Subtext

Veralto Corporation VLTO

SectorIndustrials
Transcripts7
Date range2023-10-26 – 2025-04-30
Calls charted7

Sentiment timeline

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

-20-10+0+10+202023 Q32023 Q42024 Q12024 Q22024 Q32024 Q42025 Q12023 Q3 · Overall: +3.12023 Q4 · Overall: +17.82024 Q1 · Overall: +1.52024 Q2 · Overall: +17.32024 Q3 · Overall: +13.12024 Q4 · Overall: +14.92025 Q1 · Overall: +10.8
Overall

CEO vs CFO

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

-36-18+0+18+362023 Q32023 Q42024 Q12024 Q22024 Q32024 Q42025 Q12023 Q4 · CEO: +31.72024 Q1 · CEO: +9.82024 Q2 · CEO: +25.92024 Q3 · CEO: +23.22024 Q4 · CEO: +24.02025 Q1 · CEO: +14.62023 Q4 · CFO: +15.52024 Q1 · CFO: +4.32024 Q2 · CFO: +14.52024 Q3 · CFO: +11.32024 Q4 · CFO: +10.9
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-111-56+0+56+1112023 Q32023 Q42024 Q12024 Q22024 Q32024 Q42025 Q12023 Q3 · Prepared remarks: +96.82023 Q4 · Prepared remarks: +25.92024 Q1 · Prepared remarks: +19.02024 Q2 · Prepared remarks: +24.42024 Q3 · Prepared remarks: +21.92024 Q4 · Prepared remarks: +23.12025 Q1 · Prepared remarks: +16.72023 Q3 · Q&A responses: +5.52023 Q4 · Q&A responses: +16.62024 Q1 · Q&A responses: +4.02024 Q2 · Q&A responses: +16.52024 Q3 · Q&A responses: +13.52024 Q4 · Q&A responses: +10.12025 Q1 · Q&A responses: +8.2
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

$3.21$3.45$3.682023 Q32023 Q42024 Q12024 Q22024 Q32024 Q42025 Q12023 Q4: $3.242024 Q1: $3.362024 Q2: $3.492024 Q3: $3.65

Forward P/E

23.5426.8030.062023 Q32023 Q42024 Q12024 Q22024 Q32024 Q42025 Q12023 Q4: 23.992024 Q1: 26.522024 Q2: 29.002024 Q3: 29.61

Divergence watch ⚑

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

  • 2024 Q1 tone ↓ -16.2 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -4.1 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-30+10.8——View →
2024 Q42025-02-05+14.9——View →
2024 Q32024-10-24+13.1$3.6529.6View →
2024 Q22024-07-26+17.3$3.4929.0View →
2024 Q12024-04-24+1.5$3.3626.5View →
2023 Q42024-02-07+17.8$3.2424.0View →
2023 Q32023-10-26+3.1——View →