{
  "report_rows": [
    {
      "kpi": "2Q26 EIX core EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.17 vs. cons $1.15",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 SCE core EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.39 vs. cons $1.36",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 Parent & Other core EPS",
      "prediction": "MISS",
      "answer": "pred ~($0.22) vs. cons ($0.20)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "2026 EIX core EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.05 midpoint ($5.90-$6.20) vs. cons $6.06 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "2026-2030 capital plan",
      "prediction": "UNCHANGED",
      "answer": "guide ~$39.5B midpoint ($38B-$41B) vs. cons $39.5B (2026-2030)",
      "confidence": "HIGH"
    },
    {
      "kpi": "2025-2030 SCE rate-base CAGR",
      "prediction": "UNCHANGED",
      "answer": "guide ~7.0% vs. cons 7.0% (2025-2030)",
      "confidence": "HIGH"
    },
    {
      "kpi": "California wildfire-legislation passage probability",
      "prediction": "BETTER",
      "answer": "guide ~65% vs. cons 55% (by August 31, 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest EPS beat plus unchanged FY2026 midpoint math should be reinforced by more constructive wildfire-legislation probability (~65% versus ~55% consensus), supporting valuation and out-period risk-premium compression despite no Eaton-loss estimate.",
  "day5_confidence": "MEDIUM"
}