← positive_eps_streak (all companies) · SANM (all signals) · all methodology
positive_eps_streak on SANMINA CORP (SANM)
SIC 3672 — Printed Circuit Boards · CIK 897723 · 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 SANM
| FY | Filing date | Event date | 1d | 5d | 20d | 60d | 252d |
|---|---|---|---|---|---|---|---|
| FY2025 | 2025-11-13 | 2025-11-13 | +3.77% | -6.53% | +3.94% | -3.36% | — |
| FY2024 | 2024-11-27 | 2024-11-27 | +0.94% | +0.58% | -2.58% | +4.09% | +95.95% |
| FY2023 | 2023-11-16 | 2023-11-16 | +2.28% | +2.47% | +5.79% | +23.96% | +58.33% |
| FY2022 | 2023-05-22 | 2023-05-22 | +1.09% | +5.74% | +14.11% | +5.66% | +32.57% |
| FY2021 | 2021-11-12 | 2021-11-12 | +0.60% | -3.61% | -3.36% | -2.27% | +63.97% |
| FY2017 | 2017-11-13 | 2017-11-13 | -1.18% | +2.06% | -8.82% | -23.68% | -26.15% |
| FY2016 | 2016-11-18 | 2016-11-18 | +0.32% | +4.91% | +13.92% | +28.48% | +9.81% |
| FY2015 | 2015-11-19 | 2015-11-19 | -0.51% | -0.86% | -8.58% | -11.88% | +35.56% |
| FY2014 | 2014-11-13 | 2014-11-13 | +1.37% | -0.81% | -4.48% | -11.10% | -7.83% |
| FY2013 | 2013-11-27 | 2013-11-27 | +0.00% | -1.74% | +6.14% | +10.40% | +58.91% |
| FY2012 | 2012-11-21 | 2012-11-21 | -0.11% | +1.84% | +19.50% | +10.73% | +69.01% |
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)
| Horizon | n events | Gross stock ret | Hit rate | Trade dir | Net PnL | Cost (bps) | r/σ net |
|---|---|---|---|---|---|---|---|
| 1d | 21,256 | +0.05% | +49.53% | long | -0.16% | 22 | -0.04 |
| 5d | 21,258 | +0.10% | +50.10% | long | -0.10% | 22 | -0.00 |
| 20d | 21,218 | -0.80% | +49.80% | long | -1.03% | 22 | -0.04 |
| 60d | 19,852 | +1.64% | +54.15% | long | +1.48% | 22 | +0.04 |
| 252d | 19,501 | +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.