{
  "report_rows": [
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$6.74B vs. cons $6.52B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q2 2026 adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$1.23B vs. cons $1.14B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q2 2026 IET orders",
      "prediction": "BEAT",
      "answer": "pred ~$7.09B vs. cons $4.60B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "IET orders",
      "prediction": "BETTER",
      "answer": "guide ~$19.0B vs. cons $17.0B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Combined-company adjusted EBITDA including Chart",
      "prediction": "BETTER",
      "answer": "guide ~$5.40B vs. cons $5.30B (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Combined-company revenue including Chart",
      "prediction": "BETTER",
      "answer": "guide ~$29.3B vs. cons $29.0B (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.0,
  "day5_path": "FADE",
  "day5_rationale": "The exceptional IET orders, EBITDA beat, and improved cash flow should drive the initial re-rating, but much of the backlog converts after 2026. Chart financing, purchase-accounting, integration costs, and capacity investment are likely to limit near-term EPS revisions, causing part of the day-1 gain to fade while positive out-period order revisions preserve a net five-day gain.",
  "day5_confidence": "MEDIUM"
}