{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (ex-items)",
      "prediction": "BEAT",
      "answer": "pred ~$2.38 vs. cons $2.34",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.41B vs. cons $2.40B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Packaging Segment EBITDA Margin",
      "prediction": "MISS",
      "answer": "pred ~21.4% vs. cons 21.9%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 EPS Guidance",
      "prediction": "BETTER",
      "answer": "guide ~$2.65 vs. cons $2.58 (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Capex Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$855M vs. cons $855M (FY2026, midpoint of prior $840-870M range)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Greif Synergy Run-Rate Target",
      "prediction": "UNCHANGED",
      "answer": "guide ~$30M by year-end vs. prior guide $30M by year-end (FY2026 exit run-rate, on path to $60M target)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "An EPS beat paired with a Q3 guide that's better than consensus should trigger positive out-period estimate revisions (Q3/Q4 EPS raises) as sell-side analysts roll forward the price/cost inflection and Greif accretion story already flagged by management, supporting follow-through over the week. However, the packaging margin miss from heavier outage costs and a stock that already ran from $211 to $228 (off $241 highs) caps the magnitude \u2014 some of the initial pop could fade if commentary on 'flattish' underlying demand resurfaces, so follow-through is moderate rather than explosive.",
  "day5_confidence": "LOW"
}