Subtext

General Electric Company GE

SectorIndustrials
Transcripts76
Date range2006-01-21 – 2025-04-25
Calls charted75

Sentiment timeline

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

-24-12+0+12+242005 Q42008 Q32011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12005 Q4 · Overall: +14.72006 Q1 · Overall: +19.52006 Q2 · Overall: +19.62006 Q3 · Overall: +16.02006 Q4 · Overall: +16.22007 Q1 · Overall: +8.42007 Q3 · Overall: +7.82007 Q4 · Overall: +11.92008 Q1 · Overall: +4.12008 Q2 · Overall: +9.52008 Q3 · Overall: +2.82008 Q4 · Overall: -0.12009 Q1 · Overall: +3.82009 Q2 · Overall: +5.52009 Q3 · Overall: +2.02009 Q4 · Overall: +8.32010 Q1 · Overall: +3.12010 Q4 · Overall: +6.62011 Q1 · Overall: +11.52011 Q2 · Overall: +12.22011 Q3 · Overall: +7.32011 Q4 · Overall: +6.62012 Q1 · Overall: +16.52012 Q2 · Overall: +8.82012 Q3 · Overall: +10.12012 Q4 · Overall: +13.82013 Q1 · Overall: +1.62013 Q2 · Overall: +10.22013 Q3 · Overall: +14.52013 Q4 · Overall: +4.62014 Q1 · Overall: +9.82014 Q2 · Overall: +9.12014 Q3 · Overall: +12.22014 Q4 · Overall: +7.22015 Q1 · Overall: +6.32015 Q2 · Overall: +7.42015 Q3 · Overall: +6.82015 Q4 · Overall: +5.02016 Q1 · Overall: +8.02016 Q2 · Overall: +6.82016 Q3 · Overall: +4.22016 Q4 · Overall: +7.12017 Q1 · Overall: +3.02017 Q2 · Overall: +5.12017 Q3 · Overall: +1.02017 Q4 · Overall: +7.52018 Q1 · Overall: +7.52018 Q2 · Overall: +4.92018 Q3 · Overall: +12.22018 Q4 · Overall: +5.62019 Q1 · Overall: +9.92019 Q2 · Overall: +9.02019 Q3 · Overall: +8.92019 Q4 · Overall: +9.52020 Q1 · Overall: +0.62020 Q2 · Overall: +8.92020 Q3 · Overall: +15.22020 Q4 · Overall: +9.52021 Q1 · Overall: +11.02021 Q2 · Overall: +18.42021 Q3 · Overall: +14.42021 Q4 · Overall: +16.72022 Q1 · Overall: +11.02022 Q2 · Overall: +13.62022 Q3 · Overall: +10.82022 Q4 · Overall: +14.92023 Q1 · Overall: +19.92023 Q2 · Overall: +20.52023 Q3 · Overall: +17.02023 Q4 · Overall: +15.52024 Q1 · Overall: +16.02024 Q2 · Overall: +14.42024 Q3 · Overall: +14.02024 Q4 · Overall: +12.72025 Q1 · Overall: +8.9
Overall

