{
  "report_rows": [
    {
      "kpi": "Q2 2026 Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$2.24B vs. cons $2.21B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.76 vs. cons $2.72",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Climate & Sustainability Technologies segment revenue",
      "prediction": "BEAT",
      "answer": "pred ~$466M vs. cons $459M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$10.65-$10.85 vs. cons/prior guide $10.45-$10.65 midpoint $10.55 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Total revenue growth guidance",
      "prediction": "BETTER",
      "answer": "guide ~7-8% vs. prior guide 5-7% midpoint 6% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Organic revenue growth guidance",
      "prediction": "BETTER",
      "answer": "guide ~4-6% vs. prior guide 3-5% midpoint 4% (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A guidance raise off record Q1 bookings (book-to-bill 1.2x, all five segments >1.0) should trigger upward FY26/FY27 EPS revisions across sell-side models even if headline Q2 beat is modest, since management explicitly pre-committed to 'revisit' guidance; this out-period estimate lift plus CST margin-inflection timing (redundant CO2 facility costs rolling off) supports continued drift higher over the week. Risk of fade exists if analysts flag the bookings-to-revenue conversion lag or if PPS midstream/compression demand still hasn't shown up in orders, capping upside versus a cleaner follow-through.",
  "day5_confidence": "MEDIUM"
}