{
  "report_rows": [
    {
      "kpi": "Net Sales (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$8.70B vs. cons $8.296B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Adj. EPS - Operating (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.25 vs. cons $1.183",
      "confidence": "HIGH"
    },
    {
      "kpi": "IT Datacom Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$3.70B vs. cons $3.603B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Net Sales (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$9.6-10.0B vs. cons ~$9.0B (UNVERIFIED)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EPS (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$1.30-1.35 vs. cons ~$1.30 (UNVERIFIED)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Book-to-Bill (Q2 2026)",
      "prediction": "UNCHANGED",
      "answer": "pred ~1.10-1.15x vs. cons 1.15x",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 6.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 8.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 FY estimates revised up after beat + Q3 guide above consensus; stock de-rated pre-earnings removes the fade risk seen in Q4 2025 and Q1 2026",
  "day5_confidence": "MEDIUM"
}