{
  "report_rows": [
    {
      "kpi": "Operating diluted EPS",
      "prediction": "MISS",
      "answer": "pred ~$3.53 vs. cons $3.64",
      "confidence": "HIGH"
    },
    {
      "kpi": "Steel operating income",
      "prediction": "IN-LINE",
      "answer": "pred ~$800M vs. cons $793.5M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aluminum EBITDA",
      "prediction": "MISS",
      "answer": "pred ~$5M vs. cons $6.97M",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Steel pricing / H2 direction (forward commentary, FY2026)",
      "prediction": "BETTER",
      "answer": "guide constructive vs. cons FY steel op income $3.42B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aluminum through-cycle EBITDA target (forward commentary)",
      "prediction": "UNKNOWN",
      "answer": "guide ~upward-revision hint vs. cons no quotable consensus target",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 constructive forward pulls estimates/multiple higher, capped by demanding implied H2 bar",
  "day5_confidence": "MEDIUM"
}