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margin_compression_severe on GEOSPACE TECHNOLOGIES CORP (GEOS)

SIC 3829 — Measuring & Controlling Devices, NEC · CIK 1001115 · default direction: short

Definition

Fires on >500 bps year-over-year decline in operating margin. Captures the 'good business getting worse' pattern.

Every time the signal fired on GEOS

FYFiling dateEvent date1d5d20d60d252d
FY20252025-11-212025-11-21-9.45%+1.80%+22.17%-27.24%
FY20212021-11-192021-11-19+0.45%-1.24%-16.38%-40.11%-49.15%
FY20202020-11-202020-11-20-0.46%-5.62%+53.65%+54.56%+35.11%
FY20162016-11-172016-11-17+9.27%+8.86%+15.27%-0.87%-19.06%
FY20152015-11-192015-11-19+6.04%+17.01%+1.86%-11.80%+98.23%
FY20142014-11-212014-11-21-4.94%-11.75%+0.47%-38.02%-59.31%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d2,429+2.00%+36.27%short-2.03%46-0.02
5d2,429+3.35%+38.74%short-2.80%47-0.02
20d2,364+6.26%+38.32%short-4.81%52-0.03
60d2,266+78.74%+40.47%short-75.14%65-0.03
252d2,195+41.39%+39.77%short-31.94%126-0.09

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See margin_compression_severe methodology for the full audit.


Data: /api/company/1001115/financials