Subtext

CenterPoint Energy, Inc. CNP

SectorUtilities
Transcripts69
Date range2007-11-02 – 2025-04-24
Calls charted69

Sentiment timeline

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

-21-11+0+11+212007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q3 · Overall: +7.22007 Q4 · Overall: +8.02008 Q1 · Overall: +1.02008 Q2 · Overall: +2.02008 Q3 · Overall: +1.72008 Q4 · Overall: +4.52009 Q1 · Overall: +0.12009 Q2 · Overall: +0.62009 Q3 · Overall: +3.92009 Q4 · Overall: +6.82010 Q2 · Overall: -0.92010 Q4 · Overall: +5.72011 Q1 · Overall: +2.32011 Q2 · Overall: +0.32011 Q3 · Overall: +2.62011 Q4 · Overall: +4.92012 Q1 · Overall: +8.02012 Q2 · Overall: +6.52012 Q3 · Overall: +3.02012 Q4 · Overall: +4.92013 Q1 · Overall: +8.42013 Q2 · Overall: +4.02013 Q3 · Overall: +12.62013 Q4 · Overall: +10.42014 Q1 · Overall: +9.92014 Q2 · Overall: +14.02014 Q3 · Overall: +6.92014 Q4 · Overall: +14.52015 Q1 · Overall: +12.82015 Q2 · Overall: +8.42015 Q3 · Overall: +11.42015 Q4 · Overall: +8.12016 Q1 · Overall: +5.62016 Q2 · Overall: +6.82016 Q3 · Overall: +11.62016 Q4 · Overall: +13.02017 Q1 · Overall: +9.62017 Q2 · Overall: +6.62017 Q3 · Overall: +8.42017 Q4 · Overall: +10.52018 Q1 · Overall: +17.92018 Q2 · Overall: +6.22018 Q3 · Overall: +12.12018 Q4 · Overall: +5.42019 Q1 · Overall: +1.32019 Q2 · Overall: +11.52019 Q3 · Overall: +9.92019 Q4 · Overall: +10.42020 Q1 · Overall: +8.12020 Q2 · Overall: +14.42020 Q3 · Overall: +17.32020 Q4 · Overall: +9.32021 Q1 · Overall: +17.22021 Q2 · Overall: +18.32021 Q3 · Overall: +6.72021 Q4 · Overall: +13.02022 Q1 · Overall: +8.92022 Q2 · Overall: +13.12022 Q3 · Overall: +10.82022 Q4 · Overall: +11.72023 Q1 · Overall: +15.82023 Q2 · Overall: +15.12023 Q3 · Overall: +14.02023 Q4 · Overall: +13.82024 Q1 · Overall: +7.82024 Q2 · Overall: +3.62024 Q3 · Overall: +8.42024 Q4 · Overall: +13.22025 Q1 · Overall: +5.0
Overall

