{
  "report_rows": [
    {
      "kpi": "Q2 Operating EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.50 vs. cons $1.48 (Q2'26, vs $1.43 Q2'25)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$5.28B vs. cons $5.26B",
      "confidence": "LOW"
    },
    {
      "kpi": "Contracted load by 2030 (GW)",
      "prediction": "BEAT",
      "answer": "pred ~65 GW vs. cons/prior 63 GW",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 operating EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide $6.15\u2013$6.45 (reaffirmed, tracking upper half) vs. cons ~$6.32 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Total capital plan",
      "prediction": "UNCHANGED",
      "answer": "guide ~$78B vs. cons ~$78B (2025\u20132029 plan; formal refresh deferred to Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Long-term operating EPS CAGR",
      "prediction": "UNCHANGED",
      "answer": "guide >9% vs. cons ~7\u20139% framework (through 2030; fulsome update in Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Texas SB6 / ERCOT interconnection timing (41 GW LOAs)",
      "prediction": "UNKNOWN",
      "answer": "guide 'greater clarity later this summer' vs. cons ~41 GW ERCOT pipeline; derisking event but resolution likely partial",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 0.8,
  "day1_confidence": "LOW",
  "day5_residual_pct": 0.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "Q2 is a seasonally small, largely pre-telegraphed print with the definitive capital/financing refresh explicitly deferred to Q3, so out-period math is neutral \u2014 no guidance raise to drive follow-through and no cut to force a fade. A modest EPS beat plus reaffirmed FY guide and another incremental load step-up should provide relief after the ~6% fade from the June $138.69 peak and the ~2% idiosyncratic drop into the print (AEP -2.1% vs XLU -1.2% on 7/29), but upside is capped as investors wait for the Q3 catalyst. Risks to the flat-to-slightly-positive drift: PJM interconnection uncertainty and Ohio affordability/rate-freeze politics.",
  "day5_confidence": "LOW"
}