Subtext

Edison International EIX

SectorUtilities
Transcripts68
Date range2008-04-30 – 2025-04-29
Calls charted68

Sentiment timeline

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

-13-6+0+6+132007 Q42010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12007 Q4 · Overall: +3.32008 Q1 · Overall: -3.52008 Q2 · Overall: -3.42008 Q3 · Overall: -7.52008 Q4 · Overall: -7.92009 Q1 · Overall: -7.12009 Q2 · Overall: -3.32009 Q3 · Overall: -3.92009 Q4 · Overall: +0.42010 Q1 · Overall: -3.12010 Q4 · Overall: +1.32011 Q1 · Overall: -4.82011 Q2 · Overall: -3.02011 Q3 · Overall: -4.62011 Q4 · Overall: -10.92012 Q1 · Overall: -7.72012 Q2 · Overall: -9.92012 Q3 · Overall: -9.82012 Q4 · Overall: +0.02013 Q1 · Overall: -10.42013 Q2 · Overall: -10.72013 Q3 · Overall: -6.42013 Q4 · Overall: -3.02014 Q1 · Overall: +1.72014 Q2 · Overall: -0.42014 Q3 · Overall: -1.02014 Q4 · Overall: -0.42015 Q1 · Overall: -0.62015 Q2 · Overall: -1.72015 Q3 · Overall: -7.32015 Q4 · Overall: +4.32016 Q1 · Overall: +1.12016 Q2 · Overall: -0.12016 Q3 · Overall: +3.12016 Q4 · Overall: +7.52017 Q1 · Overall: +2.72017 Q2 · Overall: -1.42017 Q3 · Overall: +0.42017 Q4 · Overall: -3.22018 Q1 · Overall: -3.22018 Q2 · Overall: -7.12018 Q3 · Overall: -9.72018 Q4 · Overall: -7.72019 Q1 · Overall: -8.22019 Q2 · Overall: -1.82019 Q3 · Overall: -6.92019 Q4 · Overall: -2.62020 Q1 · Overall: -6.72020 Q2 · Overall: -5.02020 Q3 · Overall: -1.12020 Q4 · Overall: +3.72021 Q1 · Overall: +2.82021 Q2 · Overall: -0.12021 Q3 · Overall: -0.42021 Q4 · Overall: +3.22022 Q1 · Overall: -5.22022 Q2 · Overall: +5.82022 Q3 · Overall: -1.92022 Q4 · Overall: +4.12023 Q1 · Overall: +5.82023 Q2 · Overall: +4.82023 Q3 · Overall: +4.62023 Q4 · Overall: +5.12024 Q1 · Overall: -1.52024 Q2 · Overall: +9.52024 Q3 · Overall: +1.12024 Q4 · Overall: +1.22025 Q1 · Overall: -1.2
Overall

