{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$0.40 vs. cons $0.364",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "NorthStar EPS Contribution (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$0.06 vs. cons UNVERIFIED",
      "confidence": "LOW"
    },
    {
      "kpi": "Operating Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.85B vs. cons $1.776B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adj. EPS (FY2026)",
      "prediction": "LOWER",
      "answer": "guide ~$3.865 midpoint vs. cons $3.93",
      "confidence": "HIGH"
    },
    {
      "kpi": "Data Center Pipeline Commentary (Qualitative)",
      "prediction": "BETTER",
      "answer": "Final contract confirmed or imminent vs. muted expectations",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "NorthStar Disposition (Qualitative)",
      "prediction": "LOWER",
      "answer": "Likely addressed; possible asset sale \u2014 near-term EPS dilutive",
      "confidence": "LOW"
    },
    {
      "kpi": "Long-term EPS Growth (FY2027+)",
      "prediction": "UNCHANGED",
      "answer": "High end of 6-8% reaffirmed vs. cons $4.17",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -0.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 sell-side trims Q3/Q4 estimates to reconcile with FY guide below consensus; short covering limits but does not reverse the drift; stock stabilizes on long-term thesis",
  "day5_confidence": "MEDIUM"
}