · Overall: -0.42015 Q3 · Overall: +2.02015 Q4 · Overall: -1.92016 Q1 · Overall: +1.52016 Q2 · Overall: +6.42016 Q3 · Overall: +8.42016 Q4 · Overall: +4.72017 Q1 · Overall: +6.72017 Q2 · Overall: +6.72017 Q3 · Overall: +3.02017 Q4 · Overall: +5.12018 Q1 · Overall: +8.32018 Q2 · Overall: +6.42018 Q3 · Overall: +5.62018 Q4 · Overall: +7.12019 Q1 · Overall: +9.72019 Q2 · Overall: +8.92019 Q3 · Overall: +4.62019 Q4 · Overall: +10.12020 Q1 · Overall: +2.12020 Q2 · Overall: +3.22020 Q3 · Overall: +9.02020 Q4 · Overall: +10.52021 Q1 · Overall: +10.42021 Q2 · Overall: +8.82021 Q3 · Overall: +4.32021 Q4 · Overall: +8.32022 Q1 · Overall: +3.92022 Q2 · Overall: -1.02022 Q3 · Overall: +5.72022 Q4 · Overall: +7.72023 Q1 · Overall: +4.82023 Q2 · Overall: +2.32023 Q3 · Overall: +9.02023 Q4 · Overall: +10.02024 Q1 · Overall: +3.42024 Q2 · Overall: +9.52024 Q3 · Overall: +8.72024 Q4 · Overall: +7.52025 Q1 · Overall: +10.9
Overall

