[{"data":1,"prerenderedAt":222},["ShallowReactive",2],{"content-/earnings-beats-2026-06-18":3,"all-pages-for-dir":220,"og-image-/earnings-beats-2026-06-18":221},{"id":4,"title":5,"body":6,"category":203,"description":204,"extension":205,"meta":206,"navigation":207,"ogImage":208,"path":209,"project_name":210,"published":211,"publishedAt":212,"seo":213,"stem":214,"tags":215,"todo":208,"unpublished":211,"updatedAt":208,"__hash__":219},"pages/2026-06/2026-06-19/earnings-beats-2026-06-18.md","2026-06-18 米国決算ビートスキャン - SWBI が EPS +57% で大幅サプライズ",{"type":7,"value":8,"toc":196},"minimark",[9,14,28,32,101,107,110,113,117,127,129,132,178,180,183],[10,11,13],"h1",{"id":12},"_2026-06-18-米国決算ビートスキャン","2026-06-18 米国決算ビートスキャン",[15,16,17,18,22,23,27],"p",{},"スキャン窓: ",[19,20,21],"strong",{},"2026-06-18 〜 2026-06-19","（米国時間ベース。2026-06-19 は Juneteenth で米国市場休場のため、2026-06-18 BMO/AMC 発表分のみ）。NVDA / MU / SNDK は ",[24,25,26],"code",{},"/check-earnings"," 側で別ルート取り込み済みのため除外。",[29,30,31],"h2",{"id":31},"サマリ",[33,34,35,60],"table",{},[36,37,38],"thead",{},[39,40,41,45,48,51,54,57],"tr",{},[42,43,44],"th",{},"ティッカー",[42,46,47],{},"発表日",[42,49,50],{},"EPS surprise",[42,52,53],{},"売上 surprise",[42,55,56],{},"次Qガイダンス",[42,58,59],{},"株価反応",[61,62,63],"tbody",{},[39,64,65,69,72,85,95,98],{},[66,67,68],"td",{},"SWBI",[66,70,71],{},"2026-06-18 (BMO)",[66,73,74,77,78,84],{},[19,75,76],{},"+57%"," (",[24,79,83],{"className":80},[81,82],"language-math","math-inline","0.36 vs ","0.23)",[66,86,87,77,90,94],{},[19,88,89],{},"+15%",[24,91,93],{"className":92},[81,82],"178.4M vs ","155M)",[66,96,97],{},"Q1 売上 +15-20% / 通年 mid-single",[66,99,100],{},"+13% gap up, intraday +22%",[15,102,103,104],{},"ビート&レイズ銘柄: ",[19,105,106],{},"1",[15,108,109],{},"除外: ACN（EPS +3% のみ・ガイダンス減速）、JBL（EPS +1.9% 未達）、KR（コンセンサス並みでガイダンス変更なし）。",[111,112],"hr",{},[29,114,116],{"id":115},"swbi-smith-wesson-brands-inc-q4-fy2026","SWBI (Smith & Wesson Brands, Inc.) — Q4 FY2026",[118,119,124],"pre",{"className":120,"code":122,"language":123},[121],"language-text","[SWBI] Earnings beat detected (x-search, 2026-06-18)\n  Announced: 2026-06-18 (BMO)\n  Reported: Q4 FY2026 (fiscal quarter ending ~April 2026)\n  Post-earnings reaction: +13% gap-up, intraday up to +22% on high volume\n\n  Actual vs Consensus:\n    Revenue                       : $178.4M vs ~$155M (+15%, +27% YoY)\n    EPS Diluted (Non-GAAP)        : $0.36 vs ~$0.23 (+57%, 調整後 EPS YoY 倍増)\n    EPS Diluted (GAAP)            : n/a\n    Gross Margin                  : n/a\n\n  Forward Guidance — 次四半期 (会社ガイダンス):\n    Revenue                       : +15-20% YoY 成長見込み (Q1 FY2027)\n    EPS Diluted (Non-GAAP)        : n/a\n    Gross Margin                  : n/a\n  Forward Guidance — 通年 (会社ガイダンス):\n    Revenue                       : mid-single-digit growth 見込み (FY2027)\n    EPS Diluted (Non-GAAP)        : n/a\n  ※ Koyfin KID 未登録のため、コンセンサスとの定量突合は x-search ベースの推定値のみ。