{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$3.36 vs. cons $3.30",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Sales",
      "prediction": "BEAT",
      "answer": "pred ~$3.34B vs. cons $3.30B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating margin",
      "prediction": "BEAT",
      "answer": "pred ~23.9% vs. cons 23.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$13.13 vs. cons $13.15 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Implied FY2026 Q4 adjusted EPS",
      "prediction": "LOWER",
      "answer": "guide ~$3.40 vs. cons $3.49 (FY2026 Q4)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 capital expenditures",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.00B vs. cons $4.00B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 clean-energy exit charge",
      "prediction": "BETTER",
      "answer": "guide ~$2.70B vs. cons $2.90B (FY2026 Q3)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -7.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest adjusted-EPS beat of ~$3.36 versus ~$3.30 is likely outweighed by unchanged FY2026 EPS guidance of ~$13.13 versus ~$13.15 consensus, leaving implied Q4 EPS of only ~$3.40 versus ~$3.49. The ~$0.09 out-period shortfall should pull FY2027 revisions lower despite a cleaner-than-feared ~$2.70B versus ~$2.90B exit charge.",
  "day5_confidence": "MEDIUM"
}