[{"data":1,"prerenderedAt":217},["ShallowReactive",2],{"content-/earnings-beats-2026-06-16":3,"all-pages-for-dir":215,"og-image-/earnings-beats-2026-06-16":216},{"id":4,"title":5,"body":6,"category":197,"description":198,"extension":199,"meta":200,"navigation":201,"ogImage":202,"path":203,"project_name":204,"published":205,"publishedAt":206,"seo":207,"stem":208,"tags":209,"todo":202,"unpublished":205,"updatedAt":202,"__hash__":214},"pages/2026-06/2026-06-17/earnings-beats-2026-06-16.md","2026-06-16 米国決算ビートスキャン - LZB（EPS +53.7%）が引け後にビート、ガイダンスは小幅上振れ",{"type":7,"value":8,"toc":190},"minimark",[9,14,27,31,110,113,123,126,131,135,145,148,173,176],[10,11,13],"h1",{"id":12},"_2026-06-16-米国決算ビートスキャン","2026-06-16 米国決算ビートスキャン",[15,16,17,21,22,26],"p",{},[18,19,20],"code",{},"/check-earnings"," が NVDA / MU / SNDK の3銘柄を SEC EDGAR + Koyfin で機械取り込みしているのに対し、本記事は ",[23,24,25],"strong",{},"「過去24時間に米国で決算発表した、それ以外の銘柄」のビート&レイズ"," を x-search で洗い出した結果。",[28,29,30],"h2",{"id":30},"サマリ",[32,33,34,62],"table",{},[35,36,37],"thead",{},[38,39,40,44,47,50,53,56,59],"tr",{},[41,42,43],"th",{},"銘柄",[41,45,46],{},"発表日",[41,48,49],{},"報告Q",[41,51,52],{},"EPS surprise",[41,54,55],{},"売上 surprise",[41,57,58],{},"Q+1 売上ガイダンス",[41,60,61],{},"AH反応",[63,64,65],"tbody",{},[38,66,67,73,76,79,92,100,107],{},[68,69,70],"td",{},[23,71,72],{},"LZB",[68,74,75],{},"2026-06-16 (AMC)",[68,77,78],{},"Q4 FY2026",[68,80,81,84,85,91],{},[23,82,83],{},"+53.7%","（",[18,86,90],{"className":87},[88,89],"language-math","math-inline","1.26 vs ","0.82）",[68,93,94,95,99],{},"+0.2%（",[18,96,98],{"className":97},[88,89],"570.3M vs ","569.2M）",[68,101,102,106],{},[18,103,105],{"className":104},[88,89],"490M-","510M（小幅上振れ）",[68,108,109],{},"±10.3% implied、終盤は売り買い割れ",[15,111,112],{},"ビート&レイズ銘柄: 0",[114,115,116,120],"ul",{},[117,118,119],"li",{},"ガイダンスが「コンセンサスを 5% 以上上回った」と確証できる銘柄は無し",[117,121,122],{},"LZB は EPS surprise が +53.7% だが、会計要因（divestiture-related inventory adjustments、acquisitions）が EPS を押し上げており、同店売上は -2%",[15,124,125],{},"EPS / 売上が +5% 以上の大幅ビート: 1",[114,127,128],{},[117,129,130],{},"LZB（EPS +53.7%）",[28,132,134],{"id":133},"lzb-la-z-boy","$LZB (La-Z-Boy)",[136,137,142],"pre",{"className":138,"code":140,"language":141},[139],"language-text","[LZB] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-16 (after market close)\n  Reported: Q4 FY2026 (ended April 30, 2026)\n  Post-earnings reaction: ±10.3% implied move、終盤は +14% / -7.2% で割れる\n\n  Actual vs Consensus:\n    Revenue                       : $570.3M vs $569.2M (+0.2%)\n    EPS (Non-GAAP)                : $1.26 vs $0.82 (+53.7%)\n    Gross Margin (adj op margin)  : 9.9%（うち約150bpsは divestiture 起因の一時要因）\n\n  Forward Guidance — Q1 FY2027 (会社ガイダンス vs Consensus):\n    Revenue                       : $490M-$510M（mid ~$500M）vs n/a（コンセンサス未確認）\n    adj operating margin          : 4.0%-5.5%（季節要因による sequential 低下）\n    Comment                       : 「業界全体を