CEO vs CFO

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

-35-17+0+17+352007 Q42010 Q12012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32008 Q1 · CEO: +0.02008 Q3 · CEO: +7.62008 Q4 · CEO: +15.32009 Q1 · CEO: -0.52009 Q2 · CEO: +15.02009 Q3 · CEO: +11.12009 Q4 · CEO: +17.12010 Q1 · CEO: +11.12010 Q2 · CEO: +15.22010 Q3 · CEO: +13.62010 Q4 · CEO: +14.72011 Q1 · CEO: +14.72011 Q2 · CEO: +12.02011 Q3 · CEO: +13.92011 Q4 · CEO: +10.12012 Q1 · CEO: +10.12012 Q2 · CEO: +8.92012 Q3 · CEO: +7.12012 Q4 · CEO: +2.22013 Q1 · CEO: +3.22013 Q2 · CEO: +6.62013 Q3 · CEO: +6.42013 Q4 · CEO: +2.52014 Q1 · CEO: +3.72014 Q2 · CEO: +5.62014 Q3 · CEO: +10.22014 Q4 · CEO: +4.52015 Q1 · CEO: +3.12015 Q2 · CEO: -1.62015 Q4 · CEO: +2.22017 Q1 · CEO: +7.72017 Q3 · CEO: +6.42017 Q4 · CEO: +10.32018 Q1 · CEO: +11.82018 Q2 · CEO: +10.02018 Q3 · CEO: +6.92018 Q4 · CEO: +8.82019 Q1 · CEO: +9.52019 Q2 · CEO: +11.42019 Q3 · CEO: +10.62019 Q4 · CEO: +13.72020 Q1 · CEO: +2.42020 Q2 · CEO: +9.12020 Q3 · CEO: +15.72020 Q4 · CEO: +14.42021 Q1 · CEO: +12.22021 Q2 · CEO: +5.22021 Q4 · CEO: +9.82022 Q1 · CEO: +9.92022 Q2 · CEO: +1.52022 Q3 · CEO: +6.52022 Q4 · CEO: +13.72023 Q1 · CEO: +6.92023 Q2 · CEO: +5.22023 Q3 · CEO: +14.82023 Q4 · CEO: +14.92024 Q2 · CEO: +12.92024 Q3 · CEO: +11.92024 Q4 · CEO: +10.62025 Q1 · CEO: +12.82008 Q3 · CFO: +1.92008 Q4 · CFO: +1.72009 Q1 · CFO: -2.42009 Q2 · CFO: +9.62009 Q3 · CFO: +6.02009 Q4 · CFO: +17.62010 Q1 · CFO: +12.52010 Q2 · CFO: +15.02010 Q3 · CFO: +9.42010 Q4 · CFO: +16.22011 Q1 · CFO: +20.12011 Q2 · CFO: +21.32011 Q3 · CFO: +14.12011 Q4 · CFO: +6.72012 Q1 · CFO: +10.22012 Q2 · CFO: +8.72012 Q3 · CFO: +4.62012 Q4 · CFO: +8.72013 Q1 · CFO: -2.72013 Q2 · CFO: +11.02013 Q3 · CFO: +14.02013 Q4 · CFO: +11.92014 Q1 · CFO: +24.62014 Q2 · CFO: +11.32014 Q3 · CFO: +8.22014 Q4 · CFO: +3.72015 Q1 · CFO: +0.42015 Q2 · CFO: +4.82015 Q4 · CFO: -2.42016 Q3 · CFO: +9.62017 Q2 · CFO: +9.92017 Q3 · CFO: +7.22017 Q4 · CFO: +5.92018 Q1 · CFO: +14.32018 Q2 · CFO: +12.12018 Q4 · CFO: +12.42019 Q1 · CFO: +15.12019 Q2 · CFO: +19.72019 Q3 · CFO: +8.32019 Q4 · CFO: +24.32020 Q1 · CFO: +8.92020 Q2 · CFO: +11.82020 Q3 · CFO: +9.62020 Q4 · CFO: +15.62021 Q1 · CFO: +16.52021 Q2 · CFO: +10.82021 Q3 · CFO: +13.22021 Q4 · CFO: +14.72022 Q1 · CFO: +1.02022 Q2 · CFO: +3.32022 Q3 · CFO: +9.12022 Q4 · CFO: +7.42023 Q1 · CFO: +9.32023 Q2 · CFO: +6.82023 Q3 · CFO: +10.42023 Q4 · CFO: +15.42024 Q2 · CFO: +20.52024 Q3 · CFO: +15.62024 Q4 · CFO: +18.82025 Q1 · CFO: +30.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-35-17+0+17+352007 Q42010 Q12012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q4 · Prepared remarks: +21.62008 Q1 · Prepared remarks: +26.12008 Q2 · Prepared remarks: +14.32008 Q3 · Prepared remarks: +10.72008 Q4 · Prepared remarks: +5.12009 Q1 · Prepared remarks: +11.12009 Q2 · Prepared remarks: +18.72009 Q3 · Prepared remarks: +19.82009 Q4 · Prepared remarks: +26.02010 Q1 · Prepared remarks: +18.22010 Q2 · Prepared remarks: +25.72010 Q3 · Prepared remarks: +30.42010 Q4 · Prepared remarks: +20.42011 Q1 · Prepared remarks: +23.92011 Q2 · Prepared remarks: +20.02011 Q3 · Prepared remarks: +14.92011 Q4 · Prepared remarks: +12.12012 Q1 · Prepared remarks: +12.92012 Q2 · Prepared remarks: +11.72012 Q3 · Prepared remarks: +9.22012 Q4 · Prepared remarks: +6.72013 Q1 · Prepared remarks: +1.92013 Q2 · Prepared remarks: +13.02013 Q3 · Prepared remarks: +11.22013 Q4 · Prepared remarks: +15.52014 Q1 · Prepared remarks: +18.92014 Q2 · Prepared remarks: +7.12014 Q3 · Prepared remarks: +5.32014 Q4 · Prepared remarks: +12.32015 Q1 · Prepared remarks: -1.82015 Q2 · Prepared remarks: -3.02015 Q3 · Prepared remarks: +2.82015 Q4 · Prepared remarks: +2.92016 Q1 · Prepared remarks: +8.62016 Q2 · Prepared remarks: +10.52016 Q3 · Prepared remarks: +10.92016 Q4 · Prepared remarks: +8.42017 Q1 · Prepared remarks: +12.82017 Q2 · Prepared remarks: +10.22017 Q3 · Prepared remarks: +7.32017 Q4 · Prepared remarks: +14.72018 Q1 · Prepared remarks: +14.62018 Q2 · Prepared remarks: +13.02018 Q3 · Prepared remarks: +14.12018 Q4 · Prepared remarks: +12.72019 Q1 · Prepared remarks: +14.42019 Q2 · Prepared remarks: +17.02019 Q3 · Prepared remarks: +18.22019 Q4 · Prepared remarks: +21.92020 Q1 · Prepared remarks: +8.12020 Q2 · Prepared remarks: +9.22020 Q3 · Prepared remarks: +16.12020 Q4 · Prepared remarks: +17.32021 Q1 · Prepared remarks: +18.82021 Q2 · Prepared remarks: +15.92021 Q3 · Prepared remarks: +10.92021 Q4 · Prepared remarks: +12.32022 Q1 · Prepared remarks: +12.12022 Q2 · Prepared remarks: +10.12022 Q3 · Prepared remarks: +10.02022 Q4 · Prepared remarks: +14.22023 Q1 · Prepared remarks: +9.02023 Q2 · Prepared remarks: +10.12023 Q3 · Prepared remarks: +13.02023 Q4 · Prepared remarks: +18.82024 Q1 · Prepared remarks: +0.02024 Q2 · Prepared remarks: +18.82024 Q3 · Prepared remarks: +17.92024 Q4 · Prepared remarks: +15.22025 Q1 · Prepared remarks: +23.72007 Q4 · Q&A responses: +6.72008 Q1 · Q&A responses: +7.12008 Q2 · Q&A responses: -1.02008 Q3 · Q&A responses: -2.52008 Q4 · Q&A responses: +5.32009 Q1 · Q&A responses: -2.92009 Q2 · Q&A responses: +7.22009 Q3 · Q&A responses: +6.02009 Q4 · Q&A responses: +12.42010 Q1 · Q&A responses: +9.92010 Q2 · Q&A responses: +12.02010 Q3 · Q&A responses: +10.62010 Q4 · Q&A responses: +12.72011 Q1 · Q&A responses: +8.82011 Q2 · Q&A responses: +7.72011 Q3 · Q&A responses: +3.52011 Q4 · Q&A responses: +4.22012 Q1 · Q&A responses: +5.42012 Q2 · Q&A responses: +0.42012 Q3 · Q&A responses: +4.42012 Q4 · Q&A responses: +1.52013 Q1 · Q&A responses: -0.72013 Q2 · Q&A responses: +4.02013 Q3 · Q&A responses: +4.12013 Q4 · Q&A responses: +3.82014 Q1 · Q&A responses: +6.82014 Q2 · Q&A responses: +6.52014 Q3 · Q&A responses: +8.72014 Q4 · Q&A responses: -0.52015 Q1 · Q&A responses: +3.82015 Q2 · Q&A responses: +2.02015 Q3 · Q&A responses: +5.42015 Q4 · Q&A responses: -1.22016 Q1 · Q&A responses: +2.12016 Q2 · Q&A responses: +8.22016 Q3 · Q&A responses: +12.42016 Q4 · Q&A responses: +5.72017 Q1 · Q&A responses: +8.32017 Q2 · Q&A responses: +8.72017 Q3 · Q&A responses: +6.22017 Q4 · Q&A responses: +3.42018 Q1 · Q&A responses: +8.92018 Q2 · Q&A responses: +6.42018 Q3 · Q&A responses: +5.12018 Q4 · Q&A responses: +9.32019 Q1 · Q&A responses: +10.32019 Q2 · Q&A responses: +8.72019 Q3 · Q&A responses: +1.32019 Q4 · Q&A responses: +9.62020 Q1 · Q&A responses: +2.62020 Q2 · Q&A responses: +4.12020 Q3 · Q&A responses: +8.32020 Q4 · Q&A responses: +9.92021 Q1 · Q&A responses: +9.62021 Q2 · Q&A responses: +7.42021 Q3 · Q&A responses: +6.22021 Q4 · Q&A responses: +7.82022 Q1 · Q&A responses: +6.12022 Q2 · Q&A responses: -0.42022 Q3 · Q&A responses: +6.92022 Q4 · Q&A responses: +10.82023 Q1 · Q&A responses: +6.62023 Q2 · Q&A responses: +2.62023 Q3 · Q&A responses: +11.72023 Q4 · Q&A responses: +12.02024 Q1 · Q&A responses: +9.12024 Q2 · Q&A responses: +11.62024 Q3 · Q&A responses: +10.32024 Q4 · Q&A responses: +10.32025 Q1 · Q&A responses: +10.9
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

