{
  "report_rows": [
    {
      "kpi": "Core EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.21 vs. cons $1.18",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$4.84B vs. cons $4.80B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "SCE core EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.45 vs. cons $1.41",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Core EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$6.05 midpoint vs. cons $6.13 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Core EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$6.45 midpoint vs. cons $6.50 (FY2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Core EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.94 midpoint vs. cons $6.93 (FY2028)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Capital expenditure plan",
      "prediction": "UNCHANGED",
      "answer": "guide ~$39.5B midpoint vs. cons $39.5B (2026\u20132030)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Common-equity issuance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$0.0B vs. cons $0.0B (through FY2030)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -2.7,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest quarterly beat is unlikely to generate material estimate revisions because unchanged FY2026 guidance implies ~$3.42 of required second-half core EPS versus the ~$3.39 consensus hurdle, while FY2027 guidance remains ~$0.05 below consensus. Continued Eaton-liability uncertainty should keep the post-report multiple from expanding, producing negative follow-through after the initial reaction.",
  "day5_confidence": "MEDIUM"
}