{
  "report_rows": [
    {
      "kpi": "Diluted EPS",
      "prediction": "MISS",
      "answer": "pred ~$3.53 vs. cons $3.628",
      "confidence": "HIGH"
    },
    {
      "kpi": "Steel operations EBITDA",
      "prediction": "IN-LINE",
      "answer": "pred ~$825M vs. cons $817.2M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aluminum EBITDA",
      "prediction": "MISS",
      "answer": "pred ~$5M vs. cons $7.0M",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Steel operations EBITDA (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide equivalent ~$1.10B vs. cons $1.082B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aluminum EBITDA (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide equivalent ~$70M vs. cons $67.5M",
      "confidence": "LOW"
    },
    {
      "kpi": "Capital expenditures (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$600M vs. cons $598.5M",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 0.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": 1.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 constructive Q3 commentary offsets the preannounced Q2 miss",
  "day5_confidence": "LOW"
}