{
  "report_rows": [
    {
      "kpi": "Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$8.74B vs. cons $8.69B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.53 vs. cons $0.52",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$1.82B vs. cons $1.80B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 revenue",
      "prediction": "LOWER",
      "answer": "guide ~$8.85B vs. cons $9.10B (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 adjusted EPS",
      "prediction": "LOWER",
      "answer": "guide ~$0.58 vs. cons $0.66 (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Second-half adjusted EPS",
      "prediction": "LOWER",
      "answer": "guide ~$1.31 vs. cons $1.48 (H2 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Share repurchases",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.40B vs. cons $2.40B (FY 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.3,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest Q2 beat is outweighed by renewed Middle East disruption driving Q3 adjusted EPS toward ~$0.58 versus $0.66 consensus and H2 adjusted EPS toward ~$1.31 versus $1.48 consensus; estimate cuts should continue after the call.",
  "day5_confidence": "MEDIUM"
}