Subtext

Mettler-Toledo International Inc. MTD

Transcripts37
Date range2016-05-05 – 2025-05-02
Calls charted37

Sentiment timeline

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

-24-12+0+12+242016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · Overall: +15.02016 Q2 · Overall: +12.12016 Q3 · Overall: +11.12016 Q4 · Overall: +13.72017 Q1 · Overall: +21.12017 Q2 · Overall: +9.92017 Q3 · Overall: +12.92017 Q4 · Overall: +15.42018 Q1 · Overall: +7.92018 Q2 · Overall: +11.92018 Q3 · Overall: +6.12018 Q4 · Overall: +10.62019 Q1 · Overall: +6.72019 Q2 · Overall: +5.92019 Q3 · Overall: +9.32019 Q4 · Overall: +9.82020 Q1 · Overall: -0.82020 Q2 · Overall: +1.72020 Q3 · Overall: +7.52020 Q4 · Overall: +12.42021 Q1 · Overall: +9.12021 Q2 · Overall: +11.52021 Q3 · Overall: +12.22021 Q4 · Overall: +13.52022 Q1 · Overall: +15.52022 Q2 · Overall: +15.32022 Q3 · Overall: +14.42022 Q4 · Overall: +14.92023 Q1 · Overall: +7.92023 Q2 · Overall: +4.82023 Q3 · Overall: +2.92023 Q4 · Overall: +9.52024 Q1 · Overall: +10.82024 Q2 · Overall: +10.82024 Q3 · Overall: +6.72024 Q4 · Overall: +9.92025 Q1 · Overall: +3.0
Overall

CEO vs CFO

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

-48-24+0+24+482016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · CEO: +36.02016 Q2 · CEO: +31.72016 Q3 · CEO: +26.02016 Q4 · CEO: +41.52017 Q1 · CEO: +39.32017 Q2 · CEO: +24.22017 Q3 · CEO: +27.12017 Q4 · CEO: +29.22018 Q1 · CEO: +16.32018 Q2 · CEO: +24.12018 Q3 · CEO: +14.72018 Q4 · CEO: +18.62019 Q1 · CEO: +12.52019 Q2 · CEO: +17.72019 Q3 · CEO: +16.42019 Q4 · CEO: +15.52020 Q1 · CEO: +0.92020 Q2 · CEO: +6.22020 Q3 · CEO: +14.62020 Q4 · CEO: +18.32021 Q1 · CEO: +21.22021 Q2 · CEO: +23.22021 Q3 · CEO: +22.92021 Q4 · CEO: +34.02022 Q1 · CEO: +20.12022 Q2 · CEO: +29.92022 Q3 · CEO: +32.22022 Q4 · CEO: +27.32023 Q1 · CEO: +18.72023 Q2 · CEO: +15.82023 Q3 · CEO: +4.52023 Q4 · CEO: +29.02024 Q1 · CEO: +22.22024 Q2 · CEO: +22.52024 Q3 · CEO: +17.52024 Q4 · CEO: +29.52025 Q1 · CEO: +17.22018 Q2 · CFO: +8.42018 Q3 · CFO: +4.52018 Q4 · CFO: +9.12019 Q1 · CFO: +9.42019 Q2 · CFO: -0.92019 Q3 · CFO: +10.12019 Q4 · CFO: +12.82020 Q1 · CFO: +0.62020 Q2 · CFO: -3.82020 Q3 · CFO: +9.32020 Q4 · CFO: +13.82021 Q1 · CFO: +5.02021 Q2 · CFO: +13.12021 Q3 · CFO: +6.92021 Q4 · CFO: +11.02022 Q1 · CFO: +17.82022 Q2 · CFO: +7.02022 Q3 · CFO: +8.12022 Q4 · CFO: +9.22023 Q1 · CFO: +6.32023 Q2 · CFO: -1.12023 Q3 · CFO: +3.92023 Q4 · CFO: -1.52024 Q1 · CFO: +14.82024 Q2 · CFO: +7.62024 Q3 · CFO: -1.02024 Q4 · CFO: -0.72025 Q1 · CFO: -0.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-51-25+0+25+512016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1 · Prepared remarks: +24.92016 Q2 · Prepared remarks: +21.82016 Q3 · Prepared remarks: +23.62016 Q4 · Prepared remarks: +26.62017 Q1 · Prepared remarks: +39.92017 Q2 · Prepared remarks: +19.32017 Q3 · Prepared remarks: +20.02017 Q4 · Prepared remarks: +19.52018 Q1 · Prepared remarks: +10.92018 Q2 · Prepared remarks: +24.32018 Q3 · Prepared remarks: +13.82018 Q4 · Prepared remarks: +16.32019 Q1 · Prepared remarks: +13.32019 Q2 · Prepared remarks: +10.32019 Q3 · Prepared remarks: +18.02019 Q4 · Prepared remarks: +29.52020 Q1 · Prepared remarks: -8.42020 Q2 · Prepared remarks: +2.42020 Q3 · Prepared remarks: +21.62020 Q4 · Prepared remarks: +24.22021 Q1 · Prepared remarks: +44.32021 Q2 · Prepared remarks: +34.42021 Q3 · Prepared remarks: +22.22021 Q4 · Prepared remarks: +23.72022 Q1 · Prepared remarks: +19.02022 Q2 · Prepared remarks: +27.22022 Q3 · Prepared remarks: +23.22022 Q4 · Prepared remarks: +19.12023 Q1 · Prepared remarks: +18.72023 Q2 · Prepared remarks: +11.02023 Q3 · Prepared remarks: -1.42023 Q4 · Prepared remarks: +11.82024 Q1 · Prepared remarks: +11.12024 Q2 · Prepared remarks: +17.52024 Q3 · Prepared remarks: +11.42024 Q4 · Prepared remarks: +15.02025 Q1 · Prepared remarks: +9.62016 Q1 · Q&A responses: +12.72016 Q2 · Q&A responses: +11.72016 Q3 · Q&A responses: +8.32016 Q4 · Q&A responses: +10.22017 Q1 · Q&A responses: +12.62017 Q2 · Q&A responses: +6.32017 Q3 · Q&A responses: +8.42017 Q4 · Q&A responses: +17.62018 Q1 · Q&A responses: +10.12018 Q2 · Q&A responses: +5.72018 Q3 · Q&A responses: +4.82018 Q4 · Q&A responses: +12.52019 Q1 · Q&A responses: +10.12019 Q2 · Q&A responses: +10.72019 Q3 · Q&A responses: +13.02019 Q4 · Q&A responses: +8.72020 Q1 · Q&A responses: +2.62020 Q2 · Q&A responses: +3.42020 Q3 · Q&A responses: +9.12020 Q4 · Q&A responses: +12.52021 Q1 · Q&A responses: +9.82021 Q2 · Q&A responses: +14.02021 Q3 · Q&A responses: +9.12021 Q4 · Q&A responses: +16.42022 Q1 · Q&A responses: +17.82022 Q2 · Q&A responses: +10.92022 Q3 · Q&A responses: +10.42022 Q4 · Q&A responses: +15.32023 Q1 · Q&A responses: +9.22023 Q2 · Q&A responses: +4.12023 Q3 · Q&A responses: +6.72023 Q4 · Q&A responses: +9.42024 Q1 · Q&A responses: +14.92024 Q2 · Q&A responses: +13.02024 Q3 · Q&A responses: +7.62024 Q4 · Q&A responses: +11.52025 Q1 · Q&A responses: +5.2
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

