Subtext

Stanley Black & Decker, Inc. SWK

Transcripts69
Date range2007-10-24 – 2025-04-30
Calls charted68

Sentiment timeline

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

-26-13+0+13+262007 Q32010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12007 Q3 · Overall: +10.72007 Q4 · Overall: +5.62008 Q1 · Overall: +0.52008 Q2 · Overall: +5.02008 Q4 · Overall: -3.72009 Q1 · Overall: -9.62009 Q2 · Overall: +3.22009 Q3 · Overall: +9.32009 Q4 · Overall: +9.92010 Q1 · Overall: +9.32010 Q4 · Overall: +9.82011 Q1 · Overall: +1.32011 Q2 · Overall: +8.32011 Q3 · Overall: +9.52011 Q4 · Overall: +10.62012 Q1 · Overall: +9.52012 Q2 · Overall: +7.42012 Q3 · Overall: +6.12012 Q4 · Overall: +7.32013 Q1 · Overall: +11.22013 Q2 · Overall: +8.12013 Q3 · Overall: +3.72013 Q4 · Overall: +6.32014 Q1 · Overall: +9.92014 Q2 · Overall: +4.92014 Q3 · Overall: +9.92014 Q4 · Overall: +15.62015 Q1 · Overall: +16.62015 Q2 · Overall: +14.02015 Q3 · Overall: +13.92015 Q4 · Overall: +10.62016 Q1 · Overall: +21.82016 Q2 · Overall: +19.12016 Q3 · Overall: +16.62016 Q4 · Overall: +14.82017 Q1 · Overall: +14.32017 Q2 · Overall: +10.22017 Q3 · Overall: +16.42017 Q4 · Overall: +15.02018 Q1 · Overall: +10.52018 Q2 · Overall: +12.42018 Q3 · Overall: +10.52018 Q4 · Overall: +6.62019 Q1 · Overall: +15.62019 Q2 · Overall: +13.42019 Q3 · Overall: +7.92019 Q4 · Overall: +16.52020 Q1 · Overall: -4.52020 Q2 · Overall: +10.82020 Q3 · Overall: +14.32020 Q4 · Overall: +16.02021 Q1 · Overall: +22.42021 Q2 · Overall: +21.32021 Q3 · Overall: +19.62021 Q4 · Overall: +17.32022 Q1 · Overall: +13.32022 Q2 · Overall: +10.42022 Q3 · Overall: +8.12022 Q4 · Overall: +6.42023 Q1 · Overall: +16.12023 Q2 · Overall: +18.32023 Q3 · Overall: +18.22023 Q4 · Overall: +18.52024 Q1 · Overall: -1.92024 Q2 · Overall: +20.22024 Q3 · Overall: +14.42024 Q4 · Overall: +15.72025 Q1 · Overall: +9.4
Overall

