{
  "report_rows": [
    {
      "kpi": "Operating EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.52 vs. cons $1.486 (+2.3%)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Contracted Load Additions (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~5-7 GW incremental (68-70 GW total) vs. cons UNVERIFIED",
      "confidence": "LOW"
    },
    {
      "kpi": "FY 2026 EPS Guidance Reaffirmation",
      "prediction": "IN-LINE",
      "answer": "pred reaffirmed $6.15-$6.45 (mid $6.30) vs. cons $6.40 (-1.6%)",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Op. EPS (full year)",
      "prediction": "LOWER",
      "answer": "guide mid ~$6.30 vs. cons $6.40 (-1.6%)",
      "confidence": "HIGH"
    },
    {
      "kpi": "LT EPS CAGR 2026-2030",
      "prediction": "UNCHANGED",
      "answer": "reiterated >9% vs. ~9% implied",
      "confidence": "HIGH"
    },
    {
      "kpi": "Contracted Load cumulative GW",
      "prediction": "BETTER",
      "answer": "~68-70 GW vs. UNVERIFIED",
      "confidence": "LOW"
    },
    {
      "kpi": "Capital Plan Signal (Q3 update)",
      "prediction": "BETTER",
      "answer": "incremental upside signaled; no formal raise today",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE - FY guide midpoint below cons causes modest sell-side cuts but contracted load update and capital plan signal keep multiple supported; no material follow-through or fade",
  "day5_confidence": "MEDIUM"
}