Subtext

The Cooper Companies, Inc. COO

SectorHealth Care
Transcripts37
Date range2016-03-04 – 2025-03-06
Calls charted37

Sentiment timeline

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

-19-9+0+9+192016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · Overall: -0.12016 Q2 · Overall: +5.02016 Q3 · Overall: +5.42016 Q4 · Overall: +5.02017 Q1 · Overall: +4.32017 Q2 · Overall: +5.02017 Q3 · Overall: +6.22017 Q4 · Overall: +4.62018 Q1 · Overall: +11.32018 Q2 · Overall: +8.52018 Q3 · Overall: +16.42018 Q4 · Overall: +8.92019 Q1 · Overall: +7.52019 Q2 · Overall: +10.62019 Q3 · Overall: +10.52019 Q4 · Overall: +8.52020 Q1 · Overall: +4.72020 Q2 · Overall: +0.12020 Q3 · Overall: +8.72020 Q4 · Overall: +6.72021 Q1 · Overall: +15.52021 Q2 · Overall: +14.52021 Q3 · Overall: +14.52021 Q4 · Overall: +10.52022 Q1 · Overall: +8.02022 Q2 · Overall: +1.72022 Q3 · Overall: +10.52022 Q4 · Overall: +7.22023 Q1 · Overall: +5.62023 Q2 · Overall: +11.82023 Q3 · Overall: +13.52023 Q4 · Overall: +11.82024 Q1 · Overall: +6.02024 Q2 · Overall: +13.02024 Q3 · Overall: +16.02024 Q4 · Overall: +11.12025 Q1 · Overall: +10.4
Overall

CEO vs CFO

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

-32-16+0+16+322016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q2 · CEO: +9.82016 Q3 · CEO: +8.22016 Q4 · CEO: +9.72017 Q1 · CEO: +14.42017 Q2 · CEO: +10.22017 Q3 · CEO: +14.02017 Q4 · CEO: +8.92018 Q1 · CEO: +10.42018 Q2 · CEO: +13.72018 Q3 · CEO: +24.32018 Q4 · CEO: +16.92019 Q1 · CEO: +14.22019 Q2 · CEO: +18.72019 Q3 · CEO: +17.22019 Q4 · CEO: +14.52020 Q1 · CEO: +12.22020 Q2 · CEO: +5.12020 Q3 · CEO: +14.42020 Q4 · CEO: +12.52021 Q1 · CEO: +21.32021 Q2 · CEO: +19.62021 Q3 · CEO: +20.52021 Q4 · CEO: +17.32022 Q1 · CEO: +17.52022 Q2 · CEO: +11.52022 Q3 · CEO: +20.22022 Q4 · CEO: +16.92023 Q1 · CEO: +10.72023 Q2 · CEO: +20.12023 Q3 · CEO: +21.12023 Q4 · CEO: +22.52024 Q1 · CEO: +17.12024 Q2 · CEO: +24.32024 Q3 · CEO: +21.92024 Q4 · CEO: +17.22025 Q1 · CEO: +18.32016 Q2 · CFO: +5.52016 Q3 · CFO: +9.12016 Q4 · CFO: +8.12017 Q1 · CFO: -8.12017 Q2 · CFO: +12.02017 Q3 · CFO: +9.42017 Q4 · CFO: +11.32018 Q1 · CFO: +18.22018 Q2 · CFO: +13.92018 Q3 · CFO: +18.82018 Q4 · CFO: +1.92019 Q1 · CFO: +1.02019 Q2 · CFO: -0.82019 Q3 · CFO: +7.32019 Q4 · CFO: -3.32020 Q1 · CFO: +5.62020 Q2 · CFO: +3.22020 Q3 · CFO: +9.82020 Q4 · CFO: +9.12021 Q1 · CFO: +13.62021 Q2 · CFO: +16.82021 Q3 · CFO: +20.32021 Q4 · CFO: -1.22022 Q1 · CFO: -6.62022 Q2 · CFO: -8.32022 Q3 · CFO: +0.02022 Q4 · CFO: -1.42023 Q1 · CFO: +18.72023 Q2 · CFO: +1.82023 Q3 · CFO: +7.72023 Q4 · CFO: +9.12024 Q1 · CFO: -3.32024 Q2 · CFO: +11.62024 Q3 · CFO: +28.02024 Q4 · CFO: +19.12025 Q1 · CFO: +24.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-40-20+0+20+402016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · Prepared remarks: +7.82016 Q2 · Prepared remarks: +11.72016 Q3 · Prepared remarks: +13.32016 Q4 · Prepared remarks: +19.52017 Q1 · Prepared remarks: +7.42017 Q2 · Prepared remarks: +12.02017 Q3 · Prepared remarks: +12.52017 Q4 · Prepared remarks: +7.02018 Q1 · Prepared remarks: +15.42018 Q2 · Prepared remarks: +22.52018 Q3 · Prepared remarks: +25.62018 Q4 · Prepared remarks: +12.72019 Q1 · Prepared remarks: +18.92019 Q2 · Prepared remarks: +11.52019 Q3 · Prepared remarks: +17.12019 Q4 · Prepared remarks: +8.72020 Q1 · Prepared remarks: +19.82020 Q2 · Prepared remarks: +7.52020 Q3 · Prepared remarks: +20.62020 Q4 · Prepared remarks: +20.22021 Q1 · Prepared remarks: +26.32021 Q2 · Prepared remarks: +32.02021 Q3 · Prepared remarks: +30.32021 Q4 · Prepared remarks: +19.82022 Q1 · Prepared remarks: +14.72022 Q2 · Prepared remarks: +15.72022 Q3 · Prepared remarks: +17.62022 Q4 · Prepared remarks: +10.02023 Q1 · Prepared remarks: +29.62023 Q2 · Prepared remarks: +19.92023 Q3 · Prepared remarks: +21.22023 Q4 · Prepared remarks: +25.42024 Q1 · Prepared remarks: +34.72024 Q2 · Prepared remarks: +33.62024 Q3 · Prepared remarks: +26.32024 Q4 · Prepared remarks: +27.92025 Q1 · Prepared remarks: +25.82016 Q1 · Q&A responses: -2.32016 Q2 · Q&A responses: +6.82016 Q3 · Q&A responses: +4.92016 Q4 · Q&A responses: +2.92017 Q1 · Q&A responses: +8.12017 Q2 · Q&A responses: +9.12017 Q3 · Q&A responses: +10.12017 Q4 · Q&A responses: +10.82018 Q1 · Q&A responses: +13.02018 Q2 · Q&A responses: +10.62018 Q3 · Q&A responses: +21.62018 Q4 · Q&A responses: +13.72019 Q1 · Q&A responses: +8.52019 Q2 · Q&A responses: +16.32019 Q3 · Q&A responses: +14.02019 Q4 · Q&A responses: +12.82020 Q1 · Q&A responses: +6.32020 Q2 · Q&A responses: +3.32020 Q3 · Q&A responses: +10.52020 Q4 · Q&A responses: +6.82021 Q1 · Q&A responses: +12.32021 Q2 · Q&A responses: +12.62021 Q3 · Q&A responses: +14.52021 Q4 · Q&A responses: +11.62022 Q1 · Q&A responses: +10.52022 Q2 · Q&A responses: -1.82022 Q3 · Q&A responses: +13.02022 Q4 · Q&A responses: +12.62023 Q1 · Q&A responses: +10.22023 Q2 · Q&A responses: +12.92023 Q3 · Q&A responses: +11.92023 Q4 · Q&A responses: +10.42024 Q1 · Q&A responses: +12.62024 Q2 · Q&A responses: +10.82024 Q3 · Q&A responses: +19.62024 Q4 · Q&A responses: +10.62025 Q1 · Q&A responses: +14.3
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

