{
  "report_rows": [
    {
      "kpi": "Q2 Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.26 vs. cons ~$2.22",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 Total organic revenue growth",
      "prediction": "IN-LINE",
      "answer": "pred ~+3.3% vs. cons ~+3.0%",
      "confidence": "LOW"
    },
    {
      "kpi": "Q2 Adjusted operating margin",
      "prediction": "MISS",
      "answer": "pred ~23.2% vs. cons ~23.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS guide",
      "prediction": "BETTER",
      "answer": "guide ~$8.80 midpoint (raise from $8.70-$8.90) vs. cons ~$8.73 (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "FY2026 organic revenue growth guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~2-4% (mid ~3%) vs. cons ~3% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "International organic/margin recovery (ERP) commentary",
      "prediction": "UNKNOWN",
      "answer": "guide International margin ~9-10%/organic still soft in Q2 vs. cons ~10% recovery (H2 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "Beaten-down 'show-me' stock at ~16x with low beta (~0.8) and skepticism already priced after the Q1 -7% miss reaction. A modest EPS beat plus a tariff-pricing-driven guide raise (2025 playbook) should spark a relief pop. But the raise is largely mechanical/H2-loaded, Q2 margins likely still down YoY (DCI drag, peso FX, PPII), and the International ERP recovery remains unproven \u2014 so out-period estimates barely move up. Initial gain holds but does not compound: gains stabilize as investors wait for actual H2 delivery.",
  "day5_confidence": "LOW"
}