Subtext

EOG Resources, Inc. EOG

SectorEnergy
Transcripts72
Date range2007-08-05 – 2025-05-02
Calls charted72

Sentiment timeline

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

-25-13+0+13+252007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Overall: -1.52007 Q3 · Overall: -0.42007 Q4 · Overall: -0.62008 Q1 · Overall: +1.92008 Q2 · Overall: -1.02008 Q3 · Overall: +0.62008 Q4 · Overall: -2.42009 Q1 · Overall: +0.72009 Q2 · Overall: +2.32009 Q3 · Overall: -8.72009 Q4 · Overall: +0.42010 Q1 · Overall: +2.12010 Q2 · Overall: +0.72010 Q3 · Overall: -3.12010 Q4 · Overall: +2.42011 Q1 · Overall: +4.32011 Q2 · Overall: +4.52011 Q3 · Overall: +6.72011 Q4 · Overall: +4.52012 Q1 · Overall: +5.32012 Q2 · Overall: -0.92012 Q3 · Overall: +3.52012 Q4 · Overall: +7.22013 Q1 · Overall: +8.32013 Q2 · Overall: +9.92013 Q3 · Overall: +9.02013 Q4 · Overall: +12.22014 Q1 · Overall: +10.42014 Q2 · Overall: +9.12014 Q3 · Overall: +9.72014 Q4 · Overall: +14.52015 Q1 · Overall: +16.32015 Q2 · Overall: +16.52015 Q3 · Overall: +10.62015 Q4 · Overall: +17.82016 Q1 · Overall: +15.82016 Q2 · Overall: +18.72016 Q3 · Overall: +15.72016 Q4 · Overall: +16.52017 Q1 · Overall: +14.52017 Q2 · Overall: +9.72017 Q3 · Overall: +12.92017 Q4 · Overall: +11.22018 Q1 · Overall: +13.02018 Q2 · Overall: +9.02018 Q3 · Overall: +22.02018 Q4 · Overall: +20.12019 Q1 · Overall: +18.12019 Q2 · Overall: +19.42019 Q3 · Overall: +16.42019 Q4 · Overall: +15.02020 Q1 · Overall: +2.52020 Q2 · Overall: +11.32020 Q3 · Overall: +14.22020 Q4 · Overall: +4.32021 Q1 · Overall: +9.82021 Q2 · Overall: +14.62021 Q3 · Overall: +8.32021 Q4 · Overall: +12.62022 Q1 · Overall: +11.72022 Q2 · Overall: +7.22022 Q3 · Overall: +8.02022 Q4 · Overall: +14.82023 Q1 · Overall: +11.52023 Q2 · Overall: +13.32023 Q3 · Overall: +17.32023 Q4 · Overall: +13.02024 Q1 · Overall: +15.52024 Q2 · Overall: +7.62024 Q3 · Overall: +11.72024 Q4 · Overall: +13.82025 Q1 · Overall: +14.8
Overall

