[{"data":1,"prerenderedAt":299},["ShallowReactive",2],{"content-/earnings-beats-2026-06-23":3,"all-pages-for-dir":297,"og-image-/earnings-beats-2026-06-23":298},{"id":4,"title":5,"body":6,"category":278,"description":279,"extension":280,"meta":281,"navigation":282,"ogImage":283,"path":284,"project_name":285,"published":286,"publishedAt":287,"seo":288,"stem":289,"tags":290,"todo":283,"unpublished":286,"updatedAt":283,"__hash__":296},"pages/2026-06/2026-06-24/earnings-beats-2026-06-23.md","決算ビートスキャン 2026-06-23〜06-24 — FedEx Q4 が EPS +5.9% でビート",{"type":7,"value":8,"toc":270},"minimark",[9,14,27,31,135,142,145,149,159,161,165,173,176,198,205,208,224,226,230,251,253,256],[10,11,13],"h1",{"id":12},"決算ビートスキャン-2026-06-2306-24","決算ビートスキャン 2026-06-23〜06-24",[15,16,17,21,22,26],"p",{},[18,19,20],"code",{},"/check-earnings"," が NVDA / MU / SNDK を機械的に取り込むのに対し、本記事は ",[23,24,25],"strong",{},"x-search 経由で「過去24時間に決算発表した他の米国銘柄」のうち、サプライズ率 5% 以上のビート","を洗い出したもの。",[28,29,30],"h2",{"id":30},"サマリ",[32,33,34,65],"table",{},[35,36,37],"thead",{},[38,39,40,44,47,50,53,56,59,62],"tr",{},[41,42,43],"th",{},"銘柄",[41,45,46],{},"発表日",[41,48,49],{},"四半期",[41,51,52],{},"EPS サプライズ",[41,54,55],{},"売上サプライズ",[41,57,58],{},"ガイダンス",[41,60,61],{},"AH 反応",[41,63,64],{},"判定",[66,67,68,107],"tbody",{},[38,69,70,74,77,80,85,88,98,101],{},[71,72,73],"td",{},"FDX",[71,75,76],{},"2026-06-23 (AMC)",[71,78,79],{},"Q4 FY26",[71,81,82],{},[23,83,84],{},"+5.9%",[71,86,87],{},"+4.0%",[71,89,90,91,97],{},"通年 Adj EPS ",[18,92,96],{"className":93},[94,95],"language-math","math-inline","16.90-","18.10、Revenue YoY +11%、buyback $1B",[71,99,100],{},"−3%（sell the news）",[71,102,103,106],{},[23,104,105],{},"EPS ビート確認","（ガイダンスは「カレンダー年」表記の点で要注意）",[38,108,109,112,114,117,120,123,126,129],{},[71,110,111],{},"CBRS",[71,113,76],{},[71,115,116],{},"—",[71,118,119],{},"n/a（赤字）",[71,121,122],{},"大幅増（$193.4M, +94% YoY）",[71,124,125],{},"Q2 grosss margin 36–38%（前Qより悪化）、core op margin -30〜-32%",[71,127,128],{},"−10〜11%",[71,130,131,132],{},"売上は伸びたが",[23,133,134],{},"マージン guide-down で除外",[15,136,137,138,141],{},"ビート&レイズ銘柄: ",[23,139,140],{},"1（FDX、ただし「meaningfully raised」とは断言できない）","\nガイダンス未確認だがEPS/売上が大幅ビート: 0",[143,144],"hr",{},[28,146,148],{"id":147},"fdx-fedex-q4-fy26","FDX (FedEx) — Q4 FY26",[150,151,156],"pre",{"className":152,"code":154,"language":155},[153],"language-text","[FDX] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-23 (AMC)\n  Reported: FY2026 Q4\n  Post-earnings reaction: -3%+ AH（sell the news）\n\n  Actual vs Consensus:\n    Revenue                       : $25.0B vs $24.04B (+4.0%)\n    EPS Diluted (Non-GAAP)        : $6.31 vs $5.96 (+5.9%)   ← 5% 閾値クリア\n    Gross Margin (Non-GAAP)       : n/a\n\n  Forward Guidance — 通年（会社ガイダンス）:\n    Revenue                       : YoY +11%\n    EPS Diluted (Non-GAAP)        : $16.90-$18.10 (continuing ops)\n    Buyback                       : up to $1B for 2026\n    Capex                         : $3.9B\n    ※ @eWhispers が「これは fiscal year ではなく **calendar year** ガイダンス」と注意喚起。直接比較に注意。\n  ※ Koyfin コンセンサスとの突合は本日 (Koyfin auth 未取得のため) スキップ。会社ガイダンスを x-search ベースの市場ナラティブと突合し「ビートだが大幅レイズではない」と判定。