{
  "report_rows": [
    {
      "kpi": "Ford Pro EBIT (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.95B vs. cons $1.907B (Visible Alpha, Jul 28, 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Model e EBIT loss (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~($1.15B) vs. cons ($1.126B) (Visible Alpha, Jul 28, 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EBIT (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$2.15B vs. cons $2.114B (Visible Alpha, Jul 28, 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adj. EBIT (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide $8.5B-$10.5B maintained vs. cons $9.543B (Visible Alpha, Jul 28, 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Ford Pro EBIT (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide $6.5B-$7.5B maintained vs. cons $7.081B (Visible Alpha, Jul 28, 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Model e loss (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ($4.0B)-($4.5B) maintained vs. cons ($4.356B) (Visible Alpha, Jul 28, 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "H2 cadence commentary",
      "prediction": "BETTER",
      "answer": "slight upgrade on Q4 vs. prior 'fairly consistent Q2/Q3/Q4' framing (Q1 2026 earnings call)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 sell-side models implicit H2 cut on maintained guide; Ford Energy narrative provides partial floor but does not flip the sign",
  "day5_confidence": "MEDIUM"
}