CEO vs CFO

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

-29-14+0+14+292007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q3 · CEO: +10.22007 Q4 · CEO: +9.42008 Q1 · CEO: +4.92008 Q2 · CEO: +4.02008 Q3 · CEO: +5.62008 Q4 · CEO: +5.42009 Q1 · CEO: -0.52009 Q2 · CEO: +1.72009 Q3 · CEO: +6.02009 Q4 · CEO: +6.32010 Q2 · CEO: -3.42010 Q4 · CEO: +6.12011 Q1 · CEO: +4.22011 Q2 · CEO: -0.52011 Q3 · CEO: +4.22011 Q4 · CEO: +4.82012 Q1 · CEO: +18.12012 Q2 · CEO: +11.32012 Q3 · CEO: +6.82012 Q4 · CEO: +10.22013 Q1 · CEO: +6.32013 Q2 · CEO: +11.12013 Q3 · CEO: +13.52013 Q4 · CEO: +17.12014 Q1 · CEO: +21.52014 Q2 · CEO: +24.82014 Q3 · CEO: +6.42014 Q4 · CEO: +15.22015 Q2 · CEO: +10.42015 Q3 · CEO: +13.12015 Q4 · CEO: +7.62016 Q1 · CEO: +8.12016 Q2 · CEO: +12.22016 Q3 · CEO: +14.02016 Q4 · CEO: +22.02017 Q1 · CEO: +11.92017 Q2 · CEO: +3.12017 Q3 · CEO: +10.02017 Q4 · CEO: +12.72018 Q1 · CEO: +25.12018 Q2 · CEO: +12.52018 Q3 · CEO: +16.22018 Q4 · CEO: +11.82019 Q1 · CEO: +4.42019 Q2 · CEO: +21.72019 Q3 · CEO: +11.82019 Q4 · CEO: +21.52020 Q1 · CEO: +14.62020 Q2 · CEO: +18.92020 Q3 · CEO: +22.72020 Q4 · CEO: +11.02021 Q1 · CEO: +18.92021 Q2 · CEO: +22.12021 Q3 · CEO: +11.62021 Q4 · CEO: +16.22022 Q1 · CEO: +9.22022 Q2 · CEO: +13.92022 Q3 · CEO: +17.02022 Q4 · CEO: +16.22023 Q1 · CEO: +21.22023 Q3 · CEO: +9.72023 Q4 · CEO: +17.72024 Q1 · CEO: +16.52024 Q2 · CEO: +1.82024 Q3 · CEO: +10.02024 Q4 · CEO: +16.82025 Q1 · CEO: +5.62007 Q3 · CFO: +14.92007 Q4 · CFO: +10.62008 Q1 · CFO: +5.22008 Q4 · CFO: +6.62009 Q1 · CFO: +7.52009 Q2 · CFO: +13.12009 Q3 · CFO: +9.02009 Q4 · CFO: +21.52010 Q2 · CFO: +12.12010 Q4 · CFO: +15.52011 Q1 · CFO: +11.62011 Q2 · CFO: +16.62011 Q3 · CFO: +19.42011 Q4 · CFO: +13.52012 Q1 · CFO: +15.72012 Q2 · CFO: +22.82012 Q3 · CFO: +8.02012 Q4 · CFO: +11.42013 Q1 · CFO: +9.92013 Q2 · CFO: +5.52013 Q3 · CFO: +11.72013 Q4 · CFO: +17.22014 Q1 · CFO: +19.42014 Q2 · CFO: +20.82014 Q3 · CFO: +12.72014 Q4 · CFO: +20.42015 Q1 · CFO: -6.02015 Q2 · CFO: +10.82015 Q3 · CFO: +13.22015 Q4 · CFO: +9.42016 Q1 · CFO: +10.12016 Q2 · CFO: +9.82016 Q3 · CFO: +15.12016 Q4 · CFO: +13.52017 Q1 · CFO: +12.82017 Q2 · CFO: +13.72017 Q3 · CFO: +11.12017 Q4 · CFO: +20.12018 Q1 · CFO: +19.82018 Q2 · CFO: +7.12018 Q3 · CFO: +15.12018 Q4 · CFO: +8.12019 Q1 · CFO: +3.82019 Q2 · CFO: +12.22019 Q3 · CFO: +21.32019 Q4 · CFO: +12.22020 Q1 · CFO: +11.82020 Q2 · CFO: +7.12020 Q3 · CFO: +16.62020 Q4 · CFO: +12.22021 Q1 · CFO: +20.92021 Q2 · CFO: +19.52021 Q4 · CFO: +14.12022 Q1 · CFO: +13.12022 Q2 · CFO: +14.82022 Q3 · CFO: +8.22023 Q1 · CFO: +0.02023 Q4 · CFO: +13.52024 Q1 · CFO: +11.32024 Q2 · CFO: +9.02024 Q3 · CFO: +5.92024 Q4 · CFO: +11.82025 Q1 · CFO: +7.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-49-24+0+24+492007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q3 · Prepared remarks: +10.82007 Q4 · Prepared remarks: +14.02008 Q1 · Prepared remarks: +5.22008 Q2 · Prepared remarks: +7.22008 Q3 · Prepared remarks: +4.92008 Q4 · Prepared remarks: +7.62009 Q1 · Prepared remarks: -1.82009 Q2 · Prepared remarks: +2.92009 Q3 · Prepared remarks: +0.82009 Q4 · Prepared remarks: +9.62010 Q2 · Prepared remarks: +3.12010 Q4 · Prepared remarks: +9.72011 Q1 · Prepared remarks: +4.82011 Q2 · Prepared remarks: +3.82011 Q3 · Prepared remarks: +5.82011 Q4 · Prepared remarks: +9.32012 Q1 · Prepared remarks: +11.32012 Q2 · Prepared remarks: +13.32012 Q3 · Prepared remarks: +7.32012 Q4 · Prepared remarks: +19.22013 Q1 · Prepared remarks: +14.22013 Q2 · Prepared remarks: +11.52013 Q3 · Prepared remarks: +17.92013 Q4 · Prepared