{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$2.78 vs. cons $2.72",
      "confidence": "HIGH"
    },
    {
      "kpi": "Revenue (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$2.24B vs. cons $2.21B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Bookings / book-to-bill (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred book-to-bill ~1.1 (orders ~$2.3B) vs. cons ~1.0 (~$2.15B)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS guide",
      "prediction": "BETTER",
      "answer": "guide ~$10.55\u2013$10.75 (mid ~$10.65) vs. cons $10.62 (FY2026); prior $10.45\u2013$10.65",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 organic revenue growth guide",
      "prediction": "BETTER",
      "answer": "guide ~4\u20136% vs. cons/prior 3\u20135% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "CST 2H margin inflection / consolidation on track",
      "prediction": "BETTER",
      "answer": "guide CST 2H EBITDA margin ~19\u201320% vs. Q1 ~17.5% (2H FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "AI/power & data-center revenue",
      "prediction": "BETTER",
      "answer": "guide >$1.0B, possible upsize toward ~$1.1B vs. prior >$1.0B (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "A clean Q2 beat plus a top-end/modest full-range guidance lift should pop shares initially, but the raise is largely discounted (Q1 commentary telegraphed it) and management's disciplined revenue conversion means out-period estimates get only marginally lifted while a tough 2H comp and 'no stuffing' orders temper 2H numbers. With shares already recovered into the print and below Feb highs, the initial idiosyncratic gain fades toward roughly flat-to-slightly-positive over five days as revisions prove smaller than the headline beat implies.",
  "day5_confidence": "LOW"
}