[{"data":1,"prerenderedAt":231},["ShallowReactive",2],{"content-/earnings-beats-2026-07-22":3,"all-pages-for-dir":208,"related-/earnings-beats-2026-07-22":209,"og-image-/earnings-beats-2026-07-22":230},{"id":4,"title":5,"body":6,"category":188,"concepts":189,"description":190,"extension":191,"meta":192,"navigation":193,"ogImage":189,"path":194,"project_name":195,"published":196,"publishedAt":197,"seo":198,"stem":199,"tags":200,"todo":189,"unpublished":196,"updatedAt":189,"__hash__":207},"pages/2026-07/2026-07-23/earnings-beats-2026-07-22.md","決算ビートスキャン 2026-07-22 — ServiceNow・TI・United Rentals・Medpaceが揃ってEPSサプライズ5%超",{"type":7,"value":8,"toc":172},"minimark",[9,14,22,27,34,62,65,73,83,86,88,94,100,103,105,111,117,120,122,128,134,141,143,146,166,169],[10,11,13],"h1",{"id":12},"決算ビートスキャン-2026-07-22","決算ビートスキャン 2026-07-22",[15,16,17,21],"p",{},[18,19,20],"code",{},"/check-earnings"," の対象（NVDA・MU・SNDK）以外で、2026-07-22引け後に決算を発表した米国銘柄のうち、実績またはガイダンスがアナリストコンセンサスを5%以上上回った銘柄を洗い出した。対象窓は2026-07-22〜2026-07-23。",[23,24,26],"h2",{"id":25},"_24h-earnings-beat-scan-2026-07-22-2026-07-23","24h Earnings Beat Scan (2026-07-22 〜 2026-07-23)",[15,28,29,33],{},[30,31,32],"strong",{},"該当銘柄: 4件","（いずれも実績EPSサプライズ+5%以上）",[35,36,37,44,50,56],"ul",{},[38,39,40,43],"li",{},[30,41,42],{},"TXN",": 実績EPS +9.6%、Q3ガイダンスEPS +10.1%・売上+5.0% — 実績・ガイダンス双方で明確なビート&レイズ",[38,45,46,49],{},[30,47,48],{},"URI",": 実績EPS +10%前後、2四半期連続の通期ガイダンス上方修正（通期売上+2.2%はコンセンサス超えだが5%未満）",[38,51,52,55],{},[30,53,54],{},"MEDP",": 実績EPS +6.6%、通期ガイダンスも売上・EPSともに引き上げ（ともに5%未満）",[38,57,58,61],{},[30,59,60],{},"NOW",": 実績EPS +5.0%でぎりぎり基準クリア。通期ガイダンスは引き上げられたがサブスクリプション収益ベースのため、Koyfinの総売上コンセンサスとの直接比較はできず",[63,64],"hr",{},[66,67,69,72],"h3",{"id":68},"txn-texas-instruments-earnings-beat-detected-x-search-last-24h",[70,71,42],"span",{}," Texas Instruments — Earnings beat detected (x-search, last 24h)",[74,75,80],"pre",{"className":76,"code":78,"language":79},[77],"language-text","Announced: 2026-07-22 (引け後)\nReported: Q2 2026\n\nActual vs Consensus:\n  Revenue                : $5.46B vs $5.24B (+4.2%)\n  EPS Diluted             : $2.14 vs $1.95 (+9.6%)\n\nForward Guidance — 次四半期 (会社ガイダンス vs Koyfin Consensus):\n  Revenue (Q3 2026)       : $5.65B-$6.15B (mid $5.90B) vs $5.62B (+5.0%)\n  EPS Diluted             : $2.23-$2.57 (mid $2.40) vs $2.18 (+10.1%)\nForward Guidance — 通年:\n  n/a（会社は四半期ガイダンスのみ開示。通年の具体的な数値は投稿からは確認できず）\n\nGross Margin: 61.4%（+350bps）/ Operating Margin: 42.3%（+720bps）\nPost-earnings reaction: 決算後は伸び切っていた株価の反動もあり弱含み（一部投稿ではプレミアケット持ち直しも）\n","text",[18,81,78],{"__ignoreMap":82},"",[15,84,85],{},"アナログ半導体売上が前年比+26%と伸び、Q3ガイダンスは売上・EPSともにコンセンサスを5%以上上回った。