{
  "report_rows": [
    {
      "kpi": "Q2 2026 adjusted EPS",
      "prediction": "MISS",
      "answer": "pred ~$0.38 vs. cons $0.72",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q2 2026 operating revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.92B vs. cons $1.89B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Qualified economic-development pipeline",
      "prediction": "IN-LINE",
      "answer": "pred ~9.0 GW vs. cons 9.0 GW",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EPS guidance midpoint",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.865 vs. cons $3.87 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term adjusted EPS growth target",
      "prediction": "UNCHANGED",
      "answer": "guide ~8.0% vs. cons 8.0% (2027\u20132030, toward high end of 6%\u20138%)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Incremental July storm EPS drag",
      "prediction": "LOWER",
      "answer": "guide ~$0.08 drag vs. cons $0.05 drag (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Planned common-equity issuance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$700M vs. cons $700M (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Initial advanced data-center load timing",
      "prediction": "UNCHANGED",
      "answer": "guide ~2028 vs. cons 2028 (initial-load year)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -2.7,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "The headline EPS miss should be partly dismissed because storm-aware expectations are near $0.35\u2013$0.36, but an estimated ~$0.08 July storm drag versus ~$0.05 expected and a $3.865 guidance midpoint versus $3.87 consensus should pull FY2026 estimates modestly lower; absent a signed data-center catalyst, revisions likely extend the initial weakness.",
  "day5_confidence": "MEDIUM"
}