[{"data":1,"prerenderedAt":289},["ShallowReactive",2],{"content-/earnings-beats-2026-06-15":3,"related-/earnings-beats-2026-06-15":240,"all-pages-for-dir":287,"og-image-/earnings-beats-2026-06-15":288},{"id":4,"title":5,"body":6,"category":224,"description":225,"extension":226,"meta":227,"navigation":228,"ogImage":229,"path":230,"project_name":231,"published":232,"publishedAt":233,"seo":234,"stem":235,"tags":236,"todo":229,"unpublished":232,"updatedAt":229,"__hash__":239},"pages/2026-06/2026-06-16/earnings-beats-2026-06-15.md","2026-06-15 米国決算ビートスキャン - RFIL（EPS +100%）/ DOMO（EPS +71%）",{"type":7,"value":8,"toc":216},"minimark",[9,14,22,26,130,141,144,148,158,162,168,170,173,198,201],[10,11,13],"h1",{"id":12},"_2026-06-15-米国決算ビートスキャン","2026-06-15 米国決算ビートスキャン",[15,16,17,21],"p",{},[18,19,20],"code",{},"/check-earnings"," が機械的にカバーする NVDA / MU / SNDK の外で、過去24時間（2026-06-15 〜 2026-06-16）に発表された米国上場銘柄のうち、抽出基準（EPS サプライズ率 +5% 以上 / 売上サプライズ率 +5% 以上 / ガイダンス +5% 以上の上方修正）に該当するものをまとめる。",[23,24,25],"h2",{"id":25},"サマリ",[27,28,29,57],"table",{},[30,31,32],"thead",{},[33,34,35,39,42,45,48,51,54],"tr",{},[36,37,38],"th",{},"Ticker",[36,40,41],{},"発表日",[36,43,44],{},"Q",[36,46,47],{},"EPS Surprise",[36,49,50],{},"Revenue",[36,52,53],{},"株価反応",[36,55,56],{},"コメント",[58,59,60,97],"tbody",{},[33,61,62,69,72,75,88,91,94],{},[63,64,65],"td",{},[66,67,68],"strong",{},"RFIL",[63,70,71],{},"2026-06-15 AH",[63,73,74],{},"Q2 FY2026",[63,76,77,80,81,87],{},[66,78,79],{},"+100%","（",[18,82,86],{"className":83},[84,85],"language-math","math-inline","0.14 vs ","0.07）",[63,89,90],{},"$20.7M（beat, +9% YoY）",[63,92,93],{},"強気評価",[63,95,96],{},"book-to-bill 1.27x、バックログ $20M で多四半期高。AI/データセンター/航空宇宙ピボット",[33,98,99,104,106,109,119,122,127],{},[63,100,101],{},[66,102,103],{},"DOMO",[63,105,71],{},[63,107,108],{},"Q1 FY2027",[63,110,111,80,114,118],{},[66,112,113],{},"+71.4%",[18,115,117],{"className":116},[84,85],"(0.02) vs ","(0.07)）",[63,120,121],{},"$79.4M（-0.4〜-2.4% slight miss）",[63,123,124],{},[66,125,126],{},"+7.9% AH",[63,128,129],{},"Strategic Review 発表、Non-GAAP 営業利益率 +4pp",[15,131,132,133,136,137,140],{},"除外: ",[66,134,135],{},"HITI","（2026-06-15 AH 発表確定、EPS beat だが具体数値が X 上で割れている。Revenue は mixed/conservative）。",[66,138,139],{},"PLAY","（miss と明示）。",[142,143],"hr",{},[23,145,147],{"id":146},"rfil-rf-industries-ltd","RFIL (RF Industries, Ltd.)",[149,150,155],"pre",{"className":151,"code":153,"language":154},[152],"language-text","[RFIL] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-15 (AH)\n  Reported: Q2 FY2026\n\n  Actual vs Consensus:\n    Revenue                       : $20.7M vs n/a (beat, +9% YoY / +9% QoQ)\n    EPS Non-GAAP                  : $0.14 vs ~$0.07 (+100%)\n    Gross Margin                  : 35.1% (+360 bps YoY)\n\n  Forward Guidance — 次四半期:\n    数値ガイダンスは未開示。ただし book-to-bill 1.27x（受注 $26.3M vs 売上 $20.7M）\n    バックログ $20M で多四半期高。AI インフラ / データセンター / 航空宇宙 / カスタムケーブル\n    （最大プロダクトライン化）への明確なピボット。Operating income は売上 +9% で約 10x YoY。\n    Russell index 組み入れの可能性も話題。\n\n  Headline:\n    ✓ EPS surprise +100% / GAAP も黒字転換（$879K, $0.08）\n    ✓ Book-to-bill 1.27x → 翌Q上方期待\n    ✓ Gross margin +360 bps 改善\n    ※ Forward formal guidance 未開示のため「Guidance raised X%」は数値確定できず\n\n  Source:\n    - https://x.com/KOCtrades/status/2066638165704577210\n    - https://x.com/uomaru33/status/2066632833838493916\n    - https://x.com/PSInvestor/status/2066620582398231019\n","text",[18,156,153],{"__ignoreMap":157},"",[23,159,161],{"id":160},"domo-domo-inc","DOMO (Domo, Inc.)",[149,163,166],{"className":164,"code":165,"language":154},[152],"[DOMO] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-15 (AH)\n  Reported: Q1 FY2027\n  Post-earnings reaction: +7.9% AH\n\n  Actual vs Consensus:\n    Revenue                       : $79.4M vs ~$79.7M-$81M (-0.4% to -2.4% slight miss)\n    EPS Adj                       : $(0.02) vs $(0.07) (+71.4%)\n                                    YoY 改善も +77.8%（前年 $(0.09)）\n    Non-GAAP Operating Margin     : 6% (+4 pp YoY)\n\n  Forward Guidance — 次四半期:\n    数値ガイダンスの「raised meaningfully」は X 上で明示確認できず。