Subtext

TE Connectivity plc TEL

SectorInformation Technology
Transcripts30
Date range2008-02-06 – 2025-04-23
Calls charted30

Sentiment timeline

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

-9-5+0+5+92008 Q12009 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12008 Q1 · Overall: +1.42008 Q2 · Overall: +4.92008 Q3 · Overall: +6.12008 Q4 · Overall: -3.92009 Q1 · Overall: -7.12009 Q2 · Overall: -3.22009 Q3 · Overall: -0.32009 Q4 · Overall: +1.52020 Q1 · Overall: -1.72020 Q2 · Overall: -1.32020 Q3 · Overall: +4.52020 Q4 · Overall: +0.92021 Q1 · Overall: +5.82021 Q2 · Overall: +5.52021 Q3 · Overall: +4.12021 Q4 · Overall: +7.82022 Q1 · Overall: +5.42022 Q2 · Overall: -3.32022 Q3 · Overall: +2.72022 Q4 · Overall: +3.02023 Q1 · Overall: -0.12023 Q2 · Overall: -0.22023 Q3 · Overall: +6.32023 Q4 · Overall: +5.22024 Q1 · Overall: +1.82024 Q2 · Overall: -2.32024 Q3 · Overall: +3.32024 Q4 · Overall: +3.82025 Q1 · Overall: +5.22025 Q2 · Overall: +0.5
Overall

CEO vs CFO

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

-39-19+0+19+392008 Q12009 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12008 Q1 · CEO: +4.42008 Q2 · CEO: +5.22008 Q3 · CEO: +8.82008 Q4 · CEO: +1.62009 Q1 · CEO: -4.72009 Q2 · CEO: +7.82009 Q3 · CEO: +11.02009 Q4 · CEO: +9.02020 Q1 · CEO: +2.02020 Q2 · CEO: +4.72020 Q3 · CEO: +8.42020 Q4 · CEO: +5.52021 Q3 · CEO: +11.52021 Q4 · CEO: +16.72022 Q2 · CEO: -3.92022 Q3 · CEO: +10.52022 Q4 · CEO: +8.02023 Q2 · CEO: +3.12023 Q3 · CEO: +8.32023 Q4 · CEO: +7.42024 Q2 · CEO: +2.72024 Q3 · CEO: +7.22024 Q4 · CEO: +4.72008 Q1 · CFO: +26.32008 Q3 · CFO: +8.82008 Q4 · CFO: -13.72009 Q1 · CFO: -11.52009 Q2 · CFO: -13.32009 Q3 · CFO: -9.22009 Q4 · CFO: -2.02020 Q1 · CFO: +2.52020 Q2 · CFO: -2.22020 Q3 · CFO: +9.62020 Q4 · CFO: +6.42021 Q1 · CFO: +13.32021 Q2 · CFO: +6.12021 Q3 · CFO: +5.92021 Q4 · CFO: +4.82022 Q1 · CFO: +9.82022 Q2 · CFO: +0.02022 Q3 · CFO: +3.02022 Q4 · CFO: +6.12023 Q1 · CFO: +4.52023 Q2 · CFO: +1.32023 Q3 · CFO: +15.02023 Q4 · CFO: +11.82024 Q1 · CFO: +15.42024 Q2 · CFO: +33.92024 Q3 · CFO: +11.52024 Q4 · CFO: +10.92025 Q1 · CFO: +9.42025 Q2 · CFO: +5.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-35-17+0+17+352008 Q12009 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12008 Q1 · Prepared remarks: +9.82008 Q2 · Prepared remarks: +3.52008 Q3 · Prepared remarks: +10.42008 Q4 · Prepared remarks: -3.12009 Q1 · Prepared remarks: -6.32009 Q2 · Prepared remarks: -1.42009 Q3 · Prepared remarks: -5.82009 Q4 · Prepared remarks: +1.42020 Q1 · Prepared remarks: +0.92020 Q2 · Prepared remarks: -0.62020 Q3 · Prepared remarks: +11.22020 Q4 · Prepared remarks: +1.52021 Q1 · Prepared remarks: +19.52021 Q2 · Prepared remarks: +18.12021 Q3 · Prepared remarks: +17.52021 Q4 · Prepared remarks: +19.02022 Q1 · Prepared remarks: +14.32022 Q2 · Prepared remarks: -3.52022 Q3 · Prepared remarks: +13.82022 Q4 · Prepared remarks: +5.02023 Q1 · Prepared remarks: +7.32023 Q2 · Prepared remarks: +3.32023 Q3 · Prepared remarks: +15.32023 Q4 · Prepared remarks: +13.32024 Q1 · Prepared remarks: +8.12024 Q2 · Prepared remarks: +30.32024 Q3 · Prepared remarks: +8.12024 Q4 · Prepared remarks: +8.72025 Q1 · Prepared remarks: +6.02025 Q2 · Prepared remarks: +4.92008 Q1 · Q&A responses: +1.22008 Q2 · Q&A responses: +6.62008 Q3 · Q&A responses: +4.02008 Q4 · Q&A responses: -4.02009 Q1 · Q&A responses: -8.02009 Q2 · Q&A responses: -1.92009 Q3 · Q&A responses: +9.02009 Q4 · Q&A responses: +4.52020 Q1 · Q&A responses: -2.22020 Q2 · Q&A responses: +1.32020 Q3 · Q&A responses: +2.22020 Q4 · Q&A responses: +3.82021 Q1 · Q&A responses: +2.32021 Q2 · Q&A responses: +2.92021 Q3 · Q&A responses: +1.82021 Q4 · Q&A responses: +4.82022 Q1 · Q&A responses: +4.42022 Q3 · Q&A responses: +0.42022 Q4 · Q&A responses: +5.02023 Q1 · Q&A responses: -1.02023 Q2 · Q&A responses: -0.72023 Q3 · Q&A responses: +4.12023 Q4 · Q&A responses: +1.82024 Q1 · Q&A responses: +4.02024 Q2 · Q&A responses: +3.92024 Q3 · Q&A responses: +4.72024 Q4 · Q&A responses: +2.92025 Q1 · Q&A responses: +6.22025 Q2 · Q&A responses: +5.1
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

