[{"data":1,"prerenderedAt":172},["ShallowReactive",2],{"content-/earnings-beats-2026-06-09":3,"related-/earnings-beats-2026-06-09":120,"all-pages-for-dir":170,"og-image-/earnings-beats-2026-06-09":171},{"id":4,"title":5,"body":6,"category":103,"description":104,"extension":105,"meta":106,"navigation":107,"path":108,"project_name":109,"published":110,"publishedAt":111,"seo":112,"stem":113,"tags":114,"todo":118,"unpublished":110,"updatedAt":118,"__hash__":119},"pages/2026-06/2026-06-10/earnings-beats-2026-06-09.md","24h Earnings Beat Scan — 2026-06-09〜06-10（CASY が EPS +31.6% / CBRL は赤字予想から黒字転換でガイダンス引き上げ）",{"type":7,"value":8,"toc":94},"minimark",[9,14,25,28,37,43,45,52,58,60,63,80,83],[10,11,13],"h1",{"id":12},"_24h-earnings-beat-scan2026-06-09-2026-06-10","24h Earnings Beat Scan（2026-06-09 〜 2026-06-10）",[15,16,21],"pre",{"className":17,"code":19,"language":20},[18],"language-text","=== 24h Earnings Beat Scan (2026-06-09 〜 2026-06-10) ===\n\nビート&レイズ銘柄: 1\n- CBRL: 赤字予想(-$0.48)から黒字($0.29)転換、FY26売上ガイダンス引き上げ（vs コンセンサス +1.1%）、EBITDAガイダンスはコンセンサスのほぼ倍へ増額。AH +12%\n\n実績が大幅ビート（ガイダンスは定性的に強いがコンセンサス比は未確定）: 1\n- CASY: EPSサプライズ +31.6%、売上 +5.3%。FY27はEBITDA +8〜10%ガイド、買戻し$1B拡大・14%増配\n\n6/10 発表予定（CHWY, ORCL 等）は本スキャン時点で結果未出のため対象外。\n","text",[22,23,19],"code",{"__ignoreMap":24},"",[26,27],"hr",{},[29,30,32,36],"h2",{"id":31},"casy-caseys-general-stores-実績大幅ビート",[33,34,35],"span",{},"CASY"," Casey's General Stores — 実績大幅ビート",[15,38,41],{"className":39,"code":40,"language":20},[18],"[CASY] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-09 (AMC)\n  Reported: FY2026 Q4\n  Post-earnings reaction: implied move ±8.99%（発表直後の確定AH%は投稿により不統一）\n\n  Actual vs Consensus:\n    Revenue                       : $4.57B vs $4.34B (+5.3%)\n    EPS Diluted (Non-GAAP)        : $4.37 vs $3.32 (+31.6%)\n    FY2026 通年 EPS               : $19.16 vs $18.11 (+5.8%)\n    Inside Gross Margin           : 42.4%（fuel margin 46.9¢/gal が押し上げ）\n\n  Forward Guidance — FY2027 (vs Koyfin Consensus):\n    EBITDA                        : +8〜10% ガイド（コンセンサス比は n/a）\n    Same-store sales (inside)     : +2〜5%\n    参考: Koyfin FY2027 コンセンサス EPS $20.39 / 売上 $18,995M\n    （会社はFY27のEPS・売上のポイントガイダンスを出していないため surprise% は n/a）\n\n  Headline:\n    ✓ EPS beat by $1.06 (+31.6%)、売上 +14.5% YoY\n    ✓ 自社株買い枠 $1B 拡大、増配 14%（27年連続増配）\n    ✓ 来年度 120 店舗超の新規出店計画\n\n  Source:\n    - https://x.com/schaeffers/status/2064448008616587694\n    - https://x.com/tenet_research/status/2064447191092170880\n    - https://x.com/AlphaSenseInc/status/2064447806543167559\n",[22,42,40],{"__ignoreMap":24},[26,44],{},[29,46,48,51],{"id":47},"cbrl-cracker-barrel-ビートレイズ赤字予想黒字転換",[33,49,50],{},"CBRL"," Cracker Barrel — ビート&レイズ（赤字予想→黒字転換）",[15,53,56],{"className":54,"code":55,"language":20},[18],"[CBRL] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-09 (AMC)\n  Reported: FY2026 Q3\n  Post-earnings reaction: +12% AH\n\n  Actual vs Consensus:\n    Revenue                       : $797.4M vs $776.7M (+2.7%)\n    EPS Diluted (Non-GAAP)        : $0.29 vs -$0.48 (+$0.77、赤字予想から黒字転換)\n    Same-store sales              : restaurant -2.6% / retail -1.8%（YoYでは減収）\n\n  Forward Guidance — FY2026 通年 (会社ガイダンス vs Koyfin Consensus):\n    Revenue                       : $3.27B-$3.30B (mid $3.285B) vs $3,250M (+1.1%)\n    Adjusted EBITDA               : $120M-$125M（従来 $85M-$100M から大幅増額。\n                                    X投稿では「コンセンサスのほぼ倍」との言及）\n    参考: Koyfin FY2026 コンセンサス EPS -$1.36（会社のEPSガイダンスは未開示）\n\n  Headline:\n    ✓ 赤字予想を覆す黒字で EPS beat +$0.77\n    ✓ FY26 売上ガイダンス引き上げ（コンセンサス超え）\n    ✓ FY26 EBITDA ガイダンス $85-100M → $120-125M に増額\n    ✓ インフレ見通しも改善。ターンアラウンドに進捗\n\n  Source:\n    - https://x.com/schaeffers/status/2064446686143873406\n    - https://x.com/tenet_research/status/2064441446967730243\n    - https://x.com/finfocus2/status/2064449614821106097\n",[22,57,55],{"__ignoreMap":24},[26,59],{},[29,61,62],{"id":62},"除外メモ",[64,65,66,74,77],"ul",{},[67,68,69,70,73],"li",{},"NVDA / MU / SNDK は ",[22,71,72],{},"/check-earnings"," の別ルートで取り込み済みのため対象外",[67,75,76],{},"LMNR はミス/インラインのため除外",[67,78,79],{},"2026-06-10 発表予定（CHWY, ORCL 等）はスキャン時点で結果未出のため対象外（翌日の窓で拾う）",[29,81,82],{"id":82},"注意",[84,85,86,87,93],"p",{},"数値は X 投稿での言及範囲を集約したもの（コンセンサスはソースにより微差あり。CASY の EPS コンセンサスは ",[22,88,92],{"className":89},[90,91],"language-math","math-inline","3.31〜","3.33 で割れていたため Koyfin 値 $3.32 を採用）。確定値は各社 IR の決算リリース本文で確認すること。",{"title":24,"searchDepth":95,"depth":95,"links":96},2,[97,99,101,102],{"id":31,"depth":95,"text":98},"CASY Casey's General Stores — 実績大幅ビート",{"id":47,"depth":95,"text":100},"CBRL Cracker Barrel — ビート&レイズ（赤字予想→黒字転換）",{"id":62,"depth":95,"text":62},{"id":82,"depth":95,"text":82},"dev","過去24時間に決算発表した米国上場企業のうち、コンセンサスを5%以上上回った銘柄のスキャン結果。Casey's General Stores が EPS +31.6%・売上 +5.3% の大幅ビート、Cracker Barrel は赤字予想を覆す黒字でFY26ガイダンスを引き上げ AH +12%。","md",{},true,"/earnings-beats-2026-06-09","financial-data",false,"2026-06-10T00:00:00.000Z",{"title":5,"description":104},"2026-06/2026-06-10/earnings-beats-2026-06-09",[115,116,35,50,117],"決算","決算ビート","earnings",null,"9SAhKP_-5wBh1NKJLtXY8zU2EFIeUkOMFtYYvleOKAI",[121,131,142,150,159],{"title":122,"description":123,"path":124,"tags":125,"publishedAt":130,"updatedAt":118},"24h Earnings Beat Scan — 2026-06-08〜06-09（DLTH が EPS +48.8% / 売上 +5.2% / EBITDA ガイダンス +7%）","過去24時間に米国で決算発表した銘柄のうち、ガイダンスまたは EPS / 売上がアナリストコンセンサスを 5% 以上上回ったもの。