remarks: +18.02014 Q1 · Prepared remarks: +17.82014 Q2 · Prepared remarks: +17.12014 Q3 · Prepared remarks: +15.12014 Q4 · Prepared remarks: +22.22015 Q1 · Prepared remarks: +16.32015 Q2 · Prepared remarks: +11.62015 Q3 · Prepared remarks: +13.02015 Q4 · Prepared remarks: +11.52016 Q1 · Prepared remarks: +10.12016 Q2 · Prepared remarks: +11.32016 Q3 · Prepared remarks: +14.82016 Q4 · Prepared remarks: +12.92017 Q1 · Prepared remarks: +10.72017 Q2 · Prepared remarks: +10.02017 Q3 · Prepared remarks: +8.62017 Q4 · Prepared remarks: +22.22018 Q1 · Prepared remarks: +21.62018 Q2 · Prepared remarks: +13.32018 Q3 · Prepared remarks: +13.22018 Q4 · Prepared remarks: +10.82019 Q1 · Prepared remarks: +14.32019 Q2 · Prepared remarks: +16.92019 Q3 · Prepared remarks: +18.12019 Q4 · Prepared remarks: +18.92020 Q1 · Prepared remarks: +8.72020 Q2 · Prepared remarks: +15.42020 Q3 · Prepared remarks: +23.32020 Q4 · Prepared remarks: +13.92021 Q1 · Prepared remarks: +18.52021 Q2 · Prepared remarks: +21.92021 Q3 · Prepared remarks: +12.82021 Q4 · Prepared remarks: +16.02022 Q1 · Prepared remarks: +11.92022 Q2 · Prepared remarks: +14.42022 Q3 · Prepared remarks: +11.62022 Q4 · Prepared remarks: +11.72023 Q1 · Prepared remarks: +15.32023 Q2 · Prepared remarks: +20.52023 Q3 · Prepared remarks: +17.32023 Q4 · Prepared remarks: +16.72024 Q1 · Prepared remarks: +42.42024 Q2 · Prepared remarks: +2.42024 Q3 · Prepared remarks: +7.32024 Q4 · Prepared remarks: +15.02025 Q1 · Prepared remarks: +5.42007 Q3 · Q&A responses: +7.72007 Q4 · Q&A responses: +6.02008 Q1 · Q&A responses: +1.52008 Q2 · Q&A responses: -0.82008 Q3 · Q&A responses: +5.52008 Q4 · Q&A responses: +4.92009 Q1 · Q&A responses: +3.12009 Q2 · Q&A responses: +3.62009 Q3 · Q&A responses: +10.92009 Q4 · Q&A responses: +9.52010 Q2 · Q&A responses: +0.92010 Q4 · Q&A responses: +2.72011 Q1 · Q&A responses: +7.42011 Q2 · Q&A responses: -6.22011 Q3 · Q&A responses: +4.62011 Q4 · Q&A responses: +6.42012 Q1 · Q&A responses: +12.22012 Q2 · Q&A responses: +3.82012 Q3 · Q&A responses: +5.22012 Q4 · Q&A responses: +2.72013 Q1 · Q&A responses: +5.12013 Q2 · Q&A responses: +0.52013 Q3 · Q&A responses: +9.22013 Q4 · Q&A responses: +6.72014 Q1 · Q&A responses: +7.82014 Q2 · Q&A responses: +10.32014 Q3 · Q&A responses: -0.82014 Q4 · Q&A responses: +9.72015 Q1 · Q&A responses: +14.32015 Q2 · Q&A responses: +9.02015 Q3 · Q&A responses: +13.72015 Q4 · Q&A responses: +8.82016 Q1 · Q&A responses: +7.62016 Q2 · Q&A responses: +9.92016 Q3 · Q&A responses: +14.42016 Q4 · Q&A responses: +18.52017 Q1 · Q&A responses: +14.62017 Q2 · Q&A responses: +4.32017 Q3 · Q&A responses: +13.72017 Q4 · Q&A responses: +7.82018 Q1 · Q&A responses: +24.02018 Q2 · Q&A responses: +4.62018 Q3 · Q&A responses: +20.72018 Q4 · Q&A responses: +4.62019 Q1 · Q&A responses: +4.52019 Q2 · Q&A responses: +12.62019 Q3 · Q&A responses: +9.72019 Q4 · Q&A responses: +8.02020 Q1 · Q&A responses: +15.32020 Q2 · Q&A responses: +14.52020 Q3 · Q&A responses: +9.92020 Q4 · Q&A responses: +4.32021 Q1 · Q&A responses: +19.62021 Q2 · Q&A responses: +17.02021 Q3 · Q&A responses: +9.52021 Q4 · Q&A responses: +13.22022 Q1 · Q&A responses: +8.02022 Q2 · Q&A responses: +13.42022 Q3 · Q&A responses: +15.42022 Q4 · Q&A responses: +13.52023 Q1 · Q&A responses: +21.22023 Q2 · Q&A responses: +11.82023 Q3 · Q&A responses: +9.82023 Q4 · Q&A responses: +13.62024 Q1 · Q&A responses: +7.62024 Q2 · Q&A responses: +8.12024 Q3 · Q&A responses: +10.12024 Q4 · Q&A responses: +14.02025 Q1 · Q&A responses: +7.2
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