$4.25$6.45$8.642008 Q12009 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12020 Q1: $5.252020 Q2: $4.552020 Q3: $4.932020 Q4: $5.452021 Q1: $6.212021 Q2: $6.612021 Q3: $7.112021 Q4: $7.262022 Q1: $7.622022 Q2: $7.632022 Q3: $7.672022 Q4: $7.172023 Q1: $7.122023 Q2: $7.262023 Q3: $7.542023 Q4: $7.642024 Q1: $7.992024 Q2: $8.102024 Q3: $8.242024 Q4: $8.34

Forward P/E

9.1516.1223.092008 Q12009 Q12020 Q12021 Q12022 Q12023 Q12024 Q12025 Q12020 Q1: 10.112020 Q2: 17.872020 Q3: 20.662020 Q4: 21.242021 Q1: 21.562021 Q2: 20.572021 Q3: 20.392021 Q4: 22.132022 Q1: 17.242022 Q2: 15.812022 Q3: 16.432022 Q4: 17.342023 Q1: 17.422023 Q2: 18.142023 Q3: 17.012023 Q4: 18.042024 Q1: 17.702024 Q2: 18.662024 Q3: 17.712024 Q4: 17.37

Divergence watch ⚑

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

  • 2020 Q4 tone ↓ -3.6 fwd EPS ↑ +0.52 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -2.4 fwd EPS ↑ +0.36 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -3.4 fwd EPS ↑ +0.35 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↓ -4.1 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q22025-04-23+0.5——View →
2025 Q12025-01-22+5.2——View →
2024 Q42024-10-30+3.8$8.3417.4View →
2024 Q32024-07-24+3.3$8.2417.7View →
2024 Q22024-04-24-2.3$8.1018.7View →
2024 Q12024-01-24+1.8$7.9917.7View →
2023 Q42023-11-01+5.2$7.6418.0View →
2023 Q32023-07-26+6.3$7.5417.0View →