{
  "report_rows": [
    {
      "kpi": "Total Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$11.1B vs. cons $10.8B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$1.38B vs. cons $1.29B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$3.35 vs. cons $3.10",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Revenue Guidance",
      "prediction": "BETTER",
      "answer": "guide ~$45.5-46.5B (mid $46.0B) vs. cons $45.2B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Adjusted EBITDA Margin Guidance",
      "prediction": "BETTER",
      "answer": "guide ~13-15% vs. cons ~13.2% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Free Cash Flow Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.5-7.5B (reaffirmed) vs. cons $7.0B (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Gas Power Contracted Capacity (Year-end 2026 target)",
      "prediction": "BETTER",
      "answer": "guide ~115 GW vs. prior/cons 110 GW (by YE2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "A likely beat-and-raise (orders, EBITDA margin, Gas Power contracted GW, data-center Electrification bookings) should trigger an initial pop similar in direction to Q1's 14% reaction, but magnitude is capped because Street numbers already price in ~17% Power/~50% Electrification organic growth and the stock is already up ~2x YoY at a rich multiple. With shares down ~8% from the late-June peak, some of the good news is pre-positioned, so analysts will raise near-term estimates but out-period (2027+) math (tougher comps, Wind losses only narrowing gradually, lumpy FCF/down-payment timing) tempers upward revisions, leading to an initial gain that mostly holds over the next few days rather than extending sharply or fully reversing.",
  "day5_confidence": "LOW"
}