Subtext

Emerson Electric Co. EMR

SectorIndustrials
Transcripts70
Date range2008-02-06 – 2025-05-07
Calls charted70

Sentiment timeline

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

-22-11+0+11+222008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · Overall: +9.32008 Q2 · Overall: +10.02008 Q3 · Overall: +6.32008 Q4 · Overall: -5.22009 Q1 · Overall: -3.62009 Q2 · Overall: -2.02009 Q3 · Overall: -6.72009 Q4 · Overall: +1.72010 Q1 · Overall: +4.22010 Q2 · Overall: +6.72010 Q3 · Overall: +8.52010 Q4 · Overall: +2.02011 Q1 · Overall: +3.52011 Q2 · Overall: +2.42011 Q3 · Overall: -1.02011 Q4 · Overall: +4.42012 Q1 · Overall: -3.22012 Q2 · Overall: +1.82012 Q3 · Overall: +1.02012 Q4 · Overall: -2.22013 Q1 · Overall: +12.62013 Q2 · Overall: +1.62013 Q3 · Overall: +4.42013 Q4 · Overall: +5.92014 Q1 · Overall: +13.82014 Q2 · Overall: +3.72014 Q3 · Overall: +8.72014 Q4 · Overall: +5.52015 Q1 · Overall: -2.82015 Q2 · Overall: -3.82015 Q3 · Overall: -9.02015 Q4 · Overall: -0.62016 Q1 · Overall: -2.42016 Q2 · Overall: +9.12016 Q3 · Overall: +4.42016 Q4 · Overall: +2.32017 Q1 · Overall: +8.62017 Q2 · Overall: +9.42017 Q3 · Overall: +12.22017 Q4 · Overall: +17.32018 Q1 · Overall: +10.12018 Q2 · Overall: +13.82018 Q3 · Overall: +12.12018 Q4 · Overall: +6.22019 Q1 · Overall: +2.92019 Q2 · Overall: +7.22019 Q3 · Overall: +3.12019 Q4 · Overall: +0.72020 Q1 · Overall: -1.62020 Q2 · Overall: -3.12020 Q3 · Overall: +6.52020 Q4 · Overall: +6.32021 Q1 · Overall: +12.32021 Q2 · Overall: +16.12021 Q3 · Overall: +7.52021 Q4 · Overall: +7.72022 Q1 · Overall: +9.02022 Q2 · Overall: +13.52022 Q3 · Overall: +6.02022 Q4 · Overall: +10.92023 Q1 · Overall: +9.92023 Q2 · Overall: +15.82023 Q3 · Overall: +19.02023 Q4 · Overall: +13.12024 Q1 · Overall: +16.02024 Q2 · Overall: +10.52024 Q3 · Overall: +12.52024 Q4 · Overall: +10.72025 Q1 · Overall: +18.82025 Q2 · Overall: +11.7
Overall

