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positive_eps_streak on TransDigm Group INC (TDG)

SIC 3728 — Aircraft Parts & Auxiliary Equipment, NEC · CIK 1260221 · 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 TDG

FYFiling dateEvent date1d5d20d60d252d
FY20252025-11-122025-11-12+1.31%+2.54%+0.73%+0.30%
FY20242024-11-072024-11-07+1.62%-4.34%-3.77%-2.26%+4.03%
FY20232023-11-092023-11-09+2.00%+1.43%+4.83%+22.21%+54.65%
FY20222022-11-102022-11-10-2.15%-5.93%-4.74%+17.86%+55.17%
FY20212021-11-162021-11-16+1.83%-3.38%-9.97%-1.35%-2.64%
FY20202020-11-122020-11-12+1.84%+6.13%+8.13%+4.17%+15.54%
FY20192019-11-192019-11-19+1.20%+0.93%-0.13%+19.39%+9.42%
FY20182018-11-092018-11-09-4.01%-2.71%-3.28%+19.00%+61.30%
FY20172017-11-132017-11-13+2.30%+1.77%+3.05%+7.84%+31.92%
FY20162016-11-152016-11-15-1.21%-2.48%-3.14%-2.59%+11.26%
FY20152015-11-132015-11-13+0.66%+2.84%-5.07%-17.20%+20.36%
FY20142014-11-142014-11-14-0.06%+0.17%+0.25%+7.38%+20.16%
FY20132013-11-152013-11-15-0.90%+0.03%+5.26%+17.60%+48.58%
FY20122012-11-162012-11-16+1.02%+3.28%-0.43%+11.38%+32.34%
FY20112011-11-182011-11-18-2.09%-1.51%+1.22%+23.24%+52.61%

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/1260221/financials