\n\n  Headline:\n    ✓ New products が出荷の約38%を牽引\n    ✓ Handgun 出荷 +23% YoY、業界シェア取りも進行\n    ✓ 借入金大幅削減、貸借対照表改善\n    ✓ ガイダンスはこれまでの社内閾値を上回る \"massive financial leap\"\n\n  Source:\n    - https://x.com/qualliscan/status/2067586310353609092\n    - https://x.com/negligible_cap/status/2067608124878360952\n    - https://x.com/gulVasikova/status/2067601971935432835\n    - https://x.com/15minofPham/status/2067641447629926752\n","text",[24,125,122],{"__ignoreMap":126},"",[111,128],{},[29,130,131],{"id":131},"除外メモ",[33,133,134,145],{},[36,135,136],{},[39,137,138,140,142],{},[42,139,44],{},[42,141,47],{},[42,143,144],{},"除外理由",[61,146,147,157,168],{},[39,148,149,152,154],{},[66,150,151],{},"ACN",[66,153,71],{},[66,155,156],{},"EPS +3% (5%閾値未達)、売上ミス、Q4/通年ガイダンスはむしろ refine (3-4% 成長へ減速)、株価 -17〜18%",[39,158,159,162,165],{},[66,160,161],{},"JBL",[66,163,164],{},"2026-06-17 AMC または 2026-06-18 初頭",[66,166,167],{},"EPS +1.9% (5%閾値未達)、発表日が窓内であることを確証できず除外",[39,169,170,173,175],{},[66,171,172],{},"KR",[66,174,71],{},[66,176,177],{},"EPS がコンセンサス並み（$1.58）、ガイダンス維持で意味のある beat or raise なし",[111,179],{},[29,181,182],{"id":182},"注意",[184,185,186,190,193],"ul",{},[187,188,189],"li",{},"数値は x-search（Grok 4.20）の要約と引用 X 投稿から取得した「ポストでの言及範囲」。確定値は各社 IR の決算リリース原本（8-K / 各社プレス）で確認すること。",[187,191,192],{},"2026-06-19 は Juneteenth（米国連邦祝日）で米国市場休場のため、AMC の新規発表は最小限。来週（2026-06-22 週）は CCL / FDX / POWW などが続く予定。",[187,194,195],{},"SWBI は KOY-KID 未登録のため、Koyfin コンセンサスとの定量突合は実施せず、x-search の「+57% / +15%」表現をそのまま採用した。後日 KID 登録すれば次回以降は Koyfin で突合可能。",{"title":126,"searchDepth":197,"depth":197,"links":198},2,[199,200,201,202],{"id":31,"depth":197,"text":31},{"id":115,"depth":197,"text":116},{"id":131,"depth":197,"text":131},{"id":182,"depth":197,"text":182},"dev","2026-06-18 (木) BMO の米国決算からビート銘柄を抽出。Smith & Wesson Brands (SWBI) が EPS +57% / 売上 +15% / Q1 売上ガイダンス +15-20% で大幅サプライズ。NVDA/MU/SNDK は別ルートで取得済みのため除外。2026-06-19 は Juneteenth で米国市場休場。","md",{},true,null,"/earnings-beats-2026-06-18","financial-data",false,"2026-06-19T00:00:00.000Z",{"title":5,"description":204},"2026-06/2026-06-19/earnings-beats-2026-06-18",[216,217,68,218],"決算","決算ビート","earnings-beat-scan","vul3MxT-8-0dEGsrtEprFtzHzj5TPFSaiXhn8JiahK0",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-18.png?v=2026-06-19T00%3A00%3A00.000Z&title=2026-06-18%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-%20SWBI%20%E3%81%8C%20EPS%20%2B57%25%20%E3%81%A7%E5%A4%A7%E5%B9%85%E3%82%B5%E3%83%97%E3%83%A9%E3%82%A4%E3%82%BA&author=Kei%20Komatsu&sig=4002594eaa6ce6c8",1782176331187]