[{"data":1,"prerenderedAt":501},["ShallowReactive",2],{"content-/earnings-beats-2026-06-30":3,"all-pages-for-dir":499,"og-image-/earnings-beats-2026-06-30":500},{"id":4,"title":5,"body":6,"category":483,"description":484,"extension":485,"meta":486,"navigation":487,"ogImage":488,"path":489,"project_name":490,"published":491,"publishedAt":492,"seo":493,"stem":494,"tags":495,"todo":488,"unpublished":491,"updatedAt":488,"__hash__":498},"pages/2026-07/2026-07-01/earnings-beats-2026-06-30.md","2026年6月30日 決算ビート銘柄: STZ・PRGS",{"type":7,"value":8,"toc":463},"minimark",[9,14,18,22,25,42,45,49,69,74,140,144,200,204,215,219,256,258,262,278,281,338,342,393,396,407,410,431,433,436,450,452,455],[10,11,13],"h1",{"id":12},"_2026年6月30日-決算ビート銘柄","2026年6月30日 決算ビート銘柄",[15,16,17],"p",{},"x-search で過去24時間（2026-06-30〜2026-07-01）の決算発表からビート＆レイズを抽出。NVDA / MU / SNDK は別ルートで取り込み済みのため除外。",[19,20,21],"h2",{"id":21},"サマリ",[15,23,24],{},"ビート&レイズ銘柄: 2",[26,27,28,36],"ul",{},[29,30,31,35],"li",{},[32,33,34],"strong",{},"STZ"," (Constellation Brands): Q1 EPS +7%、FY27 GAAP EPS ガイダンス上方修正、AH +3.5%",[29,37,38,41],{},[32,39,40],{},"PRGS"," (Progress Software): Q2 EPS +8.7%、Q3 EPS ガイダンス +7.6% above consensus、AH -0.8%（材料出尽くし反応）",[43,44],"hr",{},[19,46,48],{"id":47},"stz-constellation-brands","STZ (Constellation Brands)",[26,50,51,57,63],{},[29,52,53,56],{},[32,54,55],{},"発表日",": 2026-06-30 (AMC)",[29,58,59,62],{},[32,60,61],{},"報告四半期",": Q1 FY2027",[29,64,65,68],{},[32,66,67],{},"株価反応",": +3.5% AH",[70,71,73],"h3",{"id":72},"actual-vs-consensus","Actual vs Consensus",[75,76,77,96],"table",{},[78,79,80],"thead",{},[81,82,83,87,90,93],"tr",{},[84,85,86],"th",{},"項目",[84,88,89],{},"Actual",[84,91,92],{},"Consensus",[84,94,95],{},"Surprise %",[97,98,99,114,128],"tbody",{},[81,100,101,105,108,111],{},[102,103,104],"td",{},"Revenue",[102,106,107],{},"$2.43B",[102,109,110],{},"$2.39B",[102,112,113],{},"+1.7%",[81,115,116,119,122,125],{},[102,117,118],{},"EPS Diluted (Adj.)",[102,120,121],{},"$3.43",[102,123,124],{},"$3.20",[102,126,127],{},"+7.2%",[81,129,130,133,136,138],{},[102,131,132],{},"Gross Margin",[102,134,135],{},"n/a",[102,137,135],{},[102,139,135],{},[70,141,143],{"id":142},"forward-guidance-通年-fy2027-会社ガイダンス-vs-consensus","Forward Guidance — 通年 FY2027 (会社ガイダンス vs Consensus)",[75,145,146,159],{},[78,147,148],{},[81,149,150,152,155,157],{},[84,151,86],{},[84,153,154],{},"Guidance",[84,156,92],{},[84,158,95],{},[97,160,161,182],{},[81,162,163,166,176,179],{},[102,164,165],{},"Adj. EPS",[102,167,168,175],{},[169,170,174],"code",{"className":171},[172,173],"language-math","math-inline","11.20-","11.90 (mid $11.55)",[102,177,178],{},"~$11.75",[102,180,181],{},"-1.7% (affirmed)",[81,183,184,187,194,197],{},[102,185,186],{},"GAAP EPS",[102,188,189,193],{},[169,190,192],{"className":191},[172,173],"11.50-","12.20 (mid $11.85)",[102,195,196],{},"~$11.60",[102,198,199],{},"+2.2% (raised)",[70,201,203],{"id":202},"headline","Headline",[26,205,206,209,212],{},[29,207,208],{},"✓ FY27 GAAP EPS ガイダンス上方修正",[29,210,211],{},"✓ Corona・Modelo Especial のビール部門が継続的に強い（+2% YoY to $2.28B）",[29,213,214],{},"✗ 売上は YoY -3.3% 減（タリフ・需要弱含み）",[70,216,218],{"id":217},"source","Source",[26,220,221,232,249],{},[29,222,223],{},[224,225,231],"a",{"href":226,"target":227,"rel":228},"https://x.com/CHItrader/status/2072069835232559471","_blank",[229,230],"noopener","noreferrer","@CHItrader: $STZ shares trading higher after Q1 beat + raised FY27 GAAP EPS guidance",[29,233,234],{},[224,235,238,239,243,244,248],{"href":236,"target":227,"rel":237},"https://x.com/schaeffers/status/2072066394338824547",[229,230],"@schaeffers: ",[169,240,242],{"className":241},[172,173],"STZ EPS ","3.43 vs ",[169,245,247],{"className":246},[172,173],"3.20 est / REV ","2.43B vs $2.39B est",[29,250,251],{},[224,252,255],{"href":253,"target":227,"rel":254},"https://x.com/lwsresearch/status/2072065430663958757",[229,230],"@lwsresearch: Constellation Brands beat Q1 with strong beer