$1.98$3.10$4.212016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1: $2.132016 Q2: $2.272016 Q3: $2.402016 Q4: $2.352017 Q1: $2.422017 Q2: $2.572017 Q3: $2.682017 Q4: $2.922018 Q1: $3.052018 Q2: $3.092018 Q3: $3.052018 Q4: $2.952019 Q1: $3.122019 Q2: $3.242019 Q3: $3.272019 Q4: $3.272020 Q1: $3.402020 Q2: $2.762020 Q3: $3.102020 Q4: $3.202021 Q1: $3.412021 Q2: $3.572021 Q3: $3.642021 Q4: $3.572022 Q1: $3.722022 Q2: $3.552022 Q3: $3.292022 Q4: $3.182023 Q1: $3.362023 Q2: $3.452023 Q3: $3.512023 Q4: $3.532024 Q1: $3.712024 Q2: $3.842024 Q3: $4.042024 Q4: $4.06

Forward P/E

16.0423.8231.612016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1: 17.112016 Q2: 17.872016 Q3: 19.302016 Q4: 18.662017 Q1: 20.092017 Q2: 23.282017 Q3: 23.032017 Q4: 19.222018 Q1: 19.162018 Q2: 18.352018 Q3: 21.772018 Q4: 20.622019 Q1: 23.372019 Q2: 25.612019 Q3: 23.162019 Q4: 24.442020 Q1: 18.492020 Q2: 27.372020 Q3: 27.642020 Q4: 26.842021 Q1: 27.582021 Q2: 26.722021 Q3: 30.542021 Q4: 28.082022 Q1: 27.362022 Q2: 22.182022 Q3: 23.002022 Q4: 25.512023 Q1: 25.192023 Q2: 26.262023 Q3: 24.542023 Q4: 25.172024 Q1: 27.622024 Q2: 23.892024 Q3: 27.392024 Q4: 22.77

Divergence watch ⚑

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

  • 2018 Q2 tone ↓ -2.8 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↑ +7.9 fwd EPS ↓ -0.04 Tone rose while the forward EPS estimate was cut.
  • 2020 Q1 tone ↓ -3.7 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -2.0 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -2.5 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↑ +8.8 fwd EPS ↓ -0.26 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -5.8 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-03-06+10.4——View →
2024 Q42024-12-05+11.1$4.0622.8View →
2024 Q32024-08-29+16.0$4.0427.4View →
2024 Q22024-05-30+13.0$3.8423.9View →
2024 Q12024-02-29+6.0$3.7127.6View →
2023 Q42023-12-07+11.8$3.5325.2View →
2023 Q32023-08-30+13.5$3.5124.5View →
2023 Q22023-06-01+11.8$3.4526.3View →