CEO vs CFO

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

-19-10+0+10+192007 Q42010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12008 Q1 · CEO: +1.82008 Q4 · CEO: -7.72009 Q1 · CEO: -0.72009 Q2 · CEO: +7.72009 Q3 · CEO: +1.72009 Q4 · CEO: +5.82010 Q1 · CEO: +7.12010 Q4 · CEO: +10.82011 Q1 · CEO: -3.72011 Q2 · CEO: +4.52011 Q3 · CEO: -5.42011 Q4 · CEO: -8.42012 Q1 · CEO: -1.02012 Q2 · CEO: -1.22012 Q3 · CEO: -3.02012 Q4 · CEO: +3.82013 Q1 · CEO: -6.12013 Q2 · CEO: -13.32013 Q3 · CEO: -9.82013 Q4 · CEO: +0.42014 Q1 · CEO: +9.32014 Q2 · CEO: +4.52014 Q3 · CEO: -2.32015 Q1 · CEO: +5.72015 Q2 · CEO: +4.82015 Q3 · CEO: -3.02016 Q2 · CEO: +7.22019 Q2 · CEO: +1.62020 Q1 · CEO: -5.42020 Q2 · CEO: -0.52020 Q3 · CEO: +1.82020 Q4 · CEO: +8.42021 Q1 · CEO: +8.02021 Q2 · CEO: +2.52021 Q3 · CEO: -0.92021 Q4 · CEO: +8.62022 Q1 · CEO: -4.92022 Q2 · CEO: +5.92022 Q3 · CEO: -12.52022 Q4 · CEO: +11.72023 Q1 · CEO: +10.12023 Q2 · CEO: +7.32023 Q3 · CEO: +4.62023 Q4 · CEO: +16.82024 Q1 · CEO: +5.72024 Q3 · CEO: +1.42024 Q4 · CEO: +1.32008 Q4 · CFO: -7.62009 Q1 · CFO: -13.02009 Q2 · CFO: -5.82009 Q3 · CFO: -2.32009 Q4 · CFO: +1.72010 Q1 · CFO: -5.72010 Q4 · CFO: -0.52011 Q1 · CFO: -3.52011 Q2 · CFO: -3.82011 Q3 · CFO: +0.32011 Q4 · CFO: -8.72012 Q1 · CFO: -4.02012 Q2 · CFO: -14.32012 Q3 · CFO: -7.32012 Q4 · CFO: +0.62013 Q1 · CFO: -9.22013 Q2 · CFO: -3.92013 Q3 · CFO: -3.02013 Q4 · CFO: -3.42014 Q1 · CFO: -1.72014 Q2 · CFO: -2.82014 Q3 · CFO: +0.02014 Q4 · CFO: +2.62015 Q1 · CFO: +0.02015 Q2 · CFO: +0.42015 Q3 · CFO: -6.42016 Q2 · CFO: -2.22016 Q3 · CFO: +10.12019 Q2 · CFO: +0.62019 Q3 · CFO: -5.32019 Q4 · CFO: -1.52020 Q1 · CFO: -4.02020 Q2 · CFO: -4.92020 Q3 · CFO: -2.92020 Q4 · CFO: +0.62021 Q1 · CFO: -3.72021 Q2 · CFO: -1.92021 Q3 · CFO: -1.12021 Q4 · CFO: +0.02022 Q1 · CFO: +2.32022 Q2 · CFO: +7.22022 Q3 · CFO: +7.62022 Q4 · CFO: +0.72023 Q1 · CFO: +4.62023 Q2 · CFO: +6.22023 Q3 · CFO: +13.42023 Q4 · CFO: +2.92024 Q1 · CFO: -6.02024 Q2 · CFO: +11.92024 Q3 · CFO: +7.92024 Q4 · CFO: +4.22025 Q1 · CFO: +3.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-43-21+0+21+432007 Q42010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12007 Q4 · Prepared remarks: +8.92008 Q1 · Prepared remarks: +1.92008 Q2 · Prepared remarks: -3.72008 Q3 · Prepared remarks: -5.72008 Q4 · Prepared remarks: -9.32009 Q1 · Prepared remarks: -2.52009 Q2 · Prepared remarks: -0.32009 Q3 · Prepared remarks: +3.22009 Q4 · Prepared remarks: +5.62010 Q1 · Prepared remarks: +1.72010 Q4 · Prepared remarks: +1.02011 Q1 · Prepared remarks: -0.82011 Q2 · Prepared remarks: +2.42011 Q3 · Prepared remarks: -5.42011 Q4 · Prepared remarks: -8.82012 Q1 · Prepared remarks: -7.42012 Q2 · Prepared remarks: -6.92012 Q3 · Prepared remarks: -8.52012 Q4 · Prepared remarks: +0.72013 Q1 · Prepared remarks: -8.62013 Q2 · Prepared remarks: -9.72013 Q3 · Prepared remarks: -8.62013 Q4 · Prepared remarks: -6.02014 Q1 · Prepared remarks: +3.62014 Q2 · Prepared remarks: +1.52014 Q3 · Prepared remarks: +0.42014 Q4 · Prepared remarks: +7.02015 Q1 · Prepared remarks: +3.62015 Q2 · Prepared remarks: +4.12015 Q3 · Prepared remarks: -4.52015 Q4 · Prepared remarks: +7.72016 