Subtext

GE Vernova Inc. GEV

SectorIndustrials
Transcripts5
Date range2024-04-25 – 2025-04-23
Calls charted5

Sentiment timeline

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

-21-10+0+10+212024 Q12024 Q22024 Q32024 Q42025 Q12024 Q1 · Overall: +18.32024 Q2 · Overall: +13.82024 Q3 · Overall: +12.42024 Q4 · Overall: +15.72025 Q1 · Overall: +12.8
Overall

CEO vs CFO

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

-40-20+0+20+402024 Q12024 Q22024 Q32024 Q42025 Q12024 Q1 · CEO: +17.02024 Q2 · CEO: +13.62024 Q3 · CEO: +12.42024 Q4 · CEO: +15.22025 Q1 · CEO: +14.52024 Q1 · CFO: +35.12024 Q2 · CFO: +23.02024 Q3 · CFO: +24.92024 Q4 · CFO: +25.42025 Q1 · CFO: +17.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-34-17+0+17+342024 Q12024 Q22024 Q32024 Q42025 Q12024 Q1 · Prepared remarks: +29.22024 Q2 · Prepared remarks: +22.32024 Q3 · Prepared remarks: +23.62024 Q4 · Prepared remarks: +21.72025 Q1 · Prepared remarks: +22.42024 Q1 · Q&A responses: +13.62024 Q2 · Q&A responses: +11.22024 Q3 · Q&A responses: +8.72024 Q4 · Q&A responses: +11.22025 Q1 · Q&A responses: +7.3
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

$4.29$5.69$7.092024 Q12024 Q22024 Q32024 Q42025 Q12024 Q2: $4.482024 Q3: $5.472024 Q4: $6.90

Forward P/E

39.6143.0246.432024 Q12024 Q22024 Q32024 Q42025 Q12024 Q2: 40.082024 Q3: 43.062024 Q4: 45.96

No notable tone-vs-estimate divergences detected.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-23+12.8——View →
2024 Q42025-01-22+15.7$6.9046.0View →
2024 Q32024-10-23+12.4$5.4743.1View →
2024 Q22024-07-25+13.8$4.4840.1View →
2024 Q12024-04-25+18.3——View →