{
  "report_rows": [
    {
      "kpi": "Q2 2026 adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$3.12 vs. cons $3.06",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$8.24B vs. cons $8.12B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Electrical Americas segment margin",
      "prediction": "IN-LINE",
      "answer": "pred ~27.2% vs. cons 27.1%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 adjusted EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$3.46 vs. cons $3.50 (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year adjusted EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$13.40 vs. cons $13.42 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year organic sales growth guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~10.5% vs. cons 10.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year segment margin guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~24.3% vs. cons 24.3% (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -0.6,
  "day5_path": "FADE",
  "day5_rationale": "The initial Q2 beat should be offset as revisions incorporate Q3 adjusted EPS guidance of ~$3.46 vs. consensus $3.50 and FY2026 guidance of ~$13.40 vs. consensus $13.42; limited Electrical Americas margin upside also leaves the out-period earnings inflection unconfirmed.",
  "day5_confidence": "MEDIUM"
}