$12.08$30.55$49.012016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1: $14.622016 Q2: $15.192016 Q3: $15.742016 Q4: $16.332017 Q1: $17.162017 Q2: $18.232017 Q3: $19.002017 Q4: $19.802018 Q1: $20.752018 Q2: $21.452018 Q3: $22.002018 Q4: $22.482019 Q1: $23.322019 Q2: $24.102019 Q3: $24.702019 Q4: $25.052020 Q1: $25.662020 Q2: $22.842020 Q3: $25.452020 Q4: $28.042021 Q1: $30.512021 Q2: $33.412021 Q3: $35.162021 Q4: $37.322022 Q1: $39.062022 Q2: $40.702022 Q3: $41.702022 Q4: $42.352023 Q1: $45.182023 Q2: $46.472023 Q3: $43.972023 Q4: $39.402024 Q1: $41.022024 Q2: $42.452024 Q3: $43.23

Forward P/E

21.3133.7146.122016 Q12017 Q22018 Q32019 Q42021 Q12022 Q22023 Q32024 Q42016 Q1: 23.022016 Q2: 24.512016 Q3: 25.122016 Q4: 25.692017 Q1: 28.292017 Q2: 31.922017 Q3: 32.832017 Q4: 31.642018 Q1: 29.212018 Q2: 27.642018 Q3: 27.952018 Q4: 24.822019 Q1: 29.592019 Q2: 33.902019 Q3: 28.702019 Q4: 30.972020 Q1: 27.292020 Q2: 34.252020 Q3: 38.862020 Q4: 39.632021 Q1: 35.802021 Q2: 40.412021 Q3: 44.412021 Q4: 41.992022 Q1: 34.792022 Q2: 28.682022 Q3: 29.982022 Q4: 34.822023 Q1: 31.852023 Q2: 28.312023 Q3: 25.632023 Q4: 29.722024 Q1: 31.832024 Q2: 34.892024 Q3: 32.45

Divergence watch

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

  • 2016 Q2 tone ↓ -2.9 fwd EPS ↑ +0.56 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -11.3 fwd EPS ↑ +1.07 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -7.5 fwd EPS ↑ +0.95 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -5.8 fwd EPS ↑ +0.54 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -3.9 fwd EPS ↑ +0.84 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -10.6 fwd EPS ↑ +0.61 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +2.5 fwd EPS ↓ -2.81 Tone rose while the forward EPS estimate was cut.
  • 2021 Q1 tone ↓ -3.3 fwd EPS ↑ +2.47 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↓ -7.0 fwd EPS ↑ +2.83 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -3.1 fwd EPS ↑ +1.29 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +6.6 fwd EPS ↓ -4.57 Tone rose while the forward EPS estimate was cut.
  • 2024 Q3 tone ↓ -4.1 fwd EPS ↑ +0.78 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-02+3.0View →
2024 Q42025-02-07+9.9View →
2024 Q32024-11-08+6.7$43.2332.5View →
2024 Q22024-08-02+10.8$42.4534.9View →
2024 Q12024-05-10+10.8$41.0231.8View →
2023 Q42024-02-09+9.5$39.4029.7View →
2023 Q32023-11-10+2.9$43.9725.6View →
2023 Q22023-07-27+4.8$46.4728.3View →