Subtext

DTE Energy Company DTE

SectorUtilities
Transcripts69
Date range2008-02-22 – 2025-05-01
Calls charted69

Sentiment timeline

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

-27-13+0+13+272007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q4 · Overall: +0.02008 Q1 · Overall: +3.22008 Q2 · Overall: -2.42008 Q3 · Overall: +3.32008 Q4 · Overall: -1.32009 Q1 · Overall: +3.92009 Q2 · Overall: +0.22009 Q3 · Overall: +5.72009 Q4 · Overall: +10.42010 Q1 · Overall: +8.42010 Q3 · Overall: +3.52010 Q4 · Overall: +3.62011 Q1 · Overall: +6.22011 Q2 · Overall: +5.82011 Q3 · Overall: +7.92011 Q4 · Overall: +10.62012 Q1 · Overall: +8.92012 Q2 · Overall: +6.72012 Q3 · Overall: +7.82012 Q4 · Overall: +8.62013 Q1 · Overall: +8.32013 Q2 · Overall: +8.52013 Q3 · Overall: +7.62013 Q4 · Overall: +11.82014 Q1 · Overall: +5.32014 Q2 · Overall: +0.72014 Q3 · Overall: +5.82014 Q4 · Overall: +9.72015 Q1 · Overall: +10.12015 Q2 · Overall: +14.12015 Q3 · Overall: +9.92015 Q4 · Overall: +6.12016 Q1 · Overall: +10.72016 Q2 · Overall: +7.22016 Q3 · Overall: +8.32016 Q4 · Overall: +4.92017 Q1 · Overall: +8.02017 Q2 · Overall: +12.82017 Q3 · Overall: +7.52017 Q4 · Overall: +13.32018 Q1 · Overall: +8.52018 Q2 · Overall: +10.22018 Q3 · Overall: +10.32018 Q4 · Overall: +13.72019 Q1 · Overall: +11.12019 Q2 · Overall: +15.92019 Q3 · Overall: +13.32019 Q4 · Overall: +18.02020 Q1 · Overall: +3.72020 Q2 · Overall: +10.42020 Q3 · Overall: +18.62020 Q4 · Overall: +18.52021 Q1 · Overall: +13.32021 Q2 · Overall: +9.32021 Q3 · Overall: +8.32021 Q4 · Overall: +11.62022 Q1 · Overall: +11.02022 Q2 · Overall: +17.42022 Q3 · Overall: +23.12022 Q4 · Overall: +9.62023 Q1 · Overall: +9.52023 Q2 · Overall: +12.62023 Q3 · Overall: +1.42023 Q4 · Overall: +12.82024 Q1 · Overall: +7.12024 Q2 · Overall: +18.22024 Q3 · Overall: +17.92024 Q4 · Overall: +18.32025 Q1 · Overall: +18.8
Overall