outperform する」自信を経営陣がコメント\n\n  Headline:\n    ✓ EPS +53.7% surprise（ただし divestiture / acquisitions 起因の一時益が寄与）\n    ✓ Q1 売上ガイダンスを小幅上振れで提示\n    ✗ Same-store sales -2%（オーガニックの売上成長は無い、店舗増で稼ぐ構図）\n    ✗ Joybird DTC で goodwill impairment $20M\n    ✗ Q1 op margin guidance（4.0-5.5%）は Q4（9.9%）から sequential で急落\n\n  Source:\n    - @S_NewsRoomCOM: https://x.com/S_NewsRoomCOM/status/2066993215798944036\n    - @schaeffers: https://x.com/schaeffers/status/2066990196436906463\n    - @schaeffers (follow-up): https://x.com/schaeffers/status/2066980508010009014\n    - @bigearningsai: https://x.com/bigearningsai/status/2066989195273400715\n    - @eWhispers (calendar): https://x.com/eWhispers/status/2066876168159305812\n    - @Finsee_main (analysis): https://x.com/Finsee_main/status/2066980346814398599\n","text",[18,143,140],{"__ignoreMap":144},"",[28,146,147],{"id":147},"除外メモ",[114,149,150,161,167],{},[117,151,152,155,156,160],{},[23,153,154],{},"WLY (John Wiley)",": 6/16 前場発表だが、EPS beat は ~1.2%（",[18,157,159],{"className":158},[88,89],"1.67 vs ","1.65）でしきい値未達",[117,162,163,166],{},[23,164,165],{},"SNOA (Sonoma Pharmaceuticals)",": @bigearningsai のサマリで 6/16 AMC の \"Miss\" に分類されたため除外",[117,168,169,172],{},[23,170,171],{},"JBL / KMX / PGR",": @eWhispers のカレンダーで 6/17 前場発表予定だが、X 検索時点で結果まだ未投稿のため対象外",[28,174,175],{"id":175},"注意",[114,177,178,184,187],{},[117,179,180,181],{},"数値は X 投稿（@schaeffers, @S_NewsRoomCOM, @bigearningsai, @Finsee_main 等の引用）から拾った要約値。",[23,182,183],{},"確定値は各社 IR の決算リリース本文で要確認",[117,185,186],{},"特に LZB は EPS surprise が +53.7% と派手だが、X 上では \"sell the news\" の動きも観測されており、AH の評価は割れている。同店売上 -2% / Joybird impairment / Q1 margin guidance の段差まで含めて、コンセンサス上振れの「質」を見る必要がある",[117,188,189],{},"ガイダンスのコンセンサス比較が x-search 上で得られていないため、本記事では Q1 ガイダンスの surprise % は記載していない",{"title":144,"searchDepth":191,"depth":191,"links":192},2,[193,194,195,196],{"id":30,"depth":191,"text":30},{"id":133,"depth":191,"text":134},{"id":147,"depth":191,"text":147},{"id":175,"depth":191,"text":175},"dev","2026-06-16 引け後（AMC）に決算発表した米国上場銘柄のうち、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 で抽出。窓内ヒットは LZB の1銘柄のみ。EPS は +53.7% の大幅ビートだが、acquisitions と会計要因が大きく、Q1 売上ガイダンスは小幅上振れに留まる。","md",{},true,null,"/earnings-beats-2026-06-16","financial-data",false,"2026-06-17T00:00:00.000Z",{"title":5,"description":198},"2026-06/2026-06-17/earnings-beats-2026-06-16",[210,211,72,212,213],"決算","決算ビート","x-search","earnings-beat-scan","6EjuK2oX1OzUnLmx6zgPDgSdbAhjXTd-UTOuQmKLsyk",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-16.png?v=2026-06-17T00%3A00%3A00.000Z&title=2026-06-16%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-%20LZB%EF%BC%88EPS%20%2B53.7%25%EF%BC%89%E3%81%8C%E5%BC%95%E3%81%91%E5%BE%8C%E3%81%AB%E3%83%93%E3%83%BC%E3%83%88%E3%80%81%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%E3%81%AF%E5%B0%8F%E5%B9%85%E4%B8%8A%E6%8C%AF%E3%82%8C&author=Kei%20Komatsu&sig=94d1b0137dc80aae",1782176329533]