[{"data":1,"prerenderedAt":299},["ShallowReactive",2],{"content-/earnings-beats-2026-07-16":3,"all-pages-for-dir":297,"og-image-/earnings-beats-2026-07-16":298},{"id":4,"title":5,"body":6,"category":281,"concepts":282,"description":283,"extension":284,"meta":285,"navigation":286,"ogImage":282,"path":287,"project_name":288,"published":289,"publishedAt":290,"seo":291,"stem":292,"tags":293,"todo":282,"unpublished":289,"updatedAt":282,"__hash__":296},"pages/2026-07/2026-07-17/earnings-beats-2026-07-16.md","24時間決算ビートスキャン（2026-07-16〜07-17）— UNHがFY26ガイダンス+5.3%のビート&レイズ、TSMは次Q+5%ガイドも売られる",{"type":7,"value":8,"toc":270},"minimark",[9,14,18,24,66,71,88,91,99,109,114,148,150,155,161,165,185,192,194,199,205,209,225,227,230,259,262],[10,11,13],"h1",{"id":12},"_24時間決算ビートスキャン2026-07-1607-17","24時間決算ビートスキャン（2026-07-16〜07-17）",[15,16,17],"p",{},"=== 24h Earnings Beat Scan (2026-07-16 〜 2026-07-17) ===",[15,19,20],{},[21,22,23],"strong",{},"ビート&レイズ銘柄: 2",[25,26,27,51],"ul",{},[28,29,30,33,34,41,42,46,47,50],"li",{},[21,31,32],{},"UNH",": FY2026 adj EPS ガイダンス ",[35,36,40],"code",{"className":37},[38,39],"language-math","math-inline","19.50-","20.00（mid ",[35,43,45],{"className":44},[38,39],"19.75）vs Koyfin コンセンサス ","18.76 で ",[21,48,49],{},"+5.3%","。EPS実績 +61% ビート。寄り付き +8%",[28,52,53,56,57,61,62,65],{},[21,54,55],{},"TSM",": Q3 2026 売上ガイダンス 約",[35,58,60],{"className":59},[38,39],"45.2B vs 発表前 Koyfin コンセンサス ","43.19B で ",[21,63,64],{},"+4.7%","（x-search コンセンサス $43B 比では +5.1%）。EPS実績 +9.1% ビート。ただし capex 増額が嫌気され株価は下落",[15,67,68],{},[21,69,70],{},"実績ビート／ガイダンスは定性レイズのみ: 1",[25,72,73],{},[28,74,75,78,79,83,84,87],{},[21,76,77],{},"ISRG",": EPS実績 ",[35,80,82],{"className":81},[38,39],"2.80 vs ","2.50 で ",[21,85,86],{},"+12%"," ビート。ガイダンス引き上げをアナウンス（具体レンジはポスト上で未確認）。株価は下落",[89,90],"hr",{},[92,93,95,98],"h2",{"id":94},"unh-earnings-beat-detected-x-search-last-24h",[96,97,32],"span",{}," Earnings beat detected (x-search, last 24h)",[100,101,106],"pre",{"className":102,"code":104,"language":105},[103],"language-text","  Announced: 2026-07-16 (BMO)\n  Reported: FY2026 Q2\n  Post-earnings reaction: +8% (寄り付き)\n\n  Actual vs Consensus:\n    Revenue                       : $112B vs $110.7B (+1.2%)\n    EPS Diluted                   : $6.04 vs $3.74 (+61%)  ※adj比較では $6.38 vs $4.85 (+31.5%)\n\n  Forward Guidance — 通年 (会社ガイダンス vs Koyfin Consensus):\n    EPS Diluted (Non-GAAP FY2026) : $19.50-$20.00 ($19.75) vs $18.76 (+5.3%)\n    Revenue                       : n/a（売上ガイダンスの言及なし）\n\n  Headline:\n    ✓ FY2026 adj EPS guidance raised +5.3% above consensus\n    ✓ UnitedHealthcare / Optum 