{
  "report_rows": [
    {
      "kpi": "Non-GAAP Diluted EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$5.85 vs. cons $5.77",
      "confidence": "HIGH"
    },
    {
      "kpi": "Net Sales / Revenue (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$1,595M vs. cons ~$1,580M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP Operating Margin (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~23.0% vs. cons ~22.5%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 Non-GAAP Diluted EPS Guide",
      "prediction": "BETTER",
      "answer": "guide ~$6.00 vs. cons ~$5.95 (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Non-GAAP Diluted EPS Guide (raise)",
      "prediction": "BETTER",
      "answer": "guide ~$24.25 vs. cons $24.01 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 GAAP Diluted EPS Guide (raise)",
      "prediction": "BETTER",
      "answer": "guide ~$20.50 vs. cons ~$20.26 (FY2026, prior guide midpoint)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 0.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "Consensus EPS already sits at the top of TDY's own guide and full-year numbers are essentially in line with the just-raised range, so a beat-and-raise is largely priced in; last year's similar beat drew only a modest, non-amplifying 5-day drift (day1 -1.7% -> day5 -1.9%) as cautious next-quarter commentary offset the headline beat. With valuation already rich (GF Value ~20% below spot) and Zacks ESP only mildly positive, expect estimate revisions to tick up modestly on the raise but be capped by lofty multiples and any tariff/defense-timing caveats, producing a small continued drift rather than a strong follow-through or a reversal.",
  "day5_confidence": "LOW"
}