{
  "report_rows": [
    {
      "kpi": "Q2 2026 Core EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.20 vs. cons $1.15",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Total Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$4.60B vs. cons $4.65B",
      "confidence": "LOW"
    },
    {
      "kpi": "SCE O&M / Operating Expense Discipline (ex-fuel)",
      "prediction": "IN-LINE",
      "answer": "pred ~flat y/y op-ex vs. cons modest 2-3% increase implied",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Core EPS Guidance ($5.90-$6.20 range)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.05 midpoint reaffirmed vs. cons $6.05 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term Core EPS CAGR 2026-2030 (5-7%)",
      "prediction": "UNCHANGED",
      "answer": "guide ~6% midpoint vs. cons ~6% (2026-2030)",
      "confidence": "HIGH"
    },
    {
      "kpi": "2026-2030 Capital Plan / No New Equity through 2030",
      "prediction": "UNCHANGED",
      "answer": "guide ~$39.5B capex (midpoint of $38-41B) vs. cons ~$39.5B (2026-2030)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Eaton Fire WRCP Offers/Claims Dollar Total (key commentary, no formal reserve)",
      "prediction": "UNKNOWN",
      "answer": "guide ~$750M cumulative offers vs. cons ~$650M expected update (Q2 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 0.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.3,
  "day5_path": "STABILIZE",
  "day5_rationale": "With guidance already reaffirmed at $5.90-$6.20 for three straight quarters and no new equity/financing surprises, a modest EPS beat is unlikely to trigger meaningful full-year estimate revisions since H1 run-rate (~$2.62) tracks normally against the H2 implied build. The two true stock-moving catalysts\u2014Eaton Fire liability quantification and SB254 wildfire-legislation outcome\u2014remain unresolved heading into the Aug 31 session close, so the print itself lacks a binary trigger; absent new litigation/legislative headlines in the days after, initial reaction should hold rather than extend or reverse sharply.",
  "day5_confidence": "LOW"
}