[{"data":1,"prerenderedAt":694},["ShallowReactive",2],{"content-/earnings-beats-2026-07-24":3,"all-pages-for-dir":671,"related-/earnings-beats-2026-07-24":672,"og-image-/earnings-beats-2026-07-24":693},{"id":4,"title":5,"body":6,"category":655,"concepts":656,"description":657,"extension":658,"meta":659,"navigation":660,"ogImage":656,"path":661,"project_name":662,"published":663,"publishedAt":664,"seo":665,"stem":666,"tags":667,"todo":656,"unpublished":663,"updatedAt":656,"__hash__":670},"pages/2026-07/2026-07-25/earnings-beats-2026-07-24.md","2026年7月24日の米国決算ビート — Booz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",{"type":7,"value":8,"toc":642},"minimark",[9,14,28,35,42,46,138,141,145,167,172,223,228,274,279,290,295,329,331,335,352,356,401,406,411,415,423,427,443,445,448,452,521,525,613,615,618],[10,11,13],"h1",{"id":12},"_2026年7月24日の米国決算ビート","2026年7月24日の米国決算ビート",[15,16,17,18,22,23,27],"p",{},"対象窓は ",[19,20,21],"strong",{},"2026-07-24（金）〜 2026-07-25（土）","。決算の「発表日」がこの窓に入る米国上場企業のうち、ガイダンス・EPS・売上のいずれかでコンセンサスを 5% 以上上回ったものを拾った。NVDA / MU / SNDK は別ルート（",[24,25,26],"code",{},"/check-earnings","）で取り込み済みのため除外している。",[15,29,30,31,34],{},"X 上の投稿からは THC（Tenet Healthcare）と EW（Edwards Lifesciences）も大幅ビートとして浮上したが、",[19,32,33],{},"発表日を一次ソースで突き合わせると両社とも 7月23日","で、対象窓の外だった。投稿が集中した日と発表日は一致しない。ここを突き合わせずに載せると、窓の定義そのものが崩れる。",[15,36,37,38,41],{},"残ったのは BAH と CNI の2社。",[19,39,40],{},"ガイダンス上方と実績ビートの両方を満たす「ビート&レイズ」は CNI だけ","で、BAH は実績ビートのみだった。",[43,44,45],"h2",{"id":45},"サマリ",[47,48,49,77],"table",{},[50,51,52],"thead",{},[53,54,55,59,62,65,68,71,74],"tr",{},[56,57,58],"th",{},"ティッカー",[56,60,61],{},"発表日",[56,63,64],{},"四半期",[56,66,67],{},"EPSサプライズ",[56,69,70],{},"売上サプライズ",[56,72,73],{},"ガイダンス",[56,75,76],{},"株価反応",[78,79,80,111],"tbody",{},[53,81,82,89,92,95,100,103,106],{},[83,84,85,88],"td",{},[19,86,87],{},"BAH"," (Booz Allen Hamilton)",[83,90,91],{},"2026-07-24",[83,93,94],{},"Q1 FY2027",[83,96,97],{},[19,98,99],{},"+21.5%",[83,101,102],{},"±0%（横ばい）",[83,104,105],{},"通年据え置き（EPSは小幅下）",[83,107,108],{},[19,109,110],{},"+13%",[53,112,113,119,121,124,129,132,135],{},[83,114,115,118],{},[19,116,117],{},"CNI"," (Canadian National Railway)",[83,120,91],{},[83,122,123],{},"Q2 2026",[83,125,126],{},[19,127,128],{},"+7.8%",[83,130,131],{},"+4.0%",[83,133,134],{},"通年EPS成長率を上方",[83,136,137],{},"約 +1%",[139,140],"hr",{},[43,142,144],{"id":143},"bah-booz-allen-hamilton","BAH — Booz Allen Hamilton",[146,147,148,155,161],"ul",{},[149,150,151,154],"li",{},[19,152,153],{},"Announced",": 2026-07-24（寄り前。