[{"data":1,"prerenderedAt":219},["ShallowReactive",2],{"content-/earnings-beats-2026-06-29":3,"all-pages-for-dir":217,"og-image-/earnings-beats-2026-06-29":218},{"id":4,"title":5,"body":6,"category":200,"description":201,"extension":202,"meta":203,"navigation":204,"ogImage":205,"path":206,"project_name":207,"published":208,"publishedAt":209,"seo":210,"stem":211,"tags":212,"todo":205,"unpublished":208,"updatedAt":205,"__hash__":216},"pages/2026-06/2026-06-30/earnings-beats-2026-06-29.md","決算ビートスキャン（2026-06-29 リリース分） — AVAV が四半期実績で大幅ビート、ただし FY27 ガイダンスは混在",{"type":7,"value":8,"toc":190},"minimark",[9,14,82,89,95,103,106,110,120,124,131,133,136,139,166,173,175,178],[10,11,13],"h2",{"id":12},"_24h-earnings-beat-scan-2026-06-29-2026-06-30","24h Earnings Beat Scan (2026-06-29 〜 2026-06-30)",[15,16,17,45],"table",{},[18,19,20],"thead",{},[21,22,23,27,30,33,36,39,42],"tr",{},[24,25,26],"th",{},"ティッカー",[24,28,29],{},"リリース日",[24,31,32],{},"四半期",[24,34,35],{},"EPS サプライズ",[24,37,38],{},"売上サプライズ",[24,40,41],{},"次期/通年ガイド",[24,43,44],{},"AH 反応",[46,47,48],"tbody",{},[21,49,50,54,57,60,66,71,77],{},[51,52,53],"td",{},"AVAV",[51,55,56],{},"2026-06-29 (AMC)",[51,58,59],{},"Q4 FY2026",[51,61,62],{},[63,64,65],"strong",{},"+25%",[51,67,68],{},[63,69,70],{},"+14.8%",[51,72,73,74],{},"FY27 売上 in-line / ",[63,75,76],{},"EPS 下方",[51,78,79],{},[63,80,81],{},"+11.73%",[83,84,85,86],"p",{},"ガイダンスがコンセンサスを +5% 以上上回ったビート&レイズ銘柄: ",[63,87,88],{},"0 件",[83,90,91,92],{},"四半期実績で EPS / 売上のサプライズ率 +5% 以上を満たした銘柄: ",[63,93,94],{},"1 件 (AVAV)",[83,96,97,98,102],{},"NVDA / MU / SNDK は ",[99,100,101],"code",{},"/check-earnings"," で別ルート取り込みのため除外済み。",[104,105],"hr",{},[10,107,109],{"id":108},"avav-aerovironment","AVAV (AeroVironment)",[111,112,117],"pre",{"className":113,"code":115,"language":116},[114],"language-text","[AVAV] Earnings beat detected (x-search, last 24h)\n  Announced: 2026-06-29 (AMC)\n  Reported: FY2026 Q4\n  Post-earnings reaction: +11.73% AH ($155.30)\n\n  Actual vs Consensus:\n    Revenue                       : $641.6M vs $559.1M (+14.8%)   ← 過去最高、+133% YoY\n    EPS Diluted (Non-GAAP)        : $1.84  vs $1.47   (+25%)\n    EPS Diluted (GAAP)            : $1.25  vs n/a\n    Gross Margin (Non-GAAP)       : 32%   (前年同期 36% から低下)\n    Adj. EBITDA                   : $140.1M\n    Operating Income              : $56.9M\n\n  Forward Guidance — FY2027 (会社ガイダンス vs Consensus):\n    Revenue                       : $2.13B-$2.23B (mid $2.18B) vs $2.17-2.18B (≈in-line)\n    EPS Diluted (Non-GAAP)        : $3.02-$3.34   (mid $3.18)  vs $3.94-$4.00 (-20〜23%) ← 下方\n    Adj. EBITDA                   : $305M-$325M               vs $343.5M (≈-9%) ← 下方\n    GAAP EPS                      : $0.16-$0.48\n    Net Income                    : $8M-$24M\n    FY Bookings                   : $2.7B\n\n  Headline:\n    ✓ 四半期実績は EPS / 売上ともに二桁ビート（BlueHalo 買収効果で売上 +133% YoY）\n    ✗ FY27 利益ガイダンスはコンセンサス下回り（Adj. EPS -20〜23%、Adj. EBITDA -9%）\n    △ 売上ガイダンスは ≈in-line\n\n  Source:\n    - https://x.com/WOLF_Financial/status/2071688923018104897\n    - https://x.com/Sam_Badawi/status/2071690464659665013\n    - https://x.com/PrometeusCT/status/2071716005890478566\n    - https://x.com/eWhispers/status/2071560706902606249\n","text",[99,118,115],{"__ignoreMap":119},"",[121,122,123],"h3",{"id":123},"短評",[83,125,126,127,130],{},"四半期単体では EPS +25% / 売上 +15% の明確な大幅ビートで、株価も AH で +11.7% と教科書的な反応。ただし ",[63,128,129],{},"FY27 通年ガイダンスは売上が in-line、利益（Adj. EPS / Adj. EBITDA）はコンセンサスを下回る"," という構成で、「典型的なビート&レイズ」ではない。短期は四半期ビートの好材料を吸い、中期は粗利益率の鈍化（32% vs 前年 36%）が重しになる可能性が示唆された。BlueHalo 買収のシナジーと、利益体質改善の進捗を次Q以降で確認する必要がある。",[104,132],{},[10,134,135],{"id":135},"除外メモ",[83,137,138],{},"x-search で候補に上がったが、本ビートスキャンの基準を満たさず除外した銘柄:",[140,141,142,149,154,160],"ul",{},[143,144,145,148],"li",{},[63,146,147],{},"CNXC (Concentrix)",": 2026-06-29 リリース、ミス",[143,150,151,148],{},[63,152,153],{},"REPL",[143,155,156,159],{},[63,157,158],{},"BCRX",": 2026-06-29 リリース、ガイダンス in-line。+5% 以上のビートなし",[143,161,162,165],{},[63,163,164],{},"ELTP / PETV",": 一部 YoY 改善はあるが、アナリストコンセンサス +5% 超のビートは確認されず",[83,167,168,169,172],{},"優先アカウント（@eWhispers, @StockMKTNewz, @earnings_guy）の窓内ポストでは、",[63,170,171],{},"6/29-30 の新規リリースで「ガイダンス上方修正 +5% 以上」を満たすものは検出されなかった","。",[104,174],{},[10,176,177],{"id":177},"注意",[140,179,180,187],{},[143,181,182,183,186],{},"x-search は Grok の要約。最終確認は ",[63,184,185],{},"各社 IR の決算リリース本文"," で行うこと（コンセンサス値が情報源によって ±2% 程度ぶれる）",[143,188,189],{},"AVAV の FY27 EPS ガイダンス下方は、ビート&レイズ判定のうえでは重大な減点要素。ヘッドラインの「四半期ビート」だけを見て買いに行かないよう注意",{"title":119,"searchDepth":191,"depth":191,"links":192},2,[193,194,198,199],{"id":12,"depth":191,"text":13},{"id":108,"depth":191,"text":109,"children":195},[196],{"id":123,"depth":197,"text":123},3,{"id":135,"depth":191,"text":135},{"id":177,"depth":191,"text":177},"dev","2026-06-29 リリースの米国決算でアナリストコンセンサスを +5% 以上上回った銘柄を x-search で洗い出した結果。AVAV (AeroVironment) が EPS +25%・売上 +15% の大幅四半期ビート、株価は AH +11.7% で反応。ただし FY27 ガイダンスは売上 in-line・EPS は逆に下方で、典型的なビート&レイズではない。","md",{},true,null,"/earnings-beats-2026-06-29","financial-data",false,"2026-06-30T00:00:00.000Z",{"title":5,"description":201},"2026-06/2026-06-30/earnings-beats-2026-06-29",[213,214,53,215],"決算","決算ビート","AeroVironment","ExMSines1oUaXRojxR4CyEm2b8gpUctSBfx6HYfl4Ds",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-29.png?v=2026-06-30T00%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%EF%BC%882026-06-29%20%E3%83%AA%E3%83%AA%E3%83%BC%E3%82%B9%E5%88%86%EF%BC%89%20%E2%80%94%20AVAV%20%E3%81%8C%E5%9B%9B%E5%8D%8A%E6%9C%9F%E5%AE%9F%E7%B8%BE%E3%81%A7%E5%A4%A7%E5%B9%85%E3%83%93%E3%83%BC%E3%83%88%E3%80%81%E3%81%9F%E3%81%A0%E3%81%97%20FY27%20%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%E3%81%AF%E6%B7%B7%E5%9C%A8&author=Kei%20Komatsu&sig=398b505cc930f176",1782885018015]