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positive_eps_streak on ILLINOIS TOOL WORKS INC (ITW)

SIC 3560 — General Industrial Machinery & Equipment · CIK 49826 · 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 ITW

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-132026-02-13-0.73%-2.13%-10.33%
FY20242025-02-142025-02-14+1.60%+1.35%-0.77%-2.88%+17.62%
FY20232024-02-092024-02-09+0.26%-0.72%+2.36%-2.85%+2.43%
FY20222023-02-102023-02-10+1.68%+2.05%-2.23%-2.55%+9.27%
FY20212022-02-112022-02-11+0.67%-0.88%-5.31%-5.98%+12.13%
FY20202021-02-122021-02-12-0.97%+0.02%+9.32%+18.20%+10.61%
FY20192020-02-142020-02-14-0.73%-2.56%-20.57%-17.03%+8.68%
FY20182019-02-152019-02-15-0.67%+0.56%+0.81%+4.02%+32.79%
FY20172018-02-152018-02-15-0.50%+0.37%+4.65%-10.48%-10.04%
FY20162017-02-102017-02-10+1.07%+1.80%+4.90%+9.09%+28.59%
FY20152016-02-122016-02-12+1.81%+4.95%+6.70%+15.27%+43.89%
FY20142015-02-132015-02-13-0.07%+1.01%+0.83%-2.20%-2.60%
FY20132014-02-142014-02-14+1.69%+4.01%+4.06%+11.15%+27.55%
FY20122013-02-192013-02-19-1.67%-6.40%-2.65%+10.01%+26.50%
FY20112012-02-172012-02-17+0.66%+0.14%+3.36%-0.84%+12.52%
FY20102011-02-282011-02-28-1.16%+1.24%+0.31%+5.11%+6.48%

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/49826/financials