{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$0.97 vs. cons $1.00",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Revenue (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.77B vs. cons $3.75B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Service Segment Operating Margin (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~23.3% vs. cons/guide ~24.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.20-$4.24 (midpoint $4.22) vs. cons $4.22 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Net Sales / Organic Growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~$15.1-$15.3B, low-to-mid single digit organic vs. cons $15.2B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Service Segment Margin Trajectory (full-year 'high 24s')",
      "prediction": "LOWER",
      "answer": "guide ~24.5% vs. cons/prior framing ~24.8-25.0% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Adjusted Free Cash Flow",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.60-$1.65B vs. cons $1.63B (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -3.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.8,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Pattern of three straight quarters where margin disappointment triggered selloffs suggests another Service-margin miss (23.3% vs ~24% guided) will be read as evidence the recovery bridge to Q4 expansion is slipping, prompting analysts to trim out-quarter (Q3/Q4) EPS and full-year margin assumptions even if headline EPS/revenue are roughly in-line; implicit cuts to the back-half bridge (needed to hit $4.20-$4.24) mean estimate revisions continue lower into the print's aftermath rather than stabilizing, extending the day-1 decline over the following days.",
  "day5_confidence": "MEDIUM"
}