[{"data":1,"prerenderedAt":283},["ShallowReactive",2],{"content-/earnings-beats-2026-06-11":3,"related-/earnings-beats-2026-06-11":234,"all-pages-for-dir":281,"og-image-/earnings-beats-2026-06-11":282},{"id":4,"title":5,"body":6,"category":218,"description":219,"extension":220,"meta":221,"navigation":222,"path":223,"project_name":224,"published":225,"publishedAt":226,"seo":227,"stem":228,"tags":229,"todo":232,"unpublished":225,"updatedAt":232,"__hash__":233},"pages/2026-06/2026-06-12/earnings-beats-2026-06-11.md","24h決算ビートスキャン（2026-06-11〜06-12）- HOFTが赤字予想から黒字転換で+26%",{"type":7,"value":8,"toc":211},"minimark",[9,14,18,63,84,87,94,104,110,137,139,142,200,203,205],[10,11,13],"h1",{"id":12},"_24h-earnings-beat-scan2026-06-11-2026-06-12","24h Earnings Beat Scan（2026-06-11 〜 2026-06-12）",[15,16,17],"h2",{"id":17},"サマリ",[19,20,21,37],"table",{},[22,23,24],"thead",{},[25,26,27,31,34],"tr",{},[28,29,30],"th",{},"区分",[28,32,33],{},"件数",[28,35,36],{},"銘柄",[38,39,40,52],"tbody",{},[25,41,42,46,49],{},[43,44,45],"td",{},"ビート&レイズ（ガイダンスがコンセンサス超え）",[43,47,48],{},"0",[43,50,51],{},"-",[25,53,54,57,60],{},[43,55,56],{},"実績ビート（ガイダンスは慎重・未開示）",[43,58,59],{},"1",[43,61,62],{},"HOFT",[64,65,66,81],"ul",{},[67,68,69,72,73,80],"li",{},[70,71,62],"strong",{},": EPS実績 ",[74,75,79],"code",{"className":76},[77,78],"language-math","math-inline","0.10 vs コンセンサス -","0.07（赤字予想から黒字転換の大幅サプライズ）。株価は当日 +26% 前後。ただし経営陣は住宅市場の弱さを理由に先行きへ慎重で、数値ガイダンスのコンセンサス超えは確認できず「ビート&レイズ」ではない",[67,82,83],{},"窓内（6/11〜6/12）にガイダンスがコンセンサスを +5% 以上上回った銘柄は検出されず",[85,86],"hr",{},[15,88,90,93],{"id":89},"hoft-earnings-beat-detected-x-search-last-24h",[91,92,62],"span",{}," Earnings beat detected (x-search, last 24h)",[95,96,101],"pre",{"className":97,"code":99,"language":100},[98],"language-text","  Announced: 2026-06-11\n  Reported: FY2027 Q1\n  Post-earnings reaction: +26% (発表当日)\n\n  Actual vs Consensus:\n    Revenue                       : $69.45M vs $66.31M (+4.7%)\n    EPS Diluted (GAAP)            : $0.10 vs -$0.07 ($0.17 beat / 赤字予想から黒字転換)\n    Gross Margin                  : コスト削減による粗利率改善を開示（数値レンジは未確認）\n\n  Forward Guidance — 次四半期 / 通年:\n    Revenue / EPS                 : n/a（数値ガイダンスの開示・コンセンサス突合は確認できず）\n    定性: 住宅市場と小売需要の弱さを理由に慎重。一方で受注残・新規受注は\n    改善傾向、新製品ラインへの小売側コミットは強いとコメント\n\n  Headline:\n    ✓ 売上 -2.4% でも純利益 $1.1M に回復（コスト削減＋粗利率改善）\n    ✓ 受注残・新規受注の改善\n    ✗ ガイダンスは慎重（ビート&レイズには非該当）\n","text",[74,102,99],{"__ignoreMap":103},"",[105,106,107],"p",{},[70,108,109],{},"Source:",[64,111,112,123,130],{},[67,113,114],{},[115,116,122],"a",{"href":117,"target":118,"rel":119},"https://x.com/OpenOutcrier/status/2065051552633458835","_blank",[120,121],"noopener","noreferrer","→ @OpenOutcrier の決算ヘッドライン",[67,124,125],{},[115,126,129],{"href":127,"target":118,"rel":128},"https://x.com/gemini_edge/status/2065188127400955918",[120,121],"→ @gemini_edge の決算リアクション解説",[67,131,132],{},[115,133,136],{"href":134,"target":118,"rel":135},"https://x.com/eWhispers/status/2065073301110882339",[120,121],"→ @eWhispers の決算カレンダー（6/11窓の確認）",[85,138],{},[15,140,141],{"id":141},"除外メモ",[19,143,144,156],{},[22,145,146],{},[25,147,148,150,153],{},[28,149,36],{},[28,151,152],{},"発表日",[28,154,155],{},"除外理由",[38,157,158,169,179,189],{},[25,159,160,163,166],{},[43,161,162],{},"ADBE",[43,164,165],{},"2026-06-11",[43,167,168],{},"EPSビート約 +2.6%・売上 +2.6% で閾値（+5%）未満。