[{"data":1,"prerenderedAt":255},["ShallowReactive",2],{"content-/earnings-beats-2026-06-03":3,"all-pages-for-dir":253,"og-image-/earnings-beats-2026-06-03":254},{"id":4,"title":5,"body":6,"category":235,"description":236,"extension":237,"meta":238,"navigation":239,"path":240,"project_name":241,"published":242,"publishedAt":243,"seo":244,"stem":245,"tags":246,"todo":251,"unpublished":242,"updatedAt":251,"__hash__":252},"pages/2026-06/2026-06-04/earnings-beats-2026-06-03.md","決算ビートスキャン 2026-06-03 — Five Below(FIVE)がビート&レイズ、それでもAHは下落",{"type":7,"value":8,"toc":227},"minimark",[9,14,27,32,37,59,65,70,73,81,91,125,127,131,197,203,205,208],[10,11,13],"h1",{"id":12},"決算ビートスキャン-2026-06-03","決算ビートスキャン 2026-06-03",[15,16,17,21,22,26],"p",{},[18,19,20],"code",{},"/check-earnings"," がカバーする NVDA / MU / SNDK の外側で、過去24時間に決算発表した米国上場企業のうち「ガイダンスがコンセンサスを 5% 以上上回ったビート&レイズ」を x-search で洗い出した。窓は ",[23,24,25],"strong",{},"2026-06-03（水）〜2026-06-04（木）","（米国市場開場日）。各候補は「決算発表日が窓内であること」をゲートで確認し、会社ガイダンスを Koyfin アナリストコンセンサスと突合して surprise% を定量化している。",[28,29,31],"h2",{"id":30},"_24h-earnings-beat-scan-2026-06-03-2026-06-04","=== 24h Earnings Beat Scan (2026-06-03 〜 2026-06-04) ===",[15,33,34],{},[23,35,36],{},"ビート&レイズ銘柄: 1",[38,39,40],"ul",{},[41,42,43,46,47,50,51,54,55,58],"li",{},[23,44,45],{},"FIVE (Five Below)",": Q1実績 EPS +24.2% / 売上 +4.1% ビート。次Q EPSガイダンス ",[23,48,49],{},"+8.2%","・通年EPSガイダンス ",[23,52,53],{},"+6.6%","（対Koyfinコンセンサス）の明確な上方修正。ただし株価は ",[23,56,57],{},"−8〜−11% AH","（sell-the-news／消費者警戒コメントを嫌気）",[15,60,61,64],{},[23,62,63],{},"ガイダンス未確認・基準未達で除外: 4","（詳細は末尾「除外メモ」）",[38,66,67],{},[41,68,69],{},"AVGO / CRWD / VEEV / Macy's($M)",[71,72],"hr",{},[28,74,76,80],{"id":75},"five-earnings-beat-detected-x-search-last-24h",[77,78,79],"span",{},"FIVE"," Earnings beat detected (x-search, last 24h)",[82,83,88],"pre",{"className":84,"code":86,"language":87},[85],"language-text","[FIVE] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-03 (引け後 AMC)\n  Reported: FY2026 Q1（Koyfinラベル: 1Q 2027）\n  Post-earnings reaction: -8〜-11% AH（ビート&レイズでも下落）\n\n  Actual vs Consensus:\n    Revenue                       : ~$1.28B vs $1.23B (+4.1%)\n    EPS Diluted (Non-GAAP)        : $2.22 vs $1.79 (+24.2%)\n    Comparable Sales              : +22.7〜23%（5四半期連続プラス、客数 +19%）\n    Gross Margin                  : 37.2%（+340 bps YoY）／調整後営業利益率 12%（+600 bps YoY）\n\n  Forward Guidance — 次四半期 Q2 FY2026 (会社ガイダンス vs Koyfin Consensus):   ← 最重要\n    Revenue                       : $1.18B-$1.20B (mid $1.19B) vs $1.148B (+3.7%)\n    EPS Diluted (Non-GAAP)        : ~$1.23 (mid) vs $1.137 (+8.2%)\n    Comparable Sales              : +7〜9%\n\n  Forward Guidance — 通年 FY2026 (会社ガイダンス vs Koyfin Consensus):\n    Revenue                       : $5.40B-$5.48B (mid $5.44B) vs $5.366B (+1.4%)\n    EPS Diluted (Non-GAAP)        : mid ~$8.85 vs $8.299 (+6.6%)\n    Comparable Sales / Stores     : 通年コンプ +6〜8%、純新規出店 約150店\n\n  Headline:\n    ✓ ガイダンス上方修正：次Q EPS +8.2% / 通年 EPS +6.6% が対コンセンサスで明確に上振れ\n    ✓ コンプ +22.7%（5四半期連続プラス）、粗利率 +340bps の構造改善\n    ✗ ビート&レイズでも株価は -8〜-11% AH（高い期待の反動・消費者警戒コメントを嫌気）\n\n  Source:\n    - https://x.com/EmmanuelInvest/status/2062312654983819689\n    - https://x.com/schaeffers/status/2062282173843898612\n    - https://x.com/PrometeusCT/status/2062299254962401664\n    - https://x.com/business/status/2062304588322033686\n","text",[18,89,86],{"__ignoreMap":90},"",[15,92,93,96,97,100,101,104,105,108,109,112,113,116,117,120,121,124],{},[23,94,95],{},"突合の出所",": 会社ガイダンスは x-search（@EmmanuelInvest / @schaeffers ほか）、コンセンサスは ",[23,98,99],{},"Koyfin","（KID ",[18,102,103],{},"eq-h861vl","、",[18,106,107],{},"fest_esteps"," / ",[18,110,111],{},"fest_estsales","）。