Subtext

Pentair plc PNR

SectorIndustrials
Transcripts53
Date range2012-04-24 – 2025-04-22
Calls charted53

Sentiment timeline

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

-20-10+0+10+202012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22012 Q1 · Overall: +12.72012 Q2 · Overall: +8.72012 Q3 · Overall: +9.82012 Q4 · Overall: +4.12013 Q1 · Overall: +6.22013 Q2 · Overall: +4.42013 Q3 · Overall: +4.62013 Q4 · Overall: +10.92014 Q1 · Overall: -1.12014 Q2 · Overall: +8.02014 Q3 · Overall: +3.82014 Q4 · Overall: +6.32015 Q1 · Overall: -6.52015 Q2 · Overall: +3.42015 Q3 · Overall: -3.82015 Q4 · Overall: +1.72016 Q1 · Overall: +9.52016 Q2 · Overall: +7.92016 Q3 · Overall: +3.32016 Q4 · Overall: +10.92017 Q1 · Overall: +4.22017 Q2 · Overall: +10.82017 Q3 · Overall: +8.32017 Q4 · Overall: +10.12018 Q1 · Overall: +13.32018 Q2 · Overall: +9.02018 Q3 · Overall: +9.52018 Q4 · Overall: +6.72019 Q1 · Overall: -0.72019 Q2 · Overall: +9.02019 Q3 · Overall: +11.72019 Q4 · Overall: +17.02020 Q1 · Overall: -3.42020 Q2 · Overall: +10.22020 Q3 · Overall: +12.02020 Q4 · Overall: +12.82021 Q1 · Overall: +14.82021 Q2 · Overall: +12.72021 Q3 · Overall: +7.42021 Q4 · Overall: +14.62022 Q1 · Overall: +10.82022 Q2 · Overall: +4.82022 Q3 · Overall: +5.32022 Q4 · Overall: +10.62023 Q1 · Overall: +13.42023 Q2 · Overall: +9.22023 Q3 · Overall: +10.82023 Q4 · Overall: +8.32024 Q1 · Overall: +8.12024 Q2 · Overall: +6.72024 Q3 · Overall: +13.22024 Q4 · Overall: +9.12025 Q1 · Overall: +2.0
Overall