segment",[43,257],{},[19,259,261],{"id":260},"prgs-progress-software","PRGS (Progress Software)",[26,263,264,268,273],{},[29,265,266,56],{},[32,267,55],{},[29,269,270,272],{},[32,271,61],{},": Q2",[29,274,275,277],{},[32,276,67],{},": -0.8% AH（材料出尽くし型）",[70,279,73],{"id":280},"actual-vs-consensus-1",[75,282,283,295],{},[78,284,285],{},[81,286,287,289,291,293],{},[84,288,86],{},[84,290,89],{},[84,292,92],{},[84,294,95],{},[97,296,297,314,328],{},[81,298,299,301,304,311],{},[102,300,104],{},[102,302,303],{},"$253.465M",[102,305,306,310],{},[169,307,309],{"className":308},[172,173],"242.7M-","248M",[102,312,313],{},"+2.4% - +4.4%",[81,315,316,319,322,325],{},[102,317,318],{},"EPS Adj.",[102,320,321],{},"$1.62",[102,323,324],{},"$1.49",[102,326,327],{},"+8.7%",[81,329,330,332,334,336],{},[102,331,132],{},[102,333,135],{},[102,335,135],{},[102,337,135],{},[70,339,341],{"id":340},"forward-guidance-次四半期-q3-会社ガイダンス-vs-consensus","Forward Guidance — 次四半期 Q3 (会社ガイダンス vs Consensus)",[75,343,344,356],{},[78,345,346],{},[81,347,348,350,352,354],{},[84,349,86],{},[84,351,154],{},[84,353,92],{},[84,355,95],{},[97,357,358,375],{},[81,359,360,362,369,372],{},[102,361,165],{},[102,363,364,368],{},[169,365,367],{"className":366},[172,173],"1.53-","1.59 (mid $1.56)",[102,370,371],{},"$1.45",[102,373,374],{},"+7.6%",[81,376,377,380,387,390],{},[102,378,379],{},"Sales",[102,381,382,386],{},[169,383,385],{"className":384},[172,173],"244M-","250M (mid $247M)",[102,388,389],{},"$249.97M",[102,391,392],{},"-1.2%",[70,394,203],{"id":395},"headline-1",[26,397,398,401,404],{},[29,399,400],{},"✓ Q3 Adj. EPS ガイダンスが +7.6% above consensus",[29,402,403],{},"✗ Q3 売上ガイダンスは若干弱め (-1.2% vs consensus)",[29,405,406],{},"✗ AH 反応は売り（「sell the news」、過去にも下落傾向）",[70,408,218],{"id":409},"source-1",[26,411,412,424],{},[29,413,414],{},[224,415,418,419,423],{"href":416,"target":227,"rel":417},"https://x.com/zohmbastic/status/2072072815960854871",[229,230],"@zohmbastic: ",[169,420,422],{"className":421},[172,173],"PRGS Q2 Adj EPS ","1.62 / Q3 guidance vs est details",[29,425,426],{},[224,427,430],{"href":428,"target":227,"rel":429},"https://x.com/chartillect/status/2072064951758242244",[229,230],"@chartillect: $PRGS beat earnings but shares falling AH",[43,432],{},[19,434,435],{"id":435},"除外メモ",[26,437,438,444],{},[29,439,440,443],{},[32,441,442],{},"NKE",": ヘッドラインEPSビート（タリフ回復の一時要因が大きい）、売上は弱含み、明確なガイダンス上方修正なし、AH強く下落 → 「ビート＆レイズ」基準を満たさず",[29,445,446,449],{},[32,447,448],{},"FDS / GIS / MSM / UNF",": 詳細結果ポストが検索窓内で取れず、または基準未達",[43,451],{},[19,453,454],{"id":454},"注意",[26,456,457,460],{},[29,458,459],{},"数値は x-search（Grok 要約）のため、コンセンサス値はソースにより若干ズレることあり",[29,461,462],{},"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",{"title":464,"searchDepth":465,"depth":465,"links":466},"",2,[467,468,475,481,482],{"id":21,"depth":465,"text":21},{"id":47,"depth":465,"text":48,"children":469},[470,472,473,474],{"id":72,"depth":471,"text":73},3,{"id":142,"depth":471,"text":143},{"id":202,"depth":471,"text":203},{"id":217,"depth":471,"text":218},{"id":260,"depth":465,"text":261,"children":476},[477,478,479,480],{"id":280,"depth":471,"text":73},{"id":340,"depth":471,"text":341},{"id":395,"depth":471,"text":203},{"id":409,"depth":471,"text":218},{"id":435,"depth":465,"text":435},{"id":454,"depth":465,"text":454},"dev","2026-06-30 AMC 発表で5%以上のビート＆レイズを確認した米国上場企業をX検索で抽出。Constellation Brands（STZ）とProgress Software（PRGS）の2社。","md",{},true,null,"/earnings-beats-2026-06-30","financial-data",false,"2026-07-01T00:00:00.000Z",{"title":5,"description":484},"2026-07/2026-07-01/earnings-beats-2026-06-30",[496,497,34,40],"決算","決算ビート","Hrotq1i0-XoLeteUixXgZdT7AT99xLbgvXDe5e9LwTo",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-06-30.png?v=2026-07-01T00%3A00%3A00.000Z&title=2026%E5%B9%B46%E6%9C%8830%E6%97%A5%20%E6%B1%BA%E7%AE%97%E3%83%93%E3%83%BC%E3%83%88%E9%8A%98%E6%9F%84%3A%20STZ%E3%83%BBPRGS&author=Kei%20Komatsu&sig=b9d8677e8037efaa",1782885018727]