Subtext

Pool Corporation POOL

SectorConsumer Discretionary
Transcripts21
Date range2020-04-23 – 2025-04-24
Calls charted21

Sentiment timeline

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

-19-9+0+9+192020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: +1.72020 Q2 · Overall: +9.72020 Q3 · Overall: +10.92020 Q4 · Overall: +10.52021 Q1 · Overall: +12.02021 Q2 · Overall: +11.72021 Q3 · Overall: +14.32021 Q4 · Overall: +16.42022 Q1 · Overall: +11.42022 Q2 · Overall: +10.12022 Q3 · Overall: +5.52022 Q4 · Overall: +6.22023 Q1 · Overall: +2.52023 Q2 · Overall: +3.92023 Q3 · Overall: +7.42023 Q4 · Overall: +10.52024 Q1 · Overall: +2.72024 Q2 · Overall: +11.52024 Q3 · Overall: +7.42024 Q4 · Overall: +9.22025 Q1 · Overall: +7.0
Overall

CEO vs CFO

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

-26-13+0+13+262020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · CEO: +4.52020 Q2 · CEO: +9.52020 Q3 · CEO: +15.32020 Q4 · CEO: +15.32021 Q1 · CEO: +15.62021 Q2 · CEO: +11.92021 Q3 · CEO: +16.52021 Q4 · CEO: +22.82022 Q1 · CEO: +14.12022 Q2 · CEO: +16.22022 Q3 · CEO: +10.32022 Q4 · CEO: +8.82023 Q1 · CEO: +2.72023 Q2 · CEO: +5.72023 Q3 · CEO: +11.22023 Q4 · CEO: +14.12024 Q2 · CEO: +14.82024 Q3 · CEO: +14.32024 Q4 · CEO: +6.22025 Q1 · CEO: +6.52020 Q1 · CFO: +3.02020 Q2 · CFO: +9.72020 Q3 · CFO: +11.62020 Q4 · CFO: +10.42021 Q1 · CFO: +16.02021 Q2 · CFO: +16.32021 Q3 · CFO: +20.02021 Q4 · CFO: +11.82022 Q1 · CFO: +12.72022 Q2 · CFO: +8.22022 Q3 · CFO: +6.02022 Q4 · CFO: +7.52023 Q1 · CFO: +6.12023 Q2 · CFO: +10.02023 Q3 · CFO: +6.72023 Q4 · CFO: +10.02024 Q1 · CFO: +4.12024 Q2 · CFO: +9.82024 Q3 · CFO: +6.52024 Q4 · CFO: +16.12025 Q1 · CFO: +13.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-29-14+0+14+292020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: +3.92020 Q2 · Prepared remarks: +10.62020 Q3 · Prepared remarks: +18.22020 Q4 · Prepared remarks: +16.02021 Q1 · Prepared remarks: +25.22021 Q2 · Prepared remarks: +18.32021 Q3 · Prepared remarks: +22.52021 Q4 · Prepared remarks: +20.62022 Q1 · Prepared remarks: +19.72022 Q2 · Prepared remarks: +15.12022 Q3 · Prepared remarks: +16.72022 Q4 · Prepared remarks: +14.32023 Q1 · Prepared remarks: +3.12023 Q2 · Prepared remarks: +14.62023 Q3 · Prepared remarks: +7.72023 Q4 · Prepared remarks: +15.22024 Q1 · Prepared remarks: +0.02024 Q2 · Prepared remarks: +15.52024 Q3 · Prepared remarks: +14.42024 Q4 · Prepared remarks: +15.12025 Q1 · Prepared remarks: +13.52020 Q1 · Q&A responses: +3.32020 Q2 · Q&A responses: +8.62020 Q3 · Q&A responses: +10.22020 Q4 · Q&A responses: +10.12021 Q1 · Q&A responses: +5.72021 Q2 · Q&A responses: +11.42021 Q3 · Q&A responses: +13.92021 Q4 · Q&A responses: +16.02022 Q1 · Q&A responses: +6.02022 Q2 · Q&A responses: +11.72022 Q3 · Q&A responses: +4.22022 Q4 · Q&A responses: +2.22023 Q1 · Q&A responses: +5.02023 Q2 · Q&A responses: +1.22023 Q3 · Q&A responses: +10.72023 Q4 · Q&A responses: +9.32024 Q1 · Q&A responses: +7.42024 Q2 · Q&A responses: +11.02024 Q3 · Q&A responses: +10.12024 Q4 · Q&A responses: +6.02025 Q1 · Q&A responses: +6.4
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

$5.65$12.98$20.312020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: $6.862020 Q2: $6.672020 Q3: $8.102020 Q4: $9.192021 Q1: $9.722021 Q2: $12.622021 Q3: $14.632021 Q4: $16.672022 Q1: $17.932022 Q2: $19.302022 Q3: $18.502022 Q4: $16.902023 Q1: $16.762023 Q2: $15.962023 Q3: $14.562023 Q4: $14.202024 Q1: $13.632024 Q2: $13.792024 Q3: $11.88

Forward P/E

16.0928.8441.582020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: 27.322020 Q2: 39.822020 Q3: 37.082020 Q4: 38.402021 Q1: 34.892021 Q2: 34.272021 Q3: 32.602021 Q4: 34.052022 Q1: 26.092022 Q2: 18.332022 Q3: 17.852022 Q4: 19.812023 Q1: 20.642023 Q2: 21.632023 Q3: 23.952023 Q4: 25.712024 Q1: 29.762024 Q2: 24.502024 Q3: 31.04

Divergence watch ⚑

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

  • 2020 Q2 tone ↑ +8.0 fwd EPS ↓ -0.20 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -5.0 fwd EPS ↑ +1.26 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↑ +3.5 fwd EPS ↓ -1.40 Tone rose while the forward EPS estimate was cut.
  • 2023 Q4 tone ↑ +3.0 fwd EPS ↓ -0.36 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+7.0——View →
2024 Q42025-02-20+9.2——View →
2024 Q32024-10-24+7.4$11.8831.0View →
2024 Q22024-07-25+11.5$13.7924.5View →
2024 Q12024-04-25+2.7$13.6329.8View →
2023 Q42024-02-22+10.5$14.2025.7View →
2023 Q32023-10-19+7.4$14.5623.9View →
2023 Q22023-07-20+3.9$15.9621.6View →