CEO vs CFO

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

-43-22+0+22+432007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · CEO: -2.82007 Q3 · CEO: +0.32007 Q4 · CEO: +0.62008 Q1 · CEO: +1.32008 Q3 · CEO: +2.42008 Q4 · CEO: -2.32009 Q1 · CEO: +1.52009 Q2 · CEO: +2.72009 Q3 · CEO: -12.72009 Q4 · CEO: +2.32010 Q1 · CEO: +3.82010 Q2 · CEO: +0.32010 Q3 · CEO: -2.32010 Q4 · CEO: +2.42011 Q1 · CEO: +6.72011 Q2 · CEO: +4.72011 Q3 · CEO: +7.72011 Q4 · CEO: +4.72012 Q1 · CEO: +6.62012 Q2 · CEO: -0.62012 Q3 · CEO: +0.42012 Q4 · CEO: +5.32013 Q1 · CEO: +6.32013 Q2 · CEO: +20.52013 Q3 · CEO: +9.92013 Q4 · CEO: +16.42014 Q1 · CEO: +11.62014 Q2 · CEO: +16.42014 Q3 · CEO: +17.82014 Q4 · CEO: +19.22015 Q1 · CEO: +23.42015 Q2 · CEO: +20.92015 Q3 · CEO: +24.12015 Q4 · CEO: +27.02016 Q1 · CEO: +28.32016 Q2 · CEO: +21.72016 Q3 · CEO: +19.42016 Q4 · CEO: +25.32017 Q1 · CEO: +24.32017 Q2 · CEO: +19.52017 Q3 · CEO: +21.82017 Q4 · CEO: +27.72018 Q1 · CEO: +21.42018 Q2 · CEO: +17.72018 Q3 · CEO: +35.32018 Q4 · CEO: +37.72019 Q1 · CEO: +25.92019 Q2 · CEO: +30.02019 Q3 · CEO: +26.02019 Q4 · CEO: +26.72020 Q1 · CEO: +13.12020 Q2 · CEO: +27.82020 Q3 · CEO: +26.12020 Q4 · CEO: +7.22021 Q1 · CEO: +13.52021 Q2 · CEO: +22.82021 Q3 · CEO: +10.42021 Q4 · CEO: +12.62022 Q1 · CEO: +10.72022 Q2 · CEO: +3.12022 Q3 · CEO: +15.42022 Q4 · CEO: +9.82023 Q1 · CEO: +10.02023 Q2 · CEO: +10.82023 Q3 · CEO: +16.42023 Q4 · CEO: +9.22024 Q2 · CEO: +4.92024 Q3 · CEO: +14.22024 Q4 · CEO: +21.22025 Q1 · CEO: +20.22007 Q4 · CFO: -19.22008 Q2 · CFO: +4.92008 Q4 · CFO: +1.22009 Q1 · CFO: +16.22009 Q2 · CFO: +15.62009 Q3 · CFO: +6.42010 Q1 · CFO: +4.02010 Q2 · CFO: +6.52010 Q3 · CFO: -3.32010 Q4 · CFO: +11.52011 Q1 · CFO: +3.02011 Q2 · CFO: +17.62011 Q3 · CFO: +22.22011 Q4 · CFO: +16.02012 Q1 · CFO: +12.92012 Q2 · CFO: +4.82012 Q3 · CFO: +12.72012 Q4 · CFO: +12.32013 Q1 · CFO: +9.52013 Q2 · CFO: +11.52013 Q3 · CFO: +7.52013 Q4 · CFO: +1.82014 Q1 · CFO: +4.82014 Q2 · CFO: -2.62014 Q3 · CFO: +1.32014 Q4 · CFO: -4.62015 Q1 · CFO: +0.02015 Q2 · CFO: +3.92015 Q3 · CFO: -6.82016 Q3 · CFO: +5.02017 Q2 · CFO: -2.22019 Q2 · CFO: +14.12020 Q3 · CFO: +14.42020 Q4 · CFO: +0.02023 Q4 · CFO: +14.62024 Q2 · CFO: +25.32024 Q3 · CFO: +18.52024 Q4 · CFO: +1.72025 Q1 · CFO: +19.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-44-22+0+22+442007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12007 Q2 · Prepared remarks: +1.22007 Q3 · Prepared remarks: +1.42007 Q4 · Prepared remarks: +0.82008 Q1 · Prepared remarks: +3.72008 Q2 · Prepared remarks: +4.42008 Q3 · Prepared remarks: +3.22008 Q4 · Prepared remarks: +0.92009 Q1 · Prepared remarks: +4.02009 Q2 · Prepared remarks: +7.22009 Q3 · Prepared remarks: -11.22009 Q4 · Prepared remarks: +6.82010 Q1 · Prepared remarks: +3.62010 Q2 · Prepared remarks: +1.52010 Q3 · Prepared remarks: +0.32010 Q4 · Prepared remarks: +6.22011 Q1 · Prepared remarks: +10.12011 Q2 · Prepared remarks: +6.22011 Q3 · Prepared remarks: +8.12011 Q4 · Prepared remarks: +6.82012 Q1 · Prepared remarks: +8.52012 Q2 · Prepared remarks: +3.12012 Q3 · Prepared remarks: +8.02012 Q4 · Prepared remarks: +8.42013 Q1 · Prepared remarks: +15.72013 Q2 · Prepared remarks: +14.62013 Q3 · Prepared remarks: +9.32013 Q4 · Prepared remarks: +11.92014 Q1 · Prepared remarks: +12.62014 Q2 · Prepared remarks: +13.62014 Q3 · Prepared remarks: +12.82014 Q4 · Prepared remarks: +18.22015 Q1 · Prepared remarks: +26.22015 Q2 · Prepared remarks: +28.52015 Q3 · Prepared remarks: +17.02015 Q4 · Prepared remarks: +18.72016 Q1 · Prepared remarks: +21.32016 Q2 · Prepared remarks: +19.82016 Q3 · Prepared remarks: +19.12016 Q4 · Prepared remarks: +22.22017 Q1 · Prepared remarks: +12.62017 Q2 · Prepared remarks: +9.92017 Q3 · Prepared remarks: +13.42017 Q4 · Prepared remarks: +12.92018 Q1 · Prepared remarks: +17.32018 Q2 · Prepared remarks: +16.12018 Q3 · Prepared remarks: +23.62018 Q4 · Prepared remarks: +25.02019 Q1 · Prepared remarks: +34.12019 Q2 · Prepared remarks: +28.12019 Q3 · Prepared remarks: +22.32019 Q4 · Prepared remarks: +32.12020 Q1 · Prepared remarks: +8.32020 Q2 · Prepared remarks: +11.92020 Q3 · Prepared remarks: +27.42020 Q4 · Prepared remarks: +12.12021 Q1 · Prepared remarks: +22.82021 Q2 · Prepared remarks: +21.52021 Q3 · Prepared remarks: +25.92021 Q4 · Prepared remarks: +28.22022 Q1 · Prepared remarks: +19.82022 Q2 · Prepared remarks: +16.72022 Q3 · Prepared remarks: +23.62022 Q4 · Prepared remarks: +22.22023 Q1 · Prepared remarks: +23.82023 Q2 · Prepared remarks: +24.32023 Q3 · Prepared remarks: +24.02023 Q4 · Prepared remarks: +22.72024 Q1 · Prepared remarks: +38.52024 Q2 · Prepared remarks: +18.42024 Q3 · Prepared remarks: +25.82024 Q4 · Prepared remarks: +20.92025 Q1 · Prepared remarks: +31.72007 Q2 · Q&A responses: -0.92007 Q3 · Q&A responses: +0.92007 Q4 · Q&A responses: +1.22008 Q1 · Q&A responses: +0.02008 Q2 · Q&A responses: -3.12008 Q3 · Q&A responses: +2.42008 Q4 · Q&A responses: -4.72009 Q1 · Q&A responses: -0.92009 Q2 · Q&A responses: +0.72009 Q3 · Q&A responses: -10.62009 Q4 · Q&A responses: -1.82010 Q1 · Q&A responses: +4.22010 Q2 · Q&A responses: +1.22010 Q3 · Q&A responses: -3.72010 Q4 · Q&A responses: +0.32011 Q1 · Q&A responses: +2.92011 Q2 · Q&A responses: +7.32011 Q3 · Q&A responses: +3.52011 Q4 · Q&A responses: -3.22012 Q1 · Q&A responses: +4.42012 Q2 · Q&A responses: -1.42012 Q3 · Q&A responses: +0.02012 Q4 · Q&A responses: +6.12013 Q1 · Q&A responses: +4.12013 Q2 · Q&A responses: +12.12013 Q4 · Q&A responses: +15.92014 Q1 · Q&A responses: +10.22014 Q2 · Q&A responses: +8.32014 Q3 · Q&A responses: +9.42014 Q4 · Q&A responses: +12.32015 Q1 · Q&A responses: +12.72015 Q2 · Q&A responses: +16.82015 Q3 · Q&A responses: +10.92015 Q4 · Q&A responses: +21.82016 Q1 · Q&A responses: +16.72016 Q2 · Q&A responses: +19.82016 Q3 · Q&A responses: +19.22016 Q4 · Q&A responses: +11.22017 Q1 · Q&A responses: +17.62017 Q3 · Q&A responses: +13.22017 Q4 · Q&A responses: +14.32018 Q1 · Q&A responses: +9.72018 Q2 · Q&A responses: +6.62018 Q3 · Q&A responses: +28.72018 Q4 · Q&A responses: +27.92019 Q1 · Q&A responses: +16.42019 Q2 · Q&A responses: +21.32019 Q3 · Q&A responses: +13.82019 Q4 · Q&A responses: +11.62020 Q1 · Q&A responses: +9.32020 Q2 · Q&A responses: +13.22020 Q3 · Q&A responses: +6.92020 Q4 · Q&A responses: +6.42021 Q1 · Q&A responses: +8.42021 Q2 · Q&A responses: +17.82021 Q3 · Q&A responses: +7.42021 Q4 · Q&A responses: +9.62022 Q1 · Q&A responses: +13.32022 Q2 · Q&A responses: +5.92022 Q3 · Q&A responses: +2.82022 Q4 · Q&A responses: +16.92023 Q1 · Q&A responses: +9.62023 Q2 · Q&A responses: +11.62023 Q3 · Q&A responses: +18.82023 Q4 · Q&A responses: +13.92024 Q1 · Q&A responses: +18.42024 Q2 · Q&A responses: +1.62024 Q3 · Q&A responses: +9.32024 Q4 · Q&A responses: +13.42025 Q1 · Q&A responses: +13.0
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

