{
  "report_rows": [
    {
      "kpi": "2Q26 operating EPS",
      "prediction": "MISS",
      "answer": "pred ~$1.10 vs. cons $1.13",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "DTE Electric operating earnings",
      "prediction": "IN-LINE",
      "answer": "pred ~$285M vs. cons $283M",
      "confidence": "LOW"
    },
    {
      "kpi": "Energy Trading operating earnings",
      "prediction": "BEAT",
      "answer": "pred ~$35M vs. cons $30M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 operating EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$7.73 vs. cons $7.71 (FY26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY26 DTE Electric operating-earnings guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.36B vs. cons $1.35B (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Energy Trading operating-earnings guidance",
      "prediction": "BETTER",
      "answer": "guide ~$60M vs. cons $55M (FY26)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 0.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.1,
  "day5_path": "STABILIZE",
  "day5_rationale": "A ~$1.10 reported EPS result versus $1.13 consensus is a modest quarterly miss, but confirmation of ~$7.73 FY26 EPS versus $7.71 consensus and a ~$60M Energy Trading outcome versus $55M supports limited upward full-year math. The lack of a formal incremental capital-plan addition or a higher long-term EPS target before the expected September Google decision should cap estimate revisions after the initial reaction.",
  "day5_confidence": "MEDIUM"
}