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positive_eps_streak on FACTSET RESEARCH SYSTEMS INC (FDS)

SIC 7370 — Services-Computer Programming, Data Processing, Etc. · CIK 1013237 · 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 FDS

FYFiling dateEvent date1d5d20d60d252d
FY20252025-10-222025-10-22-1.06%-7.94%-7.90%-4.06%
FY20242024-10-292024-10-29-1.37%+1.71%+6.71%+2.51%-41.45%
FY20232023-10-272023-10-27+1.62%+5.56%+9.48%+12.29%+10.46%
FY20222022-10-212022-10-21+0.76%+5.73%+7.54%+3.73%+6.55%
FY20212021-10-222021-10-22+0.42%+3.00%+7.01%-0.16%-4.04%
FY20202020-10-292020-10-29-1.21%+7.32%+4.28%+1.03%+44.46%
FY20192019-10-302019-10-30-0.06%+1.30%+3.51%+10.06%+23.53%
FY20182018-10-302018-10-30+2.40%+2.76%+7.69%-2.26%+17.26%
FY20172017-10-302017-10-30+0.93%+1.55%+5.80%+11.25%+17.51%
FY20162016-10-312016-10-31-1.58%+0.05%+4.86%+12.47%+24.31%
FY20152015-11-022015-11-02-1.38%-0.68%-1.96%-13.76%-12.08%
FY20142014-10-302014-10-30+0.85%+2.40%+5.46%+11.53%+35.82%
FY20132013-10-302013-10-30+0.90%+1.71%+6.09%-2.60%+22.30%
FY20122012-10-302012-10-31+1.84%-1.20%+2.31%+4.00%+21.93%

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/1013237/financials