Subtext

Labcorp Holdings Inc. LH

SectorHealth Care
Transcripts71
Date range2007-10-26 – 2025-04-29
Calls charted71

Sentiment timeline

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

-18-9+0+9+182007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q3 · Overall: +2.62007 Q4 · Overall: +7.32008 Q1 · Overall: +1.62008 Q2 · Overall: -4.02008 Q3 · Overall: +2.72008 Q4 · Overall: +1.82009 Q1 · Overall: -0.62009 Q2 · Overall: +3.52009 Q3 · Overall: -1.22009 Q4 · Overall: +0.02010 Q1 · Overall: +3.22010 Q2 · Overall: +9.02010 Q3 · Overall: +6.22010 Q4 · Overall: +3.92011 Q1 · Overall: +6.22011 Q2 · Overall: +6.02011 Q3 · Overall: +0.12011 Q4 · Overall: +4.62012 Q1 · Overall: +5.62012 Q2 · Overall: +6.62012 Q3 · Overall: +5.72012 Q4 · Overall: +4.02013 Q1 · Overall: +6.92013 Q2 · Overall: -2.82013 Q3 · Overall: +3.32013 Q4 · Overall: +8.12014 Q1 · Overall: +4.32014 Q2 · Overall: +7.72014 Q3 · Overall: +5.42014 Q4 · Overall: +10.02015 Q1 · Overall: +9.72015 Q2 · Overall: +13.92015 Q3 · Overall: +12.22015 Q4 · Overall: +13.52016 Q1 · Overall: +12.02016 Q2 · Overall: +12.52016 Q3 · Overall: +10.82016 Q4 · Overall: +10.92017 Q1 · Overall: +7.12017 Q2 · Overall: +11.02017 Q3 · Overall: +8.32017 Q4 · Overall: +14.42018 Q1 · Overall: +15.32018 Q2 · Overall: +9.22018 Q3 · Overall: +6.12018 Q4 · Overall: +2.72019 Q1 · Overall: +5.22019 Q2 · Overall: +6.22019 Q3 · Overall: +11.12019 Q4 · Overall: +5.72020 Q1 · Overall: -1.02020 Q2 · Overall: +1.62020 Q3 · Overall: +2.22020 Q4 · Overall: +3.72021 Q1 · Overall: +8.42021 Q2 · Overall: +10.52021 Q3 · Overall: +10.22021 Q4 · Overall: +10.92022 Q1 · Overall: +3.22022 Q2 · Overall: +7.12022 Q3 · Overall: +3.52022 Q4 · Overall: +6.22023 Q1 · Overall: +10.52023 Q2 · Overall: +14.02023 Q3 · Overall: +7.62023 Q4 · Overall: +14.12024 Q1 · Overall: +6.52024 Q2 · Overall: +11.62024 Q3 · Overall: +12.42024 Q4 · Overall: +10.82025 Q1 · Overall: +12.7
Overall