CEO vs CFO

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

-79-40+0+40+792008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q4 · CEO: +8.32009 Q1 · CEO: -2.62009 Q2 · CEO: +3.92009 Q3 · CEO: -3.02009 Q4 · CEO: +4.42010 Q1 · CEO: +6.02010 Q2 · CEO: +11.42010 Q3 · CEO: +11.62010 Q4 · CEO: +5.92011 Q1 · CEO: +6.52011 Q2 · CEO: +3.92011 Q3 · CEO: +1.02011 Q4 · CEO: +7.92012 Q1 · CEO: -2.02012 Q2 · CEO: +6.22012 Q3 · CEO: +3.32012 Q4 · CEO: +1.72013 Q1 · CEO: +18.42013 Q2 · CEO: +5.52013 Q3 · CEO: +9.52013 Q4 · CEO: +11.22014 Q1 · CEO: +16.42014 Q2 · CEO: +8.62014 Q3 · CEO: +10.42014 Q4 · CEO: +4.52015 Q1 · CEO: -1.22015 Q2 · CEO: +0.02015 Q3 · CEO: -0.52015 Q4 · CEO: +3.92016 Q1 · CEO: -1.12016 Q2 · CEO: +7.32016 Q3 · CEO: +5.22016 Q4 · CEO: +3.22017 Q1 · CEO: +10.12017 Q2 · CEO: +12.12017 Q3 · CEO: +15.52017 Q4 · CEO: +22.72018 Q1 · CEO: +11.92018 Q2 · CEO: +16.02018 Q3 · CEO: +11.62018 Q4 · CEO: +7.22019 Q1 · CEO: +4.92019 Q2 · CEO: +7.42019 Q3 · CEO: +4.62019 Q4 · CEO: +3.52020 Q1 · CEO: +0.32020 Q2 · CEO: -2.42020 Q3 · CEO: +10.72020 Q4 · CEO: +6.22021 Q1 · CEO: +12.32021 Q2 · CEO: +18.22021 Q3 · CEO: +13.32022 Q1 · CEO: +19.12022 Q2 · CEO: +20.72022 Q3 · CEO: +18.82022 Q4 · CEO: +17.92023 Q1 · CEO: +16.82023 Q2 · CEO: +24.32023 Q3 · CEO: +25.22023 Q4 · CEO: +19.92024 Q1 · CEO: +20.22024 Q3 · CEO: +16.62024 Q4 · CEO: +19.62025 Q1 · CEO: +24.42008 Q1 · CFO: +6.12008 Q2 · CFO: +26.82008 Q3 · CFO: +11.02009 Q1 · CFO: +0.02009 Q2 · CFO: -1.92009 Q3 · CFO: -20.22009 Q4 · CFO: +69.02010 Q1 · CFO: -6.02010 Q4 · CFO: -2.82011 Q1 · CFO: +8.82011 Q2 · CFO: +6.32011 Q3 · CFO: -16.32012 Q1 · CFO: +30.32012 Q2 · CFO: +0.02012 Q3 · CFO: +0.02012 Q4 · CFO: +0.02013 Q1 · CFO: +0.02013 Q2 · CFO: +0.02013 Q3 · CFO: +17.32013 Q4 · CFO: +18.02014 Q1 · CFO: -3.42014 Q2 · CFO: +2.82014 Q3 · CFO: +11.92014 Q4 · CFO: +10.52015 Q2 · CFO: -13.12015 Q3 · CFO: +0.02015 Q4 · CFO: +0.02016 Q2 · CFO: +8.82016 Q3 · CFO: +7.72016 Q4 · CFO: -7.02017 Q1 · CFO: -15.42017 Q2 · CFO: +8.42017 Q3 · CFO: +0.02017 Q4 · CFO: +8.52018 Q1 · CFO: -5.82018 Q3 · CFO: +7.72018 Q4 · CFO: +20.22019 Q1 · CFO: +5.32019 Q2 · CFO: +52.62019 Q3 · CFO: +0.02020 Q1 · CFO: +0.02020 Q2 · CFO: +8.32021 Q2 · CFO: +20.52021 Q3 · CFO: +16.12021 Q4 · CFO: +11.62022 Q1 · CFO: +11.22022 Q2 · CFO: +10.42022 Q3 · CFO: +4.52022 Q4 · CFO: +17.02023 Q1 · CFO: +8.02023 Q2 · CFO: +21.92023 Q4 · CFO: +8.92024 Q1 · CFO: +11.82024 Q3 · CFO: +12.42024 Q4 · CFO: +14.92025 Q1 · CFO: +13.32025 Q2 · CFO: +17.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-33-16+0+16+332008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42008 Q1 · Prepared remarks: +16.52008 Q2 · Prepared remarks: +11.82008 Q3 · Prepared remarks: +14.02008 Q4 · Prepared remarks: +2.52009 Q1 · Prepared remarks: -3.12009 Q2 · Prepared remarks: -2.42009 Q3 · Prepared remarks: -13.62009 Q4 · Prepared remarks: +4.02010 Q1 · Prepared remarks: +7.82010 Q2 · Prepared remarks: +10.42010 Q3 · Prepared remarks: +14.72010 Q4 · Prepared remarks: +0.72011 Q1 · Prepared remarks: +7.52011 Q2 · Prepared remarks: +2.72011 Q3 · Prepared remarks: +0.42011 Q4 · Prepared remarks: +7.82012 Q1 · Prepared remarks: -9.32012 Q2 · Prepared remarks: +4.72012 Q3 · Prepared remarks: +2.92012 Q4 · Prepared remarks: -8.12013 Q1 · Prepared remarks: +13.82013 Q2 · Prepared remarks: -4.32013 Q3 · Prepared remarks: -3.02013 Q4 · Prepared remarks: +4.72014 Q1 · Prepared remarks: +20.92014 Q2 · Prepared remarks: -6.82014 Q3 · Prepared