{
  "report_rows": [
    {
      "kpi": "Adjusted diluted EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.09 vs. cons $2.10",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$6.45B vs. cons $6.42B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Industrial (Motion) segment comp sales",
      "prediction": "BEAT",
      "answer": "pred ~+4.2% vs. cons ~+3.4%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS guide",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirmed ~$7.50-$8.00 (mid $7.75) vs. cons $7.69 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 total sales growth guide",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirmed +3% to +5.5% (mid ~+4.25%) vs. cons ~+4.3% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "O'Reilly NAPA bid / separation framing (spin vs. sale)",
      "prediction": "UNKNOWN",
      "answer": "pred no confirmation of ~$10B ORLY bid; reaffirm Q1-2027 separation vs. market pricing ~$132 deal-hope peak vs. $122 current (Q1 2027 event)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -3.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "An in-line print with guidance merely reaffirmed and a 'no comment / committed to Q1-2027 separation' stance likely disappoints a stock that already priced ~14% of deal premium (rallied from ~$93 to $132 on the July 2 ORLY report, now $122), so day-1 gives back some premium. Out-period math is neutral-to-soft (no raise, wide GAAP-vs-adjusted gap from separation/restructuring costs, thin auto margins) which pressures estimates modestly, but the live O'Reilly optionality and strong Industrial momentum put a floor under the shares, so the residual stabilizes rather than fully fading the pop.",
  "day5_confidence": "LOW"
}