4銘柄の中で唯一、実績・ガイダンスの両方が基準を明確にクリアしている。",[63,87],{},[66,89,91,93],{"id":90},"uri-united-rentals-earnings-beat-detected-x-search-last-24h",[70,92,48],{}," United Rentals — Earnings beat detected (x-search, last 24h)",[74,95,98],{"className":96,"code":97,"language":79},[77],"Announced: 2026-07-22 (引け後)\nReported: Q2 2026\n\nActual vs Consensus:\n  Revenue                : $4.41B vs $4.21B (+4.7%)\n  EPS Diluted (Non-GAAP)  : $12.76 vs $11.59 (+10.1%)\n\nForward Guidance — 通年 (会社ガイダンス vs Koyfin Consensus):\n  Revenue (FY2026)        : $17.5B-$17.8B (mid $17.65B) vs $17.26B (+2.2%)\n  Adj. EBITDA             : $7.98B-$8.13B（Koyfin側にEBITDAコンセンサスなくn/a）\n  EPS通年ガイダンス         : 開示なし（会社はEBITDA・CapEx中心にガイダンス）\n\nPost-earnings reaction: +10% AH\n",[18,99,97],{"__ignoreMap":82},[15,101,102],{},"データセンター・大型インフラ案件の受注残を背景に、2四半期連続でFY2026ガイダンスを引き上げた。通期売上のコンセンサス超過幅は+2.2%で5%基準には届かないが、実績EPSは+10%超と大きい。",[63,104],{},[66,106,108,110],{"id":107},"medp-medpace-earnings-beat-detected-x-search-last-24h",[70,109,54],{}," Medpace — Earnings beat detected (x-search, last 24h)",[74,112,115],{"className":113,"code":114,"language":79},[77],"Announced: 2026-07-22 (引け後)\nReported: Q2 2026\n\nActual vs Consensus:\n  Revenue                : $707.3M vs $688.8M (+2.7%)\n  EPS Diluted (GAAP)      : $4.25 vs $3.99 (+6.6%)\n\nForward Guidance — 通年 (会社ガイダンス vs Koyfin Consensus):\n  Revenue (FY2026)        : $2.805B-$2.885B (mid $2.845B) vs $2.772B (+2.6%)\n  EPS (GAAP, FY2026)      : $17.25-$17.95 (mid $17.60) vs $16.94 (+3.9%)\n\nPost-earnings reaction: +14.5%〜+19% AH\n",[18,116,114],{"__ignoreMap":82},[15,118,119],{},"新規受注額が前年比+28%、ブック・トゥ・ビル1.13倍と受注の勢いが強く、通期売上・EPSともにガイダンスを引き上げた。コンセンサス超過幅自体は5%未満だが、AHの株価反応は4銘柄の中で最大だった。",[63,121],{},[66,123,125,127],{"id":124},"now-servicenow-earnings-beat-detected-x-search-last-24h",[70,126,60],{}," ServiceNow — Earnings beat detected (x-search, last 24h)",[74,129,132],{"className":130,"code":131,"language":79},[77],"Announced: 2026-07-22 (引け後)\nReported: Q2 2026\n\nActual vs Consensus:\n  Revenue                : $3.99B vs $3.93B (+1.6%)\n  EPS Diluted (Non-GAAP)  : $0.90 vs $0.857 (+5.0%)\n\nForward Guidance — 通年 (会社ガイダンス):\n  Subscription Revenue (FY2026): $15.76B-$15.78B（引き上げ）\n  ※ Koyfinコンセンサスは総売上ベース（$16.19B）のため、サブスクリプション収益ベースの会社ガイダンスと単位が揃わず、直接のsurprise%は算出せず n/a とした\n\nPost-earnings reaction: +5%〜+6% AH（決算前日に-6%で終えた反動込み）\n",[18,133,131],{"__ignoreMap":82},[15,135,136,137,140],{},"cRPO成長率が前四半期から減速せず約21%を維持し、AI関連プロダクト（Now Assist）の年間契約額が通期目標を前倒しで突破した点が評価された。実績EPSサプライズは+5.0%とぎりぎり基準を満たす。beat-monitoring登録銘柄（",[18,138,139],{},"tickers.koyfin_kid","登録済み）だが、Koyfin側の実績反映ラグにより本日時点の新Q自動検知はまだ「up-to-date」判定のため、beat-monitoringページへの反映は翌日以降になる見込み。",[63,142],{},[23,144,145],{"id":145},"除外した銘柄",[35,147,148,154,160],{},[38,149,150,153],{},[30,151,152],{},"GOOGL",": Non-GAAP実質EPSはほぼ横ばい（会計上のGAAP EPSは投資評価益で見かけ上急増）。