CEO vs CFO

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

-52-26+0+26+522005 Q42008 Q32011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12005 Q4 · CEO: +45.62006 Q1 · CEO: +36.12006 Q2 · CEO: +25.72006 Q3 · CEO: +22.02006 Q4 · CEO: +19.52007 Q1 · CEO: +8.12007 Q3 · CEO: +18.42007 Q4 · CEO: +24.52008 Q1 · CEO: +6.92008 Q2 · CEO: +10.72008 Q3 · CEO: +10.62008 Q4 · CEO: +6.02009 Q1 · CEO: +12.72009 Q2 · CEO: +16.72009 Q3 · CEO: +17.52009 Q4 · CEO: +17.92010 Q1 · CEO: +20.52010 Q4 · CEO: +24.02011 Q1 · CEO: +21.22011 Q2 · CEO: +25.32011 Q3 · CEO: +20.82011 Q4 · CEO: +25.82012 Q1 · CEO: +27.82012 Q2 · CEO: +20.32012 Q3 · CEO: +12.22012 Q4 · CEO: +17.22013 Q1 · CEO: +8.72013 Q2 · CEO: +13.72013 Q3 · CEO: +24.72013 Q4 · CEO: +20.42014 Q1 · CEO: +22.22014 Q2 · CEO: +16.22014 Q3 · CEO: +19.22014 Q4 · CEO: +13.02015 Q1 · CEO: +14.32015 Q2 · CEO: +20.52015 Q3 · CEO: +12.02015 Q4 · CEO: +10.92016 Q1 · CEO: +13.92016 Q2 · CEO: +19.72016 Q3 · CEO: +11.32016 Q4 · CEO: +10.02017 Q1 · CEO: +14.92017 Q2 · CEO: +10.42017 Q3 · CEO: +12.02017 Q4 · CEO: +14.42018 Q1 · CEO: +15.32018 Q2 · CEO: +14.62018 Q4 · CEO: +6.22019 Q1 · CEO: +10.52019 Q2 · CEO: +20.72019 Q3 · CEO: +21.32019 Q4 · CEO: +17.22020 Q1 · CEO: +0.82020 Q2 · CEO: +8.32020 Q3 · CEO: +20.22020 Q4 · CEO: +14.42021 Q1 · CEO: +13.92021 Q3 · CEO: +21.52021 Q4 · CEO: +22.82022 Q1 · CEO: +15.72022 Q2 · CEO: +18.82022 Q3 · CEO: +15.12022 Q4 · CEO: +20.42023 Q1 · CEO: +25.32023 Q2 · CEO: +23.82023 Q3 · CEO: +24.82023 Q4 · CEO: +16.82024 Q1 · CEO: +22.72024 Q2 · CEO: +15.92024 Q3 · CEO: +22.02024 Q4 · CEO: +17.32025 Q1 · CEO: +15.02006 Q1 · CFO: +23.92006 Q2 · CFO: +21.32006 Q3 · CFO: +20.12006 Q4 · CFO: +17.52007 Q1 · CFO: +14.72007 Q3 · CFO: +9.12007 Q4 · CFO: +10.62008 Q1 · CFO: +7.62008 Q2 · CFO: +13.22008 Q3 · CFO: +2.32008 Q4 · CFO: +0.12009 Q1 · CFO: +4.52009 Q2 · CFO: +3.22009 Q3 · CFO: -1.22009 Q4 · CFO: +5.82010 Q1 · CFO: +0.92010 Q4 · CFO: +4.02011 Q1 · CFO: +12.62011 Q2 · CFO: +11.62011 Q3 · CFO: +4.52011 Q4 · CFO: +6.82012 Q1 · CFO: +20.92012 Q2 · CFO: +7.52012 Q3 · CFO: +10.12012 Q4 · CFO: +16.92013 Q1 · CFO: +2.02013 Q2 · CFO: +12.42013 Q3 · CFO: +12.72013 Q4 · CFO: +4.32014 Q1 · CFO: +6.62014 Q2 · CFO: +6.92014 Q3 · CFO: +11.12014 Q4 · CFO: +8.52015 Q1 · CFO: +4.32015 Q3 · CFO: +5.02015 Q4 · CFO: +3.82016 Q3 · CFO: +1.42016 Q4 · CFO: +8.92017 Q1 · CFO: +2.82017 Q2 · CFO: +2.82017 Q3 · CFO: -5.02017 Q4 · CFO: +1.62018 Q1 · CFO: +1.52018 Q2 · CFO: +1.92018 Q3 · CFO: +3.92019 Q2 · CFO: -5.02019 Q3 · CFO: -3.32019 Q4 · CFO: +2.72020 Q1 · CFO: -0.62020 Q3 · CFO: +15.12020 Q4 · CFO: +11.52021 Q1 · CFO: +15.22021 Q2 · CFO: +20.22021 Q3 · CFO: +13.82021 Q4 · CFO: +16.42022 Q1 · CFO: +13.12022 Q2 · CFO: +11.92022 Q3 · CFO: +10.82022 Q4 · CFO: +19.52023 Q1 · CFO: +23.62023 Q2 · CFO: +21.92023 Q3 · CFO: +15.82023 Q4 · CFO: +25.42024 Q1 · CFO: +16.02024 Q2 · CFO: +20.42024 Q3 · CFO: +10.62024 Q4 · CFO: +14.52025 Q1 · CFO: +6.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-36-18+0+18+362005 Q42008 Q32011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12005 Q4 · Prepared remarks: +25.12006 Q1 · Prepared remarks: +28.12006 Q2 · Prepared remarks: +23.42006 Q3 · Prepared remarks: +24.72006 Q4 · Prepared remarks: +22.02007 Q1 · Prepared remarks: +16.02007 Q3 · Prepared remarks: +14.42007 Q4 · Prepared remarks: +20.62008 Q1 · Prepared remarks: +9.72008 Q2 · Prepared remarks: +16.12008 Q3 · Prepared remarks: +2.62008 Q4 · Prepared remarks: +3.52009 Q1 · Prepared remarks: +9.42009 Q2 · Prepared remarks: +6.72009 Q3 · Prepared remarks: +6.52009 Q4 · Prepared remarks: +13.22010 Q1 · Prepared remarks: +9.52010 Q4 · Prepared remarks: +13.22011 Q1 · Prepared remarks: +19.02011 Q2 · Prepared remarks: +15.42011 Q3 · Prepared remarks: +12.62011 