[{"data":1,"prerenderedAt":304},["ShallowReactive",2],{"content-/earnings-beats-2026-07-23":3,"all-pages-for-dir":281,"related-/earnings-beats-2026-07-23":282,"og-image-/earnings-beats-2026-07-23":303},{"id":4,"title":5,"body":6,"category":262,"concepts":263,"description":264,"extension":265,"meta":266,"navigation":267,"ogImage":263,"path":268,"project_name":269,"published":270,"publishedAt":271,"seo":272,"stem":273,"tags":274,"todo":263,"unpublished":270,"updatedAt":263,"__hash__":280},"pages/2026-07/2026-07-24/earnings-beats-2026-07-23.md","決算ビートスキャン 2026-07-23 — IntelがEPSコンセンサスほぼ2倍の大幅ビート、防衛2社も揃ってガイダンス引き上げ",{"type":7,"value":8,"toc":242},"minimark",[9,14,22,27,33,61,66,74,79,87,90,98,108,111,113,119,125,128,130,136,142,147,149,155,161,164,166,172,178,181,183,189,195,198,200,204,233,236],[10,11,13],"h1",{"id":12},"決算ビートスキャン-2026-07-23","決算ビートスキャン 2026-07-23",[15,16,17,21],"p",{},[18,19,20],"code",{},"/check-earnings"," の対象（NVDA・MU・SNDK）以外で、2026-07-23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、ガイダンスの引き上げを主軸に洗い出した。対象窓は2026-07-23〜2026-07-24。",[23,24,26],"h2",{"id":25},"_24h-earnings-beat-scan-2026-07-23-2026-07-24","24h Earnings Beat Scan (2026-07-23 〜 2026-07-24)",[15,28,29],{},[30,31,32],"strong",{},"ビート&レイズ銘柄（実績ビート＋ガイダンス引き上げ）: 4件",[34,35,36,43,49,55],"ul",{},[37,38,39,42],"li",{},[30,40,41],{},"INTC",": EPS実績+91〜100%（コンセンサスほぼ2倍）、売上実績+11.8〜12%。Q3ガイダンスも売上+7.8〜8%・EPS+36〜40%とコンセンサスを大幅超過。15年以上ぶりの伸び率という声も",[37,44,45,48],{},[30,46,47],{},"LMT",": EPS実績+9.8〜10%、通期ガイダンスを売上・EPSともに引き上げ。受注残は過去最高の$230B超",[37,50,51,54],{},[30,52,53],{},"RTX",": EPS実績+11.8〜13.9%、売上実績+7.9〜9.3%。通期EPSガイダンスを$6.70-6.90→$7.10-7.25まで引き上げ",[37,56,57,60],{},[30,58,59],{},"DLR",": 売上実績+15〜16%、通期売上・FFOガイダンスともに引き上げ",[15,62,63],{},[30,64,65],{},"実績が大幅ビート（正式な数値ガイダンスなし）: 1件",[34,67,68],{},[37,69,70,73],{},[30,71,72],{},"FIX",": EPS実績+19.8%、売上実績+9.2〜9.4%。数値ガイダンスを出さない会社方針だが、受注残が前年比+73%と強い先行指標",[15,75,76],{},[30,77,78],{},"実績はコンセンサス並みだがガイダンスで急騰: 1件",[34,80,81],{},[37,82,83,86],{},[30,84,85],{},"CLF",": EPS・売上とも実績はコンセンサス並み（EBITDAガイダンスのコンセンサス比は投稿からは確認できず）。Q3調整後EBITDAガイダンスが前四半期からほぼ倍増する内容で、株価は+15〜20%",[88,89],"hr",{},[91,92,94,97],"h3",{"id":93},"intc-intel-earnings-beat-detected-x-search-last-24h",[95,96,41],"span",{}," Intel — Earnings beat detected (x-search, last 24h)",[99,100,105],"pre",{"className":101,"code":103,"language":104},[102],"language-text","Announced: 2026-07-23 (引け後)\nReported: Q2 2026\n\nActual vs Consensus:\n  Revenue                 : $16.13B vs $14.42B-$14.45B (+11.8〜12%)\n  EPS Diluted (Non-GAAP)  : $0.42 vs $0.21-$0.22 (+91〜100%)\n\nForward Guidance — 次四半期 (会社ガイダンス vs コンセンサス):\n  Revenue (Q3 2026)       : $15.8B-$16.8B (mid $16.3B) vs 約$15.1B (+7.8〜8%)\n  EPS Diluted (Non-GAAP)  : 約$0.38 vs $0.27-$0.28 (+36〜40%)\n\nGross Margin: Non-GAAP 41.8%（コンセンサス比+280〜300bps）/ Q3ガイダンス 42.0%\nPost-earnings reaction: +8〜12% AH\n","text",[18,106,103],{"__ignoreMap":107},"",[15,109,110],{},"DCAI（データセンター・AI）セグメントが前年比+59%の$6.3Bまで伸び、在庫状況も改善。FY26設備投資計画を$18Bから$20Bへ上方修正した。