{
  "report_rows": [
    {
      "kpi": "Adjusted EBIT",
      "prediction": "BEAT",
      "answer": "pred ~$1.55B vs. cons $1.50B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.34 vs. cons $0.32",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Ford Pro EBIT",
      "prediction": "BEAT",
      "answer": "pred ~$1.55B vs. cons $1.48B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Company adjusted EBIT",
      "prediction": "UNCHANGED",
      "answer": "guide ~$9.50B midpoint vs. cons $9.60B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted free cash flow",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.50B midpoint vs. cons $5.50B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Ford Pro EBIT",
      "prediction": "UNCHANGED",
      "answer": "guide ~$7.00B midpoint vs. cons $7.05B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Model e EBIT loss",
      "prediction": "UNCHANGED",
      "answer": "guide ~$(4.25)B midpoint vs. cons ~$(4.20)B (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$0.05B EBIT beat versus consensus is unlikely to offset an unchanged ~$9.50B FY2026 EBIT midpoint versus ~$9.60B consensus; unchanged second-half/Novelis assumptions leave out-period estimates vulnerable to roughly $0.10B-$0.20B of downward revisions.",
  "day5_confidence": "MEDIUM"
}