{
  "report_rows": [
    {
      "kpi": "Q2 2026 adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$470M vs. cons $455M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 net sales",
      "prediction": "MISS",
      "answer": "pred ~$1.03B vs. cons $1.06B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 diluted EPS",
      "prediction": "MISS",
      "answer": "pred ~$2.78 vs. cons $2.87",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EBITDA guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.70B vs. cons $2.72B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 net sales guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.05B vs. cons $5.06B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Net booking volume commentary",
      "prediction": "LOWER",
      "answer": "guide/commentary ~1.2GW vs. cons 2.0GW (Q2 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 volume sold guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~17.6GW vs. cons 17.7GW (FY2026)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -6.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest adjusted EBITDA beat is likely outweighed by weak replacement bookings, unresolved Section 232 timing, and unchanged annual guidance requiring roughly $1.71B of second-half adjusted EBITDA versus approximately $0.99B in the first half; the back-end-loaded out-period math limits upward revisions and supports continued estimate and multiple pressure.",
  "day5_confidence": "MEDIUM"
}