{
  "report_rows": [
    {
      "kpi": "Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$5.15B vs. cons ~$4.98B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Diluted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$7.65 vs. cons ~$7.30",
      "confidence": "HIGH"
    },
    {
      "kpi": "Remaining Performance Obligations / backlog",
      "prediction": "BEAT",
      "answer": "pred ~$16.2B vs. cons ~$15.8B (prior Q1 $15.62B)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 revenue guidance (raise)",
      "prediction": "BETTER",
      "answer": "guide ~$19.75B mid vs. cons ~$19.4B (FY2026, up from $18.50\u201319.25B)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 diluted EPS guidance (raise)",
      "prediction": "BETTER",
      "answer": "guide ~$30.50 mid vs. cons ~$29.7 (FY2026, up from $28.25\u201329.75)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 operating margin guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~9.0\u20139.4% (mid ~9.2%) vs. cons ~9.2% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Mechanical segment operating margin (mix/GMP shift)",
      "prediction": "LOWER",
      "answer": "pred ~11.0% vs. cons ~12.0% (Q2, lapping 13.6% yr-ago)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 7.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 9.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Stock enters massively de-risked (~-11% idiosyncratic in the week vs flat SPY, -27% from May high, beta ~1.7). A beat-and-raise with RPO/backlog still growing pulls out-period estimates UP rather than down, so the relief rally should follow through as the AI-demand-durability fear is at least partially refuted; residual gains extend past day 1 but at a decelerating pace. Risk to fade only if RPO shows sequential deceleration or the raise is modest against fragile AI-infrastructure sentiment.",
  "day5_confidence": "LOW"
}