両セグメント好調、コスト管理改善\n","text",[35,107,104],{"__ignoreMap":108},"",[15,110,111],{},[21,112,113],{},"Source:",[25,115,116,132],{},[28,117,118],{},[119,120,126,127,131],"a",{"href":121,"target":122,"rel":123},"https://x.com/StockMKTNewz/status/2077697538358976738","_blank",[124,125],"noopener","noreferrer","→ @StockMKTNewz（EPS ",[35,128,130],{"className":129},[38,39],"6.04 vs ","3.74）",[28,133,134],{},[119,135,138,139,143,144,147],{"href":136,"target":122,"rel":137},"https://x.com/blueon_fa/status/2077858314969395670",[124,125],"→ @blueon_fa（adj EPS ",[35,140,142],{"className":141},[38,39],"6.38 vs ","4.85、FY26ガイダンス ",[35,145,40],{"className":146},[38,39],"20.00）",[89,149],{},[92,151,153,98],{"id":152},"tsm-earnings-beat-detected-x-search-last-24h",[96,154,55],{},[100,156,159],{"className":157,"code":158,"language":105},[103],"  Announced: 2026-07-16 (BMO)\n  Reported: FY2026 Q2\n  Post-earnings reaction: 下落（capex 増額とセミ全体の連れ安）\n\n  Actual vs Consensus:\n    Revenue                       : $40.2B vs $39.3B (+2.3%)\n    EPS Diluted (ADR)             : $4.31 vs $3.95 (+9.1%)\n\n  Forward Guidance — 次四半期 (会社ガイダンス vs Koyfin Consensus):\n    Revenue (Q3 2026)             : ~$45.2B vs $43.19B (発表前コンセンサス) (+4.7%)\n                                    ※x-search コンセンサス $43B 比では +5.1%\n\n  Headline:\n    ✓ Q3 revenue guidance ~+5% above consensus\n    ✓ アリゾナ追加投資 $100B（米国投資 累計$265B へ）\n    ✓ 四半期配当 $0.22 宣言\n    ✗ capex 増額が重石になり株価は売られる（ASML と同じ「好決算でも売り」の反応）\n",[35,160,158],{"__ignoreMap":108},[15,162,163],{},[21,164,113],{},[25,166,167,178],{},[28,168,169],{},[119,170,126,173,177],{"href":171,"target":122,"rel":172},"https://x.com/StockMKTNewz/status/2077711615722447125",[124,125],[35,174,176],{"className":175},[38,39],"4.31 vs ","3.95、次Q $45.2B ガイド）",[28,179,180],{},[119,181,184],{"href":182,"target":122,"rel":183},"https://x.com/MirgoTrades/status/2077864713531044189",[124,125],"→ @MirgoTrades（TSM/ASML とも好決算でも売られる相場観）",[15,186,187,188,191],{},"※ TSM は beat-monitoring 登録銘柄のため、本日 ",[35,189,190],{},"/update-ticker-quarter TSM"," で Q2 FY26 の実績行を JSON に反映済み（詳細はそちらを参照）。",[89,193],{},[92,195,197,98],{"id":196},"isrg-earnings-beat-detected-x-search-last-24h",[96,198,77],{},[100,200,203],{"className":201,"code":202,"language":105},[103],"  Announced: 2026-07-16 (AMC)\n  Reported: FY2026 Q2\n  Post-earnings reaction: 下落（ビートでも売られ、YTD高値から約40%下の水準）\n\n  Actual vs Consensus:\n    Revenue                       : +19% YoY（手技件数 +16%、da Vinci 設置台数は記録更新）\n    EPS Diluted (Non-GAAP)        : $2.80 vs $2.50 (+12%)\n\n  Forward Guidance:\n    ガイダンス引き上げをアナウンス（具体レンジはポスト上で未確認 → surprise% n/a）\n    参考: