[{"data":1,"prerenderedAt":271},["ShallowReactive",2],{"content-/earnings-beats-2026-07-16":3,"all-pages-for-dir":248,"related-/earnings-beats-2026-07-16":249,"og-image-/earnings-beats-2026-07-16":270},{"id":4,"title":5,"body":6,"category":231,"concepts":232,"description":233,"extension":234,"meta":235,"navigation":236,"ogImage":232,"path":237,"project_name":238,"published":239,"publishedAt":240,"seo":241,"source":242,"stem":243,"tags":244,"todo":232,"unpublished":239,"updatedAt":232,"__hash__":247},"pages/2026-07/2026-07-17/earnings-beats-2026-07-16.md","24時間決算ビートスキャン（2026-07-16〜07-17）—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",{"type":7,"value":8,"toc":220},"minimark",[9,14,18,24,48,53,65,68,76,87,92,112,114,119,125,129,145,152,154,159,165,169,185,187,190,214,217],[10,11,13],"h1",{"id":12},"_24時間決算ビートスキャン2026-07-1607-17","24時間決算ビートスキャン（2026-07-16〜07-17）",[15,16,17],"p",{},"=== 24h Earnings Beat Scan (2026-07-16 〜 2026-07-17) ===",[15,19,20],{},[21,22,23],"strong",{},"ビート&レイズ銘柄: 2",[25,26,27,38],"ul",{},[28,29,30,33,34,37],"li",{},[21,31,32],{},"UNH",": FY2026 adj EPS ガイダンス $19.50-$20.00（mid $19.75）vs Koyfin コンセンサス $18.76 で ",[21,35,36],{},"+5.3%","。EPS実績 +61% ビート。寄り付き +8%",[28,39,40,43,44,47],{},[21,41,42],{},"TSM",": Q3 2026 売上ガイダンス 約$45.2B vs 発表前 Koyfin コンセンサス $43.19B で ",[21,45,46],{},"+4.7%","（x-search コンセンサス $43B 比では +5.1%）。EPS実績 +9.1% ビート。ただし capex 増額が嫌気され株価は下落",[15,49,50],{},[21,51,52],{},"実績ビート／ガイダンスは定性レイズのみ: 1",[25,54,55],{},[28,56,57,60,61,64],{},[21,58,59],{},"ISRG",": EPS実績 $2.80 vs $2.50 で ",[21,62,63],{},"+12%"," ビート。ガイダンス引き上げをアナウンス（具体レンジはポスト上で未確認）。株価は下落",[66,67],"hr",{},[69,70,72,75],"h2",{"id":71},"unh-earnings-beat-detected-x-search-last-24h",[73,74,32],"span",{}," Earnings beat detected (x-search, last 24h)",[77,78,83],"pre",{"className":79,"code":81,"language":82},[80],"language-text","  Announced: 2026-07-16 (BMO)\n  Reported: FY2026 Q2\n  Post-earnings reaction: +8% (寄り付き)\n\n  Actual vs Consensus:\n    Revenue                       : $112B vs $110.7B (+1.2%)\n    EPS Diluted                   : $6.04 vs $3.74 (+61%)  ※adj比較では $6.38 vs $4.85 (+31.5%)\n\n  Forward Guidance — 通年 (会社ガイダンス vs Koyfin Consensus):\n    EPS Diluted (Non-GAAP FY2026) : $19.50-$20.00 ($19.75) vs $18.76 (+5.3%)\n    Revenue                       : n/a（売上ガイダンスの言及なし）\n\n  Headline:\n    ✓ FY2026 adj EPS guidance raised +5.3% above consensus\n    ✓ UnitedHealthcare / Optum 両セグメント好調、コスト管理改善\n","text",[84,85,81],"code",{"__ignoreMap":86},"",[15,88,89],{},[21,90,91],{},"Source:",[25,93,94,105],{},[28,95,96],{},[97,98,104],"a",{"href":99,"target":100,"rel":101},"https://x.com/StockMKTNewz/status/2077697538358976738","_blank",[102,103],"noopener","noreferrer","→ @StockMKTNewz（EPS $6.04 vs $3.74）",[28,106,107],{},[97,108,111],{"href":109,"target":100,"rel":110},"https://x.com/blueon_fa/status/2077858314969395670",[102,103],"→ @blueon_fa（adj EPS $6.38 vs $4.85、FY26ガイダンス $19.50-$20.00）",[66,113],{},[69,115,117,75],{"id":116},"tsm-earnings-beat-detected-x-search-last-24h",[73,118,42],{},[77,120,123],{"className":121,"code":122,"language":82},[80],"  Announced: 2026-07-16 (BMO)\n  Reported: FY2026 Q2\n  Post-earnings reaction: 下落（capex 増額とセミ全体の連れ安）\n\n  Actual vs Consensus:\n    Revenue                       : $40.2B vs $39.3B (+2.3%)\n    EPS Diluted (ADR)             : $4.31 vs $3.95 (+9.1%)\n\n  Forward Guidance — 次四半期 (会社ガイダンス vs Koyfin Consensus):\n    Revenue (Q3 2026)             : ~$45.2B vs $43.19B (発表前コンセンサス) (+4.7%)\n                                    ※x-search コンセンサス $43B 比では +5.1%\n\n  Headline:\n    ✓ Q3 revenue guidance ~+5% above consensus\n    ✓ アリゾナ追加投資 $100B（米国投資 累計$265B へ）\n    ✓ 四半期配当 $0.22 宣言\n    ✗ capex 増額が重石になり株価は売られる（ASML と同じ「好決算でも売り」の反応）\n",[84,124,122],{"__ignoreMap":86},[15,126,127],{},[21,128,91],{},[25,130,131,138],{},[28,132,133],{},[97,134,137],{"href":135,"target":100,"rel":136},"https://x.com/StockMKTNewz/status/2077711615722447125",[102,103],"→ @StockMKTNewz（EPS $4.31 vs $3.95、次Q $45.2B ガイド）",[28,139,140],{},[97,141,144],{"href":142,"target":100,"rel":143},"https://x.com/MirgoTrades/status/2077864713531044189",[102,103],"→ @MirgoTrades（TSM/ASML とも好決算でも売られる相場観）",[15,146,147,148,151],{},"※ TSM は beat-monitoring 登録銘柄のため、本日 ",[84,149,150],{},"/update-ticker-quarter TSM"," で Q2 FY26 の実績行を JSON に反映済み（詳細はそちらを参照）。",[66,153],{},[69,155,157,75],{"id":156},"isrg-earnings-beat-detected-x-search-last-24h",[73,158,59],{},[77,160,163],{"className":161,"code":162,"language":82},[80],"  Announced: 2026-07-16 (AMC)\n  Reported: FY2026 Q2\n  Post-earnings reaction: 下落（ビートでも売られ、YTD高値から約40%下の水準）\n\n  Actual vs Consensus:\n    Revenue                       : +19% YoY（手技件数 +16%、da Vinci 設置台数は記録更新）\n    EPS Diluted (Non-GAAP)        : $2.80 vs $2.50 (+12%)\n\n  Forward Guidance:\n    ガイダンス引き上げをアナウンス（具体レンジはポスト上で未確認 → surprise% n/a）\n    参考: Koyfin コンセンサス Q3 2026 EPS $2.59 / FY2026 EPS $10.42\n\n  Headline:\n    ✓ EPS +12% beat、EPS +28% YoY\n    ✓ ガイダンス引き上げ（定性）\n    ✓ ネットキャッシュ $8.6B\n    ✗ ビートでも株価は下落\n",[84,164,162],{"__ignoreMap":86},[15,166,167],{},[21,168,91],{},[25,170,171,178],{},[28,172,173],{},[97,174,177],{"href":175,"target":100,"rel":176},"https://x.com/earnings_guy/status/2077847047256825878",[102,103],"→ @earnings_guy（ISRG earnings out）",[28,179,180],{},[97,181,184],{"href":182,"target":100,"rel":183},"https://x.com/Clarice_Xu/status/2077858607320776756",[102,103],"→ @Clarice_Xu（Revenue +19% / EPS +28% / raised guidance）",[66,186],{},[69,188,189],{"id":189},"除外メモ",[25,191,192,198,204],{},[28,193,194,197],{},[21,195,196],{},"NFLX","（7/16 AMC）: EPS $0.80 vs $0.79 の +1.3% ビートに留まり、Q3/FY ガイダンスは売上・EPS・営業利益率ともコンセンサス未達。AH -8〜9%。基準（ガイダンス+5%）を満たさず除外",[28,199,200,203],{},[21,201,202],{},"AA・地銀各社","（RF/TFC/FITB 等、7/16 AMC・7/17 BMO）: 決算カレンダーには載っていたが、+5% 以上のビート＋ガイダンスレイズを確認できるポストがなく除外",[28,205,206,209,210,213],{},[21,207,208],{},"NVDA / MU / SNDK",": ",[84,211,212],{},"/check-earnings"," で別ルート取り込み済みのため対象外",[69,215,216],{"id":216},"注意",[15,218,219],{},"数値は X 投稿での言及範囲を集約したもの（Grok 要約ベース）。UNH の EPS コンセンサスはポストにより $3.74 / $4.85（adj）と割れている。確定値は各社 IR の決算リリース本文で確認すること。",{"title":86,"searchDepth":221,"depth":221,"links":222},2,[223,225,227,229,230],{"id":71,"depth":221,"text":224},"UNH Earnings beat detected (x-search, last 24h)",{"id":116,"depth":221,"text":226},"TSM Earnings beat detected (x-search, last 24h)",{"id":156,"depth":221,"text":228},"ISRG Earnings beat detected (x-search, last 24h)",{"id":189,"depth":221,"text":189},{"id":216,"depth":221,"text":216},"dev",null,"過去24時間の米国決算からガイダンスビート銘柄を抽出。UNHはEPS+61%ビートにFY26ガイダンス引き上げ、TSMは次Q売上ガイダンス約+5%とアリゾナ追加投資$100B、ISRGはEPS+12%ビートでガイダンス引き上げ。","md",{},true,"/earnings-beats-2026-07-16","financial-data",false,"2026-07-17T00:00:00.000Z",{"title":5,"description":233},"make-diary","2026-07/2026-07-17/earnings-beats-2026-07-16",[245,246,32,42,59],"決算","決算ビート","gMDAoc6QSfRRUO0uKDT6xOau5FiAcZ6PKO1CYT8RygA",[],[250,254,258,262,266],{"title":251,"path":252,"publishedAt":253},"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":255,"path":256,"publishedAt":257},"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":259,"path":260,"publishedAt":261},"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":263,"path":264,"publishedAt":265},"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":267,"path":268,"publishedAt":269},"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-2026-07-16.png?v=2026-07-17T00%3A00%3A00.000Z&title=24%E6%99%82%E9%96%93%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%EF%BC%882026-07-16%E3%80%9C07-17%EF%BC%89%E2%80%94%20UNH%E3%81%8CFY26%E3%82%AC%E3%82%A4%E3%83%80%E3%83%B3%E3%82%B9%2B5.3%25%E3%81%AE%E3%83%93%E3%83%BC%E3%83%88%26%E3%83%AC%E3%82%A4%E3%82%BA%E3%80%81TSM%E3%81%AF%E6%AC%A1Q%2B5%25%E3%82%AC%E3%82%A4%E3%83%89%E3%82%82%E5%A3%B2%E3%82%89%E3%82%8C%E3%82%8B&author=Kei%20Komatsu&sig=bcf6aff80724d38e",1785654875478]