{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.23 vs. cons $2.22",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net Revenue (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$1.135B vs. cons $1.12B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "International segment organic revenue growth (Q2'26)",
      "prediction": "MISS",
      "answer": "pred ~-2% vs. cons ~+0.5%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$8.80 (mid of $8.70-$8.90) vs. cons $8.80 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Organic revenue growth guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~3.0% (mid of 2-4%) vs. cons 3.0% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "International segment H2'26 margin recovery pace commentary",
      "prediction": "LOWER",
      "answer": "guide ~100bps H2 recovery vs. cons ~200bps recovery implied (H2 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 1.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "EPS/revenue roughly in-line-to-slight-beat with FY26 guidance reaffirmed removes the acute miss-risk that drove the Q1 selloff, prompting a modest relief bounce; but continued (even if guided) International softness and only partial visibility into the promised H2 ERP/margin recovery keeps the out-period math uncertain, so estimates hold rather than get materially revised up post-print - drift stabilizes near the day-1 move rather than extending sharply, pending Q3 confirmation of the recovery.",
  "day5_confidence": "MEDIUM"
}