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positive_eps_streak on Energy Recovery, Inc. (ERII)

SIC 3559 — Special Industry Machinery, NEC · CIK 1421517 · 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 ERII

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-252026-02-25-35.30%-33.50%-37.10%
FY20242025-02-262025-02-26+2.52%+6.34%+12.67%-15.19%-28.95%
FY20232024-02-212024-02-21-3.27%-2.24%-2.69%-10.12%-5.38%
FY20222023-02-222023-02-22+4.60%+5.74%+2.87%+20.82%-32.79%
FY20212022-02-242022-02-24+1.69%+3.38%+5.61%-3.60%+14.91%
FY20202021-03-122021-03-12+0.62%-4.82%-5.08%+4.72%-1.45%
FY20192020-03-062020-03-06-13.81%-28.67%-33.90%-23.90%+61.24%
FY20182019-03-122019-03-12+6.05%+7.26%+11.02%+20.58%+2.91%

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/1421517/financials