[{"data":1,"prerenderedAt":514},["ShallowReactive",2],{"content-/earnings-beats-2026-07-01":3,"all-pages-for-dir":512,"og-image-/earnings-beats-2026-07-01":513},{"id":4,"title":5,"body":6,"category":494,"description":495,"extension":496,"meta":497,"navigation":498,"ogImage":499,"path":500,"project_name":501,"published":502,"publishedAt":503,"seo":504,"stem":505,"tags":506,"todo":499,"unpublished":502,"updatedAt":499,"__hash__":511},"pages/2026-07/2026-07-02/earnings-beats-2026-07-01.md","2026年7月1日 決算ビート銘柄: GIS・MSM",{"type":7,"value":8,"toc":474},"minimark",[9,14,18,22,52,55,61,66,120,128,132,189,205,209,223,227,254,257,260,264,267,323,331,335,387,392,395,409,412,435,437,440,466,469],[10,11,13],"h1",{"id":12},"_2026年7月1日-決算ビート銘柄","2026年7月1日 決算ビート銘柄",[15,16,17],"p",{},"x-search で 2026-07-01 〜 2026-07-02 の窓で発表された米国上場企業の決算からビート＆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",[23,24,25,38,49],"ul",{},[26,27,28,29],"li",{},"ビート＆レイズ銘柄: 1 社\n",[23,30,31],{},[26,32,33,37],{},[34,35,36],"strong",{},"MSM (MSC Industrial Supply)",": EPS +13.5% ビート、Q4 売上・マージン ガイダンス上方修正、株価 +6%",[26,39,40,41],{},"EPS 大幅ビートだがガイダンスはレイズ相当ではない: 1 社\n",[23,42,43],{},[26,44,45,48],{},[34,46,47],{},"GIS (General Mills)",": EPS +15〜16% ビート、Q4 FY26 は好調だが FY27 EPS ガイダンスは in-line〜やや下振れ。株価反応 +7〜8%",[26,50,51],{},"ガイダンス確認できず除外: FDS（ガイダンス据え置き）、UNF、NKE（6/30 発表・窓外）",[19,53,47],{"id":54},"gis-general-mills",[15,56,57,60],{},[34,58,59],{},"発表",": 2026-07-01 (BMO / 寄り前)",[62,63,65],"h3",{"id":64},"actual-vs-consensus","Actual vs Consensus",[67,68,69,88],"table",{},[70,71,72],"thead",{},[73,74,75,79,82,85],"tr",{},[76,77,78],"th",{},"指標",[76,80,81],{},"Actual",[76,83,84],{},"Consensus",[76,86,87],{},"Surprise",[89,90,91,106],"tbody",{},[73,92,93,97,100,103],{},[94,95,96],"td",{},"Revenue",[94,98,99],{},"$4.61B",[94,101,102],{},"~$4.59–4.60B",[94,104,105],{},"+0.4%",[73,107,108,111,114,117],{},[94,109,110],{},"EPS Diluted (Non-GAAP)",[94,112,113],{},"$0.95",[94,115,116],{},"~$0.80–0.82",[94,118,119],{},"+15〜16%",[23,121,122,125],{},[26,123,124],{},"オーガニック売上は Y/Y flat。前四半期のマイナス基調から改善",[26,126,127],{},"$1.8B の減損＋リストラで GAAP は圧迫",[62,129,131],{"id":130},"forward-guidance-fy27-会社ガイダンス-vs-コンセンサス","Forward Guidance — FY27 (会社ガイダンス vs コンセンサス)",[67,133,134,148],{},[70,135,136],{},[73,137,138,140,143,146],{},[76,139,78],{},[76,141,142],{},"Guidance",[76,144,145],{},"Koyfin FY27",[76,147,87],{},[89,149,150,163,177],{},[73,151,152,154,157,160],{},[94,153,110],{},[94,155,156],{},"$3.00–3.20",[94,158,159],{},"~$3.13 midpoint",[94,161,162],{},"in-line〜やや下振れ",[73,164,165,168,171,174],{},[94,166,167],{},"オーガニック売上成長",[94,169,170],{},"-1.5% 