{
  "report_rows": [
    {
      "kpi": "Diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.75 vs. cons $1.71",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.20B vs. cons $3.19B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Intermodal loads",
      "prediction": "BEAT",
      "answer": "pred ~545k vs. cons 537k",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Dedicated net truck sales (reiterate)",
      "prediction": "UNCHANGED",
      "answer": "guide ~800-1,000 vs. cons ~900 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Cost-to-serve savings run-rate",
      "prediction": "BETTER",
      "answer": "guide ~$150M+ vs. cons ~$130M annualized (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Intermodal contract/bid-season yields (pricing vs inflation)",
      "prediction": "UNKNOWN",
      "answer": "guide ~flat-to-+low-single-digit vs. cons ~+2-3% (2026 bid season)",
      "confidence": "LOW"
    },
    {
      "kpi": "ICS/JBT gross margin path to breakeven",
      "prediction": "LOWER",
      "answer": "guide ICS GM ~12-13% vs. cons ~14-15% (2026Q2)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -2.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": -4.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "After a ~43% YTD run into a crowded trade, a modest EPS/volume beat is 'good but not good enough.' Cautious transcon-pricing commentary and persistent purchased-transportation (ICS/JBT) margin squeeze keep out-period EPS revisions flat-to-down despite the headline beat, so an initially soft reaction follows through lower as the elevated multiple de-rates and momentum longs de-risk.",
  "day5_confidence": "LOW"
}