{
  "report_rows": [
    {
      "kpi": "Sales",
      "prediction": "BEAT",
      "answer": "pred ~$8.5B vs. cons ~$8.25B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.22 vs. cons ~$1.17",
      "confidence": "HIGH"
    },
    {
      "kpi": "Adjusted operating margin",
      "prediction": "BEAT",
      "answer": "pred ~28.2% vs. cons ~27.5%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3'26 revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$8.9B vs. cons ~$8.5B (Q3 FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3'26 adjusted EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$1.27 vs. cons ~$1.21 (Q3 FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "IT Datacom/AI order momentum & book-to-bill",
      "prediction": "BETTER",
      "answer": "pred book-to-bill ~1.2 & IT datacom up ~mid-teens QoQ vs. cons ~low-teens (Q2/Q3 FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "CCS accretion/revenue outlook",
      "prediction": "BETTER",
      "answer": "guide ~$4.2B FY26 sales / ~$0.16 accretion vs. cons ~$4.1B / ~$0.15 (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 7.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 9.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "APH's guidance is a conservative floor, so a beat-and-raise drives UPWARD out-period revisions (not the typical implicit-cut fade). AI/IT datacom order acceleration and a strong Q3 raise pull Street FY26/FY27 estimates higher; with the stock having already de-risked ~18% off the June high into the print, positive momentum should extend rather than fade. Risk to follow-through is any AI-digestion tone or CCS margin slip against a still-premium multiple.",
  "day5_confidence": "MEDIUM"
}