Subtext

Ford Motor Company F

SectorConsumer Discretionary
Transcripts75
Date range2006-10-23 – 2025-05-05
Calls charted74

Sentiment timeline

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

-22-11+0+11+222006 Q32009 Q22011 Q42014 Q22016 Q42019 Q22021 Q42024 Q22006 Q3 · Overall: -3.32006 Q4 · Overall: +2.32007 Q2 · Overall: +9.02007 Q3 · Overall: +6.52007 Q4 · Overall: -8.92008 Q1 · Overall: +6.22008 Q2 · Overall: +3.92008 Q3 · Overall: -4.82008 Q4 · Overall: -7.42009 Q1 · Overall: -3.22009 Q2 · Overall: +9.72009 Q3 · Overall: +9.82009 Q4 · Overall: +7.92010 Q1 · Overall: +11.22010 Q2 · Overall: +8.82010 Q3 · Overall: -2.22010 Q4 · Overall: +11.72011 Q1 · Overall: +4.32011 Q2 · Overall: +8.52011 Q3 · Overall: +1.22011 Q4 · Overall: +5.42012 Q1 · Overall: +7.92012 Q3 · Overall: +6.52012 Q4 · Overall: -19.22013 Q1 · Overall: +6.32013 Q2 · Overall: +11.92013 Q3 · Overall: +15.12013 Q4 · Overall: +2.72014 Q1 · Overall: +0.72014 Q2 · Overall: +7.22014 Q3 · Overall: -2.52014 Q4 · Overall: +6.62015 Q1 · Overall: +9.32015 Q2 · Overall: +12.32015 Q3 · Overall: +14.12015 Q4 · Overall: +13.02016 Q1 · Overall: +11.52016 Q2 · Overall: -4.92016 Q3 · Overall: +5.92016 Q4 · Overall: +10.02017 Q1 · Overall: +7.52017 Q2 · Overall: +7.82017 Q3 · Overall: +8.32017 Q4 · Overall: +3.92018 Q1 · Overall: +8.92018 Q2 · Overall: +2.52018 Q3 · Overall: +11.12018 Q4 · Overall: +6.02019 Q1 · Overall: +15.12019 Q2 · Overall: +15.32019 Q3 · Overall: +7.52019 Q4 · Overall: +7.32020 Q1 · Overall: +0.22020 Q2 · Overall: +12.82020 Q3 · Overall: +14.02020 Q4 · Overall: +14.32021 Q1 · Overall: +13.02021 Q2 · Overall: +9.32021 Q3 · Overall: +9.42021 Q4 · Overall: +15.02022 Q1 · Overall: +7.82022 Q2 · Overall: +6.72022 Q3 · Overall: +10.02022 Q4 · Overall: +10.22023 Q1 · Overall: +11.12023 Q2 · Overall: +8.92023 Q3 · Overall: +11.32023 Q4 · Overall: +9.62024 Q1 · Overall: +7.92024 Q2 · Overall: +11.22024 Q3 · Overall: +10.22024 Q4 · Overall: +9.72025 Q1 · Overall: +5.8
Overall

