{
  "report_rows": [
    {
      "kpi": "Net sales orders (homes)",
      "prediction": "MISS",
      "answer": "pred ~23,650 vs. cons 24,100",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Home sales gross margin",
      "prediction": "IN-LINE",
      "answer": "pred ~19.8% vs. cons 19.9%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$3.04 vs. cons $2.99",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Homebuilding closings",
      "prediction": "LOWER",
      "answer": "guide ~25,100 vs. cons 25,600 (FY2026 Q4)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Home sales gross margin",
      "prediction": "LOWER",
      "answer": "guide ~19.6% vs. cons 19.9% (FY2026 Q4)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Consolidated revenue",
      "prediction": "LOWER",
      "answer": "guide ~$33.75B vs. cons $33.85B (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -3.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.6,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FY2026 revenue guide midpoint of ~$33.75B vs. consensus $33.85B and FY2026 Q4 gross-margin guide of ~19.6% vs. consensus 19.9% imply lower out-period EPS revisions; the order miss should outweigh a buyback-assisted Q3 EPS beat.",
  "day5_confidence": "MEDIUM"
}