実績・ガイダンスの両方でコンセンサスを2桁%超えており、今回スキャンした中で最大の主役。",[88,112],{},[91,114,116,118],{"id":115},"lmt-lockheed-martin-earnings-beat-detected-x-search-last-24h",[95,117,47],{}," Lockheed Martin — Earnings beat detected (x-search, last 24h)",[99,120,123],{"className":121,"code":122,"language":104},[102],"Announced: 2026-07-23 (寄り前)\nReported: Q2 2026\n\nActual vs Consensus:\n  Revenue                 : $20.06B vs $19.33B-$19.37B (+3.6〜3.8%)\n  EPS Diluted             : $7.94 vs $7.22-$7.23 (+9.8〜10%)\n\nForward Guidance — 通年 (会社ガイダンス):\n  Revenue (FY2026)        : $79.75B-$81.75B（引き上げ）\n  EPS Diluted             : $29.95-$30.65（引き上げ）\n  Free Cash Flow          : $7.0B-$7.2B\n\nPost-earnings reaction: +9〜11%\n",[18,124,122],{"__ignoreMap":107},[15,126,127],{},"受注残が過去最高の$230B超。THAAD・GMLRSなど主要プログラムの受注が続いており、通期ガイダンスを売上・EPSともに引き上げた。",[88,129],{},[91,131,133,135],{"id":132},"rtx-rtx-corp-earnings-beat-detected-x-search-last-24h",[95,134,53],{}," RTX Corp — Earnings beat detected (x-search, last 24h)",[99,137,140],{"className":138,"code":139,"language":104},[102],"Announced: 2026-07-23 (寄り前)\nReported: Q2 2026\n\nActual vs Consensus:\n  Revenue                 : $24.7B vs $22.6B-$22.9B (+7.9〜9.3%)\n  EPS Diluted             : $1.89 vs $1.66-$1.69 (+11.8〜13.9%)\n\nForward Guidance — 通年 (会社ガイダンス):\n  Revenue (FY2026)        : $95B-$96B（従来$92.5B-$93.5Bから引き上げ）\n  EPS Diluted             : $7.10-$7.25（従来$6.70-$6.90から引き上げ）\n\nPost-earnings reaction: 決算後の値動きは強い銘柄群の一角として報告\n",[18,141,139],{"__ignoreMap":107},[15,143,144,146],{},[18,145,20],{},"のKoyfin取り込み対象銘柄でもあり、本日のバッチ取得でも実績データを確認済み。通期EPSガイダンスの引き上げ幅が特に大きい。beat-monitoring登録銘柄ではないため、この記事のみでの記録となる。",[88,148],{},[91,150,152,154],{"id":151},"fix-comfort-systems-usa-earnings-beat-detected-x-search-last-24h",[95,153,72],{}," Comfort Systems USA — Earnings beat detected (x-search, last 24h)",[99,156,159],{"className":157,"code":158,"language":104},[102],"Announced: 2026-07-23 (引け後)\nReported: Q2 2026\n\nActual vs Consensus:\n  Revenue                 : $3.27B vs 約$2.99B (+9.2〜9.4%)\n  EPS Diluted             : $12.53 vs $10.46 (+19.8%)\n\nForward Guidance:\n  n/a（会社は正式な数値ガイダンスを開示しない方針）\n  受注残 $14.06B（前年比+73%、前四半期比+13%）\n\nPost-earnings reaction: 決算直後はやや軟調（年初来で既に大きく上昇していた反動との見方）\n",[18,160,158],{"__ignoreMap":107},[15,162,163],{},"データセンター・ハイテク向け機械設備工事が売上を牽引し、前年比+50%超の伸び。数値ガイダンスは出さないが、受注残の伸びが強い先行指標になっている。",[88,165],{},[91,167,169,171],{"id":168},"dlr-digital-realty-earnings-beat-detected-x-search-last-24h",[95,170,59],{}," Digital Realty — Earnings beat detected (x-search, last 24h)",[99,173,176],{"className":174,"code":175,"language":104},[102],"Announced: 2026-07-23 (引け後)\nReported: Q2 2026\n\nActual vs Consensus:\n  Revenue                 : $1.9B-$1.92B vs $1.66B (+15〜16%)\n  Core FFO/share          : $2.65（過去最高、前年比+41.7%）\n\nForward Guidance — 通年 (会社ガイダンス):\n  Revenue (FY2026)        : $6.85B-$6.95B（引き上げ）\n  Core FFO/share          : $8.15-$8.20（従来$8.00-$8.10から引き上げ）\n\nPost-earnings reaction: +1%前後 AH\n",[18,177,175],{"__ignoreMap":107},[15,179,180],{},"ハイパースケーラー向けのAIデータセンター需要を背景に賃料上昇率+25%超と受注（バックログ）$1.9Bを確保。実績サプライズの大きさに比べ株価反応は控えめだった。",[88,182],{},[91,184,186,188],{"id":185},"clf-cleveland-cliffs-earnings-beat-detected-x-search-last-24h",[95,187,85],{}," Cleveland-Cliffs — Earnings beat detected (x-search, last 24h)",[99,190,193],{"className":191,"code":192,"language":104},[102],"Announced: 2026-07-23 (寄り前)\nReported: Q2 2026\n\nActual vs Consensus:\n  Revenue                 : $5.2B-$5.23B vs 概ねコンセンサス並み\n  EPS Diluted             : -$0.20 vs -$0.21〜-$0.22（赤字幅がわずかに縮小）\n\nForward Guidance — 次四半期:\n  調整後EBITDA (Q3 2026)  : 約$575M（前四半期からほぼ倍増）\n\nPost-earnings reaction: +15〜20%\n",[18,194,192],{"__ignoreMap":107},[15,196,197],{},"実績自体はコンセンサス並みだが、Q3の調整後EBITDAガイダンスが前四半期からほぼ倍増する内容で、下期を2021年以来最も強い局面と位置づけた。