{
  "report_rows": [
    {
      "kpi": "Consolidated Diluted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~1.78 vs. cons 1.70",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Consolidated Revenue (Q2 2026, $B)",
      "prediction": "BEAT",
      "answer": "pred ~3.27 vs. cons 3.21",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Consolidated Operating Income (Q2 2026, $M)",
      "prediction": "BEAT",
      "answer": "pred ~245 vs. cons 228",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Net CapEx ($M)",
      "prediction": "UNCHANGED",
      "answer": "guide ~700 vs. cons 700 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Dedicated Net Truck Adds (units, FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~900 vs. cons 900 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Self-funded structural cost-removal run-rate ($M annualized)",
      "prediction": "BETTER",
      "answer": "guide ~140 vs. cons 100 (original FY2026 target)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -0.6,
  "day5_path": "FADE",
  "day5_rationale": "A likely EPS/revenue beat is driven mainly by self-funded cost cuts and volume, not confirmed pricing power \u2014 Intermodal pricing still reflects 2025's soft bid season and management has repeatedly declined to raise long-term margin targets (10-12% Intermodal, 12-14% Dedicated). With the stock at ~44x forward P/E after an 85% run and a fresh Underweight call from Morgan Stanley on valuation grounds, any lack of explicit confidence on pricing timing (needed to justify the 2027 consensus step-up to $9.04 EPS, +24%) invites profit-taking into the print's initial pop, pulling the residual back over the following days even if the headline print beats.",
  "day5_confidence": "MEDIUM"
}