Subtext

Molina Healthcare, Inc. MOH

SectorHealth Care
Transcripts21
Date range2020-05-01 – 2025-04-24
Calls charted21

Sentiment timeline

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

-9-5+0+5+92020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: -3.12020 Q2 · Overall: -3.82020 Q3 · Overall: +0.12020 Q4 · Overall: -2.22021 Q1 · Overall: +1.72021 Q2 · Overall: -0.52021 Q3 · Overall: +3.42021 Q4 · Overall: +6.02022 Q1 · Overall: +5.32022 Q2 · Overall: +8.12022 Q3 · Overall: +3.42022 Q4 · Overall: +3.82023 Q1 · Overall: +3.92023 Q2 · Overall: +3.42023 Q3 · Overall: +3.32023 Q4 · Overall: +5.22024 Q1 · Overall: -0.72024 Q2 · Overall: +6.12024 Q3 · Overall: +3.72024 Q4 · Overall: +3.62025 Q1 · Overall: +4.7
Overall

CEO vs CFO

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

-18-9+0+9+182020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · CEO: -0.72020 Q2 · CEO: -2.32020 Q3 · CEO: +0.82020 Q4 · CEO: -0.32021 Q1 · CEO: +4.42021 Q2 · CEO: +0.92021 Q3 · CEO: +9.72021 Q4 · CEO: +9.82022 Q1 · CEO: +9.22022 Q2 · CEO: +14.72022 Q3 · CEO: +7.02022 Q4 · CEO: +10.02023 Q1 · CEO: +11.12023 Q2 · CEO: +6.92023 Q3 · CEO: +1.42023 Q4 · CEO: +13.32024 Q1 · CEO: +2.22024 Q2 · CEO: +16.02024 Q3 · CEO: +10.82024 Q4 · CEO: +6.52025 Q1 · CEO: +10.52020 Q1 · CFO: -1.92020 Q2 · CFO: +1.82020 Q3 · CFO: +4.32020 Q4 · CFO: +6.92021 Q1 · CFO: -4.62021 Q2 · CFO: +0.72021 Q3 · CFO: +2.12021 Q4 · CFO: +12.02022 Q1 · CFO: +8.42022 Q2 · CFO: +6.92022 Q3 · CFO: +2.82022 Q4 · CFO: +5.02023 Q1 · CFO: -0.92023 Q2 · CFO: +2.02023 Q3 · CFO: +11.12023 Q4 · CFO: +2.12024 Q1 · CFO: +7.22024 Q2 · CFO: +6.22024 Q3 · CFO: +5.42025 Q1 · CFO: +6.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-24-12+0+12+242020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: -3.52020 Q2 · Prepared remarks: +0.02020 Q3 · Prepared remarks: +4.72020 Q4 · Prepared remarks: +2.12021 Q1 · Prepared remarks: +6.22021 Q2 · Prepared remarks: +5.92021 Q3 · Prepared remarks: +10.32021 Q4 · Prepared remarks: +14.62022 Q1 · Prepared remarks: +20.62022 Q2 · Prepared remarks: +15.12022 Q3 · Prepared remarks: +13.42022 Q4 · Prepared remarks: +12.02023 Q1 · Prepared remarks: +13.82023 Q2 · Prepared remarks: +8.22023 Q3 · Prepared remarks: +6.92023 Q4 · Prepared remarks: +14.12024 Q1 · Prepared remarks: +11.52024 Q2 · Prepared remarks: +20.42024 Q3 · Prepared remarks: +13.62024 Q4 · Prepared remarks: +3.62025 Q1 · Prepared remarks: +13.82020 Q1 · Q&A responses: +1.22020 Q2 · Q&A responses: -3.92020 Q3 · Q&A responses: -3.12020 Q4 · Q&A responses: -1.42021 Q1 · Q&A responses: +0.32021 Q2 · Q&A responses: -4.72021 Q3 · Q&A responses: +3.52021 Q4 · Q&A responses: +6.82022 Q1 · Q&A responses: -1.52022 Q2 · Q&A responses: +4.82022 Q3 · Q&A responses: -1.22022 Q4 · Q&A responses: +2.12023 Q1 · Q&A responses: -0.32023 Q2 · Q&A responses: +2.32023 Q3 · Q&A responses: +2.92023 Q4 · Q&A responses: +1.32024 Q1 · Q&A responses: +3.72024 Q2 · Q&A responses: -1.22024 Q3 · Q&A responses: +2.32025 Q1 · Q&A responses: +4.5
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

$10.84$18.89$26.942020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: $11.952020 Q2: $12.482020 Q3: $13.062020 Q4: $13.752021 Q1: $13.692021 Q2: $14.862021 Q3: $15.762021 Q4: $16.902022 Q1: $17.742022 Q2: $18.392022 Q3: $19.382022 Q4: $19.652023 Q1: $20.622023 Q2: $21.732023 Q3: $22.682023 Q4: $23.632024 Q1: $24.542024 Q2: $25.192024 Q3: $25.83

Forward P/E

9.3614.3219.272020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: 10.042020 Q2: 13.522020 Q3: 14.102020 Q4: 14.592021 Q1: 16.592021 Q2: 16.382021 Q3: 16.892021 Q4: 18.582022 Q1: 18.592022 Q2: 14.162022 Q3: 17.352022 Q4: 17.792023 Q1: 12.642023 Q2: 12.682023 Q3: 14.482023 Q4: 16.182024 Q1: 16.502024 Q2: 12.142024 Q3: 13.75

Divergence watch ⚑

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

  • 2020 Q4 tone ↓ -2.3 fwd EPS ↑ +0.69 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↓ -2.2 fwd EPS ↑ +1.17 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -4.7 fwd EPS ↑ +0.98 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -5.9 fwd EPS ↑ +0.91 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -2.4 fwd EPS ↑ +0.64 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+4.7——View →
2024 Q42025-02-06+3.6——View →
2024 Q32024-10-24+3.7$25.8313.8View →
2024 Q22024-07-25+6.1$25.1912.1View →
2024 Q12024-04-25-0.7$24.5416.5View →
2023 Q42024-02-08+5.2$23.6316.2View →
2023 Q32023-10-26+3.3$22.6814.5View →
2023 Q22023-07-27+3.4$21.7312.7View →