Q4 · Prepared remarks: +17.02012 Q1 · Prepared remarks: +28.32012 Q2 · Prepared remarks: +14.02012 Q3 · Prepared remarks: +14.02012 Q4 · Prepared remarks: +16.02013 Q1 · Prepared remarks: +6.22013 Q2 · Prepared remarks: +13.12013 Q3 · Prepared remarks: +18.02013 Q4 · Prepared remarks: +9.72014 Q1 · Prepared remarks: +12.42014 Q2 · Prepared remarks: +11.82014 Q3 · Prepared remarks: +13.52014 Q4 · Prepared remarks: +13.32015 Q1 · Prepared remarks: +5.92015 Q2 · Prepared remarks: +9.52015 Q3 · Prepared remarks: +9.72015 Q4 · Prepared remarks: +6.42016 Q1 · Prepared remarks: +10.12016 Q2 · Prepared remarks: +6.52016 Q3 · Prepared remarks: +5.42016 Q4 · Prepared remarks: +10.62017 Q1 · Prepared remarks: +6.12017 Q2 · Prepared remarks: +5.92017 Q3 · Prepared remarks: +1.42017 Q4 · Prepared remarks: +7.32018 Q1 · Prepared remarks: +4.82018 Q2 · Prepared remarks: +8.62018 Q3 · Prepared remarks: +12.12018 Q4 · Prepared remarks: +5.62019 Q1 · Prepared remarks: +10.12019 Q2 · Prepared remarks: +9.22019 Q3 · Prepared remarks: +9.12019 Q4 · Prepared remarks: +10.22020 Q1 · Prepared remarks: -0.72020 Q2 · Prepared remarks: +9.02020 Q3 · Prepared remarks: +15.52020 Q4 · Prepared remarks: +9.72021 Q1 · Prepared remarks: +17.42021 Q2 · Prepared remarks: +18.82021 Q3 · Prepared remarks: +21.02021 Q4 · Prepared remarks: +16.92022 Q1 · Prepared remarks: +11.02022 Q2 · Prepared remarks: +17.92022 Q3 · Prepared remarks: +16.62022 Q4 · Prepared remarks: +22.12023 Q1 · Prepared remarks: +29.92023 Q2 · Prepared remarks: +25.22023 Q3 · Prepared remarks: +20.82023 Q4 · Prepared remarks: +27.82024 Q1 · Prepared remarks: +21.42024 Q2 · Prepared remarks: +22.22024 Q3 · Prepared remarks: +19.82024 Q4 · Prepared remarks: +19.62025 Q1 · Prepared remarks: +14.42005 Q4 · Q&A responses: +3.62006 Q1 · Q&A responses: +7.32006 Q2 · Q&A responses: +18.72006 Q3 · Q&A responses: +11.62006 Q4 · Q&A responses: +9.62007 Q1 · Q&A responses: +2.82007 Q3 · Q&A responses: +7.72007 Q4 · Q&A responses: +4.42008 Q1 · Q&A responses: +4.02008 Q2 · Q&A responses: +5.42008 Q3 · Q&A responses: +6.22008 Q4 · Q&A responses: -3.22009 Q1 · Q&A responses: +2.62009 Q2 · Q&A responses: +10.22009 Q3 · Q&A responses: +1.52009 Q4 · Q&A responses: +2.32010 Q1 · Q&A responses: -0.82010 Q4 · Q&A responses: +5.92011 Q1 · Q&A responses: +12.02011 Q2 · Q&A responses: +14.72011 Q3 · Q&A responses: +5.62011 Q4 · Q&A responses: +5.82012 Q1 · Q&A responses: +16.22012 Q2 · Q&A responses: +11.02012 Q3 · Q&A responses: +9.22012 Q4 · Q&A responses: +17.82013 Q1 · Q&A responses: +3.92013 Q2 · Q&A responses: +13.32013 Q3 · Q&A responses: +18.82013 Q4 · Q&A responses: +10.42014 Q1 · Q&A responses: +7.82014 Q2 · Q&A responses: +7.92014 Q3 · Q&A responses: +13.32014 Q4 · Q&A responses: +6.42015 Q1 · Q&A responses: +11.32015 Q2 · Q&A responses: +8.72015 Q3 · Q&A responses: +7.32015 Q4 · Q&A responses: +6.72016 Q1 · Q&A responses: +1.82016 Q2 · Q&A responses: +9.72016 Q3 · Q&A responses: +6.02016 Q4 · Q&A responses: +6.92017 Q1 · Q&A responses: +3.82017 Q2 · Q&A responses: +4.92017 Q3 · Q&A responses: +0.72017 Q4 · Q&A responses: +11.22018 Q1 · Q&A responses: +12.32018 Q2 · Q&A responses: +5.92018 Q3 · Q&A responses: +31.22019 Q2 · Q&A responses: +23.32019 Q4 · Q&A responses: +0.02020 Q1 · Q&A responses: +2.42021 Q1 · Q&A responses: +7.72021 Q3 · Q&A responses: +12.32022 Q2 · Q&A responses: +10.62022 Q3 · Q&A responses: +8.22022 Q4 · Q&A responses: +16.02023 Q1 · Q&A responses: +20.22023 Q2 · Q&A responses: +20.52023 Q3 · Q&A responses: +18.22023 Q4 · Q&A responses: +8.02024 Q1 · Q&A responses: +17.12024 Q2 · Q&A responses: +13.32024 Q3 · Q&A responses: +14.12024 Q4 · Q&A responses: +11.72025 Q1 · Q&A responses: +7.4
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

