{
  "report_rows": [
    {
      "kpi": "EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.43 vs. cons $2.36",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Home-sale gross margin",
      "prediction": "BEAT",
      "answer": "pred ~24.6% vs. cons 24.3%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net new orders",
      "prediction": "MISS",
      "answer": "pred ~7,240 vs. cons 7,383",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 deliveries",
      "prediction": "LOWER",
      "answer": "guide ~7,650 vs. cons 7,800 (2026Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 home-sale gross margin",
      "prediction": "UNCHANGED",
      "answer": "guide ~24.7% vs. cons 24.8% (2026Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year deliveries",
      "prediction": "UNCHANGED",
      "answer": "guide ~28,750 vs. cons 28,720 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year home-sale gross margin",
      "prediction": "UNCHANGED",
      "answer": "guide ~24.6% vs. cons 24.7% (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.4,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "Relief from maintaining FY2026 deliveries near ~28,750 vs. consensus 28,720 supports day 1, but a Q3 delivery midpoint near ~7,650 vs. consensus 7,800 and softer orders limit upward estimate revisions, causing part of the initial gain to fade.",
  "day5_confidence": "MEDIUM"
}