Subtext

Evergy, Inc. EVRG

SectorUtilities
Transcripts28
Date range2018-08-09 – 2025-05-08
Calls charted28

Sentiment timeline

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

-16-8+0+8+162018 Q22019 Q22020 Q22021 Q22022 Q22023 Q22024 Q22018 Q2 · Overall: +2.02018 Q3 · Overall: +4.72018 Q4 · Overall: +1.52019 Q1 · Overall: +5.62019 Q2 · Overall: +6.02019 Q3 · Overall: -1.12019 Q4 · Overall: +7.62020 Q1 · Overall: -7.12020 Q2 · Overall: +10.52020 Q3 · Overall: +0.52020 Q4 · Overall: +13.82021 Q1 · Overall: +8.72021 Q2 · Overall: +10.02021 Q3 · Overall: +11.92021 Q4 · Overall: +9.92022 Q1 · Overall: +7.22022 Q2 · Overall: +8.12022 Q3 · Overall: +11.62022 Q4 · Overall: +10.52023 Q1 · Overall: +10.52023 Q2 · Overall: +3.62023 Q3 · Overall: +11.22023 Q4 · Overall: +11.92024 Q1 · Overall: +2.52024 Q2 · Overall: +9.82024 Q3 · Overall: +8.82024 Q4 · Overall: +10.12025 Q1 · Overall: +9.6
Overall

CEO vs CFO

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

-29-14+0+14+292018 Q22019 Q22020 Q22021 Q22022 Q22023 Q22024 Q22018 Q3 · CEO: +12.92018 Q4 · CEO: +10.52019 Q1 · CEO: +9.42019 Q2 · CEO: +11.92019 Q3 · CEO: +3.42019 Q4 · CEO: +13.22020 Q1 · CEO: -4.32020 Q2 · CEO: +15.52020 Q3 · CEO: +7.32020 Q4 · CEO: +15.02021 Q1 · CEO: +11.72021 Q2 · CEO: +15.72021 Q3 · CEO: +21.32021 Q4 · CEO: +12.82022 Q1 · CEO: +9.52022 Q2 · CEO: +11.22022 Q3 · CEO: +19.22022 Q4 · CEO: +13.22023 Q1 · CEO: +16.42023 Q2 · CEO: +5.92023 Q3 · CEO: +16.52023 Q4 · CEO: +17.42024 Q2 · CEO: +11.52024 Q3 · CEO: +14.02024 Q4 · CEO: +14.32025 Q1 · CEO: +13.72018 Q3 · CFO: +0.52018 Q4 · CFO: +0.32019 Q1 · CFO: +2.12019 Q2 · CFO: +5.62019 Q3 · CFO: +0.02019 Q4 · CFO: +5.22020 Q1 · CFO: -10.42020 Q2 · CFO: +9.82020 Q3 · CFO: +2.32020 Q4 · CFO: +25.02021 Q1 · CFO: +1.12021 Q2 · CFO: +6.52021 Q3 · CFO: +10.52021 Q4 · CFO: +12.02022 Q1 · CFO: +10.82022 Q2 · CFO: +9.62022 Q3 · CFO: +5.32022 Q4 · CFO: +15.22023 Q1 · CFO: +6.92023 Q2 · CFO: +6.32023 Q3 · CFO: +7.92023 Q4 · CFO: +4.02024 Q2 · CFO: +5.22024 Q3 · CFO: +5.22024 Q4 · CFO: +5.42025 Q1 · CFO: +9.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-27-13+0+13+272018 Q22019 Q22020 Q22021 Q22022 Q22023 Q22024 Q22018 Q2 · Prepared remarks: +21.02018 Q3 · Prepared remarks: +9.92018 Q4 · Prepared remarks: +5.22019 Q1 · Prepared remarks: +5.92019 Q2 · Prepared remarks: +4.12019 Q3 · Prepared remarks: +5.92019 Q4 · Prepared remarks: +15.62020 Q1 · Prepared remarks: -7.72020 Q2 · Prepared remarks: +12.12020 Q3 · Prepared remarks: +6.22020 Q4 · Prepared remarks: +23.42021 Q1 · Prepared remarks: +9.72021 Q2 · Prepared remarks: +15.82021 Q3 · Prepared remarks: +13.62021 Q4 · Prepared remarks: +16.02022 Q1 · Prepared remarks: +12.22022 Q2 · Prepared remarks: +11.02022 Q3 · Prepared remarks: +12.42022 Q4 · Prepared remarks: +19.12023 Q1 · Prepared remarks: +16.92023 Q2 · Prepared remarks: +6.22023 Q3 · Prepared remarks: +14.72023 Q4 · Prepared remarks: +17.02024 Q1 · Prepared remarks: +11.22024 Q2 · Prepared remarks: +8.02024 Q3 · Prepared remarks: +17.22024 Q4 · Prepared remarks: +13.02025 Q1 · Prepared remarks: +13.52018 Q2 · Q&A responses: +6.02018 Q3 · Q&A responses: -0.72018 Q4 · Q&A responses: +3.52019 Q1 · Q&A responses: +9.62019 Q2 · Q&A responses: +13.92019 Q3 · Q&A responses: -0.72019 Q4 · Q&A responses: +4.62020 Q1 · Q&A responses: +0.02020 Q2 · Q&A responses: +15.02020 Q3 · Q&A responses: +0.42020 Q4 · Q&A responses: +3.52021 Q1 · Q&A responses: +10.12021 Q2 · Q&A responses: +1.92021 Q3 · Q&A responses: +15.62021 Q4 · Q&A responses: +8.72022 Q1 · Q&A responses: +6.72022 Q2 · Q&A responses: +9.52022 Q3 · Q&A responses: +14.62022 Q4 · Q&A responses: +9.72023 Q1 · Q&A responses: +12.32023 Q2 · Q&A responses: +5.52023 Q3 · Q&A responses: +12.32023 Q4 · Q&A responses: +8.42024 Q1 · Q&A responses: +6.72024 Q2 · Q&A responses: +11.62024 Q3 · Q&A responses: +6.62024 Q4 · Q&A responses: +10.92025 Q1 · Q&A responses: +10.6
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

