{
  "report_rows": [
    {
      "kpi": "Net Sales (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~$9.55B vs. cons. $9.581B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EPS - Diluted Operating (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$2.50 vs. cons. $2.459",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Segment Margin (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~19.5% vs. cons. 18.98%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Adj. EPS (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$8.15-$8.20 midpoint vs. cons. ~$8.10 (HON-only)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Net Sales (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide reaffirm $19.9B-$20.2B vs. cons. ~$19.58B (HON-only)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Segment Margin (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirm 19.8%-20.3% vs. cons. 20.01%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "H2 2026 Organic Growth / PA&T Ramp (H2 2026)",
      "prediction": "BETTER",
      "answer": "qualitative reaffirm 3%-5% H2; PA&T acceleration commentary positive",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH - estimate revisions upward on H2 PA&T ramp; neutral bar limits fade risk; new HON entity position adjustments add noise",
  "day5_confidence": "LOW"
}