{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "MISS",
      "answer": "pred ~$3.17 vs. cons $3.22",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating revenue",
      "prediction": "BEAT",
      "answer": "pred ~$6.72B vs. cons $6.64B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating ratio",
      "prediction": "MISS",
      "answer": "pred ~60.1% vs. cons 59.4%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Reported EPS growth",
      "prediction": "LOWER",
      "answer": "guide ~5.0% vs. cons 6.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating-ratio improvement",
      "prediction": "LOWER",
      "answer": "guide ~10 bps vs. cons 40 bps (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -3.4,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -5.1,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A revenue beat driven partly by fuel surcharges is unlikely to offset a ~70 bps operating-ratio miss; maintaining ~5.0% EPS growth versus 6.5% consensus implies second-half estimates decline after the print.",
  "day5_confidence": "MEDIUM"
}