remarks: +14.22014 Q4 · Prepared remarks: +17.42015 Q1 · Prepared remarks: -2.72015 Q2 · Prepared remarks: -6.72015 Q3 · Prepared remarks: -24.22015 Q4 · Prepared remarks: -4.82016 Q1 · Prepared remarks: -2.42016 Q2 · Prepared remarks: +12.12016 Q3 · Prepared remarks: +11.42016 Q4 · Prepared remarks: -1.52017 Q1 · Prepared remarks: +19.92017 Q2 · Prepared remarks: +17.82017 Q3 · Prepared remarks: +23.12017 Q4 · Prepared remarks: +20.82018 Q1 · Prepared remarks: +26.12018 Q2 · Prepared remarks: +21.42018 Q3 · Prepared remarks: +21.82018 Q4 · Prepared remarks: +18.62019 Q1 · Prepared remarks: +4.72019 Q2 · Prepared remarks: +8.82019 Q3 · Prepared remarks: +5.32019 Q4 · Prepared remarks: +0.72020 Q1 · Prepared remarks: -0.72020 Q2 · Prepared remarks: -2.82020 Q3 · Prepared remarks: +8.92020 Q4 · Prepared remarks: +9.92021 Q1 · Prepared remarks: +19.42021 Q2 · Prepared remarks: +23.42021 Q3 · Prepared remarks: +16.92021 Q4 · Prepared remarks: +8.42022 Q1 · Prepared remarks: +13.82022 Q2 · Prepared remarks: +13.62022 Q3 · Prepared remarks: +5.32022 Q4 · Prepared remarks: +19.22023 Q1 · Prepared remarks: +14.82023 Q2 · Prepared remarks: +28.52023 Q3 · Prepared remarks: +26.12023 Q4 · Prepared remarks: +19.12024 Q1 · Prepared remarks: +21.42024 Q2 · Prepared remarks: +23.12024 Q3 · Prepared remarks: +16.12024 Q4 · Prepared remarks: +19.22025 Q1 · Prepared remarks: +24.12025 Q2 · Prepared remarks: +15.12008 Q1 · Q&A responses: +11.42008 Q2 · Q&A responses: +12.42008 Q3 · Q&A responses: +7.72008 Q4 · Q&A responses: -10.82009 Q1 · Q&A responses: -2.72009 Q2 · Q&A responses: +3.22009 Q3 · Q&A responses: -2.32009 Q4 · Q&A responses: +4.02010 Q1 · Q&A responses: +4.12010 Q2 · Q&A responses: +12.02010 Q3 · Q&A responses: +8.82010 Q4 · Q&A responses: +5.92011 Q1 · Q&A responses: +6.72011 Q2 · Q&A responses: +5.72011 Q3 · Q&A responses: +1.12011 Q4 · Q&A responses: +6.12012 Q1 · Q&A responses: +2.22012 Q2 · Q&A responses: +4.02012 Q3 · Q&A responses: +3.42012 Q4 · Q&A responses: +2.12013 Q1 · Q&A responses: +15.72013 Q2 · Q&A responses: +6.42013 Q3 · Q&A responses: +9.22013 Q4 · Q&A responses: +14.52014 Q1 · Q&A responses: +13.72014 Q2 · Q&A responses: +10.92014 Q3 · Q&A responses: +8.02014 Q4 · Q&A responses: +0.92015 Q2 · Q&A responses: -1.32015 Q3 · Q&A responses: +1.92015 Q4 · Q&A responses: +4.72016 Q2 · Q&A responses: +6.92016 Q3 · Q&A responses: +3.22016 Q4 · Q&A responses: +4.02017 Q1 · Q&A responses: +9.12017 Q2 · Q&A responses: +10.32017 Q3 · Q&A responses: +9.92017 Q4 · Q&A responses: +19.12018 Q1 · Q&A responses: +7.12018 Q2 · Q&A responses: +14.42018 Q3 · Q&A responses: +8.32018 Q4 · Q&A responses: +4.92019 Q1 · Q&A responses: +5.02019 Q2 · Q&A responses: +9.02019 Q3 · Q&A responses: +5.22019 Q4 · Q&A responses: +1.82020 Q1 · Q&A responses: +0.02020 Q2 · Q&A responses: -3.62020 Q3 · Q&A responses: +7.22020 Q4 · Q&A responses: +6.22021 Q1 · Q&A responses: +9.52021 Q2 · Q&A responses: +15.42021 Q3 · Q&A responses: +3.32021 Q4 · Q&A responses: +11.82022 Q1 · Q&A responses: +11.82022 Q2 · Q&A responses: +18.82022 Q3 · Q&A responses: +11.92022 Q4 · Q&A responses: +8.02023 Q1 · Q&A responses: +14.32023 Q2 · Q&A responses: +8.32023 Q3 · Q&A responses: +23.12023 Q4 · Q&A responses: +7.32024 Q1 · Q&A responses: +16.42024 Q2 · Q&A responses: +19.42024 Q3 · Q&A responses: +11.02024 Q4 · Q&A responses: +5.42025 Q1 · Q&A responses: +16.82025 Q2 · Q&A responses: +11.8
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

