{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (FQ3'26)",
      "prediction": "BEAT",
      "answer": "pred ~$3.38 vs. cons ~$3.31",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating margin",
      "prediction": "BEAT",
      "answer": "pred ~24.0% vs. cons ~23.6%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic volume growth",
      "prediction": "BEAT",
      "answer": "pred ~+4% vs. cons ~+3%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 adjusted EPS guide",
      "prediction": "BETTER",
      "answer": "guide ~$13.10\u2013$13.30 (mid ~$13.20) vs. cons ~$13.15 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FQ4'26 implied adj EPS",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.30 vs. cons ~$3.28 (FQ4'26)",
      "confidence": "LOW"
    },
    {
      "kpi": "FY26 capex",
      "prediction": "LOWER",
      "answer": "guide ~$4.0B vs. cons ~$4.2B (FY26)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.3,
  "day5_path": "FADE",
  "day5_rationale": "The main catalyst (LCEC exit) already drove a +17% June-30/July-2 spike, so the good news is largely priced with the stock consolidating near highs (~$294). A clean adjusted-EPS beat and modest FY26 raise should generate a small day-1 pop, but out-period math (conservative implied Q4 on turnaround timing spread into H2, persistent helium price drag, and no fresh buyback) plus already-elevated expectations mean upward EPS revisions are limited and the initial move partially fades over the week; peer LIN also drifting flat provides no sector tailwind.",
  "day5_confidence": "LOW"
}