{
  "report_rows": [
    {
      "kpi": "2Q26 Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$6.05B vs. cons $5.98B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.83 vs. cons $0.81",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 Climate Solutions Americas operating margin",
      "prediction": "IN-LINE",
      "answer": "pred ~24.2% vs. cons 24.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 adjusted EPS",
      "prediction": "LOWER",
      "answer": "guide ~$2.80 vs. cons $2.81 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 revenue",
      "prediction": "UNCHANGED",
      "answer": "guide ~$22.1B vs. cons $22.1B (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 data-center revenue",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.50B vs. cons $1.50B (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "3Q26 adjusted EPS",
      "prediction": "LOWER",
      "answer": "guide ~$0.85 vs. cons $0.87 (3Q26)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 1.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.6,
  "day5_path": "FADE",
  "day5_rationale": "A ~$0.83 EPS result versus $0.81 consensus and ~$6.05B revenue versus $5.98B should support an initial positive reaction, but an unchanged ~$2.80 FY26 EPS guide versus ~$2.81 consensus leaves the second-half data-center conversion and residential-margin bridge unresolved; out-period revisions should therefore be limited.",
  "day5_confidence": "MEDIUM"
}