Q1 · Prepared remarks: +0.02016 Q2 · Prepared remarks: -0.62016 Q3 · Prepared remarks: +6.02016 Q4 · Prepared remarks: +8.92017 Q1 · Prepared remarks: +4.32017 Q2 · Prepared remarks: +4.92017 Q3 · Prepared remarks: +6.12017 Q4 · Prepared remarks: +0.72018 Q1 · Prepared remarks: -5.32018 Q2 · Prepared remarks: -5.62018 Q3 · Prepared remarks: -5.02018 Q4 · Prepared remarks: -7.52019 Q1 · Prepared remarks: -8.02019 Q2 · Prepared remarks: +0.92019 Q3 · Prepared remarks: -4.72019 Q4 · Prepared remarks: +0.32020 Q1 · Prepared remarks: -8.82020 Q2 · Prepared remarks: -1.42020 Q3 · Prepared remarks: +5.02020 Q4 · Prepared remarks: +3.52021 Q1 · Prepared remarks: +6.12021 Q2 · Prepared remarks: -0.72021 Q3 · Prepared remarks: -0.62021 Q4 · Prepared remarks: +9.62022 Q1 · Prepared remarks: -2.32022 Q2 · Prepared remarks: +5.42022 Q3 · Prepared remarks: -1.72022 Q4 · Prepared remarks: +5.52023 Q1 · Prepared remarks: +12.42023 Q2 · Prepared remarks: +9.22023 Q3 · Prepared remarks: +12.42023 Q4 · Prepared remarks: +17.52024 Q1 · Prepared remarks: +23.72024 Q2 · Prepared remarks: +12.32024 Q3 · Prepared remarks: +10.92024 Q4 · Prepared remarks: +1.22025 Q1 · Prepared remarks: -1.42007 Q4 · Q&A responses: +2.12008 Q1 · Q&A responses: -2.32008 Q2 · Q&A responses: -0.92008 Q3 · Q&A responses: -3.72008 Q4 · Q&A responses: -4.42009 Q1 · Q&A responses: -6.82009 Q2 · Q&A responses: -5.22009 Q3 · Q&A responses: -8.02009 Q4 · Q&A responses: -2.02010 Q1 · Q&A responses: -4.02010 Q4 · Q&A responses: +3.62011 Q1 · Q&A responses: -5.82011 Q2 · Q&A responses: -5.22011 Q3 · Q&A responses: -0.52011 Q4 · Q&A responses: -10.02012 Q1 · Q&A responses: -0.92012 Q2 · Q&A responses: -6.42012 Q3 · Q&A responses: -4.82012 Q4 · Q&A responses: +1.42013 Q1 · Q&A responses: -7.52013 Q2 · Q&A responses: -12.22013 Q3 · Q&A responses: -2.82013 Q4 · Q&A responses: +1.72014 Q1 · Q&A responses: +3.22014 Q2 · Q&A responses: -0.32014 Q3 · Q&A responses: -1.82014 Q4 · Q&A responses: -3.12015 Q1 · Q&A responses: -4.52015 Q2 · Q&A responses: -2.62015 Q3 · Q&A responses: -5.82015 Q4 · Q&A responses: +2.12016 Q1 · Q&A responses: +6.42016 Q2 · Q&A responses: +4.62016 Q3 · Q&A responses: +4.72016 Q4 · Q&A responses: +10.12017 Q1 · Q&A responses: +3.52017 Q2 · Q&A responses: -4.32017 Q3 · Q&A responses: -4.12017 Q4 · Q&A responses: -6.12018 Q1 · Q&A responses: -0.52018 Q2 · Q&A responses: -5.22018 Q3 · Q&A responses: -11.02018 Q4 · Q&A responses: -8.12019 Q1 · Q&A responses: -8.02019 Q2 · Q&A responses: +0.62019 Q3 · Q&A responses: -8.02019 Q4 · Q&A responses: -4.92020 Q1 · Q&A responses: +0.02020 Q2 · Q&A responses: -9.32020 Q3 · Q&A responses: -3.92020 Q4 · Q&A responses: +6.52021 Q1 · Q&A responses: +1.32021 Q2 · Q&A responses: +1.02021 Q3 · Q&A responses: +37.02021 Q4 · Q&A responses: +1.32022 Q1 · Q&A responses: -2.62022 Q2 · Q&A responses: +8.12022 Q3 · Q&A responses: -1.42022 Q4 · Q&A responses: +3.02023 Q1 · Q&A responses: +4.42023 Q2 · Q&A responses: +3.42023 Q3 · Q&A responses: +5.72023 Q4 · Q&A responses: +3.52024 Q1 · Q&A responses: -0.52024 Q2 · Q&A responses: +8.02024 Q3 · Q&A responses: +0.6
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

