{
  "report_rows": [
    {
      "kpi": "Operating EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$2.34B vs. cons $2.20B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.40 vs. cons $1.26",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net sales",
      "prediction": "BEAT",
      "answer": "pred ~$12.10B vs. cons $11.95B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Operating EBITDA",
      "prediction": "BETTER",
      "answer": "guide ~$2.20B vs. cons $1.95B (2026Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating EPS",
      "prediction": "BETTER",
      "answer": "guide ~$1.18 vs. cons $0.93 (2026Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net sales",
      "prediction": "BETTER",
      "answer": "guide ~$12.00B vs. cons $11.70B (2026Q3)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 5.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 7.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Positive out-period revisions should extend the initial move: predicted 2026Q3 operating EBITDA of ~$2.20B versus consensus of $1.95B implies the Q2 upside carries forward rather than reversing, lifting second-half and 2027 earnings estimates despite turnaround costs and working-capital pressure.",
  "day5_confidence": "MEDIUM"
}