Subtext

Eversource Energy ES

SectorUtilities
Transcripts59
Date range2009-11-05 – 2025-05-02
Calls charted59

Sentiment timeline

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

-18-9+0+9+182009 Q32012 Q22014 Q32016 Q32018 Q32020 Q32022 Q32024 Q32009 Q3 · Overall: +2.92010 Q3 · Overall: +12.02010 Q4 · Overall: +6.32011 Q1 · Overall: +3.32011 Q2 · Overall: +1.82011 Q3 · Overall: +9.62011 Q4 · Overall: +1.72012 Q1 · Overall: +7.02012 Q2 · Overall: +4.02012 Q3 · Overall: +3.42012 Q4 · Overall: +3.52013 Q1 · Overall: +1.12013 Q2 · Overall: +5.62013 Q3 · Overall: +2.52014 Q1 · Overall: +3.02014 Q2 · Overall: +0.22014 Q3 · Overall: +3.22014 Q4 · Overall: +2.12015 Q1 · Overall: -3.22015 Q2 · Overall: +0.02015 Q3 · Overall: +2.12015 Q4 · Overall: +8.72016 Q1 · Overall: +5.32016 Q2 · Overall: +2.82016 Q3 · Overall: -2.42016 Q4 · Overall: +4.22017 Q1 · Overall: +1.42017 Q2 · Overall: +2.82017 Q3 · Overall: +2.62017 Q4 · Overall: +7.62018 Q1 · Overall: +7.62018 Q2 · Overall: +2.62018 Q3 · Overall: +4.42018 Q4 · Overall: +7.92019 Q1 · Overall: +0.62019 Q2 · Overall: +2.42019 Q3 · Overall: +3.92019 Q4 · Overall: +5.52020 Q1 · Overall: +1.12020 Q2 · Overall: +3.62020 Q3 · Overall: +1.52020 Q4 · Overall: +7.32021 Q1 · Overall: +4.92021 Q2 · Overall: +9.42021 Q3 · Overall: +6.72021 Q4 · Overall: +10.32022 Q1 · Overall: +7.32022 Q2 · Overall: +10.52022 Q3 · Overall: +1.82022 Q4 · Overall: +4.42023 Q1 · Overall: +6.62023 Q2 · Overall: +6.42023 Q3 · Overall: +4.82023 Q4 · Overall: +3.12024 Q1 · Overall: +2.92024 Q2 · Overall: +12.32024 Q3 · Overall: +10.72024 Q4 · Overall: +16.02025 Q1 · Overall: +12.9
Overall