$3.46$4.52$5.582007 Q42010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12014 Q1: $3.642014 Q2: $3.652014 Q3: $3.662014 Q4: $3.612015 Q1: $3.692015 Q2: $3.752015 Q3: $3.872015 Q4: $3.772016 Q1: $3.942016 Q2: $4.012016 Q3: $4.072016 Q4: $4.122017 Q1: $4.172017 Q2: $4.252017 Q3: $4.272017 Q4: $4.272018 Q1: $4.212018 Q2: $4.302018 Q3: $4.412018 Q4: $4.522019 Q1: $4.572019 Q2: $4.682019 Q3: $4.572019 Q4: $4.552020 Q1: $4.542020 Q2: $4.502020 Q3: $4.532020 Q4: $4.552021 Q1: $4.552021 Q2: $4.622021 Q3: $4.612021 Q4: $4.662022 Q1: $4.612022 Q2: $4.682022 Q3: $4.762022 Q4: $4.812023 Q1: $4.832023 Q2: $4.922023 Q3: $5.012023 Q4: $5.122024 Q1: $5.112024 Q2: $5.282024 Q3: $5.44

Forward P/E

10.1214.9619.792007 Q42010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12014 Q1: 14.242014 Q2: 15.652014 Q3: 15.862014 Q4: 17.702015 Q1: 17.722015 Q2: 15.482015 Q3: 15.432015 Q4: 16.142016 Q1: 17.962016 Q2: 18.302016 Q3: 17.652016 Q4: 16.892017 Q1: 19.122017 Q2: 19.012017 Q3: 18.962017 Q4: 16.352018 Q1: 15.152018 Q2: 13.822018 Q3: 15.282018 Q4: 12.922019 Q1: 14.042019 Q2: 13.312019 Q3: 15.782019 Q4: 16.322020 Q1: 10.792020 Q2: 13.312020 Q3: 11.602020 Q4: 13.782021 Q1: 13.092021 Q2: 12.512021 Q3: 12.812021 Q4: 14.442022 Q1: 14.402022 Q2: 13.052022 Q3: 14.592022 Q4: 14.062023 Q1: 14.122023 Q2: 13.862023 Q3: 14.122023 Q4: 13.832024 Q1: 13.642024 Q2: 13.552024 Q3: 15.69

Divergence watch ⚑

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

  • 2015 Q3 tone ↓ -5.6 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↑ +11.6 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.
  • 2016 Q1 tone ↓ -3.2 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -4.9 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -4.1 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -3.9 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -2.6 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -2.9 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -7.8 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -8.4 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-29-1.2——View →
2024 Q42025-02-27+1.2——View →
2024 Q32024-10-29+1.1$5.4415.7View →
2024 Q22024-07-25+9.5$5.2813.6View →
2024 Q12024-04-30-1.5$5.1113.6View →
2023 Q42024-02-22+5.1$5.1213.8View →
2023 Q32023-11-01+4.6$5.0114.1View →
2023 Q22023-07-27+4.8$4.9213.9View →