Subtext

DuPont de Nemours, Inc. DD

SectorMaterials
Transcripts25
Date range2019-05-02 – 2025-05-02
Calls charted25

Sentiment timeline

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

-14-7+0+7+142019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12019 Q1 · Overall: +7.52019 Q2 · Overall: +11.92019 Q3 · Overall: +8.52019 Q4 · Overall: +1.12020 Q1 · Overall: +0.92020 Q2 · Overall: +10.82020 Q3 · Overall: +8.72020 Q4 · Overall: +7.52021 Q1 · Overall: +8.42021 Q2 · Overall: +10.42021 Q3 · Overall: +11.62021 Q4 · Overall: +8.62022 Q1 · Overall: +8.02022 Q2 · Overall: +3.42022 Q3 · Overall: +0.72022 Q4 · Overall: +3.02023 Q1 · Overall: +6.12023 Q2 · Overall: +3.92023 Q3 · Overall: +7.02023 Q4 · Overall: +7.42024 Q1 · Overall: +3.72024 Q2 · Overall: +5.52024 Q3 · Overall: +10.62024 Q4 · Overall: +9.62025 Q1 · Overall: +7.3
Overall

CEO vs CFO

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

-27-13+0+13+272019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12019 Q1 · CEO: +1.12019 Q2 · CEO: +17.02019 Q3 · CEO: +16.82019 Q4 · CEO: +2.72020 Q1 · CEO: +1.32020 Q2 · CEO: +13.32020 Q3 · CEO: +14.92020 Q4 · CEO: +10.12021 Q1 · CEO: +8.92021 Q2 · CEO: +10.82021 Q3 · CEO: +15.82021 Q4 · CEO: +12.22022 Q1 · CEO: +13.82022 Q2 · CEO: +7.12022 Q3 · CEO: +5.52022 Q4 · CEO: +9.32023 Q1 · CEO: +11.62023 Q2 · CEO: +3.82023 Q3 · CEO: +7.82023 Q4 · CEO: +10.12024 Q1 · CEO: +12.42024 Q2 · CEO: +15.72024 Q3 · CEO: +20.02024 Q4 · CEO: +17.92025 Q1 · CEO: +13.72019 Q2 · CFO: +7.92019 Q3 · CFO: +23.52019 Q4 · CFO: +3.02020 Q1 · CFO: +6.52020 Q2 · CFO: +6.82020 Q3 · CFO: +13.22020 Q4 · CFO: +15.22021 Q1 · CFO: +11.22021 Q2 · CFO: +11.72021 Q3 · CFO: +11.72021 Q4 · CFO: +10.42022 Q1 · CFO: +10.42022 Q2 · CFO: +8.12022 Q3 · CFO: +4.72022 Q4 · CFO: +1.02023 Q1 · CFO: +4.82023 Q2 · CFO: +8.02023 Q3 · CFO: +9.82023 Q4 · CFO: +10.42024 Q1 · CFO: +8.72024 Q2 · CFO: +7.52024 Q3 · CFO: +11.62024 Q4 · CFO: +13.72025 Q1 · CFO: +8.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-30-15+0+15+302019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12019 Q1 · Prepared remarks: +10.82019 Q2 · Prepared remarks: +14.02019 Q3 · Prepared remarks: +17.52019 Q4 · Prepared remarks: -1.62020 Q1 · Prepared remarks: +4.72020 Q2 · Prepared remarks: +15.12020 Q3 · Prepared remarks: +18.72020 Q4 · Prepared remarks: +16.32021 Q1 · Prepared remarks: +8.72021 Q2 · Prepared remarks: +16.92021 Q3 · Prepared remarks: +18.72021 Q4 · Prepared remarks: +12.82022 Q1 · Prepared remarks: +18.22022 Q2 · Prepared remarks: +8.22022 Q3 · Prepared remarks: +8.62022 Q4 · Prepared remarks: +3.02023 Q1 · Prepared remarks: +8.82023 Q2 · Prepared remarks: +6.42023 Q3 · Prepared remarks: +8.92023 Q4 · Prepared remarks: +11.12024 Q1 · Prepared remarks: +18.72024 Q2 · Prepared remarks: +16.82024 Q3 · Prepared remarks: +24.32024 Q4 · Prepared remarks: +26.22025 Q1 · Prepared remarks: +22.92019 Q1 · Q&A responses: +5.42019 Q2 · Q&A responses: +14.82019 Q3 · Q&A responses: +6.02019 Q4 · Q&A responses: +3.52020 Q1 · Q&A responses: +1.92020 Q2 · Q&A responses: +7.72020 Q3 · Q&A responses: +8.42020 Q4 · Q&A responses: +6.32021 Q2 · Q&A responses: +9.52021 Q3 · Q&A responses: +9.62021 Q4 · Q&A responses: +8.92022 Q1 · Q&A responses: +6.62022 Q2 · Q&A responses: +7.22022 Q3 · Q&A responses: +2.82022 Q4 · Q&A responses: +6.12023 Q1 · Q&A responses: +7.22023 Q2 · Q&A responses: +6.02023 Q3 · Q&A responses: +8.42023 Q4 · Q&A responses: +9.02024 Q1 · Q&A responses: +5.42024 Q2 · Q&A responses: +4.42024 Q3 · Q&A responses: +11.22024 Q4 · Q&A responses: +7.02025 Q1 · Q&A responses: +5.1
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

$2.42$7.79$13.162019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12019 Q1: $12.422019 Q2: $4.242019 Q3: $4.182019 Q4: $4.282020 Q1: $3.782020 Q2: $3.172020 Q3: $3.392020 Q4: $3.292021 Q1: $3.552021 Q2: $4.082021 Q3: $4.782021 Q4: $4.892022 Q1: $4.962022 Q2: $3.742022 Q3: $3.732022 Q4: $3.832023 Q1: $3.922023 Q2: $3.952023 Q3: $3.982023 Q4: $3.952024 Q1: $3.622024 Q2: $3.942024 Q3: $4.20

Forward P/E

7.3915.2823.172019 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12019 Q1: 13.502019 Q2: 17.232019 Q3: 17.232019 Q4: 14.932020 Q1: 8.482020 Q2: 16.672020 Q3: 17.762020 Q4: 20.782021 Q1: 22.082021 Q2: 19.652021 Q3: 14.652021 Q4: 16.022022 Q1: 14.972022 Q2: 16.142022 Q3: 14.962022 Q4: 18.182023 Q1: 17.312023 Q2: 17.712023 Q3: 18.632023 Q4: 18.202024 Q1: 20.382024 Q2: 20.492024 Q3: 19.74

Divergence watch ⚑

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

  • 2019 Q2 tone ↑ +4.4 fwd EPS ↓ -8.19 Tone rose while the forward EPS estimate was cut.
  • 2019 Q4 tone ↓ -7.4 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +9.9 fwd EPS ↓ -0.61 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -2.1 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -3.0 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-02+7.3——View →
2024 Q42025-02-11+9.6——View →
2024 Q32024-11-05+10.6$4.2019.7View →
2024 Q22024-07-31+5.5$3.9420.5View →
2024 Q12024-05-01+3.7$3.6220.4View →
2023 Q42024-02-06+7.4$3.9518.2View →
2023 Q32023-11-01+7.0$3.9818.6View →
2023 Q22023-08-02+3.9$3.9517.7View →