{
  "report_rows": [
    {
      "kpi": "Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$5,350M vs. cons $5,259M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "EPS - Diluted Operating (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$2.00 vs. cons $1.95",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Industrial Revenue Mix (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~38.0% vs. cons 36.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Revenue (Q3 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5,600M midpoint vs. cons $5,626M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "EPS - Diluted Operating (Q3 2026)",
      "prediction": "LOWER",
      "answer": "guide ~$2.05 midpoint vs. cons $2.18",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Pricing commentary (H2 2026)",
      "prediction": "BETTER",
      "answer": "guide 'prices likely to go up' vs. prior baseline of flat/modest declines",
      "confidence": "HIGH"
    },
    {
      "kpi": "FCF/share FY 2026",
      "prediction": "BETTER",
      "answer": "guide 'well above $8' vs. cons $7.82",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 6.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 4.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE - revenue beat and qualitative raise drive initial follow-through; Q3 EPS estimate cuts partially offset as sell-side models update",
  "day5_confidence": "MEDIUM"
}