同日 8:00 ET のカンファレンスコール前にリリース）",[149,156,157,160],{},[19,158,159],{},"Reported",": Q1 FY2027",[149,162,163,166],{},[19,164,165],{},"Post-earnings reaction",": 約 +13%（約$65.87 → 約$74）",[15,168,169],{},[19,170,171],{},"Actual vs Consensus:",[47,173,174,190],{},[50,175,176],{},[53,177,178,181,184,187],{},[56,179,180],{},"メトリック",[56,182,183],{},"実績",[56,185,186],{},"コンセンサス",[56,188,189],{},"サプライズ",[78,191,192,208],{},[53,193,194,197,200,203],{},[83,195,196],{},"Revenue",[83,198,199],{},"$2.80 B（前年比 -4.2%）",[83,201,202],{},"約 $2.80 – $2.82 B",[83,204,205],{},[19,206,207],{},"±0%〜-0.7%",[53,209,210,213,216,219],{},[83,211,212],{},"EPS Diluted (Non-GAAP)",[83,214,215],{},"$1.81",[83,217,218],{},"$1.49",[83,220,221],{},[19,222,99],{},[15,224,225],{},[19,226,227],{},"Forward Guidance — 通年 FY2027（会社ガイダンス vs 事前コンセンサス）:",[47,229,230,244],{},[50,231,232],{},[53,233,234,236,239,242],{},[56,235,180],{},[56,237,238],{},"ガイダンス（中央値）",[56,240,241],{},"事前コンセンサス",[56,243,189],{},[78,245,246,261],{},[53,247,248,250,253,256],{},[83,249,212],{},[83,251,252],{},"$6.00 – $6.35（約 $6.18）",[83,254,255],{},"約 $6.29",[83,257,258],{},[19,259,260],{},"-1.8%",[53,262,263,265,268,271],{},[83,264,196],{},[83,266,267],{},"$11.20 – $11.70 B（約 $11.45 B）",[83,269,270],{},"約 $11.41 B",[83,272,273],{},"+0.4%",[15,275,276],{},[19,277,278],{},"Headline:",[146,280,281,284,287],{},[149,282,283],{},"✓ EPS が +21.5% と大幅ビート。マージン・FCF・受注残（book-to-bill）が評価された",[149,285,286],{},"✗ 売上は前年比 -4.2% で横ばい〜微減。通年 EPS ガイダンスはコンセンサスをわずかに下回る水準で据え置き",[149,288,289],{},"→ 「ガイダンス上方」ではなく「実績ビート＋不透明感の後退」で買われた形",[15,291,292],{},[19,293,294],{},"Source:",[146,296,297,308,315,322],{},[149,298,299],{},[300,301,307],"a",{"href":302,"target":303,"rel":304},"https://x.com/StocksDaily/status/2080611232726622574","_blank",[305,306],"noopener","noreferrer","→ @StocksDaily（EPS/売上/通年ガイダンス）",[149,309,310],{},[300,311,314],{"href":312,"target":303,"rel":313},"https://x.com/StockStormX/status/2080763796625236149",[305,306],"→ @StockStormX（株価反応）",[149,316,317],{},[300,318,321],{"href":319,"target":303,"rel":320},"https://x.com/Enkhmanal/status/2080693900835164209",[305,306],"→ @Enkhmanal（受注残・ガイダンス据え置きの内訳）",[149,323,324],{},[300,325,328],{"href":326,"target":303,"rel":327},"https://www.businesswire.com/news/home/20260612040143/en/Booz-Allen-Hamilton-to-Host-Conference-Call-to-Discuss-First-Quarter-Fiscal-2027-Results-on-Friday-July-24-2026",[305,306],"→ 発表日の一次確認（決算発表・コール告知、2026-07-24）",[139,330],{},[43,332,334],{"id":333},"cni-canadian-national-railwaynyse上場","CNI — Canadian National Railway（NYSE上場）",[146,336,337,342,347],{},[149,338,339,341],{},[19,340,153],{},": 2026-07-24（7:30 ET リリース、8:30 ET コール）",[149,343,344,346],{},[19,345,159],{},": Q2 2026",[149,348,349,351],{},[19,350,165],{},": 約 +1%（プレマーケット）",[15,353,354],{},[19,355,171],{},[47,357,358,370],{},[50,359,360],{},[53,361,362,364,366,368],{},[56,363,180],{},[56,365,183],{},[56,367,186],{},[56,369,189],{},[78,371,372,386],{},[53,373,374,376,379,382],{},[83,375,196],{},[83,377,378],{},"C$4.75 B（前年比 +11%）",[83,380,381],{},"C$4.56 