{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$3.12 vs. cons $3.06",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic sales growth (",
      "prediction": "IN-LINE",
      "answer": "pred ~11% vs. cons ~10.5% (Q2 total rev ~$8.16B vs cons $8.12B)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total segment operating margin (Electrical Americas recovery)",
      "prediction": "IN-LINE",
      "answer": "pred ~22.8% vs. cons ~22.8%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 Adjusted EPS",
      "prediction": "BETTER",
      "answer": "guide ~$13.30-$13.55 (mid ~$13.42) vs. cons $13.30 (FY26)",
      "confidence": "LOW"
    },
    {
      "kpi": "FY26 segment margin",
      "prediction": "UNCHANGED",
      "answer": "guide ~24.1-24.5% (mid ~24.3%) vs. cons ~24.3% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 Adjusted EPS",
      "prediction": "UNKNOWN",
      "answer": "guide ~$3.30 vs. cons ~$3.32 (Q3 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Electrical book-to-bill / data-center order trajectory (Vertiv read-through)",
      "prediction": "UNCHANGED",
      "answer": "guide book-to-bill ~1.2 vs. cons ~1.2; DC orders remain triple-digit% but decel risk from ~240% base",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": 1.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "Vertiv scare (-17% on 7/29) reset the bar low and ETN already partially recovered (361->387 on 7/30), so a clean EPS beat plus visible Electrical Americas sequential margin inflection and intact orders should produce a modest relief pop. But EPS beat alone is 'not enough' at a premium multiple; if FY is only reaffirmed rather than meaningfully raised, out-period math (implicit 2H margin conservatism after Q1 guide cut) caps upward revisions. Any hint of data-center project-timing lumpiness echoes Vertiv and drives fade. Net: initial gain largely holds but limited follow-through.",
  "day5_confidence": "LOW"
}