{
  "report_rows": [
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$3.91B vs. cons $3.85B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.52 vs. cons $0.51",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating ratio",
      "prediction": "IN-LINE",
      "answer": "pred ~62.6% vs. cons 63.2%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Revenue growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~5.5% vs. cons 5.4% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating-margin expansion",
      "prediction": "UNCHANGED",
      "answer": "guide ~275 bps vs. cons 275 bps (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Free-cash-flow growth",
      "prediction": "BETTER",
      "answer": "guide ~65% vs. cons 62% (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 1.7,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.8,
  "day5_path": "FADE",
  "day5_rationale": "A modest EPS and operating-ratio upside should support the initial reaction, but largely unchanged FY2026 revenue and margin expectations imply only limited out-period estimate revisions; elevated valuation and fuel-driven revenue quality should cause part of the day-1 gain to fade.",
  "day5_confidence": "MEDIUM"
}