[{"data":1,"prerenderedAt":227},["ShallowReactive",2],{"content-/earnings-beats-2026-06-17":3,"all-pages-for-dir":225,"og-image-/earnings-beats-2026-06-17":226},{"id":4,"title":5,"body":6,"category":207,"description":208,"extension":209,"meta":210,"navigation":211,"ogImage":212,"path":213,"project_name":214,"published":215,"publishedAt":216,"seo":217,"stem":218,"tags":219,"todo":212,"unpublished":215,"updatedAt":212,"__hash__":224},"pages/2026-06/2026-06-18/earnings-beats-2026-06-17.md","24h決算ビートスキャン 2026-06-17 — JBL がAI需要でガイダンス上方、LZB / SWBI もEPS大幅ビート",{"type":7,"value":8,"toc":195},"minimark",[9,14,28,32,35,57,60,88,91,99,109,120,122,129,135,140,142,149,155,157,160,183,185,188],[10,11,13],"h1",{"id":12},"_24h-決算ビートスキャン-2026-06-17-発表分","24h 決算ビートスキャン (2026-06-17 発表分)",[15,16,17,18,22,23,27],"p",{},"NVDA / MU / SNDK は ",[19,20,21],"code",{},"/check-earnings"," でカバー済みのため除外。",[24,25,26],"strong",{},"発表日が 2026-06-17 と確証できた銘柄のみ","抽出し、サプライズ率 +5% 以上のものを掲載。",[29,30,31],"h2",{"id":31},"サマリ",[15,33,34],{},"ビート&レイズ銘柄（ガイダンス上方）: 1",[36,37,38],"ul",{},[39,40,41,44,45,51,52,56],"li",{},[24,42,43],{},"JBL (Jabil)",": Q4 EPS ガイダンス ",[19,46,50],{"className":47},[48,49],"language-math","math-inline","4.00 mid vs est ","3.72 (+7.5%) / Q4 Revenue ",[19,53,55],{"className":54},[48,49],"9.6B mid vs est ","8.96B (+7.1%)。AI infrastructure 売上見通し $13.6B に引き上げ",[15,58,59],{},"ガイダンス詳細未確認だが EPS / 売上が大幅ビート: 2",[36,61,62,73],{},[39,63,64,67,68,72],{},[24,65,66],{},"LZB (La-Z-Boy)",": EPS ",[19,69,71],{"className":70},[48,49],"1.26 vs est ","0.82 (+54%)、$300M buyback 発表 → +17% gap up",[39,74,75,67,78,82,83,87],{},[24,76,77],{},"SWBI (Smith & Wesson)",[19,79,81],{"className":80},[48,49],"0.36 vs est ","0.23 (+56.5%)、Revenue ",[19,84,86],{"className":85},[48,49],"178.4M vs est ","155.3M (+14.9%)",[89,90],"hr",{},[29,92,94,98],{"id":93},"jbl-jabil-ai-需要強含みでガイダンス上方",[95,96,97],"span",{},"JBL"," Jabil — AI 需要強含みでガイダンス上方",[100,101,106],"pre",{"className":102,"code":104,"language":105},[103],"language-text","[JBL] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-17\n  Reported: FY2026 Q3\n  Post-earnings reaction: +4% 〜 +14% intraday（複数ソース、振れ幅あり）\n\n  Actual vs Consensus:\n    Revenue                       : $8.75B vs $8.64B (+1.3%)\n    EPS Diluted (Non-GAAP / Core) : $3.16 vs $3.10 (+1.9%)\n    Core Operating Profit         : $504M vs $489.7M (+2.9%)\n\n  Forward Guidance — Q4 FY2026 (vs Consensus):\n    Revenue                       : $9.2B〜$10.0B ($9.6B mid) vs $8.96B (+7.1%)\n    EPS Diluted (Non-GAAP / Core) : $3.80〜$4.20 ($4.00 mid) vs $3.72 (+7.5%)\n    Core Operating Profit         : $589M〜$649M ($619M mid) vs $565.7M (+9.4%)\n\n  Forward Guidance — 通年 FY2026 (vs Consensus):\n    Revenue                       : $35B vs est $34.24B (+2.2%)（自社前回 $34B から +$1B 上方）\n    EPS Diluted (Non-GAAP / Core) : $12.70 vs est $12.38 (+2.6%)（自社前回 $12.25 から +$0.45 上方）\n\n  Headline:\n    ✓ AI-related revenue outlook を $13.6B に引き上げ（90日前から +$0.5B、FY2025 の $9B から大幅増）\n    ✓ Q4 / 通年ともガイダンスを2回連続で上方修正\n    ✓ AI infrastructure 需要が compute / storage / networking / optics / power / cooling に横展開\n    ✓ 第3のハイパースケーラー顧客を獲得、capacity 拡張中\n    ✓ Automotive / Connected Living セグメントも想定超え（previously under pressure 分野）\n\n  Source:\n    - https://x.com/TheValueist/status/2067240830612423029\n    - https://x.com/Million_Sancet/status/2067353669138366679\n    - https://x.com/exponentialluke/status/2067328174904766860\n    - https://x.com/stockcram/status/2067347504236994788\n","text",[19,107,104],{"__ignoreMap":108},"",[15,110,111,114,115,119],{},[24,112,113],{},"ポイント:"," AI infrastructure 売上見通しの ",[19,116,118],{"className":117},[48,49],"13.6B は前期決算（90日前）の見通しから +","0.5B、FY2025 実績 $9B からの大幅伸長。FY2027 についても「similar % growth expected off a larger base」と言及があり、コンテキストとしては AAOI / SIVE などフォトニクス・ハイパースケーラー capex 関連にも追い風。",[89,121],{},[29,123,125,128],{"id":124},"lzb-la-z-boy-eps-54-サプライズ300m-buyback",[95,126,127],{},"LZB"," La-Z-Boy — EPS +54% サプライズ、$300M buyback",[100,130,133],{"className":131,"code":132,"language":105},[103],"[LZB] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-17 (BMO)\n  Reported: Q4\n  Post-earnings reaction: +17% gap up（出来高 ~106% ADV）\n\n  Actual vs Consensus:\n    Revenue                       : flat (0% beat, YoY -0%)\n    EPS Diluted (Non-GAAP)        : $1.26 vs $0.82 (+54%)、YoY +37%\n\n  Forward Guidance:\n    具体的なガイダンス数値の言及なし。Written orders が4月にプラス転換、5月まで継続のコメントあり。\n\n  Headline:\n    ✓ EPS が +54% サプライズ（margin 改善で flat sales を相殺）\n    ✓ $300M 自社株買い発表（時価総額 ~$600M に対し 50% 規模）\n    ✓ Written orders がプラス転換、5月まで継続（インフレクション）\n\n  Source:\n    - https://x.com/qualliscan/status/2067223747854000185\n    - https://x.com/earningsscores/status/2067376214344417780\n    - https://x.com/cricket_fundas/status/2067276370389209212\n",[19,134,132],{"__ignoreMap":108},[15,136,137,139],{},[24,138,113],{}," ガイダンス上方修正は明示されていないが、buyback の規模が時価総額の 50% という極端な水準。経営側の「自社に賭ける」シグナルとして注目。",[89,141],{},[29,143,145,148],{"id":144},"swbi-smith-wesson-eps-565-revenue-149amc-発表",[95,146,147],{},"SWBI"," Smith & Wesson — EPS +56.5% / Revenue +14.9%、AMC 発表",[100,150,153],{"className":151,"code":152,"language":105},[103],"[SWBI] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-17 (AMC)\n  Reported: Q4 (期末 April 30)\n  Post-earnings reaction: AMC 発表、翌セッションの implied move ±11.44%\n\n  Actual vs Consensus:\n    Revenue                       : $178.4M vs $155.3M (+14.9%)、YoY +27%\n    EPS Diluted (Non-GAAP)        : $0.36 vs $0.23 (+56.5%)、調整後 EPS は予想を50%超上回り\n\n  Forward Guidance:\n    具体的なガイダンス数値の言及なし。