$1.05$1.42$1.802007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: $1.172014 Q2: $1.202014 Q3: $1.222014 Q4: $1.232015 Q1: $1.102015 Q2: $1.102015 Q3: $1.102015 Q4: $1.122016 Q1: $1.162016 Q2: $1.182016 Q3: $1.202016 Q4: $1.252017 Q1: $1.322017 Q2: $1.352017 Q3: $1.402017 Q4: $1.432018 Q1: $1.582018 Q2: $1.642018 Q3: $1.672018 Q4: $1.692019 Q1: $1.702019 Q2: $1.732019 Q3: $1.752019 Q4: $1.642020 Q1: $1.462020 Q2: $1.332020 Q3: $1.332020 Q4: $1.402021 Q1: $1.412021 Q2: $1.432021 Q3: $1.422021 Q4: $1.412022 Q1: $1.402022 Q2: $1.432022 Q3: $1.472022 Q4: $1.492023 Q1: $1.522023 Q2: $1.552023 Q3: $1.592023 Q4: $1.622024 Q1: $1.652024 Q2: $1.682024 Q3: $1.70

Forward P/E

7.4315.4123.382007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: 20.452014 Q2: 20.642014 Q3: 20.052014 Q4: 18.282015 Q1: 19.372015 Q2: 17.632015 Q3: 16.452015 Q4: 15.712016 Q1: 17.862016 Q2: 19.532016 Q3: 18.652016 Q4: 19.342017 Q1: 21.322017 Q2: 21.012017 Q3: 21.392017 Q4: 19.862018 Q1: 17.092018 Q2: 15.682018 Q3: 16.742018 Q4: 16.802019 Q1: 17.892019 Q2: 17.332019 Q3: 17.172019 Q4: 16.372020 Q1: 8.532020 Q2: 13.882020 Q3: 14.872020 Q4: 15.622021 Q1: 15.852021 Q2: 17.922021 Q3: 17.642021 Q4: 19.922022 Q1: 20.662022 Q2: 19.662022 Q3: 22.282022 Q4: 20.772023 Q1: 19.112023 Q2: 18.732023 Q3: 18.042023 Q4: 18.642024 Q1: 16.972024 Q2: 18.452024 Q3: 16.64

Divergence watch ⚑

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

  • 2014 Q3 tone ↓ -7.1 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↓ -3.3 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -2.5 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -3.4 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -3.0 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -11.7 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -6.7 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +6.3 fwd EPS ↓ -0.13 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -7.9 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -2.3 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -6.0 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↓ -4.2 fwd EPS ↑ +0.03 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+5.0——View →
2024 Q42025-02-20+13.2——View →
2024 Q32024-10-28+8.4$1.7016.6View →
2024 Q22024-07-30+3.6$1.6818.4View →
2024 Q12024-04-30+7.8$1.6517.0View →
2023 Q42024-02-20+13.8$1.6218.6View →
2023 Q32023-10-26+14.0$1.5918.0View →
2023 Q22023-07-27+15.1$1.5518.7View →