CEO vs CFO

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

-42-21+0+21+422009 Q32012 Q22014 Q32016 Q32018 Q32020 Q32022 Q32024 Q32009 Q3 · CEO: +8.62010 Q3 · CEO: +16.92010 Q4 · CEO: +7.02011 Q1 · CEO: +1.52011 Q2 · CEO: +3.82011 Q3 · CEO: +12.12011 Q4 · CEO: +13.82012 Q1 · CEO: +20.82012 Q3 · CEO: +10.82012 Q4 · CEO: +11.82013 Q2 · CEO: +35.02014 Q4 · CEO: +25.72016 Q1 · CEO: +9.82016 Q4 · CEO: +18.12017 Q4 · CEO: +16.92018 Q4 · CEO: +13.42019 Q4 · CEO: +12.82020 Q4 · CEO: +9.62021 Q1 · CEO: +4.92021 Q2 · CEO: +18.52021 Q3 · CEO: +13.72021 Q4 · CEO: +19.42022 Q1 · CEO: +13.32022 Q2 · CEO: +14.42022 Q3 · CEO: +3.02022 Q4 · CEO: +8.62023 Q1 · CEO: +7.32023 Q2 · CEO: +11.82023 Q3 · CEO: +11.92023 Q4 · CEO: +11.82024 Q2 · CEO: +26.12024 Q3 · CEO: +24.72024 Q4 · CEO: +36.92025 Q1 · CEO: +22.52009 Q3 · CFO: -3.72010 Q3 · CFO: +9.42010 Q4 · CFO: +7.72011 Q1 · CFO: +13.52011 Q2 · CFO: +5.12011 Q3 · CFO: +10.12011 Q4 · CFO: +3.22012 Q1 · CFO: +8.22012 Q2 · CFO: +8.52012 Q4 · CFO: +0.82013 Q1 · CFO: +6.22013 Q2 · CFO: +10.32013 Q3 · CFO: +7.42014 Q1 · CFO: +3.82014 Q2 · CFO: -1.92014 Q3 · CFO: +1.32014 Q4 · CFO: +2.42015 Q2 · CFO: +2.92016 Q3 · CFO: -0.52016 Q4 · CFO: +4.42017 Q1 · CFO: +6.32017 Q2 · CFO: +6.92017 Q3 · CFO: +3.42017 Q4 · CFO: +11.92018 Q1 · CFO: +6.02018 Q2 · CFO: +6.22018 Q3 · CFO: +4.72018 Q4 · CFO: +6.52019 Q1 · CFO: +2.72019 Q2 · CFO: +6.82019 Q3 · CFO: +3.52019 Q4 · CFO: +3.02020 Q1 · CFO: +3.42020 Q2 · CFO: +5.92020 Q3 · CFO: +0.92020 Q4 · CFO: +8.72021 Q1 · CFO: +3.22021 Q2 · CFO: +2.22021 Q3 · CFO: +10.02021 Q4 · CFO: +8.62022 Q1 · CFO: +9.22022 Q2 · CFO: +5.72022 Q3 · CFO: +7.22022 Q4 · CFO: +3.02023 Q1 · CFO: +6.92023 Q2 · CFO: +6.02023 Q4 · CFO: -0.82024 Q2 · CFO: +7.92024 Q3 · CFO: +6.62024 Q4 · CFO: +13.02025 Q1 · CFO: +15.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-31-15+0+15+312009 Q32012 Q22014 Q32016 Q32018 Q32020 Q32022 Q32024 Q32009 Q3 · Prepared remarks: +5.92010 Q3 · Prepared remarks: +12.52010 Q4 · Prepared remarks: +6.82011 Q1 · Prepared remarks: +3.32011 Q2 · Prepared remarks: +1.92011 Q3 · Prepared remarks: +9.92011 Q4 · Prepared remarks: +1.72012 Q1 · Prepared remarks: +7.62012 Q2 · Prepared remarks: +4.02012 Q3 · Prepared remarks: +4.32012 Q4 · Prepared remarks: +3.62013 Q1 · Prepared remarks: +1.12013 Q2 · Prepared remarks: +6.82013 Q3 · Prepared remarks: +2.52014 Q1 · Prepared remarks: +3.02014 Q2 · Prepared remarks: +0.12014 Q3 · Prepared remarks: -0.62014 Q4 · Prepared remarks: +2.12015 Q1 · Prepared remarks: -3.32015 Q2 · Prepared remarks: -1.82015 Q3 · Prepared remarks: +2.22015 Q4 · Prepared remarks: +10.12016 Q1 · Prepared remarks: +5.42016 Q2 · Prepared remarks: +4.02016 Q3 · Prepared remarks: -2.32016 Q4 · Prepared remarks: +8.92017 Q1 · Prepared remarks: +1.62017 Q2 · Prepared remarks: +1.12017 Q3 · Prepared remarks: +2.82017 Q4 · Prepared remarks: +7.62018 Q1 · Prepared remarks: +7.92018 Q2 · Prepared remarks: +4.12018 Q3 · Prepared remarks: +4.62018 Q4 · Prepared remarks: +8.92019 Q1 · Prepared remarks: +0.82019 Q2 · Prepared remarks: +2.42019 Q3 · Prepared remarks: +0.82019 Q4 · Prepared remarks: +8.22020 Q1 · Prepared remarks: +1.22020 Q2 · Prepared remarks: +3.72020 Q3 · Prepared remarks: +1.62020 Q4 · Prepared remarks: +7.52021 Q1 · Prepared remarks: +5.12021 Q2 · Prepared remarks: +9.32021 Q3 · Prepared remarks: +7.32021 Q4 · Prepared remarks: +10.52022 Q1 · Prepared remarks: +7.62022 Q2 · Prepared remarks: +10.52022 Q3 · Prepared remarks: +1.72022 Q4 · Prepared remarks: +4.22023 Q1 · Prepared remarks: +6.82023 Q2 · Prepared remarks: +9.32023 Q3 · Prepared remarks: +9.12023 Q4 · Prepared remarks: +2.32024 Q1 · Prepared remarks: +22.12024 Q2 · Prepared remarks: +16.02024 Q3 · Prepared remarks: +16.02024 Q4 · Prepared remarks: +26.92025 Q1 · Prepared remarks: +25.52009 Q3 · Q&A responses: +3.42012 Q3 · Q&A responses: +10.42013 Q2 · Q&A responses: +3.42014 Q3 · Q&A responses: +7.92015 Q2 · Q&A responses: +2.42015 Q4 · Q&A responses: +7.22016 Q2 · Q&A responses: +2.42016 Q4 · Q&A responses: -1.32017 Q2 · Q&A responses: +4.22018 Q4 · Q&A responses: -5.82019 Q3 · Q&A responses: +8.82019 Q4 · Q&A responses: +3.42023 Q2 · Q&A responses: +7.82023 Q3 · Q&A responses: +2.62023 Q4 · Q&A responses: +5.92024 Q1 · Q&A responses: +7.12024 Q2 · Q&A responses: +15.92024 Q3 · Q&A responses: +14.82024 Q4 · Q&A responses: +15.52025 Q1 · Q&A responses: +12.3
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

