Subtext

Loews Corporation L

SectorFinancials
Transcripts67
Date range2007-07-30 – 2025-02-20
Calls charted67

Sentiment timeline

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

-20-10+0+10+202007 Q22009 Q42012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q2 · Overall: -6.32007 Q3 · Overall: -0.82007 Q4 · Overall: +0.02008 Q1 · Overall: +0.52008 Q3 · Overall: -0.92008 Q4 · Overall: -8.32009 Q1 · Overall: -17.12009 Q2 · Overall: +0.02009 Q3 · Overall: -2.82009 Q4 · Overall: +1.12010 Q1 · Overall: -4.42010 Q2 · Overall: -4.52010 Q4 · Overall: +2.62011 Q1 · Overall: +10.52011 Q2 · Overall: +0.62011 Q3 · Overall: +1.82011 Q4 · Overall: +5.82012 Q1 · Overall: +0.02012 Q2 · Overall: +0.32012 Q3 · Overall: +2.72012 Q4 · Overall: -5.02013 Q1 · Overall: -0.42013 Q2 · Overall: +3.12013 Q3 · Overall: -6.22013 Q4 · Overall: -3.92014 Q1 · Overall: -5.52014 Q2 · Overall: -0.42014 Q3 · Overall: +1.52014 Q4 · Overall: -0.52015 Q1 · Overall: -2.22015 Q2 · Overall: +1.42015 Q3 · Overall: -3.12015 Q4 · Overall: -5.32016 Q1 · Overall: +1.62016 Q2 · Overall: -0.22016 Q3 · Overall: +3.42016 Q4 · Overall: +0.22017 Q1 · Overall: +7.12017 Q2 · Overall: -0.72017 Q3 · Overall: +1.22017 Q4 · Overall: +9.72018 Q1 · Overall: +3.52018 Q2 · Overall: +3.72018 Q3 · Overall: -0.42018 Q4 · Overall: -11.02019 Q1 · Overall: +6.72019 Q2 · Overall: +0.92019 Q3 · Overall: -1.92019 Q4 · Overall: +1.22020 Q1 · Overall: -15.42020 Q2 · Overall: -4.02020 Q3 · Overall: -3.12020 Q4 · Overall: -1.92021 Q1 · Overall: -4.62021 Q2 · Overall: -0.92021 Q3 · Overall: +3.42021 Q4 · Overall: +1.42022 Q1 · Overall: -5.62022 Q2 · Overall: -1.22022 Q3 · Overall: -8.62022 Q4 · Overall: -8.72023 Q1 · Overall: -16.72023 Q2 · Overall: -5.92023 Q3 · Overall: +10.32023 Q4 · Overall: +3.22024 Q1 · Overall: -12.62024 Q4 · Overall: +13.1
Overall

