{
  "report_rows": [
    {
      "kpi": "Net sales (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$3.98B vs. cons $3.91B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EBITDA (Q2'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~$320M vs. cons ~$323M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. diluted EPS (Q2'26)",
      "prediction": "MISS",
      "answer": "pred ~$1.20 vs. cons $1.28",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 Adj. EBITDA range",
      "prediction": "LOWER",
      "answer": "guide ~$1.15\u20131.40B, mid ~$1.28B vs. cons ~$1.30B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Net sales range",
      "prediction": "UNCHANGED",
      "answer": "guide ~$14.6\u201315.6B, mid ~$15.1B vs. cons ~$15.0B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Gross margin",
      "prediction": "LOWER",
      "answer": "guide/trend ~27.5\u201328.5% vs. cons ~28.3% (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -3.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": -6.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "BLDR's pattern (Q1) is a revenue beat via low-margin lumber/bundling with an EPS/margin miss; a modest in-line quarter is likely accompanied by a trim to the top of the FY EBITDA range and continued skepticism on the promised back-half margin hockey-stick. The out-period math (implicit 2H and FY27 cuts) pulls estimates lower even if the headline is fine, so any relief in a washed-out, Zacks-Sell name fades and drifts lower through the week. Downside is cushioned by the ~-5% pre-print residual on 7/29 already pricing fear, keeping conviction low.",
  "day5_confidence": "LOW"
}