Subtext

Hubbell Incorporated HUBB

SectorIndustrials
Transcripts21
Date range2020-05-02 – 2025-05-01
Calls charted21

Sentiment timeline

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

-16-8+0+8+162020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: -2.22020 Q2 · Overall: +9.12020 Q3 · Overall: +10.32020 Q4 · Overall: +5.82021 Q1 · Overall: +7.42021 Q2 · Overall: +11.42021 Q3 · Overall: -1.72021 Q4 · Overall: +14.12022 Q1 · Overall: +4.52022 Q2 · Overall: +6.32022 Q3 · Overall: +6.02022 Q4 · Overall: +5.52023 Q1 · Overall: +10.92023 Q2 · Overall: +11.42023 Q3 · Overall: +13.12023 Q4 · Overall: +10.32024 Q1 · Overall: -1.12024 Q2 · Overall: +11.02024 Q3 · Overall: +8.32024 Q4 · Overall: +11.72025 Q1 · Overall: +6.9
Overall

CEO vs CFO

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

-48-24+0+24+482020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · CEO: +0.02020 Q2 · CEO: +8.52020 Q3 · CEO: +41.72020 Q4 · CEO: +11.12021 Q1 · CEO: +14.62021 Q2 · CEO: +14.82021 Q3 · CEO: +5.12021 Q4 · CEO: +22.62022 Q1 · CEO: +21.82022 Q2 · CEO: +21.02022 Q3 · CEO: +15.62022 Q4 · CEO: +15.52023 Q1 · CEO: +23.42023 Q2 · CEO: +29.42023 Q3 · CEO: +27.02023 Q4 · CEO: +29.62024 Q2 · CEO: +18.72024 Q3 · CEO: +11.22024 Q4 · CEO: +18.32025 Q1 · CEO: +19.12020 Q1 · CFO: +1.12020 Q2 · CFO: +8.02020 Q3 · CFO: +10.02020 Q4 · CFO: +4.62021 Q1 · CFO: +5.22021 Q2 · CFO: +11.92021 Q3 · CFO: -0.92021 Q4 · CFO: +12.82022 Q1 · CFO: +0.72022 Q2 · CFO: +5.12022 Q3 · CFO: +3.92022 Q4 · CFO: +4.62023 Q1 · CFO: +13.72023 Q2 · CFO: +12.22023 Q3 · CFO: +9.92023 Q4 · CFO: +8.92024 Q2 · CFO: +9.62024 Q3 · CFO: +13.52024 Q4 · CFO: +15.92025 Q1 · CFO: +5.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-39-20+0+20+392020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: +1.32020 Q2 · Prepared remarks: +8.52020 Q3 · Prepared remarks: +15.52020 Q4 · Prepared remarks: +10.62021 Q1 · Prepared remarks: +10.52021 Q2 · Prepared remarks: +13.52021 Q3 · Prepared remarks: +6.82021 Q4 · Prepared remarks: +19.72022 Q1 · Prepared remarks: +15.82022 Q2 · Prepared remarks: +16.62022 Q3 · Prepared remarks: +12.02022 Q4 · Prepared remarks: +11.42023 Q1 · Prepared remarks: +23.42023 Q2 · Prepared remarks: +25.82023 Q3 · Prepared remarks: +18.02023 Q4 · Prepared remarks: +20.52024 Q1 · Prepared remarks: +34.22024 Q2 · Prepared remarks: +20.62024 Q3 · Prepared remarks: +15.62024 Q4 · Prepared remarks: +23.62025 Q1 · Prepared remarks: +16.32020 Q1 · Q&A responses: -5.92020 Q2 · Q&A responses: +11.52020 Q3 · Q&A responses: +6.82020 Q4 · Q&A responses: +1.22021 Q1 · Q&A responses: +6.82021 Q2 · Q&A responses: +11.22021 Q3 · Q&A responses: -4.32021 Q4 · Q&A responses: +8.32022 Q1 · Q&A responses: -0.62022 Q2 · Q&A responses: +2.02022 Q3 · Q&A responses: -1.12022 Q4 · Q&A responses: +4.62023 Q1 · Q&A responses: +8.72023 Q2 · Q&A responses: +4.22023 Q3 · Q&A responses: +9.32023 Q4 · Q&A responses: +9.02024 Q1 · Q&A responses: +8.32024 Q2 · Q&A responses: +5.22024 Q3 · Q&A responses: +7.82024 Q4 · Q&A responses: +10.52025 Q1 · Q&A responses: +4.3
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

$6.29$12.25$18.202020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: $8.782020 Q2: $7.112020 Q3: $7.712020 Q4: $8.232021 Q1: $8.672021 Q2: $8.992021 Q3: $9.402021 Q4: $9.192022 Q1: $9.332022 Q2: $9.802022 Q3: $10.302022 Q4: $11.112023 Q1: $11.502023 Q2: $14.002023 Q3: $15.942023 Q4: $16.312024 Q1: $16.682024 Q2: $16.962024 Q3: $17.38

Forward P/E

9.9717.4825.002020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: 11.012020 Q2: 18.102020 Q3: 18.572020 Q4: 19.012021 Q1: 21.902021 Q2: 20.192021 Q3: 20.352021 Q4: 22.602022 Q1: 20.122022 Q2: 18.532022 Q3: 21.262022 Q4: 22.402023 Q1: 20.372023 Q2: 22.532023 Q3: 19.792023 Q4: 19.312024 Q1: 23.962024 Q2: 22.862024 Q3: 23.58

Divergence watch ⚑

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

  • 2020 Q2 tone ↑ +11.3 fwd EPS ↓ -1.67 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -4.4 fwd EPS ↑ +0.52 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -13.1 fwd EPS ↑ +0.41 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↑ +15.8 fwd EPS ↓ -0.21 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -9.5 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↓ -2.8 fwd EPS ↑ +0.37 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -11.4 fwd EPS ↑ +0.37 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -2.7 fwd EPS ↑ +0.42 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+6.9——View →
2024 Q42025-02-04+11.7——View →
2024 Q32024-10-29+8.3$17.3823.6View →
2024 Q22024-07-30+11.0$16.9622.9View →
2024 Q12024-04-30-1.1$16.6824.0View →
2023 Q42024-01-30+10.3$16.3119.3View →
2023 Q32023-10-31+13.1$15.9419.8View →
2023 Q22023-07-25+11.4$14.0022.5View →