FY2026通年売上ガイダンスは引き上げ（$26.5-26.6B）たがAHは CFO退任報道もあり -6〜10%",[25,170,171,174,176],{},[43,172,173],{},"RH",[43,175,165],{},[43,177,178],{},"「ミス」と「ビート＋小幅レイズ」で情報が割れており、明確な +5% サプライズを確認できず",[25,180,181,184,186],{},[43,182,183],{},"LEN",[43,185,165],{},[43,187,188],{},"EPSビートはあるがガイダンス引き下げ",[25,190,191,194,197],{},[43,192,193],{},"COE / PLCE",[43,195,196],{},"2026-06-12",[43,198,199],{},"強いビートの詳細確認できず",[105,201,202],{},"NVDA / MU / SNDK は別ルート（/check-earnings）で取り込み済みのため対象外。",[85,204],{},[105,206,207,210],{},[70,208,209],{},"注",": 数値は X 投稿での言及範囲を集約したもの。GAAP/Non-GAAP の区別やコンセンサス値はソースにより差があるため、確定値は各社 IR の決算リリース本文で確認すること。",{"title":103,"searchDepth":212,"depth":212,"links":213},2,[214,215,217],{"id":17,"depth":212,"text":17},{"id":89,"depth":212,"text":216},"HOFT Earnings beat detected (x-search, last 24h)",{"id":141,"depth":212,"text":141},"dev","過去24時間に決算発表した米国銘柄のうちコンセンサスを5%以上上回ったものをXサーチで抽出。HOFTが赤字予想を覆す黒字でEPS大幅ビート、ADBE・RH・LENは閾値未満または除外。","md",{},true,"/earnings-beats-2026-06-11","financial-data",false,"2026-06-12T00:00:00.000Z",{"title":5,"description":219},"2026-06/2026-06-12/earnings-beats-2026-06-11",[230,231,62,162],"決算","決算ビート",null,"qCy32EfKt_Kjb1jdDSaWzxI6IErt3HbU1q0tDzeECD4",[235,243,252,262,273],{"title":236,"description":237,"path":238,"tags":239,"publishedAt":242,"updatedAt":232},"24時間決算ビートスキャン（2026-06-10）- NAVNがビート&レイズでAH+20%、ORCLは実績ビートも資金調達計画で売られる","2026-06-10引け後の米国決算から、コンセンサスを5%以上上回った銘柄をXサーチで抽出。NAVNは売上+7.3%ビートに通年ガイダンス+4.4%のレイズ、ORCLはEPS+7.5%ビートながらFY27ガイダンスはコンセンサス並み。","/earnings-beats-2026-06-10",[230,231,240,241],"NAVN","ORCL","2026-06-11T00:00:00.000Z",{"title":244,"description":245,"path":246,"tags":247,"publishedAt":251,"updatedAt":232},"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）","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%。","/earnings-beats-2026-06-09",[230,231,248,249,250],"CASY","CBRL","earnings","2026-06-10T00:00:00.000Z",{"title":253,"description":254,"path":255,"tags":256,"publishedAt":261,"updatedAt":232},"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",[230,231,257,258,259,260],"earnings-beat","DLTH","duluth-holdings","BMO","2026-06-09T00:00:00.000Z",{"title":263,"description":264,"path":265,"tags":266,"publishedAt":272,"updatedAt":232},"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",[230,231,267,268,269,270,271],"RBRK","Rubrik","IOT","Samsara","earnings-beat-scan","2026-06-05T00:00:00.000Z",{"title":274,"description":275,"path":276,"tags":277,"publishedAt":280,"updatedAt":232},"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",[230,231,278,279,271],"FIVE","Five Below","2026-06-04T00:00:00.000Z",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-11.png?v=2026-06-12T00%3A00%3A00.000Z&title=24h%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%EF%BC%882026-06-11%E3%80%9C06-12%EF%BC%89-%20HOFT%E3%81%8C%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%2B26%25&author=Kei%20Komatsu&sig=c3eb93abe17c8179",1781333883511]