{
  "report_rows": [
    {
      "kpi": "Intermodal Revenue/Load (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$2,930 vs. cons $2,894",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Intermodal Loads (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~570K vs. cons 557K",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.80 vs. cons $1.72",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Intermodal Pricing Trajectory (H2 2026)",
      "prediction": "BETTER",
      "answer": "guide: eastern approaching inflation coverage vs. cons 8.54% FY IM margin",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "ICS Profitability (Q3 2026 direction)",
      "prediction": "BETTER",
      "answer": "guide: return to profitability in Q2, improving Q3 vs. cons N/A in VA",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Dedicated Truck Sales (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide: ~300-350 Q2, FY target 800-1,000 maintained vs. cons $3.57B dedicated rev",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 1.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 sell-side raises FY estimates modestly on beat; elevated multiple limits further re-rating but no estimate cut",
  "day5_confidence": "MEDIUM"
}