$2.60$3.35$4.102018 Q22019 Q22020 Q22021 Q22022 Q22023 Q22024 Q22018 Q2: $2.702018 Q3: $2.792018 Q4: $2.902019 Q1: $2.962019 Q2: $3.042019 Q3: $3.092019 Q4: $3.122020 Q1: $3.142020 Q2: $3.132020 Q3: $3.182020 Q4: $3.232021 Q1: $3.342021 Q2: $3.412021 Q3: $3.482021 Q4: $3.532022 Q1: $3.592022 Q2: $3.662022 Q3: $3.722022 Q4: $3.662023 Q1: $3.732023 Q2: $3.802023 Q3: $3.862023 Q4: $3.842024 Q1: $3.872024 Q2: $3.952024 Q3: $4.00

Forward P/E

12.6717.1821.692018 Q22019 Q22020 Q22021 Q22022 Q22023 Q22024 Q22018 Q2: 19.332018 Q3: 20.022018 Q4: 20.032019 Q1: 19.232019 Q2: 20.072019 Q3: 21.072019 Q4: 20.462020 Q1: 18.382020 Q2: 19.102020 Q3: 16.542020 Q4: 16.622021 Q1: 17.492021 Q2: 18.832021 Q3: 18.632021 Q4: 19.222022 Q1: 18.022022 Q2: 16.752022 Q3: 18.732022 Q4: 17.232023 Q1: 16.172023 Q2: 15.512023 Q3: 13.932023 Q4: 13.892024 Q1: 13.292024 Q2: 13.372024 Q3: 15.40

Divergence watch ⚑

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

  • 2018 Q4 tone ↓ -3.2 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -7.1 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q3 tone ↓ -10.0 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -5.1 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -2.8 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -6.8 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-08+9.6——View →
2024 Q42025-02-27+10.1——View →
2024 Q32024-11-07+8.8$4.0015.4View →
2024 Q22024-08-09+9.8$3.9513.4View →
2024 Q12024-05-09+2.5$3.8713.3View →
2023 Q42024-02-29+11.9$3.8413.9View →
2023 Q32023-11-07+11.2$3.8613.9View →
2023 Q22023-08-04+3.6$3.8015.5View →