CEO vs CFO

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

-39-20+0+20+392007 Q22009 Q42012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q2 · CEO: +1.42007 Q3 · CEO: +4.52007 Q4 · CEO: +5.22008 Q1 · CEO: +8.82008 Q3 · CEO: +5.92008 Q4 · CEO: +3.52009 Q1 · CEO: -14.02009 Q2 · CEO: +7.12009 Q3 · CEO: +5.92009 Q4 · CEO: +7.22010 Q1 · CEO: +3.92010 Q2 · CEO: -4.82010 Q4 · CEO: +8.72011 Q1 · CEO: +19.92011 Q2 · CEO: +11.02011 Q3 · CEO: +11.02011 Q4 · CEO: +13.02012 Q1 · CEO: +9.62012 Q2 · CEO: +7.82012 Q3 · CEO: +8.12012 Q4 · CEO: +3.22013 Q1 · CEO: +7.92013 Q2 · CEO: +11.82013 Q3 · CEO: +2.92013 Q4 · CEO: +3.92014 Q1 · CEO: +0.92014 Q2 · CEO: +13.62014 Q3 · CEO: +10.52014 Q4 · CEO: +4.52015 Q1 · CEO: +2.02015 Q4 · CEO: +3.22016 Q3 · CEO: +8.62016 Q4 · CEO: +3.92017 Q1 · CEO: +11.62017 Q2 · CEO: +2.82017 Q3 · CEO: +7.12017 Q4 · CEO: +12.22018 Q1 · CEO: +11.92018 Q2 · CEO: +12.02018 Q3 · CEO: +6.42018 Q4 · CEO: +4.62019 Q1 · CEO: +17.92019 Q2 · CEO: +10.62019 Q3 · CEO: +11.52019 Q4 · CEO: +8.62020 Q1 · CEO: -9.62020 Q2 · CEO: +6.82020 Q3 · CEO: +0.42020 Q4 · CEO: +6.82021 Q1 · CEO: +2.92021 Q2 · CEO: +7.52021 Q3 · CEO: +6.92022 Q1 · CEO: -0.42022 Q2 · CEO: +3.22022 Q3 · CEO: -6.72024 Q4 · CEO: +19.62007 Q2 · CFO: -15.52007 Q3 · CFO: -2.52007 Q4 · CFO: -0.82008 Q1 · CFO: -2.52008 Q3 · CFO: +8.12008 Q4 · CFO: -22.42009 Q1 · CFO: -17.22009 Q2 · CFO: -5.02009 Q3 · CFO: -15.52009 Q4 · CFO: -8.52010 Q1 · CFO: -14.92010 Q2 · CFO: -2.02010 Q4 · CFO: -5.62011 Q1 · CFO: -7.42011 Q2 · CFO: -10.92011 Q3 · CFO: -14.12011 Q4 · CFO: +6.22012 Q1 · CFO: -11.22012 Q2 · CFO: -7.42012 Q3 · CFO: -6.12012 Q4 · CFO: -14.22013 Q1 · CFO: -7.62013 Q2 · CFO: -4.12013 Q3 · CFO: -16.12013 Q4 · CFO: -16.32014 Q1 · CFO: -17.42014 Q2 · CFO: -17.52014 Q3 · CFO: -16.52014 Q4 · CFO: -9.42015 Q1 · CFO: -12.82015 Q4 · CFO: -17.62016 Q2 · CFO: -11.02016 Q3 · CFO: +3.82017 Q3 · CFO: -5.02017 Q4 · CFO: +8.62018 Q1 · CFO: -3.22018 Q2 · CFO: -2.82018 Q3 · CFO: -7.72018 Q4 · CFO: -34.02019 Q1 · CFO: +0.02019 Q2 · CFO: -7.92019 Q3 · CFO: -15.92019 Q4 · CFO: -0.72020 Q1 · CFO: -24.62020 Q2 · CFO: -18.72020 Q4 · CFO: -7.92021 Q1 · CFO: -8.92021 Q2 · CFO: -9.52021 Q3 · CFO: +3.72021 Q4 · CFO: +2.72022 Q1 · CFO: -15.62022 Q2 · CFO: -1.02022 Q3 · CFO: -8.32024 Q4 · CFO: +12.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-30-15+0+15+302007 Q22009 Q42012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q2 · Prepared remarks: +4.22007 Q3 · Prepared remarks: +5.72007 Q4 · Prepared remarks: +4.42008 Q1 · Prepared remarks: +4.42008 Q3 · Prepared remarks: -10.72008 Q4 · Prepared remarks: -12.22009 Q1 · Prepared remarks: -15.02009 Q2 · Prepared remarks: -0.62009 Q3 · Prepared remarks: -2.22009 Q4 · Prepared remarks: +0.02010 Q1 · Prepared remarks: -2.32010 Q2 · Prepared remarks: -2.82010 Q4 · Prepared remarks: +3.22011 Q1 · Prepared remarks: +6.32011 Q2 · Prepared remarks: +0.02011 Q3 · Prepared remarks: -0.92011 Q4 · Prepared remarks: +14.62012 Q1 · Prepared remarks: +5.72012 Q2 · Prepared remarks: +2.22012 Q3 · Prepared remarks: +2.12012 Q4 · Prepared remarks: -5.62013 Q1 · Prepared remarks: +2.92013 Q2 · Prepared remarks: +5.52013 Q3 · Prepared remarks: -3.02013 Q4 · Prepared remarks: -8.32014 Q1 · Prepared remarks: -5.92014 Q2 · Prepared remarks: +0.02014 Q3 · Prepared remarks: +0.92014 Q4 · Prepared remarks: +3.32015 Q1 · Prepared remarks: -2.92015 Q2 · Prepared remarks: +1.32015 Q3 · Prepared remarks: -3.22015 Q4 · Prepared remarks: -10.62016 Q1 · Prepared remarks: +2.82016 Q2 · Prepared remarks: -3.62016 Q3 · Prepared remarks: +7.52016 Q4 · Prepared remarks: +1.22017 Q1 · Prepared remarks: +2.92017 Q2 · Prepared remarks: +2.42017 Q3 · Prepared remarks: +2.22017 Q4 · Prepared remarks: +12.42018 Q1 · Prepared remarks: +6.32018 Q2 · Prepared remarks: +6.52018 Q3 · Prepared remarks: -3.12018 Q4 · Prepared remarks: -13.92019 Q1 · Prepared remarks: +5.62019 Q2 · Prepared remarks: +0.62019 Q3 · Prepared remarks: -4.02019 Q4 · Prepared remarks: +1.52020 Q1 · Prepared remarks: -15.92020 Q2 · Prepared remarks: -4.32020 Q3 · Prepared remarks: -2.52020 Q4 · Prepared remarks: -1.92021 Q1 · Prepared remarks: -4.72021 Q2 · Prepared remarks: -0.72021 Q3 · Prepared remarks: +3.22021 Q4 · Prepared remarks: +1.22022 Q1 · Prepared remarks: -6.22022 Q2 · Prepared remarks: -1.82022 Q3 · Prepared remarks: -9.32022 Q4 · Prepared remarks: -8.72023 Q1 · Prepared remarks: -16.72023 Q2 · Prepared remarks: -5.92023 Q3 · Prepared remarks: +10.32023 Q4 · Prepared remarks: +3.22024 Q1 · Prepared remarks: -12.62024 Q4 · Prepared remarks: +26.02007 Q2 · Q&A responses: -7.72007 Q3 · Q&A responses: -0.62007 Q4 · Q&A responses: +1.22008 Q1 · Q&A responses: +3.02008 Q3 · Q&A responses: +8.52008 Q4 · Q&A responses: +0.02009 Q1 · Q&A responses: -15.02009 Q2 · Q&A responses: +4.62009 Q3 · Q&A responses: +0.02009 Q4 · Q&A responses: +5.72010 Q1 · Q&A responses: +0.02010 Q2 · Q&A responses: -7.32010 Q4 · Q&A responses: +6.52011 Q1 · Q&A responses: +22.62011 Q2 · Q&A responses: +8.52011 Q3 · Q&A responses: +10.42011 Q4 · Q&A responses: +5.22012 Q1 · Q&A responses: +0.92012 Q2 · Q&A responses: +3.62012 Q3 · Q&A responses: +7.42012 Q4 · Q&A responses: +2.12013 Q1 · Q&A responses: +0.82013 Q2 · Q&A responses: +7.02013 Q3 · Q&A responses: -3.62013 Q4 · Q&A responses: +3.82014 Q1 · Q&A responses: -1.52014 Q2 · Q&A responses: +14.72014 Q3 · Q&A responses: +5.42014 Q4 · Q&A responses: -3.02015 Q1 · Q&A responses: +0.02015 Q2 · Q&A responses: +5.42015 Q3 · Q&A responses: -3.12015 Q4 · Q&A responses: +9.82016 Q1 · Q&A responses: +8.32016 Q2 · Q&A responses: +7.02016 Q3 · Q&A responses: +2.62016 Q4 · Q&A responses: +0.52017 Q1 · Q&A responses: +23.82017 Q2 · Q&A responses: -0.72017 Q3 · Q&A responses: +1.92017 Q4 · Q&A responses: +8.52018 Q1 · Q&A responses: +1.42018 Q2 · Q&A responses: +5.32018 Q3 · Q&A responses: +9.72018 Q4 · Q&A responses: +4.82019 Q1 · Q&A responses: +15.22019 Q2 · Q&A responses: +9.32019 Q3 · Q&A responses: +10.92024 Q4 · Q&A responses: +7.2
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