CEO vs CFO

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

-32-16+0+16+322007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q3 · CEO: +8.82007 Q4 · CEO: +18.72008 Q1 · CEO: +11.32008 Q2 · CEO: +5.32008 Q3 · CEO: +8.92008 Q4 · CEO: +4.22009 Q1 · CEO: +5.22009 Q2 · CEO: +9.92009 Q3 · CEO: +0.92009 Q4 · CEO: +6.62010 Q1 · CEO: +11.92010 Q2 · CEO: +13.42010 Q3 · CEO: +11.92010 Q4 · CEO: +11.12011 Q1 · CEO: +16.12011 Q2 · CEO: +18.62011 Q3 · CEO: +9.02011 Q4 · CEO: +13.62012 Q1 · CEO: +16.22012 Q2 · CEO: +20.42012 Q3 · CEO: +13.62012 Q4 · CEO: +12.82013 Q1 · CEO: +16.92013 Q2 · CEO: +1.52013 Q3 · CEO: +11.02013 Q4 · CEO: +13.52014 Q1 · CEO: +11.42014 Q2 · CEO: +14.92014 Q4 · CEO: +17.92015 Q1 · CEO: +19.22015 Q2 · CEO: +22.62015 Q3 · CEO: +20.42016 Q1 · CEO: +23.52016 Q2 · CEO: +22.02016 Q3 · CEO: +17.92016 Q4 · CEO: +17.32017 Q1 · CEO: +15.42017 Q2 · CEO: +21.82017 Q3 · CEO: +14.42017 Q4 · CEO: +20.82018 Q1 · CEO: +24.72018 Q2 · CEO: +15.12018 Q3 · CEO: +14.92018 Q4 · CEO: +12.52019 Q1 · CEO: +17.02019 Q2 · CEO: +12.32019 Q3 · CEO: +18.62020 Q1 · CEO: +4.72020 Q2 · CEO: +3.12020 Q3 · CEO: +4.02020 Q4 · CEO: +7.32021 Q1 · CEO: +13.52021 Q2 · CEO: +14.32021 Q3 · CEO: +17.82021 Q4 · CEO: +20.02022 Q1 · CEO: +13.72022 Q2 · CEO: +20.02022 Q3 · CEO: +13.42022 Q4 · CEO: +16.12023 Q1 · CEO: +21.72023 Q2 · CEO: +28.12023 Q3 · CEO: +15.62023 Q4 · CEO: +21.72024 Q1 · CEO: +14.52024 Q2 · CEO: +17.62024 Q3 · CEO: +18.42024 Q4 · CEO: +18.22025 Q1 · CEO: +19.82007 Q3 · CFO: -10.72007 Q4 · CFO: +7.42008 Q1 · CFO: -10.82008 Q3 · CFO: +8.82008 Q4 · CFO: +9.62009 Q1 · CFO: -4.92009 Q2 · CFO: +4.92009 Q3 · CFO: -3.42009 Q4 · CFO: -0.82010 Q1 · CFO: +3.12010 Q2 · CFO: +8.52010 Q3 · CFO: +9.82010 Q4 · CFO: -0.52011 Q1 · CFO: +0.72011 Q2 · CFO: -2.02011 Q3 · CFO: -2.32011 Q4 · CFO: +0.92012 Q1 · CFO: +4.02012 Q2 · CFO: +1.22012 Q3 · CFO: -6.72012 Q4 · CFO: -2.22013 Q1 · CFO: -2.12013 Q2 · CFO: -13.22013 Q3 · CFO: -3.72013 Q4 · CFO: -7.52014 Q1 · CFO: -3.22014 Q2 · CFO: +8.52014 Q3 · CFO: +9.82014 Q4 · CFO: +8.42015 Q1 · CFO: -2.72015 Q2 · CFO: +4.52015 Q3 · CFO: +8.52016 Q1 · CFO: +6.42017 Q1 · CFO: +2.32017 Q2 · CFO: -6.52017 Q3 · CFO: +6.82017 Q4 · CFO: +9.92018 Q1 · CFO: +4.42018 Q4 · CFO: -11.12019 Q1 · CFO: -7.92019 Q2 · CFO: -2.72019 Q3 · CFO: +8.12020 Q1 · CFO: -0.62020 Q2 · CFO: +0.02020 Q3 · CFO: +5.82020 Q4 · CFO: +6.92021 Q1 · CFO: +11.42021 Q2 · CFO: +9.92021 Q3 · CFO: +2.52021 Q4 · CFO: +5.32022 Q1 · CFO: -4.02022 Q2 · CFO: +2.12022 Q3 · CFO: -2.22022 Q4 · CFO: -3.32023 Q1 · CFO: +3.22023 Q2 · CFO: +8.02023 Q3 · CFO: +6.42023 Q4 · CFO: +12.52024 Q1 · CFO: +15.92024 Q2 · CFO: +11.02024 Q3 · CFO: +12.12024 Q4 · CFO: +11.42025 Q1 · CFO: +3.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-36-18+0+18+362007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22007 Q3 · Prepared remarks: +2.92007 Q4 · Prepared remarks: +8.72008 Q1 · Prepared remarks: +12.02008 Q2 · Prepared remarks: +8.22008 Q3 · Prepared remarks: +8.42008 Q4 · Prepared remarks: +11.92009 Q1 · Prepared remarks: +9.52009 Q2 · Prepared remarks: +8.72009 Q3 · Prepared remarks: +2.72009 Q4 · Prepared remarks: +6.42010 Q1 · Prepared remarks: +13.42010 Q2 · Prepared remarks: +13.52010 Q3 · Prepared remarks: +7.92010 Q4 · Prepared remarks: +7.62011 Q1 · Prepared remarks: +9.92011 Q2 · Prepared remarks: +12.02011 Q3 · Prepared remarks: +15.72011 Q4 · Prepared remarks: +12.82012 Q1 · Prepared remarks: +19.22012 Q2 · Prepared remarks: +22.22012 Q3 · Prepared remarks: +15.72012 Q4 · Prepared remarks: +15.72013 Q1 · Prepared remarks: +16.62013 Q2 · Prepared remarks: -3.92013 Q3 · Prepared remarks: +4.02013 Q4 · Prepared