{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (F3Q26)",
      "prediction": "BEAT",
      "answer": "pred ~$2.92 vs. cons $2.84",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net sales (F3Q26)",
      "prediction": "BEAT",
      "answer": "pred ~$5.08B (+12% y/y) vs. cons ~$5.00B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Orders / book-to-bill (F3Q26)",
      "prediction": "BEAT",
      "answer": "pred ~$5.4B orders, B2B ~1.10 vs. cons ~$5.2B, B2B ~1.05",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "F4Q26 Adjusted EPS guide",
      "prediction": "BETTER",
      "answer": "guide ~$2.95 vs. cons ~$2.90 (F4Q26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "F4Q26 Net sales guide",
      "prediction": "BETTER",
      "answer": "guide ~$5.15B vs. cons ~$5.05B (F4Q26), aided by soft-USD FX",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 AI/DDN revenue framing",
      "prediction": "BETTER",
      "answer": "raise to ~$2.5B vs. prior/cons ~$2.4B (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating margin (F3Q26)",
      "prediction": "UNCHANGED",
      "answer": "pred ~22.0% vs. cons 21.9% (F3Q26); resin/freight/tariff pressure caps upside",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "A beat + orders strength + likely AI raise should lift estimates and drive a positive initial reaction off a de-risked ~$209 level (down YTD, recovered from June lows). But TEL has a strong sell-the-news history (fell ~9% after the Q2 beat-and-raise), the stock already ran ~6% into the print, consensus sits on the guide, and margin/auto overhangs plus demanding AI expectations cap follow-through \u2014 so the day-1 pop largely gives back over the week as out-period math and near-term margin caution temper upward revisions.",
  "day5_confidence": "LOW"
}