{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$3.12 vs. cons $3.08",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic Growth (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~11.5% vs. cons 10.1%",
      "confidence": "HIGH"
    },
    {
      "kpi": "Electrical Americas Op. Margin (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~26.7% vs. cons 26.9%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Adjusted EPS (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide mid ~$13.60 vs. cons $13.35",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Organic Growth (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide mid ~11% vs. cons 10.5%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 Adjusted EPS (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide mid ~$3.22 vs. cons $3.08",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "EA Margin Trajectory (Qualitative)",
      "prediction": "BETTER",
      "answer": "reaffirm >30% exit rate; sequential improvement continues",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 7.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 sell-side revises H2 estimates up on implied FY raise; EA margin debate caps but does not reverse",
  "day5_confidence": "MEDIUM"
}