B",[83,383,384],{},[19,385,131],{},[53,387,388,391,394,397],{},[83,389,390],{},"EPS Diluted (Adj.)",[83,392,393],{},"C$2.08",[83,395,396],{},"C$1.93",[83,398,399],{},[19,400,128],{},[15,402,403],{},[19,404,405],{},"Forward Guidance — 通年:",[146,407,408],{},[149,409,410],{},"通年 EPS 成長率を「mid/high-single-digit」へ引き上げ",[15,412,413],{},[19,414,278],{},[146,416,417,420],{},[149,418,419],{},"✓ 売上・EPS ともにビートし、通年ガイダンスも上方修正。今回唯一の明確なビート&レイズ",[149,421,422],{},"✗ 株価反応は約 +1% にとどまる",[15,424,425],{},[19,426,294],{},[146,428,429,436],{},[149,430,431],{},[300,432,435],{"href":433,"target":303,"rel":434},"https://x.com/stockincubator/status/2080748407203778811",[305,306],"→ @stockincubator（EPS/売上/通年ガイダンス）",[149,437,438],{},[300,439,442],{"href":440,"target":303,"rel":441},"https://www.globenewswire.com/news-release/2026/07/03/3321838/0/en/cn-to-report-second-quarter-2026-financial-and-operating-results-on-july-24-2026.html",[305,306],"→ 発表日の一次確認（決算発表予定告知、2026-07-24）",[139,444],{},[43,446,447],{"id":447},"除外した銘柄とその理由",[449,450,451],"h3",{"id":451},"発表日が対象窓の外だったもの",[47,453,454,466],{},[50,455,456],{},[53,457,458,460,463],{},[56,459,58],{},[56,461,462],{},"実際の発表日",[56,464,465],{},"内容（参考）",[78,467,468,490,506],{},[53,469,470,476,481],{},[83,471,472,475],{},[19,473,474],{},"THC"," (Tenet Healthcare)",[83,477,478],{},[19,479,480],{},"2026-07-23",[83,482,483,484,489],{},"Q2 adj EPS $6.12・売上 $5,628M、通年 adj EPS ガイダンスを $20.30–$21.69 へ大幅上方。X上では7月24日の話題として大量に流通していたが、",[300,485,488],{"href":486,"target":303,"rel":487},"https://investor.tenethealth.com/press-releases/press-release-details/2026/Tenet-Reports-Strong-Second-Quarter-2026-Results-Raises-2026-Financial-Outlook/default.aspx",[305,306],"→ 公式リリース","の日付は7月23日",[53,491,492,498,503],{},[83,493,494,497],{},[19,495,496],{},"EW"," (Edwards Lifesciences)",[83,499,500],{},[19,501,502],{},"2026-07-23（引け後）",[83,504,505],{},"Q2 adj EPS $0.78 vs $0.74、通年売上成長率を10〜11%へ引き上げ。株価反応は翌7月24日に出たが、発表そのものは前日",[53,507,508,514,518],{},[83,509,510,513],{},[19,511,512],{},"INTC"," (Intel)",[83,515,516],{},[19,517,502],{},[83,519,520],{},"beat-monitoring 登録銘柄として別途更新済み（Q2 FY2026: 売上 $16.13B / +11.8%、EPS $0.42 / +90.9%。ただし翌日終値は -7.9%）",[449,522,524],{"id":523},"基準サプライズ-5-以上を満たさなかったもの","基準（サプライズ 5% 以上）を満たさなかったもの",[47,526,527,536],{},[50,528,529],{},[53,530,531,533],{},[56,532,58],{},[56,534,535],{},"除外理由",[78,537,538,548,558,568,578,591,601],{},[53,539,540,545],{},[83,541,542],{},[19,543,544],{},"SLB",[83,546,547],{},"EPS $0.55 に対しコンセンサスが $0.51〜$0.53 とソースにより割れ、サプライズ率が +3.8〜+7.8% と 5% 基準を安定して満たさない。