\n\n  Headline:\n    ✓ EPS が +5.9% で beat\n    ✗ Gross margin / forward guidance の「meaningful raise」は確証取れず\n    ✗ 株価 AH は売られる（calendar-year 表記の混乱 + Q4 の $23M 非現金減損が嫌気されたと推測）\n\n  Source:\n    - https://x.com/StockMKTNewz/status/2069513632128352669 （@WOLF_Financial の決算カードを引用）\n    - https://x.com/eWhispers/status/2069512627265343615 （calendar-year 注意喚起）\n    - https://x.com/eWhispers/status/2069444333162357000 （earnings calendar）\n    - https://x.com/earnings_guy/status/2069511410044772749\n    - https://x.com/schaeffers/status/2069544778732314945\n    - https://x.com/CNBCFastMoney/status/2069544677288694057\n","text",[18,157,154],{"__ignoreMap":158},"",[143,160],{},[28,162,164],{"id":163},"cbrs-cerebras-除外メモ","CBRS (Cerebras) — 除外メモ",[15,166,167,168,172],{},"同じく 2026-06-23 AMC に発表。売上は ",[18,169,171],{"className":170},[94,95],"193.4M（+94% YoY）と大幅増、OpenAI との ","20B 規模の契約や AWS パートナーシップの発表もあった。",[15,174,175],{},"ただし、",[177,178,179,186,192],"ul",{},[180,181,182,185],"li",{},[23,183,184],{},"Q2 のコアグロスマージンガイダンスが 36–38%","（前 Q より悪化）",[180,187,188,191],{},[23,189,190],{},"コア営業マージンガイダンスが -30〜-32%","（赤字幅拡大）",[180,193,194,195],{},"株価 AH ",[23,196,197],{},"-10〜11%",[15,199,200,201,204],{},"の構図で、本スキルの「ガイダンスがコンセンサスを上回った」基準は満たさない。",[23,202,203],{},"売上ビートだけで「ビート&レイズ」とは呼べない事例","として記録に残す。",[15,206,207],{},"ソース:",[177,209,210,218],{},[180,211,212],{},[213,214,215],"a",{"href":215,"rel":216},"https://x.com/SVTrivo/status/2069545618553581572",[217],"nofollow",[180,219,220],{},[213,221,222],{"href":222,"rel":223},"https://x.com/PatrickMoorhead/status/2069543960553398705",[217],[143,225],{},[28,227,229],{"id":228},"除外メモ窓内だが出力対象外","除外メモ（窓内だが出力対象外）",[177,231,232,241],{},[180,233,234,237,238,240],{},[23,235,236],{},"NVDA / MU / SNDK",": ",[18,239,20],{}," で別ルート取り込み済み（重複表示回避）",[180,242,243,246,247,250],{},[23,244,245],{},"同窓の他の決算（KBH / ICLR / WOR / PAYX 等）",": x-search の Step 1 レスポンスに earnings calendar として並んでいたが、",[23,248,249],{},"EPS +5% 以上 + 発表日窓内 + 数値確証","の3条件を満たすものは検出されず",[143,252],{},[28,254,255],{"id":255},"注意",[177,257,258,264,267],{},[180,259,260,261],{},"数値は x-search（Grok 経由の X 投稿要約）に基づく。",[23,262,263],{},"確定値は各社 IR の決算リリース本文で別途確認すること",[180,265,266],{},"Koyfin コンセンサスとのガイダンス突合（Step 1.7）は、本日 Koyfin 認証が temp profile に無いためスキップ。x-search ベースの市場ナラティブで「ビートだが大幅レイズではない」を判定している",[180,268,269],{},"株価 AH 反応は記事執筆時点（2026-06-24 早朝）の値",{"title":158,"searchDepth":271,"depth":271,"links":272},2,[273,274,275,276,277],{"id":30,"depth":271,"text":30},{"id":147,"depth":271,"text":148},{"id":163,"depth":271,"text":164},{"id":228,"depth":271,"text":229},{"id":255,"depth":271,"text":255},"dev","x-search で 2026-06-23〜06-24 の米国決算をスキャン。発表日ゲートを通過したのは FedEx (FDX) と Cerebras (CBRS) の 2 社。FDX が EPS +5.9% でビートしたが、株価は AH で sell-the-news。CBRS は売上を伸ばしつつ Q2 のグロスマージンが guide-down で AH -10%。NVDA / MU / SNDK は別ルートで除外。","md",{},true,null,"/earnings-beats-2026-06-23","financial-data",false,"2026-06-24T00:00:00.000Z",{"title":5,"description":279},"2026-06/2026-06-24/earnings-beats-2026-06-23",[291,292,73,293,111,294,295],"決算","決算ビート","FedEx","Cerebras","earnings-beat-scan","PkD_eNhSxsTSuX6l84MTMmTDMqWRKkq7D4LxRfoHkPI",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-23.png?v=2026-06-24T00%3A00%3A00.000Z&title=%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%202026-06-23%E3%80%9C06-24%20%E2%80%94%20FedEx%20Q4%20%E3%81%8C%20EPS%20%2B5.9%25%20%E3%81%A7%E3%83%93%E3%83%BC%E3%83%88&author=Kei%20Komatsu&sig=1e48cae8c57b54a5",1782364626123]