{
  "report_rows": [
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$3.10B vs. cons $2.96B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$11.30 vs. cons $10.40",
      "confidence": "HIGH"
    },
    {
      "kpi": "Backlog (quarter-end)",
      "prediction": "BEAT",
      "answer": "pred ~$13.2B vs. cons $12.5B (prior record)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 same-store revenue growth",
      "prediction": "BETTER",
      "answer": "guide ~high-20s% vs. cons ~mid-20s% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Gross margin (core, ex one-time)",
      "prediction": "BETTER",
      "answer": "guide ~25.5% vs. cons ~24.5% (Q2/2H26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Book-to-bill / bookings cadence",
      "prediction": "UNKNOWN",
      "answer": "guide ~1.1-1.2x vs. cons ~1.0x (Q2/FY26)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 6.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A clean EPS/revenue beat plus a fresh record backlog and a raised/refined FY26 same-store guide should drive positive estimate revisions; the AI/data-center momentum bid and net-cash balance sheet support follow-through despite ~35x forward multiple. Main risk to fade: lapping the Q1 $43M one-time margin item and tougher H2 comps could cap out-period estimate raises, so upside is momentum-driven rather than a large multiple re-rate \u2014 hence follow-through but not a runaway move. High beta (~2.6) makes the residual noisy.",
  "day5_confidence": "LOW"
}