$2.18$4.28$6.372008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: $4.002014 Q2: $4.092014 Q3: $4.112014 Q4: $4.052015 Q1: $3.902015 Q2: $3.582015 Q3: $3.322015 Q4: $3.152016 Q1: $3.172016 Q2: $3.252016 Q3: $3.052016 Q4: $2.472017 Q1: $2.692017 Q2: $2.822017 Q3: $2.902017 Q4: $3.002018 Q1: $3.352018 Q2: $3.522018 Q3: $3.742018 Q4: $3.772019 Q1: $3.902019 Q2: $3.932019 Q3: $3.842019 Q4: $3.722020 Q1: $3.762020 Q2: $3.142020 Q3: $3.412020 Q4: $3.602021 Q1: $3.962021 Q2: $4.272021 Q3: $4.552021 Q4: $5.032022 Q1: $5.242022 Q2: $5.382022 Q3: $5.502022 Q4: $4.212023 Q1: $4.282023 Q2: $4.582023 Q3: $4.932023 Q4: $5.362024 Q1: $5.622024 Q2: $5.872024 Q3: $5.972024 Q4: $6.08

Forward P/E

9.9617.0924.212008 Q12010 Q22012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: 15.932014 Q2: 16.652014 Q3: 15.702014 Q4: 14.732015 Q1: 14.562015 Q2: 16.292015 Q3: 14.172015 Q4: 14.662016 Q1: 16.262016 Q2: 15.962016 Q3: 16.822016 Q4: 22.762017 Q1: 22.412017 Q2: 21.292017 Q3: 21.142017 Q4: 22.402018 Q1: 21.082018 Q2: 20.652018 Q3: 20.702018 Q4: 15.322019 Q1: 17.442019 Q2: 16.162019 Q3: 16.902019 Q4: 20.452020 Q1: 10.942020 Q2: 19.922020 Q3: 20.142020 Q4: 22.612021 Q1: 22.862021 Q2: 23.012021 Q3: 21.832021 Q4: 18.432022 Q1: 17.892022 Q2: 15.882022 Q3: 14.962022 Q4: 23.232023 Q1: 18.822023 Q2: 18.722023 Q3: 19.812023 Q4: 17.202024 Q1: 19.622024 Q2: 18.512024 Q3: 17.372024 Q4: 20.11

Divergence watch ⚑

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

  • 2014 Q2 tone ↓ -10.1 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↑ +8.5 fwd EPS ↓ -0.17 Tone rose while the forward EPS estimate was cut.
  • 2018 Q1 tone ↓ -7.2 fwd EPS ↑ +0.35 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -3.3 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -2.3 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -8.6 fwd EPS ↑ +0.28 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -7.5 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +4.9 fwd EPS ↓ -1.29 Tone rose while the forward EPS estimate was cut.
  • 2023 Q4 tone ↓ -6.0 fwd EPS ↑ +0.43 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↓ -5.5 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q22025-05-07+11.7——View →
2025 Q12025-02-05+18.8——View →
2024 Q42024-11-05+10.7$6.0820.1View →
2024 Q32024-08-07+12.5$5.9717.4View →
2024 Q22024-05-08+10.5$5.8718.5View →
2024 Q12024-02-07+16.0$5.6219.6View →
2023 Q42023-11-07+13.1$5.3617.2View →
2023 Q32023-08-02+19.0$4.9319.8View →