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positive_eps_streak on CF Industries Holdings, Inc. (CF)

SIC 2870 — Agricultural Chemicals · CIK 1324404 · 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 CF

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-252026-02-25+1.06%+8.91%+33.25%
FY20242025-02-202025-02-20-2.94%-0.85%-4.16%+10.01%+21.69%
FY20232024-02-222024-02-22+0.89%+1.28%+7.47%-3.72%+0.87%
FY20222023-02-232023-02-23-0.80%+0.70%-18.87%-22.79%-4.64%
FY20212022-02-242022-02-24+1.20%+10.87%+35.44%+22.43%+10.37%
FY20202021-02-242021-02-24-4.01%-3.48%-7.94%+7.74%+56.37%
FY20192020-02-242020-02-24-3.06%-1.57%-43.24%-29.11%+25.04%
FY20152016-02-252016-02-25+5.40%+9.14%-3.68%-12.93%-1.88%
FY20142015-02-262015-02-26-0.12%-1.08%-4.03%+5.19%-41.44%
FY20132014-02-272014-02-27+0.74%+6.05%+2.27%-0.56%+25.54%
FY20122013-02-272013-02-27+0.99%+1.58%-3.58%-4.83%+26.89%
FY20112012-02-272012-02-27+1.28%-5.90%-0.58%-14.42%+7.05%
FY20102011-02-252011-02-25+0.89%-4.09%-5.67%+5.58%+36.12%

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/1324404/financials