{
  "report_rows": [
    {
      "kpi": "EPS - Diluted Operating (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$3.70 vs. cons $3.64",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Steel EBITDA (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$920M vs. cons $896M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aluminum EBITDA (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$35M vs. cons $7M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "EPS (Q3 2026)",
      "prediction": "UNKNOWN",
      "answer": "guide ~$3.80-4.00 vs. cons UNVERIFIED",
      "confidence": "LOW"
    },
    {
      "kpi": "FY2026 EPS",
      "prediction": "UNCHANGED",
      "answer": "guide ~$16.50-17.00 vs. cons $16.48",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aluminum through-cycle EBITDA target (qualitative)",
      "prediction": "BETTER",
      "answer": "guide ~$700-750M vs. prior $650-700M",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE - beat holds but near-term estimate cuts on Q3 guide offset aluminum upside; no compounding",
  "day5_confidence": "MEDIUM"
}