{
  "report_rows": [
    {
      "kpi": "Q2 2026 Core (non-GAAP) EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.55 vs. cons ~$0.53 (blended Street: Barchart/VA $0.56, Zacks $0.49, MarketBeat/LSEG $0.51-$0.60)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Total Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$3.70B vs. cons ~$3.65B (range $3.59B-$3.75B across trackers)",
      "confidence": "LOW"
    },
    {
      "kpi": "Base O&M expense (y/y change, cost discipline metric)",
      "prediction": "BEAT",
      "answer": "pred ~-5% y/y vs. cons ~-3% y/y (Street modeling less aggressive cost cuts than Q1's ~5% pace)",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Core EPS guidance range",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.62-$2.82 (midpoint $2.72) vs. cons $2.74 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Long-term Core EPS CAGR (2026-2030, off $36B Energize365 plan)",
      "prediction": "UNCHANGED",
      "answer": "guide ~7% (top end of 6-8% range) vs. cons ~7% (2026-2030 CAGR)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Company-wide contracted large-load/data-center demand pipeline conversion",
      "prediction": "BETTER",
      "answer": "guide ~4.0 GW newly contracted vs. prior ~2.0 GW baseline cited at Q1 (target for Q2 2026 quarter-end)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 0.4,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -0.3,
  "day5_path": "FADE",
  "day5_rationale": "Stock is already near 52-week highs (~$49-50) heading into the print, pricing in continued execution; management's own Q1 signal that most of 2026's EPS growth is back-half weighted caps upside from a Q2 beat, and reaffirmed (not raised) full-year guidance combined with still-pending Maidsville CPCN ruling and contested Ohio TYRP leaves limited near-term positive revision catalysts, so any initial pop from a Core EPS/O&M beat likely fades as investors rotate focus to H2 execution risk and rate-case timing rather than extending gains.",
  "day5_confidence": "MEDIUM"
}