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positive_eps_streak on AAON, INC. (AAON)

SIC 3585 — Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip · CIK 824142 · default direction: long

Definition

Fires on companies with consecutive years of positive earnings — quality compounder candidates. Surfaces stable franchises with earnings durability, not speculative growth.

Every time the signal fired on AAON

FYFiling dateEvent date1d5d20d60d252d
FY20252026-03-022026-03-02-8.98%-13.75%-25.22%
FY20242025-02-272025-02-27-2.34%+3.32%+2.16%+26.17%+33.78%
FY20232024-02-282024-02-28-3.36%-6.79%-0.17%-12.16%-15.09%
FY20222023-02-272023-02-27+11.62%+14.19%+14.04%+10.48%+60.77%
FY20212022-02-282022-02-28-2.36%-7.29%-10.89%-12.93%+55.68%
FY20202021-02-252021-02-25+0.61%-5.95%-7.57%-12.83%-24.74%
FY20192020-02-272020-02-27-4.48%+1.77%-15.94%-10.23%+34.73%
FY20182019-02-282019-02-28+3.51%+5.22%+14.95%+17.03%+38.93%
FY20172018-02-272018-02-27-4.92%-6.99%-1.68%-19.79%+4.08%
FY20162017-02-232017-02-23+7.98%+11.27%+13.77%+14.71%+11.60%
FY20152016-02-252016-02-25+2.17%+3.93%+10.28%+12.08%+42.40%
FY20142015-02-272015-02-27+2.49%-2.62%+5.55%+7.69%+11.17%
FY20132014-03-132014-03-13+1.06%+6.36%-5.12%+22.76%+22.38%
FY20122013-03-142013-03-14+0.11%+3.94%+7.43%+21.29%+59.93%

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
1d21,256+0.05%+49.53%long-0.16%22-0.04
5d21,258+0.10%+50.10%long-0.10%22-0.00
20d21,218-0.80%+49.80%long-1.03%22-0.04
60d19,852+1.64%+54.15%long+1.48%22+0.04
252d19,501+13.65%+64.44%long+13.47%22+0.27

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


Data: /api/company/824142/financials