CEO vs CFO

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

-42-21+0+21+422007 Q32010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12007 Q3 · CEO: +10.12007 Q4 · CEO: +10.72008 Q1 · CEO: +4.72008 Q2 · CEO: +3.92008 Q4 · CEO: -2.42009 Q2 · CEO: -0.72009 Q3 · CEO: +14.52009 Q4 · CEO: +14.02010 Q1 · CEO: +7.82010 Q4 · CEO: +12.22011 Q1 · CEO: +5.02011 Q2 · CEO: +10.72011 Q3 · CEO: +12.82011 Q4 · CEO: +14.92012 Q1 · CEO: +4.32012 Q2 · CEO: +4.32012 Q3 · CEO: +11.72012 Q4 · CEO: +12.62013 Q1 · CEO: +15.12013 Q2 · CEO: +8.12013 Q3 · CEO: +11.62013 Q4 · CEO: +13.82014 Q1 · CEO: +11.82014 Q2 · CEO: +5.42014 Q3 · CEO: +2.82014 Q4 · CEO: +22.02015 Q1 · CEO: +17.82015 Q2 · CEO: +14.52015 Q3 · CEO: +9.22015 Q4 · CEO: +6.42016 Q1 · CEO: +13.92016 Q2 · CEO: +23.92016 Q3 · CEO: +20.52016 Q4 · CEO: +14.62017 Q1 · CEO: +16.92017 Q2 · CEO: +18.72017 Q3 · CEO: +20.82017 Q4 · CEO: +20.62018 Q1 · CEO: +19.02018 Q2 · CEO: +17.42018 Q3 · CEO: +17.42018 Q4 · CEO: +11.42019 Q1 · CEO: +24.92019 Q2 · CEO: +26.12019 Q3 · CEO: +14.42019 Q4 · CEO: +25.32020 Q1 · CEO: +2.32020 Q2 · CEO: +17.72020 Q3 · CEO: +21.52020 Q4 · CEO: +17.82021 Q1 · CEO: +28.82021 Q2 · CEO: +26.22021 Q3 · CEO: +32.32021 Q4 · CEO: +28.02022 Q1 · CEO: +23.22022 Q2 · CEO: +15.82022 Q3 · CEO: +14.82022 Q4 · CEO: +10.92023 Q1 · CEO: +24.92023 Q2 · CEO: +28.92023 Q3 · CEO: +26.92023 Q4 · CEO: +32.72024 Q1 · CEO: +12.62024 Q2 · CEO: +36.52024 Q3 · CEO: +19.82024 Q4 · CEO: +28.22007 Q4 · CFO: +6.02008 Q1 · CFO: -0.82008 Q2 · CFO: +9.62009 Q1 · CFO: -12.62009 Q2 · CFO: +2.92009 Q3 · CFO: +8.92009 Q4 · CFO: +10.52010 Q1 · CFO: +17.72010 Q4 · CFO: +11.82011 Q1 · CFO: -0.72011 Q2 · CFO: +11.02011 Q3 · CFO: +8.92011 Q4 · CFO: +3.42012 Q1 · CFO: +14.82012 Q2 · CFO: +0.52012 Q3 · CFO: +1.32012 Q4 · CFO: +5.22013 Q1 · CFO: +6.22013 Q2 · CFO: +10.22013 Q3 · CFO: +3.52013 Q4 · CFO: +7.52014 Q2 · CFO: +10.62014 Q3 · CFO: +18.22014 Q4 · CFO: +10.82015 Q1 · CFO: +11.72015 Q2 · CFO: +14.92016 Q1 · CFO: +25.12016 Q3 · CFO: +20.52016 Q4 · CFO: +22.92017 Q1 · CFO: +13.72017 Q2 · CFO: +9.22017 Q3 · CFO: +16.82017 Q4 · CFO: +18.12018 Q1 · CFO: +11.52018 Q2 · CFO: +8.92018 Q4 · CFO: +10.02019 Q2 · CFO: +7.12019 Q3 · CFO: +10.32019 Q4 · CFO: +12.72020 Q1 · CFO: -6.62020 Q4 · CFO: +22.22021 Q1 · CFO: +23.62021 Q2 · CFO: +24.42021 Q3 · CFO: +16.32022 Q1 · CFO: +13.32022 Q2 · CFO: +6.62022 Q3 · CFO: +7.12022 Q4 · CFO: +8.12023 Q1 · CFO: +13.62023 Q2 · CFO: +14.72023 Q3 · CFO: +17.22023 Q4 · CFO: +15.42024 Q1 · CFO: +8.92024 Q2 · CFO: +21.62024 Q3 · CFO: +18.02024 Q4 · CFO: +11.02025 Q1 · CFO: +4.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-41-21+0+21+412007 Q32010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12007 Q3 · Prepared remarks: +15.52007 Q4 · Prepared remarks: +9.02008 Q1 · Prepared remarks: +6.02008 Q2 · Prepared remarks: +8.62008 Q4 · Prepared remarks: +0.62009 Q1 · Prepared remarks: -15.52009 Q2 · Prepared remarks: +5.72009 Q3 · Prepared remarks: +14.42009 Q4 · Prepared remarks: +12.32010 Q1 · Prepared remarks: +8.82010 Q4 · Prepared remarks: +13.72011 Q1 · Prepared remarks: +4.02011 Q2 · Prepared remarks: +14.62011 Q3 · Prepared remarks: +20.52011 Q4 · Prepared remarks: +15.02012 Q1 · Prepared remarks: +10.12012 Q2 · Prepared remarks: +10.12012 Q3 · Prepared remarks: +9.92012 Q4 · Prepared remarks: +10.22013 Q1 · Prepared remarks: +10.72013 Q2 · Prepared remarks: +13.82013 Q3 · Prepared remarks: +10.32013 Q4 · Prepared remarks: +12.02014 Q1 · Prepared remarks: +14.32014 Q2 · Prepared remarks: +11.52014 Q3 · Prepared remarks: +19.72014 Q4 · Prepared remarks: +19.72015 Q1 · Prepared remarks: +16.52015 Q2 · Prepared remarks: +20.72015 Q3 · Prepared remarks: +24.02015 Q4 · Prepared remarks: +17.22016 Q1 · Prepared remarks: +27.92016 Q2 · Prepared remarks: +24.82016 Q3 · Prepared remarks: +28.52016 Q4 · Prepared remarks: +23.22017 Q1 · Prepared remarks: +16.52017 Q2 · Prepared remarks: +20.12017 Q3 · Prepared remarks: +26.72017 Q4 · Prepared remarks: +26.52018 Q1 · Prepared remarks: +17.12018 Q2 · Prepared remarks: +15.72018 Q3 · Prepared remarks: +17.02018 Q4 · Prepared remarks: +17.12019 Q1 · Prepared remarks: +19.02019 Q2 · Prepared remarks: +24.72019 Q3 · Prepared remarks: +19.32019 Q4 · Prepared remarks: +22.52020 Q1 · Prepared remarks: -4.32020 Q2 · Prepared remarks: +13.22020 Q3 · Prepared remarks: +19.72020 Q4 · Prepared remarks: +23.52021 Q1 · Prepared remarks: +29.42021 Q2 · Prepared remarks: +27.92021 Q3 · Prepared remarks: +27.92021 Q4 · Prepared remarks: +23.32022 Q1 · Prepared remarks: +22.42022 Q2 · Prepared remarks: +13.22022 Q3 · Prepared remarks: +18.72022 Q4 · Prepared remarks: +16.72023 Q1 · Prepared remarks: +23.72023 Q2 · Prepared remarks: +27.72023 Q3 · Prepared remarks: +35.82023 Q4 · Prepared remarks: +30.02024 Q1 · Prepared remarks: +29.82024 Q2 · Prepared remarks: +32.42024 Q3 · Prepared remarks: +23.92024 Q4 · Prepared remarks: +23.52025 Q1 · Prepared remarks: +17.52007 Q3 · Q&A responses: +10.12007 Q4 · Q&A responses: +8.92008 Q1 · Q&A responses: -0.72008 Q2 · Q&A responses: -0.42008 Q4 · Q&A responses: -6.82009 Q1 · Q&A responses: -5.22009 Q2 · Q&A responses: +0.32009 Q3 · Q&A responses: +2.72009 Q4 · Q&A responses: +7.02010 Q1 · Q&A responses: +12.72010 Q4 · Q&A responses: +7.92011 Q1 · Q&A responses: +0.02011 Q2 · Q&A responses: +2.62011 Q3 · Q&A responses: +4.02011 Q4 · Q&A responses: +8.92012 Q1 · Q&A responses: +12.62012 Q2 · Q&A responses: +8.72012 Q3 · Q&A responses: +4.82012 Q4 · Q&A responses: +5.92013 Q1 · Q&A responses: +15.92013 Q2 · Q&A responses: +6.92013 Q3 · Q&A responses: +0.22013 Q4 · Q&A responses: +5.02014 Q1 · Q&A responses: +7.72014 Q2 · Q&A responses: +5.22014 Q3 · Q&A responses: +7.92014 Q4 · Q&A responses: +15.42015 Q1 · Q&A responses: +23.12015 Q2 · Q&A responses: +11.92015 Q3 · Q&A responses: +8.52015 Q4 · Q&A responses: +9.02016 Q1 · Q&A responses: +24.52016 Q2 · Q&A responses: +19.12016 Q3 · Q&A responses: +12.52016 Q4 · Q&A responses: +12.42017 Q2 · Q&A responses: +7.32017 Q3 · Q&A responses: +12.32017 Q4 · Q&A responses: +10.42018 Q1 · Q&A responses: +10.72018 Q2 · Q&A responses: +12.32018 Q3 · Q&A responses: +8.62018 Q4 · Q&A responses: +0.62019 Q1 · Q&A responses: +19.22019 Q2 · Q&A responses: +5.62019 Q3 · Q&A responses: +4.02019 Q4 · Q&A responses: +13.32020 Q1 · Q&A responses: -0.72020 Q2 · Q&A responses: +9.82020 Q3 · Q&A responses: +11.72020 Q4 · Q&A responses: +10.42021 Q1 · Q&A responses: +14.92021 Q2 · Q&A responses: +13.92021 Q3 · Q&A responses: +9.12021 Q4 · Q&A responses: +11.52022 Q1 · Q&A responses: +3.62022 Q2 · Q&A responses: +7.22022 Q3 · Q&A responses: +3.02022 Q4 · Q&A responses: -5.52023 Q1 · Q&A responses: +10.42023 Q2 · Q&A responses: +14.92023 Q3 · Q&A responses: +12.42023 Q4 · Q&A responses: +8.42024 Q1 · Q&A responses: +1.02024 Q2 · Q&A responses: +14.02024 Q3 · Q&A responses: +9.32024 Q4 · Q&A responses: +8.22025 Q1 · Q&A responses: +2.8
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

