{
  "report_rows": [
    {
      "kpi": "Adjusted diluted EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.36 vs. cons $3.34",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Freight revenue excluding fuel surcharge growth",
      "prediction": "BEAT",
      "answer": "pred ~4.6% vs. cons 3.2%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating ratio",
      "prediction": "MISS",
      "answer": "pred ~60.1% vs. cons 59.3%",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 reported EPS growth outlook",
      "prediction": "UNCHANGED",
      "answer": "guide ~5.0% vs. cons 5.0% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 operating-ratio improvement outlook",
      "prediction": "LOWER",
      "answer": "guide ~10 bps improvement vs. cons 20 bps improvement (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.2,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Core freight growth should beat, but the ~80-bp adjusted-OR miss and a lower implied FY2026 margin-improvement cadence shift more of the earnings burden to 2H; that creates modest out-period EPS revision risk despite an in-line quarterly EPS result.",
  "day5_confidence": "MEDIUM"
}