{
  "report_rows": [
    {
      "kpi": "Q2 2026 adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.15 vs. cons $1.13",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$3.68B vs. cons $3.61B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 industrial sales growth",
      "prediction": "BEAT",
      "answer": "pred ~13.0% vs. cons 12.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Adjusted EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$4.35 midpoint vs. cons $4.40 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Adjusted EPS outlook",
      "prediction": "LOWER",
      "answer": "guide ~$5.05 midpoint vs. cons $5.08 (FY2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Industrial sales growth",
      "prediction": "LOWER",
      "answer": "guide ~10.0% vs. cons 11.0% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Potential ESA additions",
      "prediction": "UNCHANGED",
      "answer": "guide ~13.5 GW midpoint vs. cons 13.5 GW (next 24 months)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -2.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "The predicted Q2 EPS beat is only ~$0.02 versus consensus, while unchanged FY2026 guidance implies a ~$4.35 midpoint versus $4.40 consensus. After predicted first-half EPS of ~$2.01, the midpoint requires ~$2.34 in H2 versus roughly $2.41 embedded in consensus, creating modest downward revision pressure despite the quarterly beat.",
  "day5_confidence": "MEDIUM"
}