{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.11 vs. cons ~$1.10",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue (Q2'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~$8.1B vs. cons ~$8.1B",
      "confidence": "LOW"
    },
    {
      "kpi": "New renewables & storage backlog originated (GW)",
      "prediction": "BEAT",
      "answer": "pred ~4.0 GW vs. cons ~3.5 GW",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirmed ~$3.92-$4.02 (high end) vs. cons ~$3.98 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term 8%+ EPS CAGR through 2032 off $3.71 base",
      "prediction": "UNCHANGED",
      "answer": "guide ~8%+ CAGR vs. cons ~8% (2025-2032)",
      "confidence": "HIGH"
    },
    {
      "kpi": "U.S.-Japan 9.5 GW gas deal definitive agreements",
      "prediction": "UNKNOWN",
      "answer": "guide ~9.5 GW / signed DAs vs. cons ~9.5 GW expected 'next 2-3 months' (2H2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "FPL large-load tariff first customer signing",
      "prediction": "UNKNOWN",
      "answer": "guide ~1+ customer (~$2B/GW capex) vs. cons ~1 signed by YE2026 (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 1.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": 0.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "Beat-and-reaffirm with reaffirmed high-end FY guide and intact 8%+ CAGR means no implied out-period cuts, so estimates hold. Day-1 pop is driven by ~4 GW backlog and any Japan-deal/FPL large-load progress; absent a signed DA the move is modest and low-beta utility mean-reversion keeps the 5-day residual roughly flat rather than following through. Downside risk is a Japan-deal slip that would fade the initial gain.",
  "day5_confidence": "LOW"
}