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positive_eps_streak on Blackstone Inc. (BX)

SIC 6282 — Investment Advice · CIK 1393818 · 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 BX

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-272026-02-27+1.73%-2.62%-4.67%
FY20242025-02-282025-02-28-1.63%-9.93%-14.30%-12.95%-28.83%
FY20232024-02-232024-02-23+0.14%+2.38%+2.20%+1.13%+30.84%
FY20222023-02-242023-02-24+0.98%+2.43%-5.75%-3.64%+47.16%
FY20212022-02-252022-02-25-1.02%-5.92%-3.87%-14.75%-26.35%
FY20202021-02-262021-02-26+2.17%-4.64%+7.34%+32.98%+92.44%
FY20192020-02-282020-02-28+4.07%+0.41%-14.39%+5.19%+36.37%
FY20182019-03-012019-03-01+0.48%-1.79%+4.26%+20.01%+73.48%
FY20172018-03-012018-03-01-0.66%-0.48%-4.83%-3.85%+7.03%
FY20162017-02-242017-02-24+0.85%+0.41%+0.47%+11.01%+26.65%
FY20152016-02-262016-02-26+1.41%+13.51%+2.73%-0.52%+22.91%
FY20142015-02-272015-02-27+1.82%+3.44%+1.47%+17.78%-23.66%

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/1393818/financials