CEO vs CFO

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

-36-18+0+18+362007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42010 Q4 · CEO: +3.72011 Q4 · CEO: +11.92012 Q4 · CEO: +8.52013 Q4 · CEO: +11.12014 Q4 · CEO: +9.12015 Q4 · CEO: +6.22016 Q1 · CEO: +14.02016 Q2 · CEO: +10.92016 Q4 · CEO: +8.52017 Q1 · CEO: +5.22017 Q2 · CEO: +14.82017 Q4 · CEO: +15.72018 Q1 · CEO: +11.72018 Q2 · CEO: +10.62018 Q3 · CEO: +12.12018 Q4 · CEO: +20.22019 Q1 · CEO: +13.22019 Q2 · CEO: +19.72019 Q3 · CEO: +18.32019 Q4 · CEO: +27.32020 Q1 · CEO: +4.32020 Q2 · CEO: +18.62020 Q3 · CEO: +30.22020 Q4 · CEO: +28.52021 Q1 · CEO: +18.02021 Q2 · CEO: +17.82021 Q3 · CEO: +11.72021 Q4 · CEO: +17.12022 Q1 · CEO: +17.62022 Q2 · CEO: +25.32022 Q3 · CEO: +31.02022 Q4 · CEO: +12.72023 Q1 · CEO: +14.22023 Q2 · CEO: +17.92023 Q3 · CEO: +4.62023 Q4 · CEO: +14.72024 Q2 · CEO: +22.52024 Q3 · CEO: +24.62024 Q4 · CEO: +24.62025 Q1 · CEO: +27.22008 Q4 · CFO: -2.82009 Q1 · CFO: +3.72009 Q2 · CFO: +4.72009 Q3 · CFO: +14.92009 Q4 · CFO: +19.12010 Q1 · CFO: +5.62010 Q3 · CFO: +7.12010 Q4 · CFO: +12.32011 Q1 · CFO: +7.72011 Q2 · CFO: +7.12011 Q3 · CFO: +9.22011 Q4 · CFO: +12.42012 Q1 · CFO: +14.32012 Q2 · CFO: +9.12012 Q3 · CFO: +10.32012 Q4 · CFO: +12.72013 Q1 · CFO: +9.02013 Q2 · CFO: +12.32013 Q3 · CFO: +12.82013 Q4 · CFO: +13.12014 Q1 · CFO: +9.42014 Q2 · CFO: +6.12014 Q3 · CFO: +6.92014 Q4 · CFO: +13.92015 Q1 · CFO: +14.02015 Q2 · CFO: +16.32015 Q3 · CFO: +15.42015 Q4 · CFO: +11.22016 Q1 · CFO: +10.92016 Q3 · CFO: +10.92016 Q4 · CFO: +6.62017 Q1 · CFO: +6.62017 Q2 · CFO: +10.22017 Q3 · CFO: +11.32017 Q4 · CFO: +7.92018 Q1 · CFO: +6.02018 Q2 · CFO: +10.72018 Q3 · CFO: +9.22018 Q4 · CFO: +20.82019 Q1 · CFO: +5.92019 Q2 · CFO: +7.42019 Q3 · CFO: +18.02019 Q4 · CFO: +15.82020 Q1 · CFO: +3.72020 Q2 · CFO: +8.92020 Q3 · CFO: +15.12020 Q4 · CFO: +18.42021 Q1 · CFO: +8.42021 Q2 · CFO: +8.82021 Q3 · CFO: +12.82021 Q4 · CFO: +15.62022 Q1 · CFO: +12.42022 Q2 · CFO: +16.42022 Q3 · CFO: +23.62022 Q4 · CFO: +13.52023 Q1 · CFO: +8.12023 Q2 · CFO: +9.22023 Q3 · CFO: +8.52023 Q4 · CFO: +15.22024 Q2 · CFO: +25.32024 Q3 · CFO: +15.02024 Q4 · CFO: +14.72025 Q1 · CFO: +22.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-39-19+0+19+392007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q4 · Prepared remarks: +3.82008 Q1 · Prepared remarks: +7.22008 Q2 · Prepared remarks: -1.42008 Q3 · Prepared remarks: +5.82008 Q4 · Prepared remarks: +2.22009 Q1 · Prepared remarks: +4.02009 Q2 · Prepared remarks: +4.22009 Q3 · Prepared remarks: +7.12009 Q4 · Prepared remarks: +14.32010 Q1 · Prepared remarks: +21.32010 Q3 · Prepared remarks: +5.52010 Q4 · Prepared remarks: +7.22011 Q1 · Prepared remarks: +18.82011 Q2 · Prepared remarks: +15.42011 Q3 · Prepared remarks: +7.72011 Q4 · Prepared remarks: +11.32012 Q1 · Prepared remarks: +10.52012 Q2 · Prepared remarks: +13.12012 Q3 · Prepared remarks: +15.02012 Q4 · Prepared remarks: +11.02013 Q1 · Prepared remarks: +22.42013 Q2 · Prepared remarks: +15.22013 Q3 · Prepared remarks: +9.92013 Q4 · Prepared remarks: +13.32014 Q1 · Prepared remarks: +9.92014 Q2 · Prepared remarks: +9.02014 Q3 · Prepared remarks: +8.22014 Q4 · Prepared remarks: +12.32015 Q1 · Prepared remarks: +15.42015 Q2 · Prepared