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positive_eps_streak on VALMONT INDUSTRIES INC (VMI)

SIC 3440 — Fabricated Structural Metal Products · CIK 102729 · 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 VMI

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-242026-02-24+0.15%-3.61%-12.77%
FY20242025-02-252025-02-25+0.13%-4.12%-13.83%-9.58%+35.78%
FY20232024-02-282024-02-28+0.08%-1.67%+6.74%+20.18%+59.57%
FY20222023-03-012023-03-01+0.34%-2.16%-2.45%-14.41%-34.47%
FY20212022-02-232022-02-23+2.33%+3.93%+15.61%+18.45%+49.33%
FY20202021-02-242021-02-24-0.32%-0.09%-2.68%+2.64%-11.04%
FY20192020-02-262020-02-26-2.30%-1.42%-24.47%-11.13%+99.05%
FY20182019-02-272019-02-27-0.05%-0.55%-5.31%-13.55%-12.48%
FY20172018-02-282018-02-28-1.53%-1.05%-2.50%-0.25%-5.53%
FY20162017-03-012017-03-01-3.04%-4.44%-4.68%-8.26%-8.45%
FY20152016-02-242016-02-24+0.48%+0.91%+6.85%+15.55%+39.74%
FY20142015-02-252015-02-25+0.48%+0.43%-3.20%+2.59%-6.76%
FY20132014-02-252014-02-25+1.85%+2.57%+2.51%+11.33%-12.45%
FY20122013-02-262013-02-26+1.37%+4.07%+3.77%-2.03%-4.82%
FY20112012-02-282012-02-28-0.05%-5.45%+5.64%+4.56%+43.48%

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/102729/financials