$1.65$3.04$4.432007 Q42010 Q12012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: $1.892014 Q2: $1.972014 Q3: $2.042014 Q4: $2.032015 Q1: $1.992015 Q2: $1.892015 Q3: $1.842015 Q4: $1.862016 Q1: $1.892016 Q2: $1.962016 Q3: $2.042016 Q4: $2.152017 Q1: $2.212017 Q2: $2.362017 Q3: $2.342017 Q4: $2.322018 Q1: $2.462018 Q2: $2.522018 Q3: $2.612018 Q4: $2.702019 Q1: $2.762019 Q2: $2.832019 Q3: $2.922019 Q4: $2.982020 Q1: $3.022020 Q2: $2.902020 Q3: $3.072020 Q4: $3.342021 Q1: $3.562021 Q2: $3.772021 Q3: $4.032021 Q4: $4.072022 Q1: $4.242022 Q2: $4.142022 Q3: $3.612022 Q4: $3.242023 Q1: $3.222023 Q2: $3.292023 Q3: $3.232023 Q4: $3.112024 Q1: $3.172024 Q2: $3.292024 Q3: $3.44

Forward P/E

13.2320.9328.642007 Q42010 Q12012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: 14.292014 Q2: 15.512014 Q3: 15.802014 Q4: 16.142015 Q1: 17.872015 Q2: 18.912015 Q3: 18.432015 Q4: 19.252016 Q1: 18.432016 Q2: 18.422016 Q3: 18.942016 Q4: 17.442017 Q1: 16.942017 Q2: 17.492017 Q3: 17.232017 Q4: 16.662018 Q1: 16.662018 Q2: 14.732018 Q3: 16.962018 Q4: 16.992019 Q1: 20.692019 Q2: 23.552019 Q3: 25.472019 Q4: 21.612020 Q1: 21.382020 Q2: 24.002020 Q3: 27.582020 Q4: 27.072021 Q1: 23.442021 Q2: 21.352021 Q3: 23.142021 Q4: 22.572022 Q1: 21.352022 Q2: 16.012022 Q3: 15.912022 Q4: 16.812023 Q1: 16.172023 Q2: 16.582023 Q3: 15.782023 Q4: 18.952024 Q1: 20.622024 Q2: 18.902024 Q3: 19.37

Divergence watch ⚑

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

  • 2014 Q2 tone ↓ -2.7 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↑ +2.4 fwd EPS ↓ -0.05 Tone rose while the forward EPS estimate was cut.
  • 2015 Q4 tone ↓ -3.9 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q4 tone ↓ -3.7 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -4.3 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -7.9 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -4.5 fwd EPS ↑ +0.26 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -4.4 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↑ +6.7 fwd EPS ↓ -0.53 Tone rose while the forward EPS estimate was cut.
  • 2022 Q4 tone ↑ +2.0 fwd EPS ↓ -0.37 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↓ -2.5 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↑ +6.7 fwd EPS ↓ -0.06 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -6.5 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-06+10.9——View →
2024 Q42025-02-04+7.5——View →
2024 Q32024-10-31+8.7$3.4419.4View →
2024 Q22024-08-01+9.5$3.2918.9View →
2024 Q12024-04-26+3.4$3.1720.6View →
2023 Q42024-02-01+10.0$3.1118.9View →
2023 Q32023-11-02+9.0$3.2315.8View →
2023 Q22023-08-03+2.3$3.2916.6View →