remarks: +19.82015 Q3 · Prepared remarks: +14.32015 Q4 · Prepared remarks: +9.12016 Q1 · Prepared remarks: +13.22016 Q2 · Prepared remarks: +10.72016 Q3 · Prepared remarks: +14.82016 Q4 · Prepared remarks: +12.42017 Q1 · Prepared remarks: +7.32017 Q2 · Prepared remarks: +14.32017 Q3 · Prepared remarks: +7.92017 Q4 · Prepared remarks: +13.62018 Q1 · Prepared remarks: +8.82018 Q2 · Prepared remarks: +13.72018 Q3 · Prepared remarks: +13.82018 Q4 · Prepared remarks: +21.72019 Q1 · Prepared remarks: +11.32019 Q2 · Prepared remarks: +22.12019 Q3 · Prepared remarks: +18.52019 Q4 · Prepared remarks: +26.42020 Q1 · Prepared remarks: +5.22020 Q2 · Prepared remarks: +21.12020 Q3 · Prepared remarks: +28.72020 Q4 · Prepared remarks: +28.72021 Q1 · Prepared remarks: +19.72021 Q2 · Prepared remarks: +24.12021 Q3 · Prepared remarks: +15.72021 Q4 · Prepared remarks: +20.22022 Q1 · Prepared remarks: +23.42022 Q2 · Prepared remarks: +21.22022 Q3 · Prepared remarks: +21.02022 Q4 · Prepared remarks: +15.22023 Q1 · Prepared remarks: +12.92023 Q2 · Prepared remarks: +12.92023 Q3 · Prepared remarks: +8.12023 Q4 · Prepared remarks: +13.42024 Q1 · Prepared remarks: +29.52024 Q2 · Prepared remarks: +27.72024 Q3 · Prepared remarks: +27.22024 Q4 · Prepared remarks: +27.02025 Q1 · Prepared remarks: +28.82007 Q4 · Q&A responses: -2.92008 Q1 · Q&A responses: +0.52008 Q2 · Q&A responses: -1.82008 Q3 · Q&A responses: -3.22008 Q4 · Q&A responses: -4.42009 Q1 · Q&A responses: +3.82009 Q2 · Q&A responses: -4.72009 Q4 · Q&A responses: +8.12010 Q1 · Q&A responses: +3.12010 Q3 · Q&A responses: +3.52010 Q4 · Q&A responses: +4.72011 Q1 · Q&A responses: +0.92011 Q2 · Q&A responses: +1.72011 Q3 · Q&A responses: +11.92011 Q4 · Q&A responses: +11.42012 Q1 · Q&A responses: +9.02012 Q2 · Q&A responses: +3.32012 Q3 · Q&A responses: +4.32012 Q4 · Q&A responses: +3.52013 Q1 · Q&A responses: -1.22013 Q2 · Q&A responses: +6.32013 Q3 · Q&A responses: +8.32013 Q4 · Q&A responses: +11.92014 Q1 · Q&A responses: +4.52014 Q2 · Q&A responses: -2.02014 Q3 · Q&A responses: +3.12014 Q4 · Q&A responses: +7.62015 Q1 · Q&A responses: +8.22015 Q2 · Q&A responses: +12.02015 Q3 · Q&A responses: +5.22015 Q4 · Q&A responses: +5.92016 Q1 · Q&A responses: +13.02016 Q2 · Q&A responses: +6.62016 Q3 · Q&A responses: +7.72016 Q4 · Q&A responses: +2.02017 Q1 · Q&A responses: +10.92017 Q2 · Q&A responses: +17.22018 Q2 · Q&A responses: +9.52018 Q3 · Q&A responses: +8.22018 Q4 · Q&A responses: +16.02019 Q1 · Q&A responses: +15.02019 Q2 · Q&A responses: +13.02019 Q3 · Q&A responses: +17.72019 Q4 · Q&A responses: +22.22020 Q1 · Q&A responses: +3.72020 Q2 · Q&A responses: +10.52020 Q3 · Q&A responses: +23.82020 Q4 · Q&A responses: +21.52021 Q1 · Q&A responses: +14.12021 Q2 · Q&A responses: +4.32021 Q3 · Q&A responses: +8.62021 Q4 · Q&A responses: +13.82022 Q1 · Q&A responses: +11.92022 Q2 · Q&A responses: +22.72022 Q3 · Q&A responses: +33.72022 Q4 · Q&A responses: +11.72023 Q1 · Q&A responses: +11.82023 Q3 · Q&A responses: +3.82023 Q4 · Q&A responses: +15.92024 Q1 · Q&A responses: +16.32024 Q2 · Q&A responses: +16.22024 Q3 · Q&A responses: +15.42024 Q4 · Q&A responses: +16.02025 Q1 · Q&A responses: +18.4
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

