{
  "report_rows": [
    {
      "kpi": "Operating diluted EPS",
      "prediction": "MISS",
      "answer": "pred ~$3.54 vs. cons $3.64",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Steel shipments",
      "prediction": "IN-LINE",
      "answer": "pred ~3.820M tons vs. cons 3.811M tons",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aluminum shipments",
      "prediction": "MISS",
      "answer": "pred ~66.0K tons vs. cons 67.1K tons",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Aluminum shipments (3Q26)",
      "prediction": "UNCHANGED",
      "answer": "guide ~105K tons vs. cons 105.8K tons",
      "confidence": "LOW"
    },
    {
      "kpi": "Steel profitability / metal spreads (3Q26)",
      "prediction": "UNKNOWN",
      "answer": "qualitative higher sequentially; no verified numerical guide/consensus mapping",
      "confidence": "LOW"
    },
    {
      "kpi": "CapEx (FY26)",
      "prediction": "UNKNOWN",
      "answer": "reiterate ~$600M; no verified consensus",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -1.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": -2.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 estimate risk persists",
  "day5_confidence": "LOW"
}