Subtext

Xylem Inc. XYL

SectorIndustrials
Transcripts53
Date range2012-05-03 – 2025-04-29
Calls charted53

Sentiment timeline

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

-22-11+0+11+222012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22012 Q1 · Overall: +9.22012 Q2 · Overall: +6.32012 Q3 · Overall: +4.02012 Q4 · Overall: +9.42013 Q1 · Overall: +2.82013 Q2 · Overall: -1.42013 Q3 · Overall: +5.12013 Q4 · Overall: +4.22014 Q1 · Overall: +8.62014 Q2 · Overall: +7.72014 Q3 · Overall: +8.72014 Q4 · Overall: +7.82015 Q1 · Overall: +9.22015 Q2 · Overall: +4.82015 Q3 · Overall: +5.02015 Q4 · Overall: +2.72016 Q1 · Overall: +16.22016 Q2 · Overall: +12.32016 Q3 · Overall: +7.62016 Q4 · Overall: +9.42017 Q1 · Overall: +7.92017 Q2 · Overall: +14.12017 Q3 · Overall: +14.52017 Q4 · Overall: +15.62018 Q1 · Overall: +11.52018 Q2 · Overall: +16.72018 Q3 · Overall: +13.22018 Q4 · Overall: +12.72019 Q1 · Overall: +2.02019 Q2 · Overall: +4.62019 Q3 · Overall: +5.32019 Q4 · Overall: -1.22020 Q1 · Overall: -3.42020 Q2 · Overall: +0.22020 Q3 · Overall: +6.82020 Q4 · Overall: +7.92021 Q1 · Overall: +9.42021 Q2 · Overall: +6.72021 Q3 · Overall: -0.12021 Q4 · Overall: +7.42022 Q1 · Overall: +7.92022 Q2 · Overall: +14.12022 Q3 · Overall: +13.02022 Q4 · Overall: +15.32023 Q1 · Overall: +14.42023 Q2 · Overall: +13.32023 Q3 · Overall: +18.82023 Q4 · Overall: +15.12024 Q1 · Overall: +7.02024 Q2 · Overall: +13.12024 Q3 · Overall: +7.42024 Q4 · Overall: +9.12025 Q1 · Overall: +5.9
Overall

