{
  "report_rows": [
    {
      "kpi": "MFC Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$4.10B vs. cons $4.022B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aeronautics Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$7.60B vs. cons $7.595B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Free Cash Flow",
      "prediction": "BEAT",
      "answer": "pred ~$1.10B vs. cons $860M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Revenue (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$77.5-$80.0B reaffirm vs. cons $79.16B",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY 2026 EPS (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$29.35-$30.25 reaffirm vs. cons $30.04",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY 2026 FCF (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide mid $6.65B vs. cons $6.30B; mgmt reiterates upper-end confidence",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Backlog / Bookings (Q2 2026)",
      "prediction": "BETTER",
      "answer": "THAAD UCA drives bookings surge; backlog likely rebounds toward $190B+ vs. cons $171B",
      "confidence": "HIGH"
    },
    {
      "kpi": "H2 Margin Trajectory (qualitative)",
      "prediction": "BETTER",
      "answer": "Mgmt confirms H2 margin ramp; Aeronautics recovery + MFC volume leverage",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 5.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 estimate revisions move up on FCF beat + backlog rebuild; H2 consensus rises",
  "day5_confidence": "MEDIUM"
}