{
  "report_rows": [
    {
      "kpi": "Adjusted diluted EPS",
      "prediction": "MISS",
      "answer": "pred ~$0.53 vs. cons $0.54",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$5.48B vs. cons $5.50B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Completion & Production operating margin",
      "prediction": "MISS",
      "answer": "pred ~15.4% vs. cons 15.7%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "3Q26 Middle East disruption EPS impact",
      "prediction": "LOWER",
      "answer": "guide ~($0.08) vs. cons ($0.04) (3Q26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 international revenue growth excluding Middle East",
      "prediction": "UNCHANGED",
      "answer": "guide ~7.0% vs. cons 7.0% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 capital expenditures",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.10B vs. cons $1.10B (FY26)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -5.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -8.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest ~$0.01 EPS miss and C&P-margin shortfall are likely to be amplified by guide ~($0.08) versus cons ($0.04) of 3Q26 Middle East disruption; that ~$0.04 per-share incremental out-period headwind should drive FY26/FY27 estimate cuts even if FY26 ex-Middle East growth remains ~7.0% versus cons 7.0%.",
  "day5_confidence": "MEDIUM"
}