$1.18$7.23$13.272007 Q32010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12014 Q1: $5.592014 Q2: $5.852014 Q3: $6.132014 Q4: $6.172015 Q1: $5.972015 Q2: $6.172015 Q3: $6.372015 Q4: $6.542016 Q1: $6.292016 Q2: $6.702016 Q3: $6.942016 Q4: $7.032017 Q1: $7.242017 Q2: $7.672017 Q3: $7.942017 Q4: $8.302018 Q1: $8.692018 Q2: $8.952018 Q3: $9.132018 Q4: $8.792019 Q1: $8.742019 Q2: $9.072019 Q3: $9.192019 Q4: $8.992020 Q1: $8.902020 Q2: $6.412020 Q3: $8.472020 Q4: $9.622021 Q1: $10.412021 Q2: $11.622021 Q3: $12.222021 Q4: $11.842022 Q1: $12.442022 Q2: $10.702022 Q3: $6.482022 Q4: $4.592023 Q1: $2.022023 Q2: $3.012023 Q3: $3.812023 Q4: $4.522024 Q1: $4.542024 Q2: $4.742024 Q3: $5.31

Forward P/E

6.3424.1742.012007 Q32010 Q12012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12014 Q1: 14.222014 Q2: 15.092014 Q3: 15.042014 Q4: 15.302015 Q1: 16.192015 Q2: 17.132015 Q3: 15.972015 Q4: 16.732016 Q1: 15.882016 Q2: 16.712016 Q3: 17.302016 Q4: 16.812017 Q1: 18.102017 Q2: 18.472017 Q3: 18.522017 Q4: 20.012018 Q1: 18.042018 Q2: 15.972018 Q3: 16.632018 Q4: 13.362019 Q1: 15.292019 Q2: 15.822019 Q3: 15.632019 Q4: 18.372020 Q1: 8.802020 Q2: 21.132020 Q3: 19.512020 Q4: 18.652021 Q1: 18.722021 Q2: 16.942021 Q3: 15.202021 Q4: 16.212022 Q1: 11.932022 Q2: 9.962022 Q3: 13.362022 Q4: 17.712023 Q1: 39.552023 Q2: 29.602023 Q3: 22.932023 Q4: 21.352024 Q1: 20.312024 Q2: 17.752024 Q3: 19.74

Divergence watch

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

  • 2014 Q2 tone ↓ -5.0 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q2 tone ↓ -2.6 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↓ -3.3 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↑ +11.1 fwd EPS ↓ -0.25 Tone rose while the forward EPS estimate was cut.
  • 2016 Q2 tone ↓ -2.7 fwd EPS ↑ +0.41 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -2.5 fwd EPS ↑ +0.24 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -4.2 fwd EPS ↑ +0.42 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -4.5 fwd EPS ↑ +0.39 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -2.2 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↓ -5.4 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↑ +8.5 fwd EPS ↓ -0.20 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +15.3 fwd EPS ↓ -2.50 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↓ -4.0 fwd EPS ↑ +0.60 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q1 tone ↑ +9.7 fwd EPS ↓ -2.57 Tone rose while the forward EPS estimate was cut.
  • 2024 Q3 tone ↓ -5.8 fwd EPS ↑ +0.57 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-30+9.4View →
2024 Q42025-02-05+15.7View →
2024 Q32024-10-29+14.4$5.3119.7View →
2024 Q22024-07-30+20.2$4.7417.8View →
2024 Q12024-05-01-1.9$4.5420.3View →
2023 Q42024-02-01+18.5$4.5221.4View →
2023 Q32023-10-27+18.2$3.8122.9View →
2023 Q22023-08-01+18.3$3.0129.6View →