クラウド売上は+82%と強いが、コア収益ベースでは5%基準を満たさず除外",[38,155,156,159],{},[30,157,158],{},"TSLA",": EPSが consensus未達（$0.33 vs $0.44〜$0.55）のため除外",[38,161,162,165],{},[30,163,164],{},"IBM",": EPSほぼ横ばい、ガイダンスは据え置き〜下方のため除外",[23,167,168],{"id":168},"注意",[15,170,171],{},"数値はX投稿での言及範囲を集約したもの。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":82,"searchDepth":173,"depth":173,"links":174},2,[175,186,187],{"id":25,"depth":173,"text":26,"children":176},[177,180,182,184],{"id":68,"depth":178,"text":179},3,"TXN Texas Instruments — Earnings beat detected (x-search, last 24h)",{"id":90,"depth":178,"text":181},"URI United Rentals — Earnings beat detected (x-search, last 24h)",{"id":107,"depth":178,"text":183},"MEDP Medpace — Earnings beat detected (x-search, last 24h)",{"id":124,"depth":178,"text":185},"NOW ServiceNow — Earnings beat detected (x-search, last 24h)",{"id":145,"depth":173,"text":145},{"id":168,"depth":173,"text":168},"dev",null,"2026年7月22日引け後に決算発表した米国銘柄のうち、アナリストコンセンサスをEPSベースで5%以上上回った4銘柄（NOW/TXN/URI/MEDP）をスキャンした。ガイダンスまでコンセンサスを明確に超えたのはTexas Instrumentsだけだった。","md",{},true,"/earnings-beats-2026-07-22","financial-data",false,"2026-07-23T00:00:00.000Z",{"title":5,"description":190},"2026-07/2026-07-23/earnings-beats-2026-07-22",[201,202,203,204,205,206],"決算","決算ビート","ServiceNow","Texas Instruments","United Rentals","Medpace","bvkojViuiVTXX5WHaExkKvBjtZly7K00ysovCXT8xrY",[],[210,214,218,222,226],{"title":211,"path":212,"publishedAt":213},"決算ビートスキャン 2026-07-20 - CCK/WRB/CALX/AMCの実績ビートとガイダンス精査","/earnings-beats-2026-07-20","2026-07-21T00:00:00.000Z",{"title":215,"path":216,"publishedAt":217},"24h決算ビートスキャン 2026-07-17: TRVがEPSサプライズ+85%で急騰、保険セクターを牽引","/earnings-beats-2026-07-17","2026-07-18T00:00:00.000Z",{"title":219,"path":220,"publishedAt":221},"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","/earnings-beats-2026-07-16","2026-07-17T00:00:00.000Z",{"title":223,"path":224,"publishedAt":225},"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","/earnings-beats-2026-07-15","2026-07-16T00:00:00.000Z",{"title":227,"path":228,"publishedAt":229},"24h決算ビートスキャン（2026-07-14〜15）— AEHR がFY2027ガイダンス +64% の大幅ビート&レイズ","/earnings-beats-2026-07-14","2026-07-15T00:00:00.000Z","https://log.eurekapu.com/og/blog/earnings-beats-2026-07-22.png?v=2026-07-23T00%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%202026-07-22%20%E2%80%94%20ServiceNow%E3%83%BBTI%E3%83%BBUnited%20Rentals%E3%83%BBMedpace%E3%81%8C%E6%8F%83%E3%81%A3%E3%81%A6EPS%E3%82%B5%E3%83%97%E3%83%A9%E3%82%A4%E3%82%BA5%25%E8%B6%85&author=Kei%20Komatsu&sig=393b2a20f1af08e4",1784786437010]