ガイダンスの内容だけで株価が跳ねた典型例。",[88,199],{},[23,201,203],{"id":202},"除外参考扱いにした銘柄","除外・参考扱いにした銘柄",[34,205,206,212,218,224],{},[37,207,208,211],{},[30,209,210],{},"NSC（Norfolk Southern）",": EPS実績+6%前後、売上+3%前後で5%基準をわずかに超えるが、明確な通期ガイダンス引き上げは確認できず参考扱い",[37,213,214,217],{},[30,215,216],{},"EW（Edwards Lifesciences）",": EPS実績+5.4%とぎりぎり基準クリアだが、通期ガイダンスはほぼ現状維持のため参考扱い",[37,219,220,223],{},[30,221,222],{},"HON・UNP・TMO・TMUS・BX・CMCSA等",": 同日に決算発表があったが、5%超のビート・明確なガイダンス引き上げの確証が取れず除外",[37,225,226,229,230,232],{},[30,227,228],{},"GOOGL・NOW",": ",[18,231,20],{},"のTurso取り込みで新Q（Q2 FY26）を検知済み。beat-monitoring側の更新はそちらで扱う",[23,234,235],{"id":235},"注意",[15,237,238,239,241],{},"数値はX投稿での言及範囲を集約したもの（INTC・RTXについては",[18,240,20],{},"で取得したKoyfinデータとも突き合わせ可能）。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":107,"searchDepth":243,"depth":243,"links":244},2,[245,260,261],{"id":25,"depth":243,"text":26,"children":246},[247,250,252,254,256,258],{"id":93,"depth":248,"text":249},3,"INTC Intel — Earnings beat detected (x-search, last 24h)",{"id":115,"depth":248,"text":251},"LMT Lockheed Martin — Earnings beat detected (x-search, last 24h)",{"id":132,"depth":248,"text":253},"RTX RTX Corp — Earnings beat detected (x-search, last 24h)",{"id":151,"depth":248,"text":255},"FIX Comfort Systems USA — Earnings beat detected (x-search, last 24h)",{"id":168,"depth":248,"text":257},"DLR Digital Realty — Earnings beat detected (x-search, last 24h)",{"id":185,"depth":248,"text":259},"CLF Cleveland-Cliffs — Earnings beat detected (x-search, last 24h)",{"id":202,"depth":243,"text":203},{"id":235,"depth":243,"text":235},"dev",null,"2026年7月23日に決算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。Intelが売上・EPSともに2桁%超のサプライズで最大の主役、Lockheed MartinとRTXも通期ガイダンスを大きく引き上げた。","md",{},true,"/earnings-beats-2026-07-23","financial-data",false,"2026-07-24T00:00:00.000Z",{"title":5,"description":264},"2026-07/2026-07-24/earnings-beats-2026-07-23",[275,276,277,278,53,279],"決算","決算ビート","Intel","Lockheed Martin","Digital Realty","ZkEFxSqprMJTlIvnl9Ag4mOIsCQGnftOlOfJfoEIeos",[],[283,287,291,295,299],{"title":284,"path":285,"publishedAt":286},"2026年7月24日の米国決算ビート — Booz AllenがEPS+21.5%で株価+13%、CNはビート&レイズ","/earnings-beats-2026-07-24","2026-07-25T00:00:00.000Z",{"title":288,"path":289,"publishedAt":290},"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","/earnings-beats-2026-07-22","2026-07-23T00:00:00.000Z",{"title":292,"path":293,"publishedAt":294},"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":296,"path":297,"publishedAt":298},"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":300,"path":301,"publishedAt":302},"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","https://log.eurekapu.com/og/blog/earnings-beats-2026-07-23.png?v=2026-07-24T00%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%202026-07-23%20%E2%80%94%20Intel%E3%81%8CEPS%E3%82%B3%E3%83%B3%E3%82%BB%E3%83%B3%E3%82%B5%E3%82%B9%E3%81%BB%E3%81%BC2%E5%80%8D%E3%81%AE%E5%A4%A7%E5%B9%85%E3%83%93%E3%83%BC%E3%83%88%E3%80%81%E9%98%B2%E8%A1%9B2%E7%A4%BE%E3%82%82%E6%8F%83%E3%81%A3%E3%81%A6%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%E5%BC%95%E3%81%8D%E4%B8%8A%E3%81%92&author=Kei%20Komatsu&sig=8325295f7e350f32",1785099360166]