{
  "report_rows": [
    {
      "kpi": "Q2 adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.81 vs. cons $1.77",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 segment sales",
      "prediction": "IN-LINE",
      "answer": "pred ~$5.03B vs. cons $5.03B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 segment margin",
      "prediction": "IN-LINE",
      "answer": "pred ~18.1% vs. cons 18.0%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Second-half organic sales growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~4.0% vs. cons 4.0% (2H 2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Second-half segment margin",
      "prediction": "UNCHANGED",
      "answer": "guide ~21.25% vs. cons 21.25% (2H 2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "LOWER",
      "answer": "guide ~$8.10 vs. cons $8.15 (FY 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -2.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -3.1,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest Q2 EPS beat is unlikely to offset back-end-loading concerns: FY 2026 adjusted EPS guide midpoint of ~$8.10 vs. consensus $8.15 and 2H segment margin guide of ~21.25% vs. consensus 21.25% leave little estimate upside. With the shares entering the print at a premium valuation, unchanged guidance should prompt small downward revisions and negative follow-through.",
  "day5_confidence": "MEDIUM"
}