{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$0.83 vs. cons $0.81",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic sales growth (Q2)",
      "prediction": "IN-LINE",
      "answer": "pred ~-1% vs. cons ~-2%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue (Q2)",
      "prediction": "IN-LINE",
      "answer": "pred ~$5.98B vs. cons ~$5.95B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 Adjusted EPS guide",
      "prediction": "BETTER",
      "answer": "guide ~$2.85 vs. cons ~$2.80 (FY2026, likely raised from ~$2.80)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Data-center sales target",
      "prediction": "BETTER",
      "answer": "guide >$1.6B vs. cons ~$1.5B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 organic sales / margin commentary",
      "prediction": "BETTER",
      "answer": "guide ~+MSD organic vs. cons ~flat (Q3 2026, H2 DC ramp)",
      "confidence": "LOW"
    },
    {
      "kpi": "FY26 revenue guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$22B vs. cons ~$22B (FY2026, reaffirmed)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.0,
  "day5_path": "FADE",
  "day5_rationale": "A telegraphed ~$0.80 beat plus a likely modest FY EPS/data-center target raise supports a positive day-1 pop off the recent pullback (~$69 vs $76 June peak). But the H2 guide math is demanding (CSA needs teens growth and 'very significant' margin expansion), resi April strength may be pre-buy, and the stock is up ~30% YTD, so out-period skepticism and stretched valuation cause part of the initial gain to be given back over 5 days.",
  "day5_confidence": "LOW"
}