Subtext

Hologic, Inc. HOLX

SectorHealth Care
Transcripts38
Date range2016-01-27 – 2025-05-01
Calls charted38

Sentiment timeline

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

-19-9+0+9+192016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · Overall: +16.42016 Q2 · Overall: +10.62016 Q3 · Overall: +14.72016 Q4 · Overall: +16.52017 Q1 · Overall: +11.22017 Q2 · Overall: +5.12017 Q3 · Overall: +8.92017 Q4 · Overall: +9.52018 Q1 · Overall: +11.82018 Q2 · Overall: +10.12018 Q3 · Overall: +11.82018 Q4 · Overall: +8.92019 Q1 · Overall: +10.82019 Q2 · Overall: +10.12019 Q3 · Overall: +14.92019 Q4 · Overall: +11.22020 Q1 · Overall: +6.72020 Q2 · Overall: +2.82020 Q3 · Overall: +4.12020 Q4 · Overall: +7.02021 Q1 · Overall: +14.42021 Q2 · Overall: +8.42021 Q3 · Overall: +11.52021 Q4 · Overall: +9.72022 Q1 · Overall: +9.22022 Q2 · Overall: +8.12022 Q3 · Overall: +7.72022 Q4 · Overall: +11.22023 Q1 · Overall: +14.72023 Q2 · Overall: +12.22023 Q3 · Overall: +9.82023 Q4 · Overall: +11.72024 Q1 · Overall: +13.12024 Q2 · Overall: +9.42024 Q3 · Overall: +9.22024 Q4 · Overall: +12.02025 Q1 · Overall: +8.52025 Q2 · Overall: +7.4
Overall

CEO vs CFO

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

-39-19+0+19+392016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · CEO: +18.62016 Q2 · CEO: +14.32016 Q4 · CEO: +24.42017 Q1 · CEO: +17.72017 Q2 · CEO: +9.42017 Q3 · CEO: +21.22017 Q4 · CEO: +15.42018 Q1 · CEO: +20.02018 Q2 · CEO: +17.52018 Q3 · CEO: +14.02018 Q4 · CEO: +14.62019 Q1 · CEO: +18.72019 Q2 · CEO: +21.42019 Q3 · CEO: +20.92019 Q4 · CEO: +17.02020 Q1 · CEO: +20.22020 Q2 · CEO: +9.72020 Q3 · CEO: +7.62020 Q4 · CEO: +9.72021 Q1 · CEO: +20.52021 Q2 · CEO: +11.62021 Q3 · CEO: +17.72021 Q4 · CEO: +20.62022 Q1 · CEO: +17.12022 Q2 · CEO: +17.92022 Q3 · CEO: +11.32022 Q4 · CEO: +16.02023 Q1 · CEO: +22.22023 Q2 · CEO: +22.12023 Q3 · CEO: +21.12023 Q4 · CEO: +22.52024 Q1 · CEO: +17.22024 Q2 · CEO: +9.92024 Q3 · CEO: +22.72024 Q4 · CEO: +33.72025 Q1 · CEO: +17.02016 Q1 · CFO: +23.22016 Q2 · CFO: +12.02016 Q3 · CFO: +18.72016 Q4 · CFO: +15.52017 Q1 · CFO: +4.92017 Q2 · CFO: +8.12017 Q3 · CFO: +7.22017 Q4 · CFO: +10.12018 Q1 · CFO: +11.12018 Q2 · CFO: +3.52018 Q3 · CFO: +21.52018 Q4 · CFO: +8.72019 Q1 · CFO: +7.72019 Q2 · CFO: +10.92019 Q3 · CFO: +20.22019 Q4 · CFO: +12.22020 Q1 · CFO: +4.32020 Q2 · CFO: -1.72020 Q3 · CFO: +1.82021 Q1 · CFO: +12.92021 Q2 · CFO: +10.32021 Q3 · CFO: +8.62021 Q4 · CFO: +5.22022 Q1 · CFO: +8.92022 Q2 · CFO: +8.12022 Q3 · CFO: +12.92022 Q4 · CFO: +13.32023 Q1 · CFO: +13.92023 Q2 · CFO: +10.62023 Q3 · CFO: +8.52024 Q1 · CFO: +16.12024 Q2 · CFO: +16.12024 Q3 · CFO: +10.22024 Q4 · CFO: +13.92025 Q1 · CFO: +11.02025 Q2 · CFO: +7.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-32-16+0+16+322016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · Prepared remarks: +24.12016 Q2 · Prepared remarks: +16.62016 Q3 · Prepared remarks: +18.22016 Q4 · Prepared remarks: +23.02017 Q1 · Prepared remarks: +11.42017 Q2 · Prepared remarks: +9.72017 Q3 · Prepared remarks: +15.12017 Q4 · Prepared remarks: +11.62018 Q1 · Prepared remarks: +13.42018 Q2 · Prepared remarks: +11.22018 Q3 · Prepared remarks: +14.42018 Q4 · Prepared remarks: +9.52019 Q1 · Prepared remarks: +10.82019 Q2 · Prepared remarks: +14.92019 Q3 · Prepared remarks: +21.62019 Q4 · Prepared remarks: +13.42020 Q1 · Prepared remarks: +12.82020 Q2 · Prepared remarks: +2.52020 Q3 · Prepared remarks: +8.92020 Q4 · Prepared remarks: +7.02021 Q1 · Prepared remarks: +18.32021 Q2 · Prepared remarks: +10.42021 Q3 · Prepared remarks: +13.62021 Q4 · Prepared remarks: +13.62022 Q1 · Prepared remarks: +15.42022 Q2 · Prepared remarks: +17.62022 Q3 · Prepared remarks: +15.22022 Q4 · Prepared remarks: +16.12023 Q1 · Prepared remarks: +21.52023 Q2 · Prepared remarks: +20.32023 Q3 · Prepared remarks: +18.72023 Q4 · Prepared remarks: +19.72024 Q1 · Prepared remarks: +19.82024 Q2 · Prepared remarks: +28.02024 Q3 · Prepared remarks: +14.72024 Q4 · Prepared remarks: +27.92025 Q1 · Prepared remarks: +15.92025 Q2 · Prepared remarks: +15.82016 Q1 · Q&A responses: +13.62016 Q2 · Q&A responses: +10.42016 Q3 · Q&A responses: +13.42016 Q4 · Q&A responses: +14.92017 Q2 · Q&A responses: +7.12017 Q3 · Q&A responses: +16.32017 Q4 · Q&A responses: +13.52018 Q1 · Q&A responses: +18.42018 Q2 · Q&A responses: +12.42018 Q3 · Q&A responses: +13.92018 Q4 · Q&A responses: +13.32019 Q1 · Q&A responses: +14.32019 Q2 · Q&A responses: +15.12019 Q3 · Q&A responses: +13.62019 Q4 · Q&A responses: +10.92020 Q1 · Q&A responses: +8.02020 Q2 · Q&A responses: +9.02020 Q3 · Q&A responses: +0.82021 Q1 · Q&A responses: +13.32021 Q2 · Q&A responses: +8.62021 Q3 · Q&A responses: +11.42021 Q4 · Q&A responses: +14.42022 Q1 · Q&A responses: +8.02022 Q2 · Q&A responses: +7.02022 Q3 · Q&A responses: +4.32022 Q4 · Q&A responses: +10.12023 Q1 · Q&A responses: +10.52023 Q2 · Q&A responses: +11.42023 Q3 · Q&A responses: +11.72023 Q4 · Q&A responses: +10.82024 Q1 · Q&A responses: +14.92024 Q2 · Q&A responses: +11.52024 Q3 · Q&A responses: +18.52024 Q4 · Q&A responses: +6.22025 Q1 · Q&A responses: +10.32025 Q2 · Q&A responses: +6.5
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

