{
  "report_rows": [
    {
      "kpi": "Q2 2026 non-GAAP EPS",
      "prediction": "MISS",
      "answer": "pred ~$0.53 vs. cons $0.55",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 total gross margin",
      "prediction": "MISS",
      "answer": "pred ~19.0% vs. cons 19.5%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 free cash flow",
      "prediction": "BEAT",
      "answer": "pred ~-$2.6B vs. cons -$3.25B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 non-GAAP EPS implied outlook",
      "prediction": "LOWER",
      "answer": "guide ~$2.00 vs. cons $2.08 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 capital expenditures",
      "prediction": "UNCHANGED",
      "answer": "guide ~$25.5B vs. cons $25.3B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 vehicle deliveries outlook",
      "prediction": "BETTER",
      "answer": "guide ~1.75M vs. cons 1.729M (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -5.1,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -7.2,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Day-5 residual ~-7.2% vs. day-1 residual -5.1%; weaker normalized automotive profitability and implied FY2026 EPS of ~$2.00 vs. $2.08 consensus should drive downward revisions despite better quarterly free cash flow.",
  "day5_confidence": "MEDIUM"
}