remarks: +13.12014 Q1 · Prepared remarks: +11.62014 Q2 · Prepared remarks: +15.72014 Q3 · Prepared remarks: +14.22014 Q4 · Prepared remarks: +17.02015 Q1 · Prepared remarks: +9.52015 Q2 · Prepared remarks: +20.82015 Q3 · Prepared remarks: +13.12015 Q4 · Prepared remarks: +21.22016 Q1 · Prepared remarks: +21.42016 Q2 · Prepared remarks: +15.92016 Q3 · Prepared remarks: +11.92016 Q4 · Prepared remarks: +18.62017 Q1 · Prepared remarks: +17.62017 Q2 · Prepared remarks: +25.52017 Q3 · Prepared remarks: +14.32017 Q4 · Prepared remarks: +19.42018 Q1 · Prepared remarks: +16.22018 Q2 · Prepared remarks: +13.02018 Q3 · Prepared remarks: +2.22018 Q4 · Prepared remarks: +6.52019 Q1 · Prepared remarks: -10.82019 Q2 · Prepared remarks: +0.02019 Q3 · Prepared remarks: +8.82019 Q4 · Prepared remarks: +21.82020 Q1 · Prepared remarks: -1.42020 Q2 · Prepared remarks: +9.22020 Q3 · Prepared remarks: +21.72020 Q4 · Prepared remarks: -1.32021 Q1 · Prepared remarks: +28.82021 Q2 · Prepared remarks: +31.62021 Q3 · Prepared remarks: +11.12021 Q4 · Prepared remarks: +14.62022 Q1 · Prepared remarks: +3.92022 Q2 · Prepared remarks: +12.82022 Q3 · Prepared remarks: +4.92022 Q4 · Prepared remarks: +10.52023 Q1 · Prepared remarks: +9.22023 Q2 · Prepared remarks: +17.02023 Q3 · Prepared remarks: +14.32023 Q4 · Prepared remarks: +13.32024 Q1 · Prepared remarks: +30.12024 Q2 · Prepared remarks: +13.22024 Q3 · Prepared remarks: +11.32024 Q4 · Prepared remarks: +16.32025 Q1 · Prepared remarks: +18.92007 Q3 · Q&A responses: +6.02007 Q4 · Q&A responses: +10.82008 Q1 · Q&A responses: +3.72008 Q2 · Q&A responses: -4.52008 Q3 · Q&A responses: +2.52008 Q4 · Q&A responses: +1.02009 Q1 · Q&A responses: -2.52009 Q2 · Q&A responses: +5.42009 Q3 · Q&A responses: +0.02009 Q4 · Q&A responses: +1.92010 Q1 · Q&A responses: +5.62010 Q2 · Q&A responses: +10.72010 Q3 · Q&A responses: +10.42010 Q4 · Q&A responses: +7.52011 Q1 · Q&A responses: +11.72011 Q2 · Q&A responses: +11.82011 Q3 · Q&A responses: +0.82011 Q4 · Q&A responses: +6.82012 Q1 · Q&A responses: +7.22012 Q2 · Q&A responses: +10.12012 Q3 · Q&A responses: +7.12012 Q4 · Q&A responses: +2.22013 Q1 · Q&A responses: +8.82013 Q2 · Q&A responses: +0.82013 Q3 · Q&A responses: +7.42013 Q4 · Q&A responses: +10.52014 Q1 · Q&A responses: +4.72014 Q2 · Q&A responses: +10.92014 Q3 · Q&A responses: +6.52014 Q4 · Q&A responses: +12.52015 Q1 · Q&A responses: +14.52015 Q2 · Q&A responses: +14.72015 Q3 · Q&A responses: +17.22015 Q4 · Q&A responses: +18.22016 Q1 · Q&A responses: +14.62016 Q2 · Q&A responses: +17.62016 Q3 · Q&A responses: +14.32016 Q4 · Q&A responses: +11.12017 Q1 · Q&A responses: +6.42017 Q2 · Q&A responses: +7.82017 Q3 · Q&A responses: +11.42017 Q4 · Q&A responses: +15.42018 Q1 · Q&A responses: +17.52018 Q2 · Q&A responses: +11.02018 Q3 · Q&A responses: +10.62018 Q4 · Q&A responses: +4.22019 Q1 · Q&A responses: +14.82019 Q2 · Q&A responses: +11.52019 Q3 · Q&A responses: +16.72019 Q4 · Q&A responses: +10.02020 Q1 · Q&A responses: +3.52020 Q2 · Q&A responses: +2.12020 Q3 · Q&A responses: +3.32020 Q4 · Q&A responses: +8.12021 Q1 · Q&A responses: +11.62021 Q2 · Q&A responses: +10.32021 Q3 · Q&A responses: +13.52021 Q4 · Q&A responses: +14.52022 Q1 · Q&A responses: +8.72022 Q2 · Q&A responses: +8.82022 Q3 · Q&A responses: +7.62022 Q4 · Q&A responses: -0.62023 Q1 · Q&A responses: +15.02023 Q2 · Q&A responses: +19.22023 Q3 · Q&A responses: +10.32023 Q4 · Q&A responses: +18.52024 Q1 · Q&A responses: +13.32024 Q2 · Q&A responses: +14.62024 Q3 · Q&A responses: +17.52024 Q4 · Q&A responses: +14.22025 Q1 · Q&A responses: +12.7
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

