[{"data":1,"prerenderedAt":528},["ShallowReactive",2],{"content-/earnings-beats-2026-07-01":3,"all-pages-for-dir":505,"related-/earnings-beats-2026-07-01":506,"og-image-/earnings-beats-2026-07-01":527},{"id":4,"title":5,"body":6,"category":486,"concepts":487,"description":488,"extension":489,"meta":490,"navigation":491,"ogImage":487,"path":492,"project_name":493,"published":494,"publishedAt":495,"seo":496,"source":497,"stem":498,"tags":499,"todo":487,"unpublished":494,"updatedAt":487,"__hash__":504},"pages/2026-07/2026-07-02/earnings-beats-2026-07-01.md","2026年7月1日 決算ビート銘柄: GIS・MSM",{"type":7,"value":8,"toc":466},"minimark",[9,14,18,22,52,55,61,66,120,128,132,189,197,201,215,219,246,249,252,256,259,315,323,327,379,384,387,401,404,427,429,432,458,461],[10,11,13],"h1",{"id":12},"_2026年7月1日-決算ビート銘柄","2026年7月1日 決算ビート銘柄",[15,16,17],"p",{},"x-search で 2026-07-01 〜 2026-07-02 の窓で発表された米国上場企業の決算からビート＆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",[23,24,25,38,49],"ul",{},[26,27,28,29],"li",{},"ビート＆レイズ銘柄: 1 社\n",[23,30,31],{},[26,32,33,37],{},[34,35,36],"strong",{},"MSM (MSC Industrial Supply)",": EPS +13.5% ビート、Q4 売上・マージン ガイダンス上方修正、株価 +6%",[26,39,40,41],{},"EPS 大幅ビートだがガイダンスはレイズ相当ではない: 1 社\n",[23,42,43],{},[26,44,45,48],{},[34,46,47],{},"GIS (General Mills)",": EPS +15〜16% ビート、Q4 FY26 は好調だが FY27 EPS ガイダンスは in-line〜やや下振れ。株価反応 +7〜8%",[26,50,51],{},"ガイダンス確認できず除外: FDS（ガイダンス据え置き）、UNF、NKE（6/30 発表・窓外）",[19,53,47],{"id":54},"gis-general-mills",[15,56,57,60],{},[34,58,59],{},"発表",": 2026-07-01 (BMO / 寄り前)",[62,63,65],"h3",{"id":64},"actual-vs-consensus","Actual vs Consensus",[67,68,69,88],"table",{},[70,71,72],"thead",{},[73,74,75,79,82,85],"tr",{},[76,77,78],"th",{},"指標",[76,80,81],{},"Actual",[76,83,84],{},"Consensus",[76,86,87],{},"Surprise",[89,90,91,106],"tbody",{},[73,92,93,97,100,103],{},[94,95,96],"td",{},"Revenue",[94,98,99],{},"$4.61B",[94,101,102],{},"~$4.59–4.60B",[94,104,105],{},"+0.4%",[73,107,108,111,114,117],{},[94,109,110],{},"EPS Diluted (Non-GAAP)",[94,112,113],{},"$0.95",[94,115,116],{},"~$0.80–0.82",[94,118,119],{},"+15〜16%",[23,121,122,125],{},[26,123,124],{},"オーガニック売上は Y/Y flat。前四半期のマイナス基調から改善",[26,126,127],{},"$1.8B の減損＋リストラで GAAP は圧迫",[62,129,131],{"id":130},"forward-guidance-fy27-会社ガイダンス-vs-コンセンサス","Forward Guidance — FY27 (会社ガイダンス vs コンセンサス)",[67,133,134,148],{},[70,135,136],{},[73,137,138,140,143,146],{},[76,139,78],{},[76,141,142],{},"Guidance",[76,144,145],{},"Koyfin FY27",[76,147,87],{},[89,149,150,163,177],{},[73,151,152,154,157,160],{},[94,153,110],{},[94,155,156],{},"$3.00–3.20",[94,158,159],{},"~$3.13 midpoint",[94,161,162],{},"in-line〜やや下振れ",[73,164,165,168,171,174],{},[94,166,167],{},"オーガニック売上成長",[94,169,170],{},"-1.5% 〜 +0.5%",[94,172,173],{},"n/a",[94,175,176],{},"—",[73,178,179,182,185,187],{},[94,180,181],{},"調整営業利益",[94,183,184],{},"-8〜13% (constant currency)",[94,186,173],{},[94,188,176],{},[23,190,191,194],{},[26,192,193],{},"FY30 までに累計 $3B のコスト削減を掲げ、FY27 は $750M を予定",[26,195,196],{},"ブランド強化と収益性重視への方針転換",[62,198,200],{"id":199},"headline","Headline",[23,202,203,206,209,212],{},[26,204,205],{},"✓ EPS 大幅ビート（+15〜16%）",[26,207,208],{},"✓ 大型コスト削減計画（$3B / FY30 まで）",[26,210,211],{},"✗ 通年 EPS ガイダンスは in-line 〜 やや下振れ",[26,213,214],{},"✗ $1.8B の減損 / リストラ",[62,216,218],{"id":217},"source","Source",[23,220,221,232,239],{},[26,222,223],{},[224,225,231],"a",{"href":226,"target":227,"rel":228},"https://x.com/MarketRebels/status/2072382728880664841","_blank",[229,230],"noopener","noreferrer","@MarketRebels（売上詳細）",[26,233,234],{},[224,235,238],{"href":236,"target":227,"rel":237},"https://x.com/investwithbloom/status/2072380724448256464",[229,230],"@investwithbloom（EPS 比較）",[26,240,241],{},[224,242,245],{"href":243,"target":227,"rel":244},"https://x.com/marketwirenews/status/2072398454328857026",[229,230],"@marketwirenews（コスト削減計画）",[247,248],"hr",{},[19,250,36],{"id":251},"msm-msc-industrial-supply",[15,253,254,60],{},[34,255,59],{},[62,257,65],{"id":258},"actual-vs-consensus-1",[67,260,261,273],{},[70,262,263],{},[73,264,265,267,269,271],{},[76,266,78],{},[76,268,81],{},[76,270,84],{},[76,272,87],{},[89,274,275,288,301],{},[73,276,277,279,282,285],{},[94,278,96],{},[94,280,281],{},"~$1.047B",[94,283,284],{},"~$1.03B",[94,286,287],{},"+1.7% (YoY +7.8%)",[73,289,290,292,295,298],{},[94,291,110],{},[94,293,294],{},"$1.43",[94,296,297],{},"~$1.26",[94,299,300],{},"+13.5%",[73,302,303,306,309,312],{},[94,304,305],{},"営業利益率",[94,307,308],{},"10.6%",[94,310,311],{},"9.0% (前年)",[94,313,314],{},"+1.6pp",[23,316,317,320],{},[26,318,319],{},"売上成長は価格改定が主導、数量は緩やか",[26,321,322],{},"現場営業体制縮小＋価格規律で営業利益率が拡大",[62,324,326],{"id":325},"forward-guidance-q4-通年-会社ガイダンス-vs-コンセンサス","Forward Guidance — Q4 / 通年 (会社ガイダンス vs コンセンサス)",[67,328,329,342],{},[70,330,331],{},[73,332,333,335,337,340],{},[76,334,78],{},[76,336,142],{},[76,338,339],{},"Koyfin",[76,341,87],{},[89,343,344,356,367],{},[73,345,346,349,352,354],{},[94,347,348],{},"Q4 売上",[94,350,351],{},"上方修正",[94,353,173],{},[94,355,176],{},[73,357,358,361,363,365],{},[94,359,360],{},"Q4 マージン",[94,362,351],{},[94,364,173],{},[94,366,176],{},[73,368,369,372,375,377],{},[94,370,371],{},"通年 FCF 転換率",[94,373,374],{},"~95% へ引き上げ",[94,376,173],{},[94,378,176],{},[23,380,381],{},[26,382,383],{},"タングステン等の原材料コスト圧迫は続く見通し",[62,385,200],{"id":386},"headline-1",[23,388,389,392,395,398],{},[26,390,391],{},"✓ EPS ビート（+13.5%）",[26,393,394],{},"✓ Q4 売上＆マージン ガイダンス上方修正",[26,396,397],{},"✓ 通年 FCF 転換率を 95% へ引き上げ",[26,399,400],{},"✓ 株価 