{
  "report_rows": [
    {
      "kpi": "Q2 2026 Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.52 vs. cons $0.51",
      "confidence": "LOW"
    },
    {
      "kpi": "Q2 2026 Total Revenue",
      "prediction": "MISS",
      "answer": "pred ~$6.35B vs. cons $6.50B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 OFSE Segment Adjusted EBITDA",
      "prediction": "MISS",
      "answer": "pred ~$480M vs. cons/guide $540M",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 OFSE Segment Adjusted EBITDA guide",
      "prediction": "LOWER",
      "answer": "guide ~$2.15B vs. cons $2.325B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 IET Segment Adjusted EBITDA guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.70B vs. cons $2.70B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 Company Adjusted EBITDA guide (first Chart-inclusive quarter)",
      "prediction": "BETTER",
      "answer": "guide ~$1.35B vs. cons $1.25B (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net leverage target/glide path post-Chart close",
      "prediction": "UNCHANGED",
      "answer": "guide 1.0x-1.5x vs. cons 1.0x-1.5x (within 24 months of July 2026 close)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 1.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.0,
  "day5_path": "FADE",
  "day5_rationale": "Initial relief from the first Chart-inclusive guide and a headline EPS beat (positive Earnings ESP) likely drives a modest pop, but as sell-side analysts rebuild models over the following days they will absorb the FY2026 OFSE EBITDA cut (Middle East disruption persisted past the June-resolution assumption), higher pro-forma interest expense/share count from the $8.5B+ of new Chart-related debt, and integration costs \u2014 pulling blended FY2026/FY2027 EPS estimates down even after the in-line-to-beat quarter, causing the initial pop to fade over the week.",
  "day5_confidence": "MEDIUM"
}