{
  "report_rows": [
    {
      "kpi": "Commercial Deliveries (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~172 vs. cons 167",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Free Cash Flow (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~-$150M vs. cons -$365M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "BCA Operating Margin (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~-3.8% vs. cons -4.2%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Free Cash Flow (FY2026)",
      "prediction": "LOWER",
      "answer": "guide ~$2B midpoint vs. cons $2.45B",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY 2026 Deliveries 737/787 (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~500/90-100 reaffirmed vs. cons 667 total",
      "confidence": "HIGH"
    },
    {
      "kpi": "BCA Margin Trajectory (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide positive by mid-2027 reaffirmed vs. embedded consensus",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH - modest; FY FCF guide midpoint below consensus caps estimate revisions; delivery beat supports partial follow-through but SPEEA overhang and H2 FCF step-up skepticism limit sustained move",
  "day5_confidence": "MEDIUM"
}