52週高値付近まで上昇（$126–127）",[62,402,218],{"id":403},"source-1",[23,405,406,413,420],{},[26,407,408],{},[224,409,412],{"href":410,"target":227,"rel":411},"https://x.com/MaharajTrading/status/2072423505442841007",[229,230],"@MaharajTrading（ガイダンス詳細）",[26,414,415],{},[224,416,419],{"href":417,"target":227,"rel":418},"https://x.com/Chill_Investing/status/2072383779709059496",[229,230],"@Chill_Investing（株価反応）",[26,421,422],{},[224,423,426],{"href":424,"target":227,"rel":425},"https://x.com/Enkhmanal/status/2072374008964960699",[229,230],"@Enkhmanal（マージン拡大）",[247,428],{},[19,430,431],{"id":431},"除外メモ",[23,433,434,440,446,452],{},[26,435,436,439],{},[34,437,438],{},"FDS (FactSet)",": 2026-07-01 BMO 発表で EPS ビートしたが、通年ガイダンスは据え置き。「レイズ」条件を満たさず除外",[26,441,442,445],{},[34,443,444],{},"UNF (UniFirst)",": 2026-07-01 BMO でビート報告あるが、ガイダンスに「meaningfully raised」表現を確認できず除外",[26,447,448,451],{},[34,449,450],{},"NKE (Nike)",": 発表は 2026-06-30 引け後で窓外。関税影響で一時的 EPS ビートとの解説もあり、除外",[26,453,454,457],{},[34,455,456],{},"NVDA / MU / SNDK",": 別ルートで取り込み済みのため除外",[19,459,460],{"id":460},"注意",[23,462,463],{},[26,464,465],{},"数値は X 上の言及範囲に基づく要約。確定値は各社の IR / 決算プレスリリース本文で確認すること",{"title":467,"searchDepth":468,"depth":468,"links":469},"",2,[470,471,478,484,485],{"id":21,"depth":468,"text":21},{"id":54,"depth":468,"text":47,"children":472},[473,475,476,477],{"id":64,"depth":474,"text":65},3,{"id":130,"depth":474,"text":131},{"id":199,"depth":474,"text":200},{"id":217,"depth":474,"text":218},{"id":251,"depth":468,"text":36,"children":479},[480,481,482,483],{"id":258,"depth":474,"text":65},{"id":325,"depth":474,"text":326},{"id":386,"depth":474,"text":200},{"id":403,"depth":474,"text":218},{"id":431,"depth":468,"text":431},{"id":460,"depth":468,"text":460},"dev",null,"2026-07-01 BMO 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。General Mills（GIS）と MSC Industrial Supply（MSM）の2社。","md",{},true,"/earnings-beats-2026-07-01","financial-data",false,"2026-07-02T00:00:00.000Z",{"title":5,"description":488},"make-diary","2026-07/2026-07-02/earnings-beats-2026-07-01",[500,501,502,503],"決算","決算ビート","GIS","MSM","SRUrfvqGyZRGZeoVNRCUnC3rldaaVF3rJEJtQWQoCC0",[],[507,511,515,519,523],{"title":508,"path":509,"publishedAt":510},"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":512,"path":513,"publishedAt":514},"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":516,"path":517,"publishedAt":518},"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":520,"path":521,"publishedAt":522},"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":524,"path":525,"publishedAt":526},"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-2026-07-01.png?v=2026-07-02T00%3A00%3A00.000Z&title=2026%E5%B9%B47%E6%9C%881%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%20GIS%E3%83%BBMSM&author=Kei%20Komatsu&sig=36cbfb1edd96ed66",1785654859883]