{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q3 FY26)",
      "prediction": "BEAT",
      "answer": "pred ~$3.38 vs. cons $3.34",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue (Q3 FY26)",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.19B vs. cons $3.202B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating margin (Q3 FY26)",
      "prediction": "MISS",
      "answer": "pred ~23.2% vs. cons ~23.8%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 adjusted EPS guidance range",
      "prediction": "LOWER",
      "answer": "guide ~$13.00-$13.15 (mid $13.08) vs. cons $13.12 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q4 FY26 implied EPS growth/deceleration commentary",
      "prediction": "LOWER",
      "answer": "guide ~low-single-digit (2-4%) y/y growth vs. cons ~6-7% y/y (Q4 FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 capital expenditure guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.0B vs. cons ~$4.0B (FY26)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -0.6,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.4,
  "day5_path": "FADE",
  "day5_rationale": "Core EPS/revenue likely near-inline-to-modest-beat, but the LCEC charge is already priced in and won't drive a pop; the real swing factor is out-period math: management flagged Q4 deceleration back in Q2, and the unresolved Qatar/Hormuz helium disruption plus Casa Grande/LCEC exit reduce the growth backlog optionality analysts had modeled. Expect sell-side to trim FY26 exit-rate and FY27 numbers even if Q3 headline beats, causing a fade as estimate revisions catch down to the widened helium drag and slower reinvestment ramp in electronics/aerospace.",
  "day5_confidence": "MEDIUM"
}