$4.16$5.81$7.462007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: $4.392014 Q2: $4.502014 Q3: $4.542014 Q4: $4.602015 Q1: $4.692015 Q2: $4.782015 Q3: $4.902015 Q4: $4.962016 Q1: $5.032016 Q2: $5.112016 Q3: $5.232016 Q4: $5.322017 Q1: $5.422017 Q2: $5.502017 Q3: $5.632017 Q4: $5.682018 Q1: $5.882018 Q2: $5.962018 Q3: $6.272018 Q4: $6.232019 Q1: $6.322019 Q2: $6.412019 Q3: $6.502019 Q4: $6.592020 Q1: $6.752020 Q2: $6.832020 Q3: $7.002020 Q4: $7.132021 Q1: $7.182021 Q2: $7.242021 Q3: $5.932021 Q4: $5.922022 Q1: $6.002022 Q2: $6.122022 Q3: $6.212022 Q4: $6.272023 Q1: $6.362023 Q2: $6.452023 Q3: $6.542023 Q4: $6.632024 Q1: $6.812024 Q2: $6.922024 Q3: $7.07

Forward P/E

10.5916.4822.382007 Q42010 Q12012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: 16.092014 Q2: 17.062014 Q3: 16.852014 Q4: 18.212015 Q1: 17.092015 Q2: 15.692015 Q3: 15.832015 Q4: 16.312016 Q1: 17.802016 Q2: 18.412016 Q3: 17.672016 Q4: 18.222017 Q1: 18.942017 Q2: 20.072017 Q3: 19.582017 Q4: 20.042018 Q1: 17.292018 Q2: 16.122018 Q3: 17.412018 Q4: 18.272019 Q1: 19.652019 Q2: 20.372019 Q3: 20.262019 Q4: 19.622020 Q1: 11.402020 Q2: 15.702020 Q3: 17.012020 Q4: 17.332021 Q1: 18.052021 Q2: 18.742021 Q3: 19.722021 Q4: 20.202022 Q1: 21.282022 Q2: 19.462022 Q3: 21.572022 Q4: 19.232023 Q1: 17.132023 Q2: 17.512023 Q3: 16.212023 Q4: 17.092024 Q1: 16.302024 Q2: 15.972024 Q3: 17.61

Divergence watch ⚑

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

  • 2014 Q2 tone ↓ -4.6 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↓ -4.2 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↓ -3.8 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↓ -3.5 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q4 tone ↓ -3.4 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↓ -5.3 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -4.7 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -2.6 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -2.6 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -14.4 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -11.1 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -5.7 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+18.8——View →
2024 Q42025-02-13+18.3——View →
2024 Q32024-10-24+17.9$7.0717.6View →
2024 Q22024-07-25+18.2$6.9216.0View →
2024 Q12024-04-25+7.1$6.8116.3View →
2023 Q42024-02-08+12.8$6.6317.1View →
2023 Q32023-11-01+1.4$6.5416.2View →
2023 Q22023-07-27+12.6$6.4517.5View →