需要強含みが FY27 まで継続するかが投資家の関心。\n\n  Headline:\n    ✓ EPS / Revenue ともに大幅ビート\n    ✓ Revenue YoY +27% の成長\n    ✗ Forward guidance の数値詳細は今回のポストでは未確認\n\n  Source:\n    - https://x.com/schaeffers/status/2067360888596701411\n    - https://x.com/wokeupviolent/status/2067357440929046530\n    - https://x.com/OpenOutcrier/status/2067225361364979859\n",[19,154,152],{"__ignoreMap":108},[89,156],{},[29,158,159],{"id":159},"除外メモ",[36,161,162,168,177],{},[39,163,164,167],{},[24,165,166],{},"KMX (CarMax)",": 6/17 発表で EPS +39% サプライズあったが、株価は売られた（ターンアラウンドコメントにもかかわらず）。市場の反応がネガティブなため deprioritize",[39,169,170,173,174,176],{},[24,171,172],{},"NVDA / MU / SNDK",": ",[19,175,21],{}," で別ルート取り込み済み",[39,178,179,182],{},[24,180,181],{},"CAMT / AMAT 等",": 過去発表分への言及（earnings recap）でヒットしたが、6/17 / 6/18 発表ではないため除外",[89,184],{},[29,186,187],{"id":187},"注意",[15,189,190,191,194],{},"数値は X 投稿での言及範囲を集約。",[24,192,193],{},"確定値は各社 IR の決算リリース本文で確認すること","。特に JBL の Q4 / 通年ガイダンスは複数ソースで概ね一致しているが、Gross Margin・OpEx・Tax Rate などのメトリックは投稿では完全には拾えていない。",{"title":108,"searchDepth":196,"depth":196,"links":197},2,[198,199,201,203,205,206],{"id":31,"depth":196,"text":31},{"id":93,"depth":196,"text":200},"JBL Jabil — AI 需要強含みでガイダンス上方",{"id":124,"depth":196,"text":202},"LZB La-Z-Boy — EPS +54% サプライズ、$300M buyback",{"id":144,"depth":196,"text":204},"SWBI Smith & Wesson — EPS +56.5% / Revenue +14.9%、AMC 発表",{"id":159,"depth":196,"text":159},{"id":187,"depth":196,"text":187},"dev","過去24時間に発表された米国上場銘柄の決算ビートを x-search で洗い出し。JBL (Jabil) が AI infrastructure 需要強含みで Q4 / 通年ガイダンスを上方修正、LZB と SWBI は EPS で +50% 超のサプライズ。","md",{},true,null,"/earnings-beats-2026-06-17","financial-data",false,"2026-06-18T00:00:00.000Z",{"title":5,"description":208},"2026-06/2026-06-18/earnings-beats-2026-06-17",[220,221,97,127,147,222,223],"決算","決算ビート","Jabil","AI infrastructure","WipI_BMKBwkcLnJLuUuTwpc_ClGx1GlQkQIIKrk39h8",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-17.png?v=2026-06-18T00%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%202026-06-17%20%E2%80%94%20JBL%20%E3%81%8CAI%E9%9C%80%E8%A6%81%E3%81%A7%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%E4%B8%8A%E6%96%B9%E3%80%81LZB%20%2F%20SWBI%20%E3%82%82EPS%E5%A4%A7%E5%B9%85%E3%83%93%E3%83%BC%E3%83%88&author=Kei%20Komatsu&sig=6c57274ca62575f9",1782176330083]