{
  "report_rows": [
    {
      "kpi": "Q2 2026 Non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.38 vs. cons $0.37",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.10B vs. cons $2.12B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Firmly Committed Industrial/Data-Center Load (GW) disclosed",
      "prediction": "BEAT",
      "answer": "pred ~15 GW vs. implied run-rate expectation ~13 GW",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Non-GAAP EPS Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.89-$1.91 (midpoint $1.90) vs. cons $1.91 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "2027 EPS Growth Rate off 2026 base",
      "prediction": "UNCHANGED",
      "answer": "guide ~8-9% vs. cons ~8.9% (FY2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted FFO-to-Debt exit trajectory",
      "prediction": "UNCHANGED",
      "answer": "guide ~13.5-14% exit vs. cons ~13.5% implied high-end-of-150bp cushion (YE2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "10-Year Capital Plan Size (post transmission study preview)",
      "prediction": "BETTER",
      "answer": "guide ~$67-68B vs. cons prior $65.5B (2027-2036 plan)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Indiana Large-Load (Southern Indiana ~1.5GW) Signed Agreement",
      "prediction": "UNKNOWN",
      "answer": "guide ~0 GW signed this quarter vs. cons ~0 GW signed (Q2 2026 update)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 0.4,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "An EPS beat plus reaffirmed/high-end FY26 guidance removes downside risk, while incremental disclosures (higher committed GW, likely upsized 10-yr capex plan from the H2 transmission study, and continued avoidance of new equity issuance via ATM) give sell-side analysts fresh reasons to nudge price targets and 2027-28 estimates higher over the following days rather than fade a 'sell-the-news' pop; the main drag limiting a larger follow-through is the stock's already-elevated valuation near 52-week highs, which caps how much further re-rating can occur without a truly transformational catalyst (e.g., signed Indiana large-load deal) materializing in the print itself.",
  "day5_confidence": "MEDIUM"
}