Koyfin コンセンサス Q3 2026 EPS $2.59 / FY2026 EPS $10.42\n\n  Headline:\n    ✓ EPS +12% beat、EPS +28% YoY\n    ✓ ガイダンス引き上げ（定性）\n    ✓ ネットキャッシュ $8.6B\n    ✗ ビートでも株価は下落\n",[35,204,202],{"__ignoreMap":108},[15,206,207],{},[21,208,113],{},[25,210,211,218],{},[28,212,213],{},[119,214,217],{"href":215,"target":122,"rel":216},"https://x.com/earnings_guy/status/2077847047256825878",[124,125],"→ @earnings_guy（ISRG earnings out）",[28,219,220],{},[119,221,224],{"href":222,"target":122,"rel":223},"https://x.com/Clarice_Xu/status/2077858607320776756",[124,125],"→ @Clarice_Xu（Revenue +19% / EPS +28% / raised guidance）",[89,226],{},[92,228,229],{"id":229},"除外メモ",[25,231,232,243,249],{},[28,233,234,237,238,242],{},[21,235,236],{},"NFLX","（7/16 AMC）: EPS ",[35,239,241],{"className":240},[38,39],"0.80 vs ","0.79 の +1.3% ビートに留まり、Q3/FY ガイダンスは売上・EPS・営業利益率ともコンセンサス未達。AH -8〜9%。基準（ガイダンス+5%）を満たさず除外",[28,244,245,248],{},[21,246,247],{},"AA・地銀各社","（RF/TFC/FITB 等、7/16 AMC・7/17 BMO）: 決算カレンダーには載っていたが、+5% 以上のビート＋ガイダンスレイズを確認できるポストがなく除外",[28,250,251,254,255,258],{},[21,252,253],{},"NVDA / MU / SNDK",": ",[35,256,257],{},"/check-earnings"," で別ルート取り込み済みのため対象外",[92,260,261],{"id":261},"注意",[15,263,264,265,269],{},"数値は X 投稿での言及範囲を集約したもの（Grok 要約ベース）。UNH の EPS コンセンサスはポストにより ",[35,266,268],{"className":267},[38,39],"3.74 / ","4.85（adj）と割れている。確定値は各社 IR の決算リリース本文で確認すること。",{"title":108,"searchDepth":271,"depth":271,"links":272},2,[273,275,277,279,280],{"id":94,"depth":271,"text":274},"UNH Earnings beat detected (x-search, last 24h)",{"id":152,"depth":271,"text":276},"TSM Earnings beat detected (x-search, last 24h)",{"id":196,"depth":271,"text":278},"ISRG Earnings beat detected (x-search, last 24h)",{"id":229,"depth":271,"text":229},{"id":261,"depth":271,"text":261},"dev",null,"過去24時間の米国決算からガイダンスビート銘柄を抽出。UNHはEPS+61%ビートにFY26ガイダンス引き上げ、TSMは次Q売上ガイダンス約+5%とアリゾナ追加投資$100B、ISRGはEPS+12%ビートでガイダンス引き上げ。","md",{},true,"/earnings-beats-2026-07-16","financial-data",false,"2026-07-17T00:00:00.000Z",{"title":5,"description":283},"2026-07/2026-07-17/earnings-beats-2026-07-16",[294,295,32,55,77],"決算","決算ビート","YSdlvtnntUlihNB_u_oysj5mEmU5p_wbKFOGmQkihLU",[],"https://log.eurekapu.com/og/blog/earnings-beats-2026-07-16.png?v=2026-07-17T00%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%882026-07-16%E3%80%9C07-17%EF%BC%89%E2%80%94%20UNH%E3%81%8CFY26%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%2B5.3%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%81TSM%E3%81%AF%E6%AC%A1Q%2B5%25%E3%82%AC%E3%82%A4%E3%83%89%E3%82%82%E5%A3%B2%E3%82%89%E3%82%8C%E3%82%8B&author=Kei%20Komatsu&sig=e1b94f8fdbb22ab2",1784259706517]