ただし Q3 売上ガイド +3〜4%、Q4 売上 >$10B、株価 +6.6〜11% と内容自体は強い",[53,549,550,555],{},[83,551,552],{},[19,553,554],{},"AXP",[83,556,557],{},"EPS ビート約 +3%（基準未達）、売上は小幅ミス、通年利益ガイダンスに懸念で株価 -3%",[53,559,560,565],{},[83,561,562],{},[19,563,564],{},"VZ",[83,566,567],{},"EPS・加入者数はビートだが売上ミス、株価 -1%",[53,569,570,575],{},[83,571,572],{},[19,573,574],{},"NEE",[83,576,577],{},"EPS +約3.6%（基準未達）、売上ミス",[53,579,580,585],{},[83,581,582],{},[19,583,584],{},"HCA",[83,586,587,588],{},"EPS ビート +0.4% と僅少。通年ガイダンスをむしろ",[19,589,590],{},"引き下げ",[53,592,593,598],{},[83,594,595],{},[19,596,597],{},"CHTR",[83,599,600],{},"加入者数がミスで株価 -8% 超",[53,602,603,608],{},[83,604,605],{},[19,606,607],{},"NVDA / MU / SNDK",[83,609,610,612],{},[24,611,26],{}," で別ルート取り込み済み",[139,614],{},[43,616,617],{"id":617},"注意",[146,619,620,626,632,639],{},[149,621,622,623],{},"本稿の数値は X 上の投稿を Grok（x-search）が集約したもので、",[19,624,625],{},"コンセンサス値はソースにより 1〜2 セント単位で割れる",[149,627,628,631],{},[19,629,630],{},"発表日だけは X の投稿日に頼らず、各社 IR / 一次告知で個別に突き合わせた","。今回はこの突き合わせで候補4社のうち2社が窓外に落ちた",[149,633,634,635,638],{},"ガイダンスの vs コンセンサス欄は、BAH / CNI いずれも Koyfin 側に KID を登録していないため、",[19,636,637],{},"Koyfin コンセンサスではなく x-search 集約値との比較","になっている",[149,640,641],{},"確定値は各社の決算リリース本文および SEC 8-K（Exhibit 99.1）で確認すること",{"title":643,"searchDepth":644,"depth":644,"links":645},"",2,[646,647,648,649,654],{"id":45,"depth":644,"text":45},{"id":143,"depth":644,"text":144},{"id":333,"depth":644,"text":334},{"id":447,"depth":644,"text":447,"children":650},[651,653],{"id":451,"depth":652,"text":451},3,{"id":523,"depth":652,"text":524},{"id":617,"depth":644,"text":617},"dev",null,"2026年7月24日に決算を発表した米国上場企業のうち、コンセンサスを5%以上上回った銘柄を抽出。当初候補に挙がったTHC・EWは発表日が7月23日で対象窓の外だったため除外し、BAHとCNIの2社が残った。","md",{},true,"/earnings-beats-2026-07-24","financial-data",false,"2026-07-25T00:00:00.000Z",{"title":5,"description":657},"2026-07/2026-07-25/earnings-beats-2026-07-24",[668,669,73,87,117],"決算","決算ビート","03LStYZLUxHgClRazWolmBKqc2x-xdBMwJFAnT-vl_M",[],[673,677,681,685,689],{"title":674,"path":675,"publishedAt":676},"2026-05-28 引け後の米国決算ビート速報 — DELL が Q2 売上ガイダンスをコンセンサスの +27% にレイズ、MDB は FY27 を上方修正","/earnings-beats-2026-05-28","2026-05-29T00:00:00.000Z",{"title":678,"path":679,"publishedAt":680},"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","/earnings-beats-2026-07-23","2026-07-24T00:00:00.000Z",{"title":682,"path":683,"publishedAt":684},"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":686,"path":687,"publishedAt":688},"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":690,"path":691,"publishedAt":692},"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","https://log.eurekapu.com/og/blog/earnings-beats-2026-07-24.png?v=2026-07-25T00%3A00%3A00.000Z&title=2026%E5%B9%B47%E6%9C%8824%E6%97%A5%E3%81%AE%E7%B1%B3%E5%9B%BD%E6%B1%BA%E7%AE%97%E3%83%93%E3%83%BC%E3%83%88%20%E2%80%94%20Booz%20Allen%E3%81%8CEPS%2B21.5%25%E3%81%A7%E6%A0%AA%E4%BE%A1%2B13%25%E3%80%81CN%E3%81%AF%E3%83%93%E3%83%BC%E3%83%88%26%E3%83%AC%E3%82%A4%E3%82%BA&author=Kei%20Komatsu&sig=d514e168f02fa1bd",1785099360154]