$1.59$4.43$7.272016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1: $1.982016 Q2: $2.052016 Q3: $2.132016 Q4: $2.202017 Q1: $2.012017 Q2: $2.162017 Q3: $2.192017 Q4: $2.182018 Q1: $2.382018 Q2: $2.392018 Q3: $2.432018 Q4: $2.462019 Q1: $2.522019 Q2: $2.582019 Q3: $2.652019 Q4: $2.672020 Q1: $2.742020 Q2: $2.672020 Q3: $4.242020 Q4: $6.422021 Q1: $6.882021 Q2: $5.012021 Q3: $3.702021 Q4: $3.772022 Q1: $4.502022 Q2: $4.132022 Q3: $3.432022 Q4: $3.602023 Q1: $3.902023 Q2: $4.062023 Q3: $3.992023 Q4: $4.072024 Q1: $4.212024 Q2: $4.352024 Q3: $4.392024 Q4: $4.37

Forward P/E

9.5515.8522.152016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1: 17.412016 Q2: 16.142016 Q3: 17.532016 Q4: 18.542017 Q1: 21.282017 Q2: 20.702017 Q3: 17.152017 Q4: 20.062018 Q1: 16.122018 Q2: 16.232018 Q3: 16.842018 Q4: 16.162019 Q1: 18.812019 Q2: 19.032019 Q3: 18.862019 Q4: 19.662020 Q1: 10.812020 Q2: 19.682020 Q3: 14.332020 Q4: 11.462021 Q1: 10.422021 Q2: 12.352021 Q3: 20.982021 Q4: 20.502022 Q1: 16.102022 Q2: 16.522022 Q3: 19.822022 Q4: 21.112023 Q1: 20.082023 Q2: 19.282023 Q3: 18.062023 Q4: 17.472024 Q1: 18.132024 Q2: 16.442024 Q3: 18.622024 Q4: 16.36

Divergence watch ⚑

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

  • 2016 Q2 tone ↓ -5.8 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -6.1 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -2.9 fwd EPS ↑ +0.02 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -4.5 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↑ +3.1 fwd EPS ↓ -1.31 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↓ -2.5 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↓ -3.7 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q22025-05-01+7.4——View →
2025 Q12025-02-05+8.5——View →
2024 Q42024-11-04+12.0$4.3716.4View →
2024 Q32024-07-29+9.2$4.3918.6View →
2024 Q22024-05-02+9.4$4.3516.4View →
2024 Q12024-02-01+13.1$4.2118.1View →
2023 Q42023-11-09+11.7$4.0717.5View →
2023 Q32023-07-31+9.8$3.9918.1View →