{
  "report_rows": [
    {
      "kpi": "Q2 2026 Operating EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$0.78 vs. cons ~$0.77",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "CVOW offshore wind % complete (de-risking update)",
      "prediction": "BEAT",
      "answer": "pred ~80% complete vs. cons ~78% (Q1 was >75%)",
      "confidence": "LOW"
    },
    {
      "kpi": "Data-center contracted capacity (electric service agreements)",
      "prediction": "BEAT",
      "answer": "pred ~11 GW vs. cons ~10.4 GW",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Operating EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirmed ~$3.57 mid ($3.45-$3.69) vs. cons ~$3.57 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term EPS growth target",
      "prediction": "UNCHANGED",
      "answer": "guide ~6% (5-7% midpoint) vs. cons ~6% (2025-2029)",
      "confidence": "HIGH"
    },
    {
      "kpi": "CVOW total project budget",
      "prediction": "UNCHANGED",
      "answer": "guide ~$11.4B vs. cons ~$11.4B (project life); ~$200M tariff risk vs. PJM transmission offset",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FFO/debt (credit metric)",
      "prediction": "UNCHANGED",
      "answer": "guide >15% vs. cons ~15% target (FY2026), no equity ramp needed",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Millstone recontracting (CT DEEP zero-carbon RFP)",
      "prediction": "UNKNOWN",
      "answer": "guide RFP decision expected ~2H26 vs. cons not in plan ~0 (through Aug-2029 PPA); upside optionality",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -1.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": -1.8,
  "day5_path": "FADE",
  "day5_rationale": "Seasonally small quarter with guidance only reaffirmed (no raise) into a stock that has already re-rated ~+18% YTD to the low-$70s, so the bar is high and there is little out-period fuel: flat estimates mean no upward revision momentum. Clean CVOW/data-center commentary limits downside, but with valuation stretched and no numbers catalyst, an initial muted-to-negative reaction likely bleeds slightly lower as the tape digests a qualitative-only print.",
  "day5_confidence": "LOW"
}