CEO vs CFO

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

-34-17+0+17+342012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22012 Q1 · CEO: +15.62012 Q2 · CEO: +16.72012 Q3 · CEO: +12.62012 Q4 · CEO: +19.82013 Q1 · CEO: +18.72013 Q2 · CEO: +9.62013 Q3 · CEO: +13.82013 Q4 · CEO: +17.22014 Q1 · CEO: +20.42014 Q2 · CEO: +19.62014 Q3 · CEO: +18.72014 Q4 · CEO: +21.62015 Q1 · CEO: +21.12015 Q2 · CEO: +10.02015 Q3 · CEO: +13.12015 Q4 · CEO: +6.82016 Q1 · CEO: +21.02016 Q2 · CEO: +16.92016 Q3 · CEO: +11.32016 Q4 · CEO: +17.72017 Q2 · CEO: +19.12017 Q4 · CEO: +20.32018 Q2 · CEO: +18.92018 Q3 · CEO: +17.22018 Q4 · CEO: +16.92020 Q1 · CEO: +3.32020 Q2 · CEO: +1.42020 Q3 · CEO: +10.82020 Q4 · CEO: +17.32021 Q1 · CEO: +12.32021 Q2 · CEO: +9.82021 Q3 · CEO: -1.82021 Q4 · CEO: +13.92022 Q1 · CEO: +15.82022 Q2 · CEO: +14.62022 Q3 · CEO: +12.52022 Q4 · CEO: +21.62023 Q1 · CEO: +20.32023 Q2 · CEO: +19.72023 Q3 · CEO: +29.62023 Q4 · CEO: +19.92024 Q1 · CEO: +13.72024 Q2 · CEO: +17.32024 Q3 · CEO: +14.32024 Q4 · CEO: +11.62012 Q1 · CFO: +8.92012 Q2 · CFO: +1.52012 Q3 · CFO: +0.02012 Q4 · CFO: +1.92013 Q1 · CFO: -6.22013 Q2 · CFO: -5.62013 Q3 · CFO: +4.42013 Q4 · CFO: +2.72014 Q1 · CFO: +4.82014 Q2 · CFO: -1.42014 Q3 · CFO: +4.22014 Q4 · CFO: +5.42015 Q1 · CFO: +6.12015 Q2 · CFO: +0.02015 Q3 · CFO: -0.72015 Q4 · CFO: +1.92016 Q1 · CFO: +15.12017 Q1 · CFO: +14.42017 Q3 · CFO: +17.42017 Q4 · CFO: +18.62018 Q1 · CFO: +14.22018 Q4 · CFO: +13.42019 Q1 · CFO: +6.52019 Q2 · CFO: +7.92019 Q3 · CFO: +8.02019 Q4 · CFO: +0.72020 Q2 · CFO: +4.72020 Q3 · CFO: +5.42020 Q4 · CFO: +6.12021 Q1 · CFO: +11.72021 Q2 · CFO: +7.42021 Q3 · CFO: +6.62021 Q4 · CFO: +6.72022 Q2 · CFO: +18.82022 Q3 · CFO: +19.72022 Q4 · CFO: +17.92023 Q1 · CFO: +18.62023 Q3 · CFO: +27.62023 Q4 · CFO: +17.22024 Q2 · CFO: +18.72024 Q3 · CFO: +7.92025 Q1 · CFO: +10.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-46-23+0+23+462012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22012 Q1 · Prepared remarks: +18.02012 Q2 · Prepared remarks: +9.22012 Q3 · Prepared remarks: +8.32012 Q4 · Prepared remarks: +9.92013 Q1 · Prepared remarks: -2.02013 Q2 · Prepared remarks: -1.82013 Q3 · Prepared remarks: +8.02013 Q4 · Prepared remarks: +6.92014 Q1 · Prepared remarks: +12.52014 Q2 · Prepared remarks: +10.52014 Q3 · Prepared remarks: +15.52014 Q4 · Prepared remarks: +15.52015 Q1 · Prepared remarks: +9.82015 Q2 · Prepared remarks: +1.12015 Q3 · Prepared remarks: +6.92015 Q4 · Prepared remarks: +5.62016 Q1 · Prepared remarks: +17.12016 Q2 · Prepared remarks: +11.52016 Q3 · Prepared remarks: +7.92016 Q4 · Prepared remarks: +8.52017 Q1 · Prepared remarks: +11.82017 Q2 · Prepared remarks: +15.52017 Q3 · Prepared remarks: +17.62017 Q4 · Prepared remarks: +21.72018 Q1 · Prepared remarks: +16.82018 Q2 · Prepared remarks: +24.62018 Q3 · Prepared remarks: +25.52018 Q4 · Prepared remarks: +18.82019 Q1 · Prepared remarks: +9.82019 Q2 · Prepared remarks: +6.32019 Q3 · Prepared remarks: +3.92019 Q4 · Prepared remarks: -0.52020 Q1 · Prepared remarks: -7.32020 Q2 · Prepared remarks: +3.42020 Q3 · Prepared remarks: +11.92020 Q4 · Prepared remarks: +10.52021 Q1 · Prepared remarks: +13.72021 Q2 · Prepared remarks: +10.52021 Q3 · Prepared remarks: +0.62021 Q4 · Prepared remarks: +6.82022 Q1 · Prepared remarks: +17.42022 Q2 · Prepared remarks: +18.52022 Q3 · Prepared remarks: +16.32022 Q4 · Prepared remarks: +20.72023 Q1 · Prepared remarks: +21.82023 Q2 · Prepared remarks: +15.82023 Q3 · Prepared remarks: +24.92023 Q4 · Prepared remarks: +15.42024 Q1 · Prepared remarks: +39.92024 Q2 · Prepared remarks: +22.72024 Q3 · Prepared remarks: +14.12024 Q4 · Prepared remarks: +17.32025 Q1 · Prepared remarks: +12.02012 Q1 · Q&A responses: +12.02012 Q2 · Q&A responses: +10.42012 Q3 · Q&A responses: +3.52012 Q4 · Q&A responses: +12.92013 Q1 · Q&A responses: +9.72013 Q2 · Q&A responses: +4.42013 Q3 · Q&A responses: +8.12013 Q4 · Q&A responses: +5.12014 Q1 · Q&A responses: +9.62014 Q2 · Q&A responses: +9.92014 Q3 · Q&A responses: +8.82014 Q4 · Q&A responses: +5.92015 Q1 · Q&A responses: +13.72015 Q2 · Q&A responses: +12.72015 Q3 · Q&A responses: +7.52015 Q4 · Q&A responses: +2.62016 Q1 · Q&A responses: +20.22016 Q2 · Q&A responses: +18.32016 Q3 · Q&A responses: +10.82016 Q4 · Q&A responses: +14.72017 Q1 · Q&A responses: +8.62017 Q2 · Q&A responses: +16.72017 Q3 · Q&A responses: +15.52017 Q4 · Q&A responses: +16.42018 Q1 · Q&A responses: +10.02018 Q2 · Q&A responses: +13.52018 Q3 · Q&A responses: +9.32018 Q4 · Q&A responses: +10.82019 Q1 · Q&A responses: +2.92019 Q2 · Q&A responses: +8.32019 Q3 · Q&A responses: +10.12019 Q4 · Q&A responses: +2.42020 Q1 · Q&A responses: +0.82020 Q2 · Q&A responses: +0.92020 Q3 · Q&A responses: +5.52020 Q4 · Q&A responses: +11.02021 Q1 · Q&A responses: +9.82021 Q2 · Q&A responses: +7.22021 Q3 · Q&A responses: +2.82021 Q4 · Q&A responses: +14.32022 Q1 · Q&A responses: +5.92022 Q2 · Q&A responses: +14.32022 Q3 · Q&A responses: +14.52022 Q4 · Q&A responses: +17.72023 Q1 · Q&A responses: +13.62023 Q2 · Q&A responses: +18.02023 Q3 · Q&A responses: +19.42023 Q4 · Q&A responses: +19.62024 Q1 · Q&A responses: +9.12024 Q2 · Q&A responses: +11.62024 Q3 · Q&A responses: +7.12024 Q4 · Q&A responses: +6.42025 Q1 · Q&A responses: +7.8
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

