{
  "report_rows": [
    {
      "kpi": "Q2 2026 net sales",
      "prediction": "BEAT",
      "answer": "pred ~$1.25B vs. cons $1.22B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 diluted EPS",
      "prediction": "MISS",
      "answer": "pred ~$4.86 vs. cons $4.92",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 operating margin before Financial Services",
      "prediction": "MISS",
      "answer": "pred ~21.5% vs. cons 21.8%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Capital expenditures",
      "prediction": "UNCHANGED",
      "answer": "guide ~$100M vs. cons $100M (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Effective income tax rate",
      "prediction": "UNCHANGED",
      "answer": "guide ~22.5% vs. cons 22.5% (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Corporate expense per quarter",
      "prediction": "UNCHANGED",
      "answer": "guide ~$28M vs. cons $28M (H2 2026 quarterly)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.2,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "5-day residual ~-4.2% vs. day-1 residual ~-3.0%; acquisition and cost-related margin dilution outweighs the acquisition-aided revenue beat, driving modest out-period EPS estimate cuts after the report.",
  "day5_confidence": "MEDIUM"
}