{
  "report_rows": [
    {
      "kpi": "IET orders",
      "prediction": "BEAT",
      "answer": "pred ~$3.85B vs. cons $3.643B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$1.15B vs. cons $1.136B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "OFSE EBITDA margin",
      "prediction": "MISS",
      "answer": "pred ~16.5% vs. cons 16.87%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "IET orders (FY26)",
      "prediction": "LOWER",
      "answer": "guide ~$14.5B vs. cons $14.669B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "IET EBITDA (FY26)",
      "prediction": "LOWER",
      "answer": "guide ~$2.70B vs. cons $2.754B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "OFSE EBITDA (FY26)",
      "prediction": "LOWER",
      "answer": "guide ~$2.325B vs. cons $2.370B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Middle East recovery (2H26)",
      "prediction": "LOWER",
      "answer": "guide gradual/uneven recovery vs. UNVERIFIED quantitative consensus",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -3.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": -5.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 forward estimate risk from low-end FY framing",
  "day5_confidence": "LOW"
}