Subtext

Teledyne Technologies Incorporated TDY

SectorInformation Technology
Transcripts21
Date range2020-04-22 – 2025-04-24
Calls charted21

Sentiment timeline

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

-16-8+0+8+162020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: -3.02020 Q2 · Overall: +3.52020 Q3 · Overall: +5.92020 Q4 · Overall: +3.82021 Q1 · Overall: +8.12021 Q2 · Overall: +14.02021 Q3 · Overall: +8.22021 Q4 · Overall: +7.82022 Q1 · Overall: +5.02022 Q2 · Overall: +3.02022 Q3 · Overall: +4.92022 Q4 · Overall: -0.72023 Q1 · Overall: +9.22023 Q2 · Overall: +0.02023 Q3 · Overall: +1.52023 Q4 · Overall: +7.42024 Q1 · Overall: -3.02024 Q2 · Overall: +8.52024 Q3 · Overall: +5.92024 Q4 · Overall: +1.72025 Q1 · Overall: +1.1
Overall

CEO vs CFO

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

-20-10+0+10+202020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · CEO: -4.22020 Q2 · CEO: +12.22020 Q3 · CEO: +2.02020 Q4 · CEO: -3.62021 Q3 · CEO: +12.32021 Q4 · CEO: +11.22022 Q1 · CEO: +6.12022 Q2 · CEO: +4.82022 Q3 · CEO: +7.42022 Q4 · CEO: -1.12023 Q1 · CEO: +11.52023 Q2 · CEO: +1.62024 Q1 · CEO: +0.02024 Q2 · CEO: +0.02024 Q4 · CEO: -5.82025 Q1 · CEO: +0.02020 Q1 · CFO: +17.52020 Q2 · CFO: +6.52020 Q3 · CFO: +4.02020 Q4 · CFO: +4.02021 Q3 · CFO: +3.32021 Q4 · CFO: +3.62022 Q1 · CFO: -3.62022 Q2 · CFO: +3.92022 Q3 · CFO: +7.42022 Q4 · CFO: +7.42023 Q1 · CFO: +0.02023 Q2 · CFO: +4.32023 Q3 · CFO: +3.62023 Q4 · CFO: +11.32024 Q1 · CFO: +15.22024 Q2 · CFO: +10.12024 Q3 · CFO: +13.22025 Q1 · CFO: +8.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-21-11+0+11+212020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: -1.12020 Q2 · Prepared remarks: +1.82020 Q3 · Prepared remarks: +4.62020 Q4 · Prepared remarks: -4.92021 Q1 · Prepared remarks: +13.12021 Q2 · Prepared remarks: +12.42021 Q3 · Prepared remarks: +9.32021 Q4 · Prepared remarks: +8.32022 Q1 · Prepared remarks: +4.42022 Q2 · Prepared remarks: +2.12022 Q3 · Prepared remarks: +5.32022 Q4 · Prepared remarks: +0.02023 Q1 · Prepared remarks: +10.02023 Q2 · Prepared remarks: +3.62023 Q3 · Prepared remarks: +2.22023 Q4 · Prepared remarks: +5.32024 Q1 · Prepared remarks: +1.22024 Q2 · Prepared remarks: +5.12024 Q3 · Prepared remarks: +2.62024 Q4 · Prepared remarks: +3.22025 Q1 · Prepared remarks: +4.72020 Q1 · Q&A responses: -2.42020 Q2 · Q&A responses: +10.02020 Q3 · Q&A responses: +7.02020 Q4 · Q&A responses: +9.72021 Q1 · Q&A responses: +8.72021 Q2 · Q&A responses: +18.52021 Q4 · Q&A responses: +10.62022 Q1 · Q&A responses: +4.42022 Q2 · Q&A responses: +4.62022 Q4 · Q&A responses: -1.12023 Q2 · Q&A responses: -0.42023 Q3 · Q&A responses: +2.72023 Q4 · Q&A responses: +11.82024 Q1 · Q&A responses: +2.72024 Q2 · Q&A responses: +12.72024 Q3 · Q&A responses: +7.82024 Q4 · Q&A responses: +3.82025 Q1 · Q&A responses: +0.9
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

$9.33$15.91$22.482020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: $11.542020 Q2: $10.242020 Q3: $10.772020 Q4: $11.262021 Q1: $11.902021 Q2: $14.082021 Q3: $16.802021 Q4: $17.782022 Q1: $18.372022 Q2: $18.952022 Q3: $18.862022 Q4: $19.082023 Q1: $19.572023 Q2: $19.912023 Q3: $20.412023 Q4: $20.722024 Q1: $21.002024 Q2: $20.412024 Q3: $20.972024 Q4: $21.57

Forward P/E

16.1325.5835.032020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: 17.432020 Q2: 32.462020 Q3: 29.892020 Q4: 33.732021 Q1: 33.002021 Q2: 30.502021 Q3: 25.692021 Q4: 24.692022 Q1: 23.322022 Q2: 19.662022 Q3: 20.162022 Q4: 22.072023 Q1: 20.722023 Q2: 20.032023 Q3: 20.062023 Q4: 20.362024 Q1: 20.062024 Q2: 18.942024 Q3: 20.352024 Q4: 21.25

Divergence watch ⚑

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

  • 2020 Q2 tone ↑ +6.5 fwd EPS ↓ -1.30 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -2.1 fwd EPS ↑ +0.49 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -5.8 fwd EPS ↑ +2.72 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -2.8 fwd EPS ↑ +0.59 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↓ -5.6 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -9.2 fwd EPS ↑ +0.34 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -10.4 fwd EPS ↑ +0.28 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↑ +11.5 fwd EPS ↓ -0.59 Tone rose while the forward EPS estimate was cut.
  • 2024 Q3 tone ↓ -2.6 fwd EPS ↑ +0.56 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q4 tone ↓ -4.2 fwd EPS ↑ +0.60 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+1.1——View →
2024 Q42025-01-22+1.7$21.5721.2View →
2024 Q32024-10-23+5.9$20.9720.4View →
2024 Q22024-07-24+8.5$20.4118.9View →
2024 Q12024-04-24-3.0$21.0020.1View →
2023 Q42024-01-24+7.4$20.7220.4View →
2023 Q32023-10-25+1.5$20.4120.1View →
2023 Q22023-07-26+0.0$19.9120.0View →