$5.69$13.35$21.012007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: $6.742014 Q2: $6.942014 Q3: $7.132014 Q4: $7.332015 Q1: $7.842015 Q2: $8.232015 Q3: $8.562015 Q4: $8.812016 Q1: $8.932016 Q2: $9.242016 Q3: $9.522016 Q4: $9.652017 Q1: $9.792017 Q2: $9.812017 Q3: $10.272017 Q4: $10.272018 Q1: $11.712018 Q2: $11.962018 Q3: $11.872018 Q4: $11.242019 Q1: $11.402019 Q2: $11.682019 Q3: $11.882019 Q4: $12.002020 Q1: $12.182020 Q2: $11.572020 Q3: $15.342020 Q4: $19.082021 Q1: $19.952021 Q2: $19.242021 Q3: $18.222021 Q4: $17.482022 Q1: $19.302022 Q2: $19.002022 Q3: $18.622022 Q4: $17.612023 Q1: $17.642023 Q2: $17.752023 Q3: $14.632023 Q4: $14.622024 Q1: $15.122024 Q2: $15.382024 Q3: $15.53

Forward P/E

8.1513.2118.272007 Q32009 Q42012 Q12014 Q22016 Q32018 Q42021 Q12023 Q22014 Q1: 14.572014 Q2: 14.462014 Q3: 14.892014 Q4: 14.132015 Q1: 16.172015 Q2: 14.582015 Q3: 14.002015 Q4: 13.852016 Q1: 12.772016 Q2: 13.682016 Q3: 13.972016 Q4: 13.202017 Q1: 14.732017 Q2: 14.382017 Q3: 15.122017 Q4: 15.222018 Q1: 14.892018 Q2: 15.702018 Q3: 14.412018 Q4: 11.422019 Q1: 13.592019 Q2: 14.512019 Q3: 14.422019 Q4: 13.992020 Q1: 8.852020 Q2: 14.712020 Q3: 12.082020 Q4: 10.592021 Q1: 11.962021 Q2: 13.472021 Q3: 16.452021 Q4: 17.572022 Q1: 14.202022 Q2: 11.532022 Q3: 11.972022 Q4: 13.102023 Q1: 12.432023 Q2: 12.792023 Q3: 13.982023 Q4: 15.152024 Q1: 14.272024 Q2: 13.432024 Q3: 14.63

Divergence watch ⚑

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

  • 2014 Q3 tone ↓ -2.2 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -3.8 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↓ -2.7 fwd EPS ↑ +0.45 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -6.1 fwd EPS ↑ +0.24 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↓ -5.5 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -6.6 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +2.6 fwd EPS ↓ -0.61 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↑ +2.1 fwd EPS ↓ -0.71 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -7.8 fwd EPS ↑ +1.82 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↑ +3.9 fwd EPS ↓ -0.30 Tone rose while the forward EPS estimate was cut.
  • 2022 Q4 tone ↑ +2.7 fwd EPS ↓ -1.02 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -7.7 fwd EPS ↑ +0.50 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-29+12.7——View →
2024 Q42025-02-06+10.8——View →
2024 Q32024-10-24+12.4$15.5314.6View →
2024 Q22024-08-01+11.6$15.3813.4View →
2024 Q12024-04-25+6.5$15.1214.3View →
2023 Q42024-02-15+14.1$14.6215.2View →
2023 Q32023-10-26+7.6$14.6314.0View →
2023 Q22023-07-27+14.0$17.7512.8View →