{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (diluted)",
      "prediction": "BEAT",
      "answer": "pred ~$2.85 vs. cons $2.74",
      "confidence": "LOW"
    },
    {
      "kpi": "Net sales (revenue)",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.06B vs. cons $1.06B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$480M vs. cons ~$455M",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EBITDA guide",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirm $2.6-2.8B (mid ~$2.7B) vs. cons ~$2.70B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Net sales guide",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirm $4.9-5.2B (mid ~$5.05B) vs. cons ~$5.15B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net bookings / contracted backlog",
      "prediction": "LOWER",
      "answer": "pred backlog ~46-48 GW vs. 47.9 GW prior; weak net bookings vs. cons ~flat (as of Q2 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "Washed-out positioning (stock -36% from June peak, 'worst chart', already-cut FY EPS from ~$22 to ~$17.5) plus a likely in-line/slight-beat quarter and reaffirmed FY guide should spark a modest relief pop on day 1. But the reaffirmation keeps an aggressive H2-loaded ramp intact (~$1.6-1.8B of the $2.6-2.8B EBITDA still due in H2), and the out-period math plus soft net bookings/OBBBA-FEOC demand overhang, Section 232 uncertainty and strong negative momentum pull estimates and price back down, fading most of the initial gain.",
  "day5_confidence": "LOW"
}