{
  "report_rows": [
    {
      "kpi": "Adjusted diluted EPS (FQ4'26)",
      "prediction": "BEAT",
      "answer": "pred ~$1.24 vs. cons $1.22",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total revenue (FQ4'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.88B vs. cons $2.87B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic revenue growth (FQ4'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~7.6% vs. cons ~7.7%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Initial FY2027 revenue guide (standalone, ex-UniFirst)",
      "prediction": "LOWER",
      "answer": "guide ~$12.05B vs. cons $12.20B (FY2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Initial FY2027 adjusted EPS guide",
      "prediction": "LOWER",
      "answer": "guide ~$5.35 vs. cons $5.42 (FY2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "UniFirst deal timeline / integration commentary",
      "prediction": "UNKNOWN",
      "answer": "guide close 2H CY26 vs. cons 2H CY26 (FY2027); ~$375M synergies, minimal color",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY27 Fire segment ERP/SAP margin headwind",
      "prediction": "LOWER",
      "answer": "guide ~100 bps drag vs. cons ~50-100 bps (FY2027 Fire segment)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -1.8,
  "day1_confidence": "LOW",
  "day5_residual_pct": -2.5,
  "day5_path": "FADE",
  "day5_rationale": "Q4 likely a modest beat on EPS/margins, but the print is a guidance-and-deal event: initial FY27 guide comes in standalone (ex-UniFirst) and conservative per Cintas's pattern, landing below a street that partly embeds the deal, plus a ~100bps Fire ERP margin drag and paused buyback. After an ~9% run into the print (stock up from ~$169 late June to ~$184), expectations are elevated, so a conservative FY27 frame caps the reaction. Out-period math (implicit forward cuts on the below-street guide) pulls estimates down even after the beat, so early softness drifts further negative before stabilizing.",
  "day5_confidence": "LOW"
}