\n    Strategic Review を発表、billings / cash / RPO の改善を強調。\n\n  Headline:\n    ✓ EPS surprise +71.4%\n    ✓ Non-GAAP 営業利益率 +4pp 改善\n    ✓ AH +7.9% の好反応\n    ✗ Revenue は slight miss\n    ✗ Forward guidance の数値 raise は未確認\n\n  Source:\n    - https://x.com/CHItrader/status/2066616144375538124\n    - https://x.com/chartillect/status/2066628169973612812\n    - https://x.com/fibnewsglobal/status/2066642029489144085\n",[18,167,165],{"__ignoreMap":157},[142,169],{},[23,171,172],{"id":172},"除外メモ",[174,175,176,187,192],"ul",{},[177,178,179,182,183,186],"li",{},[66,180,181],{},"HITI (High Tide Inc.)",": 2026-06-15 AH 発表確定。EPS beat（adj / non-adj 両方）、Revenue mixed〜bear。Q3 outlook ポジティブ（\"best ever\" / アナリストが \"way too low\"）。",[66,184,185],{},"ただし具体数値（EPS / Revenue surprise %）が X 上で一様に確定できず","、本スキルの「数値が曖昧なら n/a・無理に出さない」原則に従い除外。",[177,188,189,191],{},[66,190,139],{},": miss として広く報告されたため除外。",[177,193,194,197],{},[66,195,196],{},"KR / ACN / JBL / PGR 等の大型株",": 当窓内発表の確証なし（証拠ポストなし）として除外。",[23,199,200],{"id":200},"注意",[174,202,203,206,213],{},[177,204,205],{},"数値は X 投稿の Grok 要約からの抽出のため、確定値は各社 IR の決算リリース本文で必ず確認すること",[177,207,208,209,212],{},"RFIL は formal numerical guidance を出さない傾向があるため、本記事の「forward signal」は受注 / バックログ / プロダクトミックスから読み解いた",[66,210,211],{},"定性的な期待値","。コンセンサスとの数値差し引きは未確定",[177,214,215],{},"HITI / DOMO ともに小型株で、X 上の議論密度は限定的。次の決算 release 本文を見て補完予定",{"title":157,"searchDepth":217,"depth":217,"links":218},2,[219,220,221,222,223],{"id":25,"depth":217,"text":25},{"id":146,"depth":217,"text":147},{"id":160,"depth":217,"text":161},{"id":172,"depth":217,"text":172},{"id":200,"depth":217,"text":200},"dev","2026-06-15（米国 AH）に発表された主要米国上場銘柄のうち、EPS サプライズ率が +5% を超えたもの。RFIL（RF Industries）と DOMO（Domo）がヒット。HITI は数値未確定で除外。","md",{},true,null,"/earnings-beats-2026-06-15","financial-data",false,"2026-06-16T00:00:00.000Z",{"title":5,"description":225},"2026-06/2026-06-16/earnings-beats-2026-06-15",[237,238,68,103,135],"決算","決算ビート","Wre_bTPVP6MpAel34j6DmckeOWrJsbT_QZEcCGMnWuE",[241,249,257,266,276],{"title":242,"description":243,"path":244,"tags":245,"publishedAt":248,"updatedAt":229},"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%","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。","/earnings-beats-2026-06-11",[237,238,246,247],"HOFT","ADBE","2026-06-12T00:00:00.000Z",{"title":250,"description":251,"path":252,"tags":253,"publishedAt":256,"updatedAt":229},"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",[237,238,254,255],"NAVN","ORCL","2026-06-11T00:00:00.000Z",{"title":258,"description":259,"path":260,"tags":261,"publishedAt":265,"updatedAt":229},"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",[237,238,262,263,264],"CASY","CBRL","earnings","2026-06-10T00:00:00.000Z",{"title":267,"description":268,"path":269,"tags":270,"publishedAt":275,"updatedAt":229},"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",[237,238,271,272,273,274],"earnings-beat","DLTH","duluth-holdings","BMO","2026-06-09T00:00:00.000Z",{"title":277,"description":278,"path":279,"tags":280,"publishedAt":286,"updatedAt":229},"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",[237,238,281,282,283,284,285],"RBRK","Rubrik","IOT","Samsara","earnings-beat-scan","2026-06-05T00:00:00.000Z",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-15.png?v=2026-06-16T00%3A00%3A00.000Z&title=2026-06-15%20%E7%B1%B3%E5%9B%BD%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%20-%20RFIL%EF%BC%88EPS%20%2B100%25%EF%BC%89%2F%20DOMO%EF%BC%88EPS%20%2B71%25%EF%BC%89&author=Kei%20Komatsu&sig=dc8f72e4be98dc68",1781580077749]