{
  "report_rows": [
    {
      "kpi": "Q2 operating EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.62 vs. cons $1.57",
      "confidence": "LOW"
    },
    {
      "kpi": "Q2 revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.45B vs. cons $3.36B",
      "confidence": "LOW"
    },
    {
      "kpi": "DTE Electric segment operating earnings",
      "prediction": "IN-LINE",
      "answer": "pred ~$330M vs. cons ~$325M",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 operating EPS guidance (reaffirm, top-end bias)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$7.71 (range $7.59-$7.73) vs. cons $7.71 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term EPS growth rate through 2030",
      "prediction": "UNCHANGED",
      "answer": "guide ~6-8% vs. cons ~7% (2026-2030)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Data-center catalyst (Google ~1GW MPSC order ~Sep-10, ~$5B capex; next deal by YE26)",
      "prediction": "UNKNOWN",
      "answer": "guide ~1 new deal + $5B upside vs. cons ~0 embedded (2026-2032)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2026 equity issuance / financing plan",
      "prediction": "UNCHANGED",
      "answer": "guide ~$500-600M vs. cons ~$550M (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Electric & Gas rate-case / IRP cadence (Sep orders, Q3 IRP)",
      "prediction": "UNKNOWN",
      "answer": "guide ~10.25% ROE ask vs. cons ~9.9% settled ROE (2026 orders)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 0.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": 0.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "Seasonally light Q2 print with a likely modest EPS beat but only a reaffirm (no formal raise) \u2014 out-period math is neutral since top-end bias is already in the $7.71 Street number, so estimates consolidate rather than re-rate. Real catalysts (Google MPSC order ~Sep-10, next data-center deal, fall CapEx/plan refresh) sit outside the 5-day window, so absent a surprise the idiosyncratic move stays small; slight fade risk given the stock is ~13% YTD and off its June ~$154 peak, offset by data-center optionality \u2014 net stabilize near flat.",
  "day5_confidence": "LOW"
}