[{"data":1,"prerenderedAt":210},["ShallowReactive",2],{"content-/earnings-beats-2026-07-15":3,"all-pages-for-dir":208,"og-image-/earnings-beats-2026-07-15":209},{"id":4,"title":5,"body":6,"category":192,"concepts":193,"description":194,"extension":195,"meta":196,"navigation":197,"ogImage":193,"path":198,"project_name":199,"published":200,"publishedAt":201,"seo":202,"stem":203,"tags":204,"todo":193,"unpublished":200,"updatedAt":193,"__hash__":207},"pages/2026-07/2026-07-16/earnings-beats-2026-07-15.md","24時間決算ビートスキャン（2026-07-15〜07-16）— ASMLがQ3ガイダンス+13.9%のビート&レイズ、UALは実績ビートもガイダンス届かず",{"type":7,"value":8,"toc":183},"minimark",[9,14,25,28,37,43,50,79,92,94,100,106,110,133,135,138,169,172],[10,11,13],"h1",{"id":12},"_24h-earnings-beat-scan2026-07-15-2026-07-16","24h Earnings Beat Scan（2026-07-15 〜 2026-07-16）",[15,16,21],"pre",{"className":17,"code":19,"language":20},[18],"language-text","=== 24h Earnings Beat Scan (2026-07-15 〜 2026-07-16) ===\n\nビート&レイズ銘柄: 1\n- ASML: Q3 FY26 売上ガイダンス +13.9%（€11.50B vs €10.10B）、通年 +11.7%。翌日終値 +1.7%（寄り+8%から失速）\n\n実績ビートのみ（ガイダンスはコンセンサス届かず）: 1\n- UAL: Q2 EPSサプライズ +7.6%。FY26 EPSガイダンス mid $10.00 はコンセンサス$10.46比 -4.4%、AH -5%\n\nガイダンス未確認だがEPSが大幅ビート: 1\n- BLK: EPS $13.91 vs $12.66（+9.9%）。ガイダンス情報なし（詳細ブロックは省略）\n","text",[22,23,19],"code",{"__ignoreMap":24},"",[26,27],"hr",{},[29,30,32,36],"h2",{"id":31},"asml-earnings-beat-detected-x-search-last-24h",[33,34,35],"span",{},"ASML"," Earnings beat detected (x-search, last 24h)",[15,38,41],{"className":39,"code":40,"language":20},[18],"  Announced: 2026-07-15（欧州時間・米国寄り前）\n  Reported: Q2 2026（暦年）\n  Post-earnings reaction: 寄り +8% → 失速、翌日終値 +1.7%（$1,775.64 → $1,806.43）\n\n  Actual vs Consensus:\n    Revenue                       : €9.33B vs €8.91B (+4.7%)\n    EPS Diluted                   : €7.59 vs €6.89 (+10.2%)\n    Gross Margin                  : 約54% vs 約52%（ポスト言及）\n\n  Forward Guidance — 次四半期 Q3 FY26 (会社ガイダンス vs beat-monitoring 登録コンセンサス・EUR):\n    Revenue                       : €11.50B vs €10.10B (+13.9%)\n    EPS                           : n/a（会社は売上・GM中心の開示）\n  Forward Guidance — 通年 FY26:\n    Revenue                       : €44.00B vs €39.40B (+11.7%)\n\n  Headline:\n    ✓ Q3売上ガイダンスがコンセンサス +13.9%、通年も +11.7% の明確なビート&レイズ\n    ✓ 生産能力を今後2年間・毎年30%増強する計画（会社計画としてポストが言及）。2027年のEUV受注はほぼ完売とも\n    ✓ Intel Foundry が Intel 18A の一部で High-NA EUV を採用\n    ✗ フォワードPER 40x台の高バリュエーション議論が併走（寄り天井→失速の一因）\n",[22,42,40],{"__ignoreMap":24},[44,45,46],"p",{},[47,48,49],"strong",{},"Source:",[51,52,53,65,72],"ul",{},[54,55,56],"li",{},[57,58,64],"a",{"href":59,"target":60,"rel":61},"https://x.com/StockMKTNewz/status/2077336715111301190","_blank",[62,63],"noopener","noreferrer","→ @StockMKTNewz（EPS/売上/通年ガイダンス・能力増強・Intel High-NA）",[54,66,67],{},[57,68,71],{"href":69,"target":60,"rel":70},"https://x.com/btcjvs/status/2077407027005952201",[62,63],"→ @btcjvs（double beat & raise とバリュエーション議論）",[54,73,74],{},[57,75,78],{"href":76,"target":60,"rel":77},"https://x.com/joecarlsonshow/status/2077416140842901883",[62,63],"→ @joecarlsonshow（好決算後の値動きへの疑問）",[44,80,81,82,86,87,91],{},"注: X ポストは USD 換算（EPS $8.65 vs $7.96、通年 $49.1〜51.4B vs 約$43.5B）で言及しており、上表の EUR 建て確定値と換算差がある。ASML は前日に ",[57,83,85],{"href":84},"/beat-monitoring","beat-monitoring に登録済み","で、数値は登録時に一次ソースと突合したもの。