$0.98$8.14$15.302005 Q42008 Q32011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12014 Q1: $13.822014 Q2: $14.032014 Q3: $14.312014 Q4: $14.162015 Q1: $14.012015 Q2: $11.382015 Q3: $11.852015 Q4: $12.082016 Q1: $12.562016 Q2: $13.002016 Q3: $13.332016 Q4: $13.322017 Q1: $13.572017 Q2: $14.072017 Q3: $13.232017 Q4: $8.192018 Q1: $7.962018 Q2: $7.952018 Q3: $7.932018 Q4: $6.682019 Q1: $5.942019 Q2: $5.332019 Q3: $5.542019 Q4: $5.362020 Q1: $4.822020 Q2: $2.082020 Q3: $1.972020 Q4: $2.962021 Q1: $2.542021 Q2: $3.142021 Q3: $3.792021 Q4: $3.972022 Q1: $3.792022 Q2: $3.832022 Q3: $4.142022 Q4: $4.272023 Q1: $2.432023 Q2: $3.032023 Q3: $3.832023 Q4: $4.612024 Q1: $4.982024 Q2: $4.572024 Q3: $4.972024 Q4: $5.25

Forward P/E

6.4726.0245.572005 Q42008 Q32011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12014 Q1: 14.642014 Q2: 15.342014 Q3: 14.692014 Q4: 13.932015 Q1: 14.642015 Q2: 19.172015 Q3: 17.512015 Q4: 20.522016 Q1: 19.212016 Q2: 18.822016 Q3: 17.822016 Q4: 18.922017 Q1: 17.542017 Q2: 16.312017 Q3: 14.572017 Q4: 17.352018 Q1: 14.352018 Q2: 13.992018 Q3: 12.972018 Q4: 9.172019 Q1: 13.502019 Q2: 15.532019 Q3: 13.552019 Q4: 16.362020 Q1: 10.952020 Q2: 27.782020 Q3: 27.452020 Q4: 29.542021 Q1: 42.872021 Q2: 34.242021 Q3: 26.962021 Q4: 23.192022 Q1: 24.972022 Q2: 18.042022 Q3: 16.902022 Q4: 19.082023 Q1: 36.942023 Q2: 34.552023 Q3: 29.622023 Q4: 26.292024 Q1: 34.192024 Q2: 36.142024 Q3: 36.892024 Q4: 30.47

Divergence watch ⚑

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

  • 2016 Q3 tone ↓ -2.5 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -4.2 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↑ +6.4 fwd EPS ↓ -5.04 Tone rose while the forward EPS estimate was cut.
  • 2019 Q1 tone ↑ +4.3 fwd EPS ↓ -0.74 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +8.3 fwd EPS ↓ -2.74 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↑ +6.3 fwd EPS ↓ -0.12 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -5.7 fwd EPS ↑ +0.99 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -4.0 fwd EPS ↑ +0.65 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -2.8 fwd EPS ↑ +0.31 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↑ +5.0 fwd EPS ↓ -1.84 Tone rose while the forward EPS estimate was cut.
  • 2023 Q3 tone ↓ -3.5 fwd EPS ↑ +0.81 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-25+8.9——View →
2024 Q42025-01-24+12.7$5.2530.5View →
2024 Q32024-10-22+14.0$4.9736.9View →
2024 Q22024-07-23+14.4$4.5736.1View →
2024 Q12024-04-23+16.0$4.9834.2View →
2023 Q42024-01-23+15.5$4.6126.3View →
2023 Q32023-10-24+17.0$3.8329.6View →
2023 Q22023-07-25+20.5$3.0334.5View →