NVDA / MU / SNDK は別途取り込み済みのため除外。今回は DLTH（Duluth Holdings）が条件を満たした。","/earnings-beats-2026-06-08",[115,116,126,127,128,129],"earnings-beat","DLTH","duluth-holdings","BMO","2026-06-09T00:00:00.000Z",{"title":132,"description":133,"path":134,"tags":135,"publishedAt":141,"updatedAt":118},"決算ビートスキャン 2026-06-04 — RBRK(Rubrik)が真のビート&レイズ、IOT(Samsara)は実績強いがガイダンス上振れ控えめでAH下げ","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。RBRKは通年EPSガイダンスがKoyfinコンセンサスを+73%、通年売上を+2.2%上回る真のビート&レイズ。IOTは実績ビートも通年ガイダンス上振れは控えめでAH下げ。","/earnings-beats-2026-06-04",[115,116,136,137,138,139,140],"RBRK","Rubrik","IOT","Samsara","earnings-beat-scan","2026-06-05T00:00:00.000Z",{"title":143,"description":144,"path":145,"tags":146,"publishedAt":149,"updatedAt":118},"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","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。","/earnings-beats-2026-06-03",[115,116,147,148,140],"FIVE","Five Below","2026-06-04T00:00:00.000Z",{"title":151,"description":152,"path":153,"tags":154,"publishedAt":158,"updatedAt":118},"24時間決算ビートスキャン（2026-06-02発表）— PANW・GTLB・ULTAがビート&レイズ","2026-06-02の引け後に決算発表した米国銘柄のうち、ガイダンスやEPSがコンセンサスを5%以上上回った銘柄をXサーチで抽出。PANW・GTLB・ULTAの3銘柄がビート&レイズ。","/earnings-beats-2026-06-02",[115,116,155,156,157],"PANW","GTLB","ULTA","2026-06-03T00:00:00.000Z",{"title":160,"description":161,"path":162,"tags":163,"publishedAt":169,"updatedAt":118},"2026-05-28 引け後の米国決算ビート速報 — DELL が Q2 売上ガイダンスをコンセンサスの +27% にレイズ、MDB は FY27 を上方修正","Earnings Whispers のカレンダーで 2026-05-28 引け後発表が確定した銘柄群のうち、ガイダンスがコンセンサスを 5% 以上上回ったものを抽出。DELL は Q2 売上 $44-45B vs $34.97B est（+27%）と AI サーバー売上 $60B 見通しで AH +30%超。MDB は FY27 売上を $2.92-2.96B にレイズして AH +20%。発表日ゲートで stale 言及は除外している。","/earnings-beats-2026-05-28",[115,116,164,165,166,167,168],"DELL","MongoDB","AI","コンセンサス","ガイダンス","2026-05-29T00:00:00.000Z",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-09.png?v=2026-06-10T00%3A00%3A00.000Z&title=24h%20Earnings%20Beat%20Scan%20%E2%80%94%202026-06-09%E3%80%9C06-10%EF%BC%88CASY%20%E3%81%8C%20EPS%20%2B31.6%25%20%2F%20CBRL%20%E3%81%AF%E8%B5%A4%E5%AD%97%E4%BA%88%E6%83%B3%E3%81%8B%E3%82%89%E9%BB%92%E5%AD%97%E8%BB%A2%E6%8F%9B%E3%81%A7%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%E5%BC%95%E3%81%8D%E4%B8%8A%E3%81%92%EF%BC%89&author=Kei%20Komatsu&sig=4bf8f21b726272e7",1781076214122]