$2.61$3.29$3.982007 Q22009 Q42012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: $3.482014 Q2: $3.282014 Q3: $3.332014 Q4: $3.192015 Q1: $3.172015 Q2: $2.982015 Q3: $2.772015 Q4: $2.802016 Q1: $2.702016 Q2: $2.872016 Q3: $3.032016 Q4: $3.182017 Q1: $3.092017 Q2: $3.212017 Q3: $3.112017 Q4: $3.052018 Q1: $3.572018 Q2: $3.672018 Q3: $3.892018 Q4: $3.702019 Q1: $3.502019 Q2: $3.552019 Q3: $3.392019 Q4: $2.952020 Q1: $2.92

Forward P/E

11.6914.9018.112007 Q22009 Q42012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: 12.562014 Q2: 13.302014 Q3: 12.722014 Q4: 12.442015 Q1: 12.922015 Q2: 13.242015 Q3: 13.192015 Q4: 13.492016 Q1: 13.982016 Q2: 13.782016 Q3: 13.422016 Q4: 14.852017 Q1: 15.402017 Q2: 14.872017 Q3: 15.162017 Q4: 16.362018 Q1: 14.282018 Q2: 13.562018 Q3: 13.322018 Q4: 12.132019 Q1: 13.632019 Q2: 15.102019 Q3: 15.142019 Q4: 17.402020 Q1: 17.672020 Q2: 17.672020 Q3: 17.672020 Q4: 17.672021 Q1: 17.672021 Q2: 17.672021 Q3: 17.67

Divergence watch ⚑

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

  • 2014 Q2 tone ↑ +5.1 fwd EPS ↓ -0.20 Tone rose while the forward EPS estimate was cut.
  • 2015 Q2 tone ↑ +3.7 fwd EPS ↓ -0.19 Tone rose while the forward EPS estimate was cut.
  • 2016 Q1 tone ↑ +6.9 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.
  • 2016 Q4 tone ↓ -3.2 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↑ +6.9 fwd EPS ↓ -0.09 Tone rose while the forward EPS estimate was cut.
  • 2017 Q2 tone ↓ -7.7 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↑ +8.6 fwd EPS ↓ -0.06 Tone rose while the forward EPS estimate was cut.
  • 2018 Q1 tone ↓ -6.3 fwd EPS ↑ +0.52 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -4.1 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↑ +17.7 fwd EPS ↓ -0.20 Tone rose while the forward EPS estimate was cut.
  • 2019 Q2 tone ↓ -5.8 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↑ +3.1 fwd EPS ↓ -0.44 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2024 Q42025-02-20+13.1——View →
2024 Q12024-05-05-12.6——View →
2023 Q42024-02-04+3.2——View →
2023 Q32023-10-29+10.3——View →
2023 Q22023-07-30-5.9——View →
2023 Q12023-05-30-16.7——View →
2022 Q42023-02-05-8.7——View →
2022 Q32022-10-31-8.6——View →