$1.75$3.32$4.892012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22014 Q1: $2.022014 Q2: $2.102014 Q3: $2.192014 Q4: $2.192015 Q1: $1.972015 Q2: $1.982015 Q3: $2.012015 Q4: $2.012016 Q1: $2.062016 Q2: $2.162016 Q3: $2.202016 Q4: $2.332017 Q1: $2.372017 Q2: $2.482017 Q3: $2.632017 Q4: $2.792018 Q1: $3.032018 Q2: $3.132018 Q3: $3.292018 Q4: $3.382019 Q1: $3.442019 Q2: $3.472019 Q3: $3.532019 Q4: $3.322020 Q1: $3.152020 Q2: $2.012020 Q3: $2.432020 Q4: $2.642021 Q1: $2.702021 Q2: $2.992021 Q3: $3.142021 Q4: $2.992022 Q1: $2.752022 Q2: $2.902022 Q3: $3.022022 Q4: $3.132023 Q1: $3.312023 Q2: $3.412023 Q3: $3.912023 Q4: $4.072024 Q1: $4.242024 Q2: $4.492024 Q3: $4.67

Forward P/E

14.4929.6544.822012 Q12013 Q42015 Q32017 Q22019 Q12020 Q42022 Q32024 Q22014 Q1: 18.042014 Q2: 18.492014 Q3: 17.062014 Q4: 16.852015 Q1: 18.212015 Q2: 18.422015 Q3: 16.582015 Q4: 18.642016 Q1: 18.782016 Q2: 21.112016 Q3: 22.522016 Q4: 21.702017 Q1: 20.492017 Q2: 21.682017 Q3: 23.942017 Q4: 24.192018 Q1: 25.432018 Q2: 22.862018 Q3: 24.702018 Q4: 19.272019 Q1: 22.512019 Q2: 23.502019 Q3: 22.222019 Q4: 23.472020 Q1: 20.772020 Q2: 33.372020 Q3: 35.032020 Q4: 37.512021 Q1: 38.692021 Q2: 38.632021 Q3: 42.732021 Q4: 40.052022 Q1: 31.732022 Q2: 26.412022 Q3: 31.362022 Q4: 36.662023 Q1: 29.132023 Q2: 32.782023 Q3: 24.312023 Q4: 26.832024 Q1: 30.192024 Q2: 31.302024 Q3: 28.45

Divergence watch ⚑

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

  • 2016 Q2 tone ↓ -3.9 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q3 tone ↓ -4.8 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -4.1 fwd EPS ↑ +0.24 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -3.4 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -10.6 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +3.7 fwd EPS ↓ -1.14 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -2.7 fwd EPS ↑ +0.29 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -6.9 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↑ +7.5 fwd EPS ↓ -0.15 Tone rose while the forward EPS estimate was cut.
  • 2023 Q4 tone ↓ -3.7 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -8.1 fwd EPS ↑ +0.17 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -5.7 fwd EPS ↑ +0.18 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-29+5.9——View →
2024 Q42025-02-04+9.1——View →
2024 Q32024-10-31+7.4$4.6728.4View →
2024 Q22024-07-30+13.1$4.4931.3View →
2024 Q12024-05-02+7.0$4.2430.2View →
2023 Q42024-02-06+15.1$4.0726.8View →
2023 Q32023-10-31+18.8$3.9124.3View →
2023 Q22023-08-02+13.3$3.4132.8View →