{
  "report_rows": [
    {
      "kpi": "Rental revenue",
      "prediction": "BEAT",
      "answer": "pred ~$3.74B vs. cons $3.68B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$1.96B vs. cons $1.92B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$11.78 vs. cons $11.55",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 total revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$17.30B midpoint vs. cons $17.20B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 adjusted EBITDA guidance",
      "prediction": "BETTER",
      "answer": "guide ~$7.85B midpoint vs. cons $7.80B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 free cash flow guidance",
      "prediction": "BETTER",
      "answer": "guide ~$2.40B midpoint vs. cons $2.32B (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 4.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 5.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$7.85B FY2026 EBITDA-guide midpoint versus ~$7.80B consensus, alongside ~$17.30B revenue guidance versus ~$17.20B consensus, should drive modest out-period estimate revisions rather than leave the beat confined to 2Q.",
  "day5_confidence": "MEDIUM"
}