{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$11.95 vs. cons $11.67",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "total revenue",
      "prediction": "BEAT",
      "answer": "pred ~$4.30B vs. cons $4.23B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$1.97B (~46% margin) vs. cons ~$1.94B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adj. EBITDA guide",
      "prediction": "BETTER",
      "answer": "guide raise to ~$7.75B midpoint vs. cons ~$7.70B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 total revenue guide",
      "prediction": "BETTER",
      "answer": "guide raise to ~$17.2B midpoint vs. cons ~$17.1B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Fleet productivity",
      "prediction": "BETTER",
      "answer": "pred ~+2.8% vs. implied cons ~+2.0% (2026Q2)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 4.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": 6.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Expect a beat-and-raise that pulls FY revenue/EBITDA estimates up rather than the implicit-cut dynamic; stock already de-risked ~11% off the late-June high (and fell hard the final sessions into the print), lowering the bar and supporting positive follow-through as revisions turn up. Offset: high-beta, lumpy reaction function and stock near all-time highs limit conviction.",
  "day5_confidence": "LOW"
}