背景の整理は",[57,88,90],{"href":89},"/asml-guidance-rerating-and-euv","ASMLのガイダンス改定とEUVの記事","を参照。",[26,93],{},[29,95,97,36],{"id":96},"ual-earnings-beat-detected-x-search-last-24h",[33,98,99],{},"UAL",[15,101,104],{"className":102,"code":103,"language":20},[18],"  Announced: 2026-07-15（引け後）\n  Reported: Q2 2026\n  Post-earnings reaction: -5% AH\n\n  Actual vs Consensus:\n    Revenue                       : $17.7B vs $17.57B (+0.7%)（ポストは vs $17.62B, +0.45% と言及）\n    EPS Diluted (Non-GAAP)        : $1.99 vs $1.85 (+7.6%)\n\n  Forward Guidance — 通年 FY26 (会社ガイダンス vs Koyfin Consensus):\n    EPS Diluted (Non-GAAP)        : $9.00-$11.00 (mid $10.00) vs $10.46 (-4.4%)\n    Revenue                       : n/a（会社開示なし。参考: Koyfin FY26 コンセンサス $67.05B）\n  Forward Guidance — 次四半期 Q3 FY26:\n    EPS                           : 会社Q3ガイドは「期待割れ」とのポスト言及（数値未取得。参考: Koyfin Q3 コンセンサス $3.49）\n\n  Headline:\n    ✓ Q2実績はEPS +7.6% のビート（売上 +16% YoY、TRASM +12.1%）\n    ✓ 燃料費約$6B増（地政学要因）を吸収しつつFY26ガイダンス $9-11 を提示\n    ✗ ガイダンス自体は引き上げ（レイズ）だが、mid \\$10.00 はコンセンサス比 -4.4% でコンセンサス超えには届かず（上限\\$11でようやく+5.2%）\n    ✗ Q3ガイダンスが期待割れ、AH -5% の売り反応\n",[22,105,103],{"__ignoreMap":24},[44,107,108],{},[47,109,49],{},[51,111,112,119,126],{},[54,113,114],{},[57,115,118],{"href":116,"target":60,"rel":117},"https://x.com/TheTranscript_/status/2077488446038307220",[62,63],"→ @TheTranscript_（FY26ガイダンス・燃料費・TRASM・AH反応）",[54,120,121],{},[57,122,125],{"href":123,"target":60,"rel":124},"https://x.com/ryxelai/status/2077513551665574107",[62,63],"→ @ryxelai（EPS/売上 actual vs est）",[54,127,128],{},[57,129,132],{"href":130,"target":60,"rel":131},"https://x.com/TraceyRyniec/status/2077509346150236279",[62,63],"→ @TraceyRyniec（beat & raise でも AH 下落）",[26,134],{},[29,136,137],{"id":137},"除外メモ",[51,139,140,146,157,163],{},[54,141,142,145],{},[47,143,144],{},"NVDA / MU / SNDK",": /check-earnings で別ルート取り込み済みのため対象外（ルール除外）",[54,147,148,151,152],{},[47,149,150],{},"BLK",": EPS $13.91 vs $12.66（+9.9%）のビート報告あり（発表 2026-07-15）。ただしガイダンス情報が取れず、詳細数値も薄いためサマリ1行のみ。",[57,153,156],{"href":154,"target":60,"rel":155},"https://x.com/StockMKTNewz/status/2077340011410657788",[62,63],"→ @StockMKTNewz",[54,158,159,162],{},[47,160,161],{},"JNJ",": EPSサプライズ約 +1.8% で基準（+5%）未達のため除外",[54,164,165,168],{},[47,166,167],{},"TSM / UNH / GE / ABT ほか",": 7/15引け後〜7/16寄り前の決算カレンダーに掲載されているが、スキャン時点で結果ポストが未確定のため対象外（結果が出れば明日の窓で拾う）",[29,170,171],{"id":171},"注意",[51,173,174,177],{},[54,175,176],{},"数値は X 投稿での言及範囲＋Koyfin コンセンサス突合（UAL）＋beat-monitoring 登録値（ASML）を集約したもの",[54,178,179,180],{},"x-search は Grok の要約であり、引用元ポスト間でも数字が割れることがある。",[47,181,182],{},"確定値は各社 IR の決算リリース本文で確認すること",{"title":24,"searchDepth":184,"depth":184,"links":185},2,[186,188,190,191],{"id":31,"depth":184,"text":187},"ASML Earnings beat detected (x-search, last 24h)",{"id":96,"depth":184,"text":189},"UAL Earnings beat detected (x-search, last 24h)",{"id":137,"depth":184,"text":137},{"id":171,"depth":184,"text":171},"dev",null,"過去24時間の米国決算からガイダンスビートを抽出。ASMLはQ2実績EPS+10.2%に加え次Q売上ガイダンス+13.9%・通年+11.7%の明確なビート&レイズ。UALはEPS+7.6%ビートだがFY26ガイダンスmidはコンセンサス比-4.4%でAH-5%。","md",{},true,"/earnings-beats-2026-07-15","financial-data",false,"2026-07-16T00:00:00.000Z",{"title":5,"description":194},"2026-07/2026-07-16/earnings-beats-2026-07-15",[205,206,35,99],"決算","決算ビート","rtc84Gske8Nw1mPUHGweOXokiQnEGKl07CeZGqbikz8",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-07-15.png?v=2026-07-16T00%3A00%3A00.000Z&title=24%E6%99%82%E9%96%93%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%882026-07-15%E3%80%9C07-16%EF%BC%89%E2%80%94%20ASML%E3%81%8CQ3%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%2B13.9%25%E3%81%AE%E3%83%93%E3%83%BC%E3%83%88%26%E3%83%AC%E3%82%A4%E3%82%BA%E3%80%81UAL%E3%81%AF%E5%AE%9F%E7%B8%BE%E3%83%93%E3%83%BC%E3%83%88%E3%82%82%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%E5%B1%8A%E3%81%8B%E3%81%9A&author=Kei%20Komatsu&sig=e7be4e6fa2095578",1784186910429]