{
  "report_rows": [
    {
      "kpi": "IET Orders (Q2 2026)",
      "prediction": "BEAT",
      "answer": "actual $7,088M vs. cons $3,643M",
      "confidence": "HIGH"
    },
    {
      "kpi": "Adj EBITDA (Q2 2026)",
      "prediction": "BEAT",
      "answer": "actual $1,231M vs. cons $1,136M",
      "confidence": "HIGH"
    },
    {
      "kpi": "OFSE EBITDA Margin (Q2 2026)",
      "prediction": "BEAT",
      "answer": "actual 17.5% vs. cons 16.9%",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Adj EBITDA (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4,825M (midpoint) vs. cons $4,832M",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY 2026 IET Orders (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide raised well above prior $14.5B midpoint vs. cons $14,669M",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q3 2026 Adj EBITDA (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$1.25-1.30B vs. cons UNVERIFIED",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 7.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 8.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 sell-side estimate revisions move FY EBITDA and IET order targets up; Chart consolidation adds H2 visibility; RPO at record $37.1B sustains multiple",
  "day5_confidence": "MEDIUM"
}