{
  "report_rows": [
    {
      "kpi": "Net sales",
      "prediction": "BEAT",
      "answer": "pred ~$7.68B vs. cons $7.58B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.95 vs. cons $0.93",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "CPI revenue growth",
      "prediction": "BEAT",
      "answer": "pred ~27% vs. cons 25%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Net sales",
      "prediction": "UNCHANGED",
      "answer": "guide ~$7.90B vs. cons $7.91B (fiscal 2027 Q2)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BETTER",
      "answer": "guide ~$1.04 vs. cons $1.02 (fiscal 2027 Q2)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net sales",
      "prediction": "BETTER",
      "answer": "guide ~$33.40B vs. cons $33.16B (fiscal 2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BETTER",
      "answer": "guide ~$4.52 vs. cons $4.47 (fiscal 2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "CPI revenue growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~70% vs. cons 70% (fiscal 2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Capital expenditures",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.50B vs. cons $1.50B (fiscal 2027)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.2,
  "day5_path": "FADE",
  "day5_rationale": "The Q1 beat and modest fiscal-2027 raise should support the initial reaction, but the guide implies ~$25.72B of revenue after Q1 versus prior midpoint math of ~$25.55B. That limited out-period uplift leaves the steep second-half CPI ramp largely unchanged, constraining estimate revisions and causing part of the day-1 gain to fade.",
  "day5_confidence": "MEDIUM"
}