{
  "report_rows": [
    {
      "kpi": "Q2 adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.83 vs. cons $0.81",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$5.98B vs. cons $5.95B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q2 organic sales growth",
      "prediction": "BEAT",
      "answer": "pred ~-0.8% vs. cons -2.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$2.80 vs. cons $2.82 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 revenue guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$22.0B vs. cons $22.0B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 data-center revenue commentary",
      "prediction": "BETTER",
      "answer": "guide ~$1.60B vs. cons $1.50B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2027 data-center production capacity commentary",
      "prediction": "BETTER",
      "answer": "guide ~$2.75B vs. cons $2.50B (FY2027)",
      "confidence": "LOW"
    },
    {
      "kpi": "FY2026 free-cash-flow guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.0B vs. cons $2.0B (FY2026)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "FADE",
  "day5_rationale": "Strong commercial-HVAC orders and higher data-center revenue commentary should drive the initial upside, but an unchanged ~$2.80 FY2026 EPS guide versus ~$2.82 consensus, higher capacity investment and limited out-period margin upside should constrain estimate revisions and partially reverse the day-1 move.",
  "day5_confidence": "MEDIUM"
}