{
  "report_rows": [
    {
      "kpi": "Q2 net sales",
      "prediction": "BEAT",
      "answer": "pred ~$8.45B vs. cons $8.292B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.22 vs. cons $1.183",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 IT/datacom sales",
      "prediction": "BEAT",
      "answer": "pred ~$3.70B vs. cons $3.603B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 net sales",
      "prediction": "BETTER",
      "answer": "guide ~$8.95B midpoint vs. cons $8.728B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 adjusted diluted EPS",
      "prediction": "BETTER",
      "answer": "guide ~$1.31 midpoint vs. cons $1.277",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 IT/datacom / orders commentary",
      "prediction": "BETTER",
      "answer": "low-teens IT growth and >1.0x book-to-bill vs. $3.866B / 1.00x consensus",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 4.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": -5.0,
  "day5_path": "FADE",
  "day5_rationale": "FADE \u2014 initial raise is likely absorbed by valuation debate",
  "day5_confidence": "LOW"
}