{
  "report_rows": [
    {
      "kpi": "Q2'26 Adjusted EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.07 vs. cons $1.08",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2'26 Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$2.45B vs. cons $2.40B",
      "confidence": "LOW"
    },
    {
      "kpi": "Missouri segment earnings (large-load/infra driven)",
      "prediction": "IN-LINE",
      "answer": "pred ~$95M vs. cons ~$93M",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.25-$5.45 (mid $5.35) vs. cons $5.36 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term EPS CAGR algorithm",
      "prediction": "UNCHANGED",
      "answer": "guide 6-8% 'near upper end' vs. cons ~7% (2025-2030)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Signed data-center ESAs / large-load",
      "prediction": "BETTER",
      "answer": "guide ~2.2GW+ signed ESAs vs. ~1.2GW baked into plan (by 2030)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Missouri IRP / capex refresh timing",
      "prediction": "UNKNOWN",
      "answer": "guide Sept IRP + Q3 update vs. cons expecting ~$70B+ pipeline (Q3'26)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -0.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "Small seasonal quarter with flagged O&M/tree-trimming and weather headwinds; likely a clean-but-modest print with guidance merely reaffirmed and the real catalyst (Sept Missouri IRP / rate-base + EPS-growth refresh) deferred to the Q3 call. With the stock already ~7% off its June $118 high and down ~2% into the print, a status-quo outlook and no formal guidance raise leave little near-term upside, so day-1 skews slightly negative. Out-period math is neutral-to-positive (2.2GW signed ESAs are upside not yet in numbers), so estimates hold and the low-beta name stabilizes rather than follows through lower as investors bridge to the Q3 IRP catalyst.",
  "day5_confidence": "LOW"
}