〜 +0.5%",[94,172,173],{},"n/a",[94,175,176],{},"—",[73,178,179,182,185,187],{},[94,180,181],{},"調整営業利益",[94,183,184],{},"-8〜13% (constant currency)",[94,186,173],{},[94,188,176],{},[23,190,191,202],{},[26,192,193,194,201],{},"FY30 までに累計 ",[195,196,200],"code",{"className":197},[198,199],"language-math","math-inline","3B のコスト削減を掲げ、FY27 は ","750M を予定",[26,203,204],{},"ブランド強化と収益性重視への方針転換",[62,206,208],{"id":207},"headline","Headline",[23,210,211,214,217,220],{},[26,212,213],{},"✓ EPS 大幅ビート（+15〜16%）",[26,215,216],{},"✓ 大型コスト削減計画（$3B / FY30 まで）",[26,218,219],{},"✗ 通年 EPS ガイダンスは in-line 〜 やや下振れ",[26,221,222],{},"✗ $1.8B の減損 / リストラ",[62,224,226],{"id":225},"source","Source",[23,228,229,240,247],{},[26,230,231],{},[232,233,239],"a",{"href":234,"target":235,"rel":236},"https://x.com/MarketRebels/status/2072382728880664841","_blank",[237,238],"noopener","noreferrer","@MarketRebels（売上詳細）",[26,241,242],{},[232,243,246],{"href":244,"target":235,"rel":245},"https://x.com/investwithbloom/status/2072380724448256464",[237,238],"@investwithbloom（EPS 比較）",[26,248,249],{},[232,250,253],{"href":251,"target":235,"rel":252},"https://x.com/marketwirenews/status/2072398454328857026",[237,238],"@marketwirenews（コスト削減計画）",[255,256],"hr",{},[19,258,36],{"id":259},"msm-msc-industrial-supply",[15,261,262,60],{},[34,263,59],{},[62,265,65],{"id":266},"actual-vs-consensus-1",[67,268,269,281],{},[70,270,271],{},[73,272,273,275,277,279],{},[76,274,78],{},[76,276,81],{},[76,278,84],{},[76,280,87],{},[89,282,283,296,309],{},[73,284,285,287,290,293],{},[94,286,96],{},[94,288,289],{},"~$1.047B",[94,291,292],{},"~$1.03B",[94,294,295],{},"+1.7% (YoY +7.8%)",[73,297,298,300,303,306],{},[94,299,110],{},[94,301,302],{},"$1.43",[94,304,305],{},"~$1.26",[94,307,308],{},"+13.5%",[73,310,311,314,317,320],{},[94,312,313],{},"営業利益率",[94,315,316],{},"10.6%",[94,318,319],{},"9.0% (前年)",[94,321,322],{},"+1.6pp",[23,324,325,328],{},[26,326,327],{},"売上成長は価格改定が主導、数量は緩やか",[26,329,330],{},"現場営業体制縮小＋価格規律で営業利益率が拡大",[62,332,334],{"id":333},"forward-guidance-q4-通年-会社ガイダンス-vs-コンセンサス","Forward Guidance — Q4 / 通年 (会社ガイダンス vs コンセンサス)",[67,336,337,350],{},[70,338,339],{},[73,340,341,343,345,348],{},[76,342,78],{},[76,344,142],{},[76,346,347],{},"Koyfin",[76,349,87],{},[89,351,352,364,375],{},[73,353,354,357,360,362],{},[94,355,356],{},"Q4 売上",[94,358,359],{},"上方修正",[94,361,173],{},[94,363,176],{},[73,365,366,369,371,373],{},[94,367,368],{},"Q4 マージン",[94,370,359],{},[94,372,173],{},[94,374,176],{},[73,376,377,380,383,385],{},[94,378,379],{},"通年 FCF 