CEO vs CFO

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

-32-16+0+16+322006 Q32009 Q22011 Q42014 Q22016 Q42019 Q22021 Q42024 Q22006 Q3 · CEO: +19.62006 Q4 · CEO: +14.12007 Q2 · CEO: +25.02007 Q3 · CEO: +22.22008 Q1 · CEO: +18.52008 Q2 · CEO: +12.72008 Q3 · CEO: +7.42008 Q4 · CEO: +0.22009 Q1 · CEO: +8.32009 Q2 · CEO: +23.12009 Q3 · CEO: +19.42009 Q4 · CEO: +13.42010 Q1 · CEO: +19.82010 Q2 · CEO: +23.62010 Q3 · CEO: +5.62010 Q4 · CEO: +27.52011 Q1 · CEO: +12.32011 Q2 · CEO: +25.42011 Q3 · CEO: +23.02011 Q4 · CEO: +20.22012 Q1 · CEO: +27.32012 Q3 · CEO: +13.22013 Q1 · CEO: +14.32013 Q2 · CEO: +17.92013 Q3 · CEO: +27.12013 Q4 · CEO: +5.32014 Q1 · CEO: +17.92014 Q2 · CEO: +17.72014 Q3 · CEO: +4.42014 Q4 · CEO: +18.12015 Q1 · CEO: +14.52015 Q2 · CEO: +17.12015 Q3 · CEO: +15.12015 Q4 · CEO: +14.62016 Q1 · CEO: +21.12016 Q2 · CEO: +3.92016 Q3 · CEO: +13.92016 Q4 · CEO: +17.62017 Q1 · CEO: +17.22017 Q2 · CEO: +13.72017 Q3 · CEO: +12.42017 Q4 · CEO: +9.02018 Q1 · CEO: +15.42018 Q2 · CEO: +7.82018 Q3 · CEO: +18.02018 Q4 · CEO: +10.62019 Q1 · CEO: +15.62019 Q2 · CEO: +21.22019 Q3 · CEO: +11.52019 Q4 · CEO: +10.62020 Q1 · CEO: -7.72020 Q2 · CEO: +20.32020 Q3 · CEO: +15.82020 Q4 · CEO: +21.92021 Q1 · CEO: +13.12021 Q2 · CEO: +8.62021 Q3 · CEO: +12.92021 Q4 · CEO: +16.42022 Q1 · CEO: +11.92022 Q2 · CEO: +11.12022 Q3 · CEO: +10.32022 Q4 · CEO: +14.72023 Q1 · CEO: +18.72023 Q2 · CEO: +12.72023 Q3 · CEO: +15.92023 Q4 · CEO: +10.32024 Q1 · CEO: +13.22024 Q2 · CEO: +11.12024 Q3 · CEO: +13.42024 Q4 · CEO: +13.82025 Q1 · CEO: +11.92006 Q3 · CFO: -4.22006 Q4 · CFO: -2.42007 Q2 · CFO: +11.72007 Q3 · CFO: +6.22008 Q1 · CFO: +6.82008 Q2 · CFO: -4.12008 Q3 · CFO: -11.92008 Q4 · CFO: -14.72009 Q1 · CFO: -9.62009 Q2 · CFO: +6.42009 Q3 · CFO: +5.72009 Q4 · CFO: +8.42010 Q1 · CFO: +12.02010 Q2 · CFO: +6.22010 Q3 · CFO: -3.52010 Q4 · CFO: +10.42011 Q2 · CFO: +10.62011 Q3 · CFO: -2.82011 Q4 · CFO: +4.92012 Q1 · CFO: +9.92012 Q3 · CFO: +9.12013 Q1 · CFO: +3.62013 Q2 · CFO: +16.22013 Q3 · CFO: +15.52013 Q4 · CFO: +5.92014 Q1 · CFO: +0.92014 Q2 · CFO: +5.02014 Q3 · CFO: -6.12014 Q4 · CFO: +0.92015 Q1 · CFO: +10.62015 Q2 · CFO: +14.92015 Q3 · CFO: +21.42015 Q4 · CFO: +19.62016 Q1 · CFO: +9.12016 Q2 · CFO: -14.62016 Q3 · CFO: +4.42016 Q4 · CFO: +7.92017 Q1 · CFO: +5.82017 Q2 · CFO: +7.92017 Q3 · CFO: +12.72017 Q4 · CFO: +2.52018 Q1 · CFO: +12.12018 Q2 · CFO: -3.72018 Q3 · CFO: +7.02018 Q4 · CFO: +1.42019 Q1 · CFO: +21.42019 Q2 · CFO: +22.72019 Q3 · CFO: +21.92019 Q4 · CFO: +13.62020 Q1 · CFO: +3.42020 Q2 · CFO: +15.42020 Q3 · CFO: +20.52020 Q4 · CFO: +15.82021 Q1 · CFO: +17.72021 Q2 · CFO: +18.42021 Q3 · CFO: +14.42021 Q4 · CFO: +24.12022 Q1 · CFO: +8.22022 Q2 · CFO: +8.12022 Q3 · CFO: +16.82022 Q4 · CFO: +11.02023 Q1 · CFO: +12.02023 Q2 · CFO: +16.72023 Q3 · CFO: +10.62023 Q4 · CFO: +17.22024 Q1 · CFO: +11.92024 Q2 · CFO: +15.02024 Q3 · CFO: +15.12024 Q4 · CFO: +13.82025 Q1 · CFO: +11.1
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-72-36+0+36+722006 Q32009 Q22011 Q42014 Q22016 Q42019 Q22021 Q42024 Q22006 Q3 · Prepared remarks: -2.12006 Q4 · Prepared remarks: -1.62007 Q2 · Prepared remarks: +13.92007 Q3 · Prepared remarks: +10.12007 Q4 · Prepared remarks: -9.52008 Q1 · Prepared remarks: +6.62008 Q2 · Prepared remarks: +4.72008 Q3 · Prepared remarks: -7.42008 Q4 · Prepared remarks: -12.52009 Q1 · Prepared remarks: -8.72009 Q2 · Prepared remarks: +9.02009 Q3 · Prepared remarks: +11.12009 Q4 · Prepared remarks: +11.42010 Q1 · Prepared remarks: +17.12010 Q2 · Prepared remarks: +15.62010 Q3 · Prepared remarks: +0.32010 Q4 · Prepared remarks: +12.92011 Q1 · Prepared remarks: +6.02011 Q2 · Prepared remarks: +14.02011 Q3 · Prepared remarks: +3.42011 Q4 · Prepared remarks: +11.72012 Q1 · Prepared remarks: +9.62012 Q3 · Prepared remarks: +7.52012 Q4 · Prepared