Koyfin は Five Below の会計年度を1年ずらして表記する（会社の「FY2026」= Koyfin「FY 2027」）。発表直後で ",[18,114,115],{},"fq0","=「1Q 2027」が",[23,118,119],{},"発表済みの当四半期","（コンセンサス $1.79）を指していたため、次四半期コンセンサスは ",[18,122,123],{},"fq1","=「2Q 2027」を採用した。",[71,126],{},[28,128,130],{"id":129},"除外メモ窓内で発表したが基準未達-確証不足","除外メモ（窓内で発表したが基準未達 / 確証不足）",[132,133,134,150],"table",{},[135,136,137],"thead",{},[138,139,140,144,147],"tr",{},[141,142,143],"th",{},"Ticker",[141,145,146],{},"発表",[141,148,149],{},"除外理由",[151,152,153,165,176,186],"tbody",{},[138,154,155,159,162],{},[156,157,158],"td",{},"AVGO",[156,160,161],{},"2026-06-03 AMC",[156,163,164],{},"EPSビート ~+1.7% にとどまり、ガイダンスも「AI需要は強いが explosive ではない」評価。ガイダンス +5% 基準に未達",[138,166,167,170,173],{},[156,168,169],{},"CRWD",[156,171,172],{},"2026-06-03",[156,174,175],{},"一桁前半%のビート、ガイダンスは「わずかに上 or 物足りない」評価で基準未達",[138,177,178,181,183],{},[156,179,180],{},"VEEV",[156,182,172],{},[156,184,185],{},"同上（low-single-digit ビート、ガイダンス控えめ）",[138,187,188,191,194],{},[156,189,190],{},"Macy's ($M)",[156,192,193],{},"2026-06-03 BMO",[156,195,196],{},"実績ビート＋ガイダンス上方・Bloomingdale's 好調だが、EPS surprise% と対コンセンサスの粒度が確証できず。疑わしきは出さない方針で除外",[15,198,199,200,202],{},"NVDA / MU / SNDK は ",[18,201,20],{}," で別ルート取り込み済みのため対象外。",[71,204],{},[28,206,207],{"id":207},"注意",[38,209,210,217,220],{},[41,211,212,213,216],{},"数値は ",[23,214,215],{},"X 投稿での言及範囲を集約","したもの。確定値は各社 IR の決算リリース本文・8-K で別途確認すること",[41,218,219],{},"surprise% は「会社ガイダンス mid − Koyfin コンセンサス ÷ Koyfin コンセンサス」で算出。コンセンサスは取得時点（2026-06-04）の Koyfin 値",[41,221,222,223,226],{},"FIVE は実績ビート＋ガイダンス上方修正の「真のビート&レイズ」だが、AH で下落した点が示すとおり、",[23,224,225],{},"ビート&レイズ＝株価上昇とは限らない","（期待の織り込み・需給・消費者マクロ次第）",{"title":90,"searchDepth":228,"depth":228,"links":229},2,[230,231,233,234],{"id":30,"depth":228,"text":31},{"id":75,"depth":228,"text":232},"FIVE Earnings beat detected (x-search, last 24h)",{"id":129,"depth":228,"text":130},{"id":207,"depth":228,"text":207},"dev","過去24時間に米国で決算発表した銘柄のうち、ガイダンスがコンセンサスを5%以上上回ったものをx-searchで洗い出し、Koyfinコンセンサスと突合。FIVE(Five Below)が実績ビート＋ガイダンス上方修正の真のビート&レイズ。AVGO/CRWD/VEEV/Macy'sは基準未達で除外。","md",{},true,"/earnings-beats-2026-06-03","financial-data",false,"2026-06-04T00:00:00.000Z",{"title":5,"description":236},"2026-06/2026-06-04/earnings-beats-2026-06-03",[247,248,79,249,250],"決算","決算ビート","Five Below","earnings-beat-scan",null,"4YSj6WJUSbxULR-ce15dZheKm5Yidi1_TmDbOrgtMBI",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-03.png?v=2026-06-04T00%3A00%3A00.000Z&title=%E6%B1%BA%E7%AE%97%E3%83%93%E3%83%BC%E3%83%88%E3%82%B9%E3%82%AD%E3%83%A3%E3%83%B3%202026-06-03%20%E2%80%94%20Five%20Below(FIVE)%E3%81%8C%E3%83%93%E3%83%BC%E3%83%88%26%E3%83%AC%E3%82%A4%E3%82%BA%E3%80%81%E3%81%9D%E3%82%8C%E3%81%A7%E3%82%82AH%E3%81%AF%E4%B8%8B%E8%90%BD&author=Kei%20Komatsu&sig=26665b4d22582d4e",1780560551030]