{
  "report_rows": [
    {
      "kpi": "NAST AGP (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$465M vs. cons $455.6M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating Income (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$248M vs. cons $241.6M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Global Forwarding AGP (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$178M vs. cons $181.2M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Operating Income (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide reaffirm $965M-$1.04B vs. cons $959.9M",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY 2026 EPS Target (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirm $6.00 floor vs. cons $6.147",
      "confidence": "HIGH"
    },
    {
      "kpi": "NAST Q3 Trajectory (Q3 2026)",
      "prediction": "BETTER",
      "answer": "constructive; cycle inflecting per LSTR/JBHT data",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "GF Q3 Trajectory (Q3 2026)",
      "prediction": "UNCHANGED",
      "answer": "cautiously optimistic; ocean soft, air strong",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 5.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 H2 estimate revisions upward as implied out-period math works in CHRW's favor; verdict overhang partially lifts if management tone is confident",
  "day5_confidence": "MEDIUM"
}