{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.05 vs. cons. $1.024",
      "confidence": "HIGH"
    },
    {
      "kpi": "Weather-adj. Industrial Sales Growth (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~16-17% YoY vs. implied bar ~14-15% (UNVERIFIED consensus)",
      "confidence": "LOW"
    },
    {
      "kpi": "Capital Additions (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$3.1B vs. cons. $3.292B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Adj. EPS (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide midpoint ~$4.40 vs. cons. $4.424",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Retail Sales Growth CAGR (FY 2026-2029)",
      "prediction": "BETTER",
      "answer": "guide ~9% vs. prior 8.5% (UNVERIFIED consensus)",
      "confidence": "LOW"
    },
    {
      "kpi": "Data Center Pipeline / Qualitative (FY 2026+)",
      "prediction": "BETTER",
      "answer": "affirm 7-12 GW; constructive tone on ESA signings and Orange County online",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 4.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 beat quality is real (industrial revenue + rate base); short covering provides 2-3 day bid; sell side revises H2 estimates up on Q2 beat",
  "day5_confidence": "MEDIUM"
}