{
  "report_rows": [
    {
      "kpi": "Adj. EBITDA (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$460M vs. cons $477M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Shipments (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~3,750 MW vs. cons 3,791 MW",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "45X IRA Credits (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$375M vs. cons $408M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Volume Sold (Q3 2026)",
      "prediction": "LOWER",
      "answer": "guide ~5.0 GW vs. cons ~5.4 GW",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EBITDA (Q3 2026)",
      "prediction": "LOWER",
      "answer": "guide ~$550M vs. cons ~$620M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net Sales FY 2026",
      "prediction": "UNCHANGED",
      "answer": "guide $4.9B-$5.2B reaffirmed vs. cons $5.07B",
      "confidence": "HIGH"
    },
    {
      "kpi": "Adj. EBITDA FY 2026",
      "prediction": "UNCHANGED",
      "answer": "guide $2.6B-$2.8B reaffirmed vs. cons $2.64B",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -7.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 estimate cuts on Q3 guide drag stock lower over 3-4 days; Section 232 optionality provides a floor",
  "day5_confidence": "MEDIUM"
}