CEO vs CFO

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

-40-20+0+20+402012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22012 Q1 · CEO: +17.72012 Q2 · CEO: +13.82012 Q3 · CEO: +15.92012 Q4 · CEO: +14.82013 Q1 · CEO: +10.82013 Q2 · CEO: +8.12013 Q3 · CEO: +9.72013 Q4 · CEO: +18.82014 Q1 · CEO: +1.22014 Q2 · CEO: +10.82014 Q3 · CEO: +10.92014 Q4 · CEO: +9.82015 Q1 · CEO: -10.12015 Q2 · CEO: +9.12015 Q3 · CEO: -4.12015 Q4 · CEO: +6.72016 Q1 · CEO: +15.22016 Q2 · CEO: +9.72016 Q3 · CEO: +8.72016 Q4 · CEO: +20.02017 Q1 · CEO: +14.82017 Q2 · CEO: +15.52017 Q3 · CEO: +15.82017 Q4 · CEO: +21.02018 Q1 · CEO: +15.12018 Q2 · CEO: +15.02018 Q3 · CEO: +15.22018 Q4 · CEO: +15.92019 Q1 · CEO: +7.62019 Q2 · CEO: +19.82019 Q3 · CEO: +34.62019 Q4 · CEO: +26.02020 Q1 · CEO: -2.92020 Q2 · CEO: +17.92020 Q3 · CEO: +17.52020 Q4 · CEO: +18.32021 Q1 · CEO: +18.32021 Q2 · CEO: +18.92021 Q3 · CEO: +12.32021 Q4 · CEO: +17.92022 Q1 · CEO: +10.62022 Q2 · CEO: +14.52022 Q3 · CEO: +12.12022 Q4 · CEO: +24.82023 Q1 · CEO: +28.72023 Q2 · CEO: +15.12023 Q3 · CEO: +16.52023 Q4 · CEO: +17.22024 Q1 · CEO: +14.92024 Q2 · CEO: +9.82024 Q3 · CEO: +19.12024 Q4 · CEO: +19.02025 Q1 · CEO: +6.42012 Q1 · CFO: +6.82012 Q2 · CFO: +1.82012 Q3 · CFO: +12.52012 Q4 · CFO: +2.52013 Q1 · CFO: +10.02013 Q2 · CFO: +7.32013 Q3 · CFO: +5.12013 Q4 · CFO: +12.02014 Q1 · CFO: +4.82014 Q2 · CFO: +13.02014 Q3 · CFO: +5.22014 Q4 · CFO: +9.72015 Q1 · CFO: -0.22016 Q2 · CFO: +8.22016 Q3 · CFO: +3.82016 Q4 · CFO: +10.82017 Q1 · CFO: +2.92017 Q2 · CFO: +16.72017 Q3 · CFO: +14.42017 Q4 · CFO: +8.92018 Q1 · CFO: +22.12018 Q2 · CFO: +9.02018 Q3 · CFO: +11.22018 Q4 · CFO: +7.82019 Q1 · CFO: +1.72019 Q2 · CFO: -1.22019 Q3 · CFO: +14.72019 Q4 · CFO: +12.32020 Q1 · CFO: +7.32020 Q2 · CFO: +7.72020 Q3 · CFO: +14.62020 Q4 · CFO: +16.92021 Q1 · CFO: +19.12021 Q2 · CFO: +15.62021 Q3 · CFO: +13.22021 Q4 · CFO: +21.92022 Q1 · CFO: +21.52022 Q2 · CFO: +7.42022 Q3 · CFO: +3.52022 Q4 · CFO: +6.92023 Q1 · CFO: +10.62023 Q2 · CFO: +9.22023 Q3 · CFO: +17.12023 Q4 · CFO: +10.22024 Q1 · CFO: +15.62024 Q2 · CFO: +15.42024 Q3 · CFO: +18.82024 Q4 · CFO: +9.42025 Q1 · CFO: +16.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-32-16+0+16+322012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22012 Q1 · Prepared remarks: +23.72012 Q2 · Prepared remarks: +14.62012 Q3 · Prepared remarks: +19.12012 Q4 · Prepared remarks: +5.02013 Q1 · Prepared remarks: +14.22013 Q2 · Prepared remarks: +7.82013 Q3 · Prepared remarks: +10.52013 Q4 · Prepared remarks: +16.52014 Q1 · Prepared remarks: +1.62014 Q2 · Prepared remarks: +12.22014 Q3 · Prepared remarks: +8.62014 Q4 · Prepared remarks: +9.42015 Q1 · Prepared remarks: -8.22015 Q2 · Prepared remarks: +3.22015 Q3 · Prepared remarks: -7.02015 Q4 · Prepared remarks: +0.02016 Q1 · Prepared remarks: +13.02016 Q2 · Prepared remarks: +6.32016 Q3 · Prepared remarks: +3.62016 Q4 · Prepared remarks: +13.02017 Q1 · Prepared remarks: +6.12017 Q2 · Prepared remarks: +9.62017 Q3 · Prepared remarks: +15.12017 Q4 · Prepared remarks: +19.62018 Q1 · Prepared remarks: +26.82018 Q2 · Prepared remarks: +15.72018 Q3 · Prepared remarks: +17.82018 Q4 · Prepared remarks: +11.32019 Q1 · Prepared remarks: -1.52019 Q2 · Prepared remarks: +11.42019 Q3 · Prepared remarks: +18.82019 Q4 · Prepared remarks: +28.02020 Q1 · Prepared remarks: +2.72020 Q2 · Prepared remarks: +12.22020 Q3 · Prepared remarks: +11.12020 Q4 · Prepared remarks: +17.42021 Q1 · Prepared remarks: +24.82021 Q2 · Prepared remarks: +12.92021 Q3 · Prepared remarks: +22.42021 Q4 · Prepared remarks: +18.72022 Q1 · Prepared remarks: +26.22022 Q2 · Prepared remarks: +11.72022 Q3 · Prepared remarks: +11.82022 Q4 · Prepared remarks: +16.32023 Q1 · Prepared remarks: +23.62023 Q2 · Prepared remarks: +14.82023 Q3 · Prepared remarks: +21.52023 Q4 · Prepared remarks: +10.72024 Q1 · Prepared remarks: +10.32024 Q2 · Prepared remarks: +13.12024 Q3 · Prepared remarks: +22.52024 Q4 · Prepared remarks: +16.12025 Q1 · Prepared remarks: +17.52012 Q1 · Q&A responses: +7.52012 Q2 · Q&A responses: +4.82012 Q3 · Q&A responses: +8.12012 Q4 · Q&A responses: +8.62013 Q1 · Q&A responses: +5.42013 Q2 · Q&A responses: +5.92013 Q3 · Q&A responses: +4.82013 Q4 · Q&A responses: +11.32014 Q1 · Q&A responses: +3.32014 Q2 · Q&A responses: +5.82014 Q3 · Q&A responses: +6.22014 Q4 · Q&A responses: +8.72015 Q1 · Q&A responses: -3.12015 Q2 · Q&A responses: +10.22015 Q3 · Q&A responses: +1.12015 Q4 · Q&A responses: +9.12016 Q1 · Q&A responses: +8.62016 Q2 · Q&A responses: +11.22016 Q3 · Q&A responses: +10.12016 Q4 · Q&A responses: +16.22017 Q1 · Q&A responses: +9.02017 Q2 · Q&A responses: +19.72017 Q3 · Q&A responses: +13.52017 Q4 · Q&A responses: +9.92018 Q1 · Q&A responses: +13.12018 Q2 · Q&A responses: +10.82018 Q3 · Q&A responses: +10.82018 Q4 · Q&A responses: +10.22019 Q1 · Q&A responses: +6.22019 Q2 · Q&A responses: +12.32019 Q3 · Q&A responses: +12.52019 Q4 · Q&A responses: +14.42020 Q1 · Q&A responses: -3.62020 Q2 · Q&A responses: +15.52020 Q3 · Q&A responses: +17.92020 Q4 · Q&A responses: +16.42021 Q1 · Q&A responses: +14.92021 Q2 · Q&A responses: +19.12021 Q3 · Q&A responses: +7.22021 Q4 · Q&A responses: +17.62022 Q1 · Q&A responses: +5.92022 Q2 · Q&A responses: +8.12022 Q3 · Q&A responses: +3.72022 Q4 · Q&A responses: +10.62023 Q1 · Q&A responses: +12.92023 Q2 · Q&A responses: +9.32023 Q3 · Q&A responses: +10.52023 Q4 · Q&A responses: +13.62024 Q1 · Q&A responses: +15.42024 Q2 · Q&A responses: +9.32024 Q3 · Q&A responses: +15.22024 Q4 · Q&A responses: +12.82025 Q1 · Q&A responses: +3.4
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

