{
  "report_rows": [
    {
      "kpi": "EPS - Diluted Operating (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$4.75 vs. cons $4.46",
      "confidence": "HIGH"
    },
    {
      "kpi": "Steel Mills Segment Profit (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.55B vs. cons $1.477B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Steel Mills ASP/ton (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1,155 vs. cons $1,142",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 EPS (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$17.50+ vs. cons $16.80",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Revenue (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$39.5B vs. cons $38.74B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 Volume/Pricing Tone (Q3 2026)",
      "prediction": "BETTER",
      "answer": "higher tone with import risk caveat vs. no formal Q3 consensus",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 positive FY revisions provide a floor; +8.1% idiosyncratic pre-run limits follow-through; import risk tone caps multiple re-rating",
  "day5_confidence": "MEDIUM"
}