$-3.05$7.36$17.762007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: $4.932014 Q2: $5.752014 Q3: $6.162014 Q4: $3.512015 Q1: $0.842015 Q2: $1.022015 Q3: $0.262015 Q4: $0.422016 Q1: $-1.612016 Q2: $-1.152016 Q3: $-0.042016 Q4: $0.632017 Q1: $1.702017 Q2: $1.782017 Q3: $1.242017 Q4: $1.902018 Q1: $4.122018 Q2: $5.732018 Q3: $6.642018 Q4: $6.122019 Q1: $4.722019 Q2: $6.002019 Q3: $5.422019 Q4: $4.852020 Q1: $2.292020 Q2: $0.492020 Q3: $1.602020 Q4: $2.222021 Q1: $5.052021 Q2: $6.262021 Q3: $8.042021 Q4: $9.952022 Q1: $12.642022 Q2: $16.112022 Q3: $16.332022 Q4: $15.502023 Q1: $13.252023 Q2: $12.272023 Q3: $12.402023 Q4: $13.312024 Q1: $11.302024 Q2: $12.162024 Q3: $11.83

Forward P/E

-30.23244.46519.162007 Q22009 Q32011 Q42014 Q12016 Q22018 Q32020 Q42023 Q12014 Q1: 19.022014 Q2: 19.752014 Q3: 17.072014 Q4: 25.972015 Q1: 107.612015 Q2: 87.272015 Q3: 304.532015 Q4: 180.482016 Q1: 481.272016 Q4: 165.412017 Q1: 57.092017 Q2: 49.962017 Q3: 73.622017 Q4: 52.602018 Q1: 24.222018 Q2: 20.642018 Q3: 18.102018 Q4: 15.192019 Q1: 18.772019 Q2: 14.762019 Q3: 15.012019 Q4: 16.622020 Q1: 13.012020 Q2: 106.022020 Q3: 25.502020 Q4: 23.742021 Q1: 14.482021 Q2: 13.532021 Q3: 9.372021 Q4: 8.522022 Q1: 8.942022 Q2: 7.912022 Q3: 7.762022 Q4: 8.122023 Q1: 7.662023 Q2: 9.022023 Q3: 10.722023 Q4: 8.902024 Q1: 10.842024 Q2: 9.822024 Q3: 10.52

Divergence watch ⚑

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

  • 2014 Q4 tone ↑ +4.8 fwd EPS ↓ -2.65 Tone rose while the forward EPS estimate was cut.
  • 2016 Q3 tone ↓ -3.0 fwd EPS ↑ +1.11 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -4.9 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↑ +3.2 fwd EPS ↓ -0.54 Tone rose while the forward EPS estimate was cut.
  • 2018 Q2 tone ↓ -3.9 fwd EPS ↑ +1.61 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +8.8 fwd EPS ↓ -1.79 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -9.9 fwd EPS ↑ +0.62 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -6.3 fwd EPS ↑ +1.78 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -4.5 fwd EPS ↑ +3.46 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +6.8 fwd EPS ↓ -0.83 Tone rose while the forward EPS estimate was cut.
  • 2023 Q4 tone ↓ -4.4 fwd EPS ↑ +0.91 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↑ +2.5 fwd EPS ↓ -2.01 Tone rose while the forward EPS estimate was cut.
  • 2024 Q2 tone ↓ -7.9 fwd EPS ↑ +0.86 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↑ +4.2 fwd EPS ↓ -0.34 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-02+14.8——View →
2024 Q42025-02-28+13.8——View →
2024 Q32024-11-08+11.7$11.8310.5View →
2024 Q22024-08-02+7.6$12.169.8View →
2024 Q12024-05-03+15.5$11.3010.8View →
2023 Q42024-02-23+13.0$13.318.9View →
2023 Q32023-11-03+17.3$12.4010.7View →
2023 Q22023-08-04+13.3$12.279.0View →