{
  "report_rows": [
    {
      "kpi": "Q2 2026 Adjusted EPS",
      "prediction": "MISS",
      "answer": "pred ~$0.93 vs. cons $0.96",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Industrial retail sales growth (y/y, Q2)",
      "prediction": "BEAT",
      "answer": "pred ~13% vs. cons/guide ~10%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Other O&M y/y increase (guided headwind)",
      "prediction": "IN-LINE",
      "answer": "pred ~$0.15 vs. cons guide ~$0.15",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EPS guidance (reaffirm $4.25-$4.45 range)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.35 vs. cons $4.40 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 retail/industrial sales growth guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~10% vs. cons ~10% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Long-term adjusted EPS CAGR guidance (through 2030/2035)",
      "prediction": "UNCHANGED",
      "answer": "guide >8% vs. cons ~8% (2026-2030)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -0.3,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -0.4,
  "day5_path": "STABILIZE",
  "day5_rationale": "The Q2 EPS miss is a known, pre-flagged O&M timing headwind already embedded in a consensus that's been trimmed repeatedly (Zacks ESP -3.82%, KeyCorp cut to $0.95), so it shouldn't trigger material forward-estimate cuts; FY26 guidance ($4.25-$4.45) and the >8% EPS CAGR through 2030/2035 are reaffirmed with no new incremental catalyst (Meta economics/Lightning Initiative decision not due until December), so any initial reaction should hold rather than extend or reverse over the week.",
  "day5_confidence": "LOW"
}