転換率",[94,381,382],{},"~95% へ引き上げ",[94,384,173],{},[94,386,176],{},[23,388,389],{},[26,390,391],{},"タングステン等の原材料コスト圧迫は続く見通し",[62,393,208],{"id":394},"headline-1",[23,396,397,400,403,406],{},[26,398,399],{},"✓ EPS ビート（+13.5%）",[26,401,402],{},"✓ Q4 売上＆マージン ガイダンス上方修正",[26,404,405],{},"✓ 通年 FCF 転換率を 95% へ引き上げ",[26,407,408],{},"✓ 株価 52週高値付近まで上昇（$126–127）",[62,410,226],{"id":411},"source-1",[23,413,414,421,428],{},[26,415,416],{},[232,417,420],{"href":418,"target":235,"rel":419},"https://x.com/MaharajTrading/status/2072423505442841007",[237,238],"@MaharajTrading（ガイダンス詳細）",[26,422,423],{},[232,424,427],{"href":425,"target":235,"rel":426},"https://x.com/Chill_Investing/status/2072383779709059496",[237,238],"@Chill_Investing（株価反応）",[26,429,430],{},[232,431,434],{"href":432,"target":235,"rel":433},"https://x.com/Enkhmanal/status/2072374008964960699",[237,238],"@Enkhmanal（マージン拡大）",[255,436],{},[19,438,439],{"id":439},"除外メモ",[23,441,442,448,454,460],{},[26,443,444,447],{},[34,445,446],{},"FDS (FactSet)",": 2026-07-01 BMO 発表で EPS ビートしたが、通年ガイダンスは据え置き。「レイズ」条件を満たさず除外",[26,449,450,453],{},[34,451,452],{},"UNF (UniFirst)",": 2026-07-01 BMO でビート報告あるが、ガイダンスに「meaningfully raised」表現を確認できず除外",[26,455,456,459],{},[34,457,458],{},"NKE (Nike)",": 発表は 2026-06-30 引け後で窓外。関税影響で一時的 EPS ビートとの解説もあり、除外",[26,461,462,465],{},[34,463,464],{},"NVDA / MU / SNDK",": 別ルートで取り込み済みのため除外",[19,467,468],{"id":468},"注意",[23,470,471],{},[26,472,473],{},"数値は X 上の言及範囲に基づく要約。確定値は各社の IR / 決算プレスリリース本文で確認すること",{"title":475,"searchDepth":476,"depth":476,"links":477},"",2,[478,479,486,492,493],{"id":21,"depth":476,"text":21},{"id":54,"depth":476,"text":47,"children":480},[481,483,484,485],{"id":64,"depth":482,"text":65},3,{"id":130,"depth":482,"text":131},{"id":207,"depth":482,"text":208},{"id":225,"depth":482,"text":226},{"id":259,"depth":476,"text":36,"children":487},[488,489,490,491],{"id":266,"depth":482,"text":65},{"id":333,"depth":482,"text":334},{"id":394,"depth":482,"text":208},{"id":411,"depth":482,"text":226},{"id":439,"depth":476,"text":439},{"id":468,"depth":476,"text":468},"dev","2026-07-01 BMO 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。General Mills（GIS）と MSC Industrial Supply（MSM）の2社。","md",{},true,null,"/earnings-beats-2026-07-01","financial-data",false,"2026-07-02T00:00:00.000Z",{"title":5,"description":495},"2026-07/2026-07-02/earnings-beats-2026-07-01",[507,508,509,510],"決算","決算ビート","GIS","MSM","vz9HXuxvLxU2yRiqcpLiPYYYCegfoTKKxMnu90p0IM4",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-07-01.png?v=2026-07-02T00%3A00%3A00.000Z&title=2026%E5%B9%B47%E6%9C%881%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%20GIS%E3%83%BBMSM&author=Kei%20Komatsu&sig=5b8a0f3b45d65309",1782975568526]