remarks: -62.52013 Q1 · Prepared remarks: +11.42013 Q2 · Prepared remarks: +19.32013 Q3 · Prepared remarks: +19.12013 Q4 · Prepared remarks: +6.72014 Q1 · Prepared remarks: +2.82014 Q2 · Prepared remarks: +7.02014 Q3 · Prepared remarks: -7.22014 Q4 · Prepared remarks: +5.32015 Q1 · Prepared remarks: +14.82015 Q2 · Prepared remarks: +18.92015 Q3 · Prepared remarks: +27.72015 Q4 · Prepared remarks: +27.32016 Q1 · Prepared remarks: +17.52016 Q2 · Prepared remarks: -8.22016 Q3 · Prepared remarks: +5.92016 Q4 · Prepared remarks: +16.02017 Q1 · Prepared remarks: +12.92017 Q2 · Prepared remarks: +13.42017 Q3 · Prepared remarks: +19.72017 Q4 · Prepared remarks: +11.92018 Q1 · Prepared remarks: +14.22018 Q2 · Prepared remarks: +6.22018 Q3 · Prepared remarks: +19.52018 Q4 · Prepared remarks: +10.52019 Q1 · Prepared remarks: +25.92019 Q2 · Prepared remarks: +28.12019 Q3 · Prepared remarks: +21.22019 Q4 · Prepared remarks: +17.12020 Q1 · Prepared remarks: +2.52020 Q2 · Prepared remarks: +20.32020 Q3 · Prepared remarks: +22.02020 Q4 · Prepared remarks: +18.02021 Q1 · Prepared remarks: +15.32021 Q2 · Prepared remarks: +15.02021 Q3 · Prepared remarks: +17.02021 Q4 · Prepared remarks: +16.42022 Q1 · Prepared remarks: +13.72022 Q2 · Prepared remarks: +14.82022 Q3 · Prepared remarks: +15.02022 Q4 · Prepared remarks: +15.62023 Q1 · Prepared remarks: +21.22023 Q2 · Prepared remarks: +19.42023 Q3 · Prepared remarks: +20.52023 Q4 · Prepared remarks: +12.92024 Q1 · Prepared remarks: +16.82024 Q2 · Prepared remarks: +17.02024 Q3 · Prepared remarks: +12.92024 Q4 · Prepared remarks: +14.52025 Q1 · Prepared remarks: +17.02006 Q3 · Q&A responses: +1.12006 Q4 · Q&A responses: +9.32007 Q2 · Q&A responses: +13.92007 Q3 · Q&A responses: +13.32007 Q4 · Q&A responses: -2.32008 Q1 · Q&A responses: +14.92008 Q2 · Q&A responses: +6.82008 Q3 · Q&A responses: +6.02008 Q4 · Q&A responses: +2.32009 Q1 · Q&A responses: +10.82009 Q2 · Q&A responses: +22.32009 Q3 · Q&A responses: +13.72009 Q4 · Q&A responses: +8.82010 Q1 · Q&A responses: +12.02010 Q2 · Q&A responses: +4.62010 Q3 · Q&A responses: -3.82010 Q4 · Q&A responses: +19.92011 Q1 · Q&A responses: +12.92011 Q2 · Q&A responses: +15.12011 Q3 · Q&A responses: +2.62011 Q4 · Q&A responses: +5.52012 Q1 · Q&A responses: +14.22012 Q3 · Q&A responses: +10.62013 Q1 · Q&A responses: +7.42013 Q2 · Q&A responses: +11.62013 Q3 · Q&A responses: +17.52013 Q4 · Q&A responses: +4.52014 Q1 · Q&A responses: +5.22014 Q2 · Q&A responses: +8.72014 Q3 · Q&A responses: +5.32014 Q4 · Q&A responses: +11.92015 Q1 · Q&A responses: +9.12015 Q2 · Q&A responses: +12.32015 Q3 · Q&A responses: +8.02015 Q4 · Q&A responses: +5.82016 Q1 · Q&A responses: +11.12016 Q2 · Q&A responses: +2.42016 Q3 · Q&A responses: +9.82016 Q4 · Q&A responses: +7.02017 Q1 · Q&A responses: +7.32017 Q2 · Q&A responses: +7.12017 Q3 · Q&A responses: +9.22017 Q4 · Q&A responses: +4.72018 Q1 · Q&A responses: +12.52018 Q2 · Q&A responses: +2.22018 Q3 · Q&A responses: +8.22018 Q4 · Q&A responses: +7.02019 Q1 · Q&A responses: +15.32019 Q2 · Q&A responses: +11.52019 Q3 · Q&A responses: +5.42019 Q4 · Q&A responses: +2.42020 Q1 · Q&A responses: -2.92020 Q2 · Q&A responses: +15.42020 Q3 · Q&A responses: +12.72020 Q4 · Q&A responses: +20.52021 Q1 · Q&A responses: +14.42021 Q2 · Q&A responses: +9.92021 Q3 · Q&A responses: +10.32021 Q4 · Q&A responses: +21.62022 Q1 · Q&A responses: +9.92022 Q2 · Q&A responses: +5.62022 Q3 · Q&A responses: +7.92022 Q4 · Q&A responses: +9.62023 Q1 · Q&A responses: +11.52023 Q2 · Q&A responses: +4.82023 Q3 · Q&A responses: +7.02023 Q4 · Q&A responses: +12.22024 Q1 · Q&A responses: +8.62024 Q2 · Q&A responses: +6.72024 Q3 · Q&A responses: +13.62024 Q4 · Q&A responses: +12.72025 Q1 · Q&A responses: +5.0
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

