[{"data":1,"prerenderedAt":485},["ShallowReactive",2],{"content-/earnings-beats-2026-06-30":3,"all-pages-for-dir":462,"related-/earnings-beats-2026-06-30":463,"og-image-/earnings-beats-2026-06-30":484},{"id":4,"title":5,"body":6,"category":445,"concepts":446,"description":447,"extension":448,"meta":449,"navigation":450,"ogImage":446,"path":451,"project_name":452,"published":453,"publishedAt":454,"seo":455,"source":456,"stem":457,"tags":458,"todo":446,"unpublished":453,"updatedAt":446,"__hash__":461},"pages/2026-07/2026-07-01/earnings-beats-2026-06-30.md","2026年6月30日 決算ビート銘柄: STZ・PRGS",{"type":7,"value":8,"toc":425},"minimark",[9,14,18,22,25,42,45,49,69,74,140,144,189,193,204,208,235,237,241,257,260,313,317,360,363,374,377,393,395,398,412,414,417],[10,11,13],"h1",{"id":12},"_2026年6月30日-決算ビート銘柄","2026年6月30日 決算ビート銘柄",[15,16,17],"p",{},"x-search で過去24時間（2026-06-30〜2026-07-01）の決算発表からビート＆レイズを抽出。NVDA / MU / SNDK は別ルートで取り込み済みのため除外。",[19,20,21],"h2",{"id":21},"サマリ",[15,23,24],{},"ビート&レイズ銘柄: 2",[26,27,28,36],"ul",{},[29,30,31,35],"li",{},[32,33,34],"strong",{},"STZ"," (Constellation Brands): Q1 EPS +7%、FY27 GAAP EPS ガイダンス上方修正、AH +3.5%",[29,37,38,41],{},[32,39,40],{},"PRGS"," (Progress Software): Q2 EPS +8.7%、Q3 EPS ガイダンス +7.6% above consensus、AH -0.8%（材料出尽くし反応）",[43,44],"hr",{},[19,46,48],{"id":47},"stz-constellation-brands","STZ (Constellation Brands)",[26,50,51,57,63],{},[29,52,53,56],{},[32,54,55],{},"発表日",": 2026-06-30 (AMC)",[29,58,59,62],{},[32,60,61],{},"報告四半期",": Q1 FY2027",[29,64,65,68],{},[32,66,67],{},"株価反応",": +3.5% AH",[70,71,73],"h3",{"id":72},"actual-vs-consensus","Actual vs Consensus",[75,76,77,96],"table",{},[78,79,80],"thead",{},[81,82,83,87,90,93],"tr",{},[84,85,86],"th",{},"項目",[84,88,89],{},"Actual",[84,91,92],{},"Consensus",[84,94,95],{},"Surprise %",[97,98,99,114,128],"tbody",{},[81,100,101,105,108,111],{},[102,103,104],"td",{},"Revenue",[102,106,107],{},"$2.43B",[102,109,110],{},"$2.39B",[102,112,113],{},"+1.7%",[81,115,116,119,122,125],{},[102,117,118],{},"EPS Diluted (Adj.)",[102,120,121],{},"$3.43",[102,123,124],{},"$3.20",[102,126,127],{},"+7.2%",[81,129,130,133,136,138],{},[102,131,132],{},"Gross Margin",[102,134,135],{},"n/a",[102,137,135],{},[102,139,135],{},[70,141,143],{"id":142},"forward-guidance-通年-fy2027-会社ガイダンス-vs-consensus","Forward Guidance — 通年 FY2027 (会社ガイダンス vs Consensus)",[75,145,146,159],{},[78,147,148],{},[81,149,150,152,155,157],{},[84,151,86],{},[84,153,154],{},"Guidance",[84,156,92],{},[84,158,95],{},[97,160,161,175],{},[81,162,163,166,169,172],{},[102,164,165],{},"Adj. EPS",[102,167,168],{},"$11.20-$11.90 (mid $11.55)",[102,170,171],{},"~$11.75",[102,173,174],{},"-1.7% (affirmed)",[81,176,177,180,183,186],{},[102,178,179],{},"GAAP EPS",[102,181,182],{},"$11.50-$12.20 (mid $11.85)",[102,184,185],{},"~$11.60",[102,187,188],{},"+2.2% (raised)",[70,190,192],{"id":191},"headline","Headline",[26,194,195,198,201],{},[29,196,197],{},"✓ FY27 GAAP EPS ガイダンス上方修正",[29,199,200],{},"✓ Corona・Modelo Especial のビール部門が継続的に強い（+2% YoY to $2.28B）",[29,202,203],{},"✗ 売上は YoY -3.3% 減（タリフ・需要弱含み）",[70,205,207],{"id":206},"source","Source",[26,209,210,221,228],{},[29,211,212],{},[213,214,220],"a",{"href":215,"target":216,"rel":217},"https://x.com/CHItrader/status/2072069835232559471","_blank",[218,219],"noopener","noreferrer","@CHItrader: $STZ shares trading higher after Q1 beat + raised FY27 GAAP EPS guidance",[29,222,223],{},[213,224,227],{"href":225,"target":216,"rel":226},"https://x.com/schaeffers/status/2072066394338824547",[218,219],"@schaeffers: $STZ EPS $3.43 vs $3.20 est / REV $2.43B vs $2.39B est",[29,229,230],{},[213,231,234],{"href":232,"target":216,"rel":233},"https://x.com/lwsresearch/status/2072065430663958757",[218,219],"@lwsresearch: Constellation Brands beat Q1 with strong beer segment",[43,236],{},[19,238,240],{"id":239},"prgs-progress-software","PRGS (Progress Software)",[26,242,243,247,252],{},[29,244,245,56],{},[32,246,55],{},[29,248,249,251],{},[32,250,61],{},": Q2",[29,253,254,256],{},[32,255,67],{},": -0.8% AH（材料出尽くし型）",[70,258,73],{"id":259},"actual-vs-consensus-1",[75,261,262,274],{},[78,263,264],{},[81,265,266,268,270,272],{},[84,267,86],{},[84,269,89],{},[84,271,92],{},[84,273,95],{},[97,275,276,289,303],{},[81,277,278,280,283,286],{},[102,279,104],{},[102,281,282],{},"$253.465M",[102,284,285],{},"$242.7M-$248M",[102,287,288],{},"+2.4% - +4.4%",[81,290,291,294,297,300],{},[102,292,293],{},"EPS Adj.",[102,295,296],{},"$1.62",[102,298,299],{},"$1.49",[102,301,302],{},"+8.7%",[81,304,305,307,309,311],{},[102,306,132],{},[102,308,135],{},[102,310,135],{},[102,312,135],{},[70,314,316],{"id":315},"forward-guidance-次四半期-q3-会社ガイダンス-vs-consensus","Forward Guidance — 次四半期 Q3 (会社ガイダンス vs Consensus)",[75,318,319,331],{},[78,320,321],{},[81,322,323,325,327,329],{},[84,324,86],{},[84,326,154],{},[84,328,92],{},[84,330,95],{},[97,332,333,346],{},[81,334,335,337,340,343],{},[102,336,165],{},[102,338,339],{},"$1.53-$1.59 (mid $1.56)",[102,341,342],{},"$1.45",[102,344,345],{},"+7.6%",[81,347,348,351,354,357],{},[102,349,350],{},"Sales",[102,352,353],{},"$244M-$250M (mid $247M)",[102,355,356],{},"$249.97M",[102,358,359],{},"-1.2%",[70,361,192],{"id":362},"headline-1",[26,364,365,368,371],{},[29,366,367],{},"✓ Q3 Adj. EPS ガイダンスが +7.6% above consensus",[29,369,370],{},"✗ Q3 売上ガイダンスは若干弱め (-1.2% vs consensus)",[29,372,373],{},"✗ AH 反応は売り（「sell the news」、過去にも下落傾向）",[70,375,207],{"id":376},"source-1",[26,378,379,386],{},[29,380,381],{},[213,382,385],{"href":383,"target":216,"rel":384},"https://x.com/zohmbastic/status/2072072815960854871",[218,219],"@zohmbastic: $PRGS Q2 Adj EPS $1.62 / Q3 guidance vs est details",[29,387,388],{},[213,389,392],{"href":390,"target":216,"rel":391},"https://x.com/chartillect/status/2072064951758242244",[218,219],"@chartillect: $PRGS beat earnings but shares falling AH",[43,394],{},[19,396,397],{"id":397},"除外メモ",[26,399,400,406],{},[29,401,402,405],{},[32,403,404],{},"NKE",": ヘッドラインEPSビート（タリフ回復の一時要因が大きい）、売上は弱含み、明確なガイダンス上方修正なし、AH強く下落 → 「ビート＆レイズ」基準を満たさず",[29,407,408,411],{},[32,409,410],{},"FDS / GIS / MSM / UNF",": 詳細結果ポストが検索窓内で取れず、または基準未達",[43,413],{},[19,415,416],{"id":416},"注意",[26,418,419,422],{},[29,420,421],{},"数値は x-search（Grok 要約）のため、コンセンサス値はソースにより若干ズレることあり",[29,423,424],{},"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":426,"searchDepth":427,"depth":427,"links":428},"",2,[429,430,437,443,444],{"id":21,"depth":427,"text":21},{"id":47,"depth":427,"text":48,"children":431},[432,434,435,436],{"id":72,"depth":433,"text":73},3,{"id":142,"depth":433,"text":143},{"id":191,"depth":433,"text":192},{"id":206,"depth":433,"text":207},{"id":239,"depth":427,"text":240,"children":438},[439,440,441,442],{"id":259,"depth":433,"text":73},{"id":315,"depth":433,"text":316},{"id":362,"depth":433,"text":192},{"id":376,"depth":433,"text":207},{"id":397,"depth":427,"text":397},{"id":416,"depth":427,"text":416},"dev",null,"2026-06-30 AMC 発表で5%以上のビート＆レイズを確認した米国上場企業をX検索で抽出。Constellation Brands（STZ）とProgress Software（PRGS）の2社。","md",{},true,"/earnings-beats-2026-06-30","financial-data",false,"2026-07-01T00:00:00.000Z",{"title":5,"description":447},"make-diary","2026-07/2026-07-01/earnings-beats-2026-06-30",[459,460,34,40],"決算","決算ビート","S4Y7GozXMAWnInFu2MClzut-Uyl_ap0-fpBFB6e6ONA",[],[464,468,472,476,480],{"title":465,"path":466,"publishedAt":467},"24h決算ビートスキャン（2026-07-31）: NWLは通年EPSガイダンス約+29%、ただし利益の半分は未回収の関税還付","/earnings-beats-2026-07-31","2026-08-01T00:00:00.000Z",{"title":469,"path":470,"publishedAt":471},"24h決算ビートスキャン（2026-07-30）: ガイダンスでコンセンサスを超えたのはMPWRだけ、他6銘柄は実績ビート","/earnings-beats-2026-07-30","2026-07-31T00:00:00.000Z",{"title":473,"path":474,"publishedAt":475},"24h決算ビートスキャン（2026-07-29）: LRCXの次Q売上ガイダンスが+14%、FTNT・SBUXもビート&レイズ","/earnings-beats-2026-07-29","2026-07-30T00:00:00.000Z",{"title":477,"path":478,"publishedAt":479},"24h決算ビートスキャン（2026-07-28）: TERのQ3ガイダンスがEPS+38.6%、STX・BE・Fもビート&レイズ","/earnings-beats-2026-07-28","2026-07-29T00:00:00.000Z",{"title":481,"path":482,"publishedAt":483},"24h決算ビートスキャン（2026-07-27）: CLSがビート&レイズの本命、APLDは売上+171%の異常値","/earnings-beats-2026-07-27","2026-07-28T00:00:00.000Z","https://log.eurekapu.com/og/blog/earnings-beats-2026-06-30.png?v=2026-07-01T00%3A00%3A00.000Z&title=2026%E5%B9%B46%E6%9C%8830%E6%97%A5%20%E6%B1%BA%E7%AE%97%E3%83%93%E3%83%BC%E3%83%88%E9%8A%98%E6%9F%84%3A%20STZ%E3%83%BBPRGS&author=Kei%20Komatsu&sig=167e7729ff4f0ba2",1785654858415]