$2.58$3.75$4.922009 Q32012 Q22014 Q32016 Q32018 Q32020 Q32022 Q32024 Q32014 Q1: $2.742014 Q2: $2.792014 Q3: $2.832014 Q4: $2.882015 Q1: $2.902015 Q2: $2.942015 Q3: $3.002015 Q4: $3.032016 Q1: $3.052016 Q2: $3.082016 Q3: $3.122016 Q4: $3.162017 Q1: $3.192017 Q2: $3.232017 Q3: $3.282017 Q4: $3.322018 Q1: $3.312018 Q2: $3.362018 Q3: $3.422018 Q4: $3.492019 Q1: $3.522019 Q2: $3.562019 Q3: $3.612019 Q4: $3.662020 Q1: $3.712020 Q2: $3.772020 Q3: $3.822020 Q4: $3.902021 Q1: $3.952021 Q2: $3.962021 Q3: $4.032021 Q4: $4.102022 Q1: $4.172022 Q2: $4.242022 Q3: $4.312022 Q4: $4.372023 Q1: $4.452023 Q2: $4.512023 Q3: $4.572023 Q4: $4.562024 Q1: $4.602024 Q2: $4.692024 Q3: $4.76

Forward P/E

11.5017.8124.122009 Q32012 Q22014 Q32016 Q32018 Q32020 Q32022 Q32024 Q32014 Q1: 16.222014 Q2: 16.772014 Q3: 16.152014 Q4: 18.002015 Q1: 17.542015 Q2: 15.942015 Q3: 15.602015 Q4: 16.882016 Q1: 18.802016 Q2: 18.382016 Q3: 17.232016 Q4: 16.792017 Q1: 18.542017 Q2: 19.332017 Q3: 19.032017 Q4: 19.602018 Q1: 17.292018 Q2: 15.902018 Q3: 18.122018 Q4: 19.282019 Q1: 20.042019 Q2: 21.652019 Q3: 23.112019 Q4: 22.842020 Q1: 23.252020 Q2: 22.552020 Q3: 21.842020 Q4: 21.912021 Q1: 20.742021 Q2: 20.672021 Q3: 21.202021 Q4: 22.162022 Q1: 20.182022 Q2: 19.002022 Q3: 21.032022 Q4: 19.652023 Q1: 17.272023 Q2: 15.482023 Q3: 13.852023 Q4: 13.842024 Q1: 12.862024 Q2: 12.372024 Q3: 14.19

Divergence watch ⚑

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

  • 2014 Q2 tone ↓ -2.8 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -5.2 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -5.0 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -4.4 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q3 tone ↓ -2.2 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -2.4 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -2.7 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -3.0 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -8.7 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-02+12.9——View →
2024 Q42025-02-12+16.0——View →
2024 Q32024-11-05+10.7$4.7614.2View →
2024 Q22024-08-01+12.3$4.6912.4View →
2024 Q12024-05-02+2.9$4.6012.9View →
2023 Q42024-02-14+3.1$4.5613.8View →
2023 Q32023-11-06+4.8$4.5713.8View →
2023 Q22023-08-01+6.4$4.5115.5View →