$1.99$3.42$4.852012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22014 Q1: $4.212014 Q2: $4.422014 Q3: $4.272014 Q4: $4.322015 Q1: $4.262015 Q2: $3.932015 Q3: $4.032015 Q4: $4.172016 Q1: $4.122016 Q2: $4.222016 Q3: $3.542016 Q4: $3.422017 Q1: $3.562017 Q2: $3.732017 Q3: $3.812017 Q4: $3.922018 Q1: $4.082018 Q2: $2.442018 Q3: $2.462018 Q4: $2.552019 Q1: $2.602019 Q2: $2.442019 Q3: $2.522019 Q4: $2.552020 Q1: $2.562020 Q2: $2.192020 Q3: $2.422020 Q4: $2.672021 Q1: $2.792021 Q2: $3.292021 Q3: $3.612021 Q4: $3.772022 Q1: $3.802022 Q2: $3.882022 Q3: $3.822022 Q4: $3.612023 Q1: $3.672023 Q2: $3.872023 Q3: $4.112023 Q4: $4.212024 Q1: $4.342024 Q2: $4.502024 Q3: $4.66

Forward P/E

9.0415.9822.932012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22014 Q1: 18.692014 Q2: 16.952014 Q3: 15.772014 Q4: 14.752015 Q1: 15.502015 Q2: 15.602015 Q3: 13.622015 Q4: 12.422016 Q1: 12.552016 Q2: 14.172016 Q3: 16.632016 Q4: 16.882017 Q1: 17.632017 Q2: 17.852017 Q3: 16.942017 Q4: 17.772018 Q1: 17.302018 Q2: 17.862018 Q3: 18.332018 Q4: 14.962019 Q1: 16.432019 Q2: 14.902019 Q3: 15.132019 Q4: 17.852020 Q1: 10.002020 Q2: 17.502020 Q3: 18.962020 Q4: 19.432021 Q1: 21.972021 Q2: 20.302021 Q3: 21.532021 Q4: 19.562022 Q1: 14.972022 Q2: 11.882022 Q3: 11.622022 Q4: 12.702023 Q1: 14.062023 Q2: 15.682023 Q3: 16.142023 Q4: 16.312024 Q1: 18.892024 Q2: 17.672024 Q3: 20.08

Divergence watch ⚑

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

  • 2015 Q2 tone ↑ +9.9 fwd EPS ↓ -0.33 Tone rose while the forward EPS estimate was cut.
  • 2015 Q3 tone ↓ -7.3 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↑ +7.8 fwd EPS ↓ -0.04 Tone rose while the forward EPS estimate was cut.
  • 2016 Q4 tone ↑ +7.6 fwd EPS ↓ -0.12 Tone rose while the forward EPS estimate was cut.
  • 2017 Q1 tone ↓ -6.7 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↓ -2.5 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -2.8 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -7.4 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↑ +9.8 fwd EPS ↓ -0.17 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +13.6 fwd EPS ↓ -0.38 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -2.2 fwd EPS ↑ +0.49 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -5.2 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -5.9 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +5.3 fwd EPS ↓ -0.21 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↓ -4.3 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↓ -2.4 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-22+2.0——View →
2024 Q42025-02-04+9.1——View →
2024 Q32024-10-22+13.2$4.6620.1View →
2024 Q22024-07-23+6.7$4.5017.7View →
2024 Q12024-04-23+8.1$4.3418.9View →
2023 Q42024-01-30+8.3$4.2116.3View →
2023 Q32023-10-24+10.8$4.1116.1View →
2023 Q22023-07-27+9.2$3.8715.7View →