{
  "report_rows": [
    {
      "kpi": "Q2 2026 operating EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.18 vs. cons $1.14",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 DTE Electric operating earnings",
      "prediction": "BEAT",
      "answer": "pred ~$268M vs. cons $265M",
      "confidence": "LOW"
    },
    {
      "kpi": "Q2 2026 Energy Trading operating earnings",
      "prediction": "BEAT",
      "answer": "pred ~$27M vs. cons $25M",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Operating EPS positioning",
      "prediction": "BETTER",
      "answer": "guide ~$7.73 vs. cons $7.71 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Energy Trading operating earnings",
      "prediction": "BETTER",
      "answer": "guide ~$60M vs. cons $57M (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Google-related incremental capital investment",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.0B vs. cons $5.0B (through 2032)",
      "confidence": "HIGH"
    },
    {
      "kpi": "External equity issuance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$550M vs. cons $550M (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.3,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "A modest Q2 beat of ~$1.18 vs. $1.14 should help initially, but unchanged formal guidance with high-end positioning of ~$7.73 vs. $7.71 leaves little out-period revision upside until Google approval and incremental capital are formally incorporated.",
  "day5_confidence": "MEDIUM"
}