{
  "report_rows": [
    {
      "kpi": "2Q26 non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.39 vs. cons $0.37",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$2.09B vs. cons $2.05B",
      "confidence": "LOW"
    },
    {
      "kpi": "Houston ERCOT-approved firmly committed load",
      "prediction": "BEAT",
      "answer": "pred ~7.0 GW vs. cons 6.0 GW",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "2026 non-GAAP EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.90 vs. cons $1.91 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "2026 capital-investment plan",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.8B vs. cons $6.8B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Implied 2027 non-GAAP EPS growth outlook",
      "prediction": "LOWER",
      "answer": "guide ~8.5% vs. cons 9.4% (FY2027)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.3,
  "day5_path": "FADE",
  "day5_rationale": "A modest ~$0.02 EPS beat and load-execution progress should support an initial ~+1.2% residual move, but maintained FY2026 EPS and capex guidance imply ~8.5% 2027 growth versus ~9.4% consensus, limiting out-period estimate revisions and fading the reaction toward ~+0.3% by day five.",
  "day5_confidence": "MEDIUM"
}