$-0.63$0.85$2.322006 Q32009 Q22011 Q42014 Q22016 Q42019 Q22021 Q42024 Q22014 Q1: $1.482014 Q2: $1.612014 Q3: $1.772014 Q4: $1.612015 Q1: $1.662015 Q2: $1.732015 Q3: $1.872015 Q4: $1.922016 Q1: $1.992016 Q2: $2.122016 Q3: $1.802016 Q4: $1.642017 Q1: $1.652017 Q2: $1.582017 Q3: $1.582017 Q4: $1.572018 Q1: $1.562018 Q2: $1.542018 Q3: $1.382018 Q4: $1.322019 Q1: $1.222019 Q2: $1.402019 Q3: $1.362019 Q4: $1.302020 Q1: $0.892020 Q2: $-0.422020 Q3: $0.362020 Q4: $1.052021 Q1: $1.242021 Q2: $1.382021 Q3: $1.812021 Q4: $1.992022 Q1: $2.102022 Q2: $2.042022 Q3: $1.992022 Q4: $1.722023 Q1: $1.562023 Q2: $1.712023 Q3: $1.952023 Q4: $1.742024 Q1: $1.862024 Q2: $1.962024 Q3: $1.94

Forward P/E

-0.2638.4777.202006 Q32009 Q22011 Q42014 Q22016 Q42019 Q22021 Q42024 Q22014 Q1: 10.442014 Q2: 10.452014 Q3: 9.332014 Q4: 8.982015 Q1: 9.922015 Q2: 8.712015 Q3: 7.832015 Q4: 7.482016 Q1: 6.782016 Q2: 6.142016 Q3: 6.742016 Q4: 7.642017 Q1: 7.672017 Q2: 7.102017 Q3: 7.332017 Q4: 8.042018 Q1: 7.082018 Q2: 7.782018 Q3: 7.112018 Q4: 6.302019 Q1: 7.012019 Q2: 7.202019 Q3: 6.792019 Q4: 7.342020 Q1: 5.082020 Q2: 71.862020 Q3: 19.232020 Q4: 8.612021 Q1: 10.232021 Q2: 10.922021 Q3: 7.302021 Q4: 10.152022 Q1: 7.882022 Q2: 6.012022 Q3: 7.372022 Q4: 7.842023 Q1: 7.522023 Q2: 8.302023 Q3: 6.502023 Q4: 6.462024 Q1: 6.652024 Q2: 6.012024 Q3: 5.67

Divergence watch ⚑

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

  • 2014 Q3 tone ↓ -9.7 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2014 Q4 tone ↑ +9.1 fwd EPS ↓ -0.16 Tone rose while the forward EPS estimate was cut.
  • 2016 Q2 tone ↓ -16.4 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↑ +10.9 fwd EPS ↓ -0.32 Tone rose while the forward EPS estimate was cut.
  • 2016 Q4 tone ↑ +4.0 fwd EPS ↓ -0.16 Tone rose while the forward EPS estimate was cut.
  • 2018 Q3 tone ↑ +8.6 fwd EPS ↓ -0.17 Tone rose while the forward EPS estimate was cut.
  • 2019 Q1 tone ↑ +9.1 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +12.5 fwd EPS ↓ -1.31 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -3.7 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -7.2 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↑ +3.3 fwd EPS ↓ -0.05 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↓ -2.3 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-05+5.8——View →
2024 Q42025-02-05+9.7——View →
2024 Q32024-10-28+10.2$1.945.7View →
2024 Q22024-07-24+11.2$1.966.0View →
2024 Q12024-04-24+7.9$1.866.7View →
2023 Q42024-02-06+9.6$1.746.5View →
2023 Q32023-10-27+11.3$1.956.5View →
2023 Q22023-07-27+8.9$1.718.3View →