{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$3.39 vs. cons $3.34",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$3.24B vs. cons $3.19B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating margin",
      "prediction": "IN-LINE",
      "answer": "pred ~24.4% vs. cons 24.2%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$13.00-$13.25 vs. cons $13.22 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Implied adjusted EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$3.37 vs. cons $3.50 (FY2026 Q4)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Capital-spending guidance",
      "prediction": "BETTER",
      "answer": "guide ~$3.8B vs. cons $4.0B (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.8,
  "day5_path": "FADE",
  "day5_rationale": "Initial relief from a Q3 adjusted EPS beat and lower capital spending fades because unchanged FY2026 guidance implies Q4 adjusted EPS of only ~$3.37 vs. consensus $3.50, pulling out-period estimates lower while NEOM commercialization and project-exit cash costs remain uncertain.",
  "day5_confidence": "MEDIUM"
}