{
  "report_rows": [
    {
      "kpi": "Operating EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$0.52 vs. cons $0.513 (Visible Alpha, 7/18/26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.87B vs. cons $3.895B (Visible Alpha, 7/18/26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating Ratio (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~63.1% vs. cons 62.9% (Visible Alpha, 7/18/26)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY Revenue (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide 'mid-single digits' vs. cons $15.013B (Visible Alpha, 7/18/26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY OR Expansion (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide 'high end of 200-300 bps' vs. cons 63.4% OR (Visible Alpha, 7/18/26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Volume/demand tone (qualitative)",
      "prediction": "BETTER",
      "answer": "Upgrade: intermodal conversion + Howard St. Tunnel ramp vs. prior cautious tone",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "FADE \u2014 guidance maintained not raised; sell-side trims revenue estimates on slight miss; cost story intact but stock needs a formal raise to sustain the run",
  "day5_confidence": "MEDIUM"
}