{
  "report_rows": [
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$20.23B vs. cons $19.47B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q2 2026 adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$4.027B vs. cons $3.950B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q2 2026 adjusted diluted EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$7.59 vs. cons $7.53",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 diluted EPS",
      "prediction": "LOWER",
      "answer": "guide ~$29.60 vs. cons $30.36 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 adjusted EBITDA",
      "prediction": "LOWER",
      "answer": "guide ~$15.75B vs. cons $15.95B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 revenue",
      "prediction": "UNCHANGED",
      "answer": "guide ~$78.25B vs. cons $78.60B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Health-insurance-exchange pretax headwind",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.10B unfavorable vs. cons $1.10B unfavorable (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Medicaid supplemental-payment benefit",
      "prediction": "UNCHANGED",
      "answer": "guide ~$0.40B benefit vs. cons $0.40B benefit (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.5,
  "day5_path": "FADE",
  "day5_rationale": "The preannounced Q2 beat and guidance reaffirmation should drive initial relief, but FY2026 EPS guidance of ~$29.60 vs. consensus $30.36 and an exchange headwind of ~$1.10B vs. a Medicaid benefit of only ~$0.40B imply downward 2027 estimate revisions after the call.",
  "day5_confidence": "MEDIUM"
}