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positive_eps_streak on BENCHMARK ELECTRONICS INC (BHE)
SIC 3672 — Printed Circuit Boards · CIK 863436 · 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 BHE
| FY | Filing date | Event date | 1d | 5d | 20d | 60d | 252d |
|---|---|---|---|---|---|---|---|
| FY2025 | 2026-02-24 | 2026-02-24 | +1.29% | -5.86% | -0.15% | — | — |
| FY2024 | 2025-02-24 | 2025-02-24 | -0.79% | -6.40% | +2.46% | -7.53% | +52.29% |
| FY2023 | 2024-02-27 | 2024-02-27 | -1.15% | +0.99% | -3.43% | +40.83% | +34.11% |
| FY2022 | 2023-02-24 | 2023-02-24 | -1.41% | -0.12% | -5.90% | -5.14% | +29.28% |
| FY2021 | 2022-02-25 | 2022-02-25 | +0.65% | -1.62% | -0.19% | -6.72% | -5.93% |
| FY2020 | 2021-03-01 | 2021-03-01 | -1.24% | +1.24% | -0.57% | +2.27% | -9.98% |
| FY2016 | 2017-02-28 | 2017-02-28 | +2.41% | +0.16% | +2.89% | +2.41% | -3.54% |
| FY2015 | 2016-02-29 | 2016-02-29 | +1.62% | +3.70% | +4.85% | -5.36% | +43.65% |
| FY2014 | 2015-02-27 | 2015-02-27 | +1.15% | -0.43% | +3.15% | -0.21% | -7.72% |
| FY2013 | 2014-02-28 | 2014-02-28 | -0.92% | +2.73% | -5.33% | -1.55% | -0.46% |
| FY2012 | 2013-02-28 | 2013-02-28 | +0.06% | +1.89% | +3.44% | +9.76% | +36.85% |
| FY2011 | 2012-02-29 | 2012-02-29 | +2.92% | -1.46% | +1.16% | -16.57% | +5.30% |
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)
| Horizon | n events | Gross stock ret | Hit rate | Trade dir | Net PnL | Cost (bps) | r/σ net |
|---|---|---|---|---|---|---|---|
| 1d | 21,256 | +0.05% | +49.53% | long | -0.16% | 22 | -0.04 |
| 5d | 21,258 | +0.10% | +50.10% | long | -0.10% | 22 | -0.00 |
| 20d | 21,218 | -0.80% | +49.80% | long | -1.03% | 22 | -0.04 |
| 60d | 19,852 | +1.64% | +54.15% | long | +1.48% | 22 | +0.04 |
| 252d | 19,501 | +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.