{
  "report_rows": [
    {
      "kpi": "Q2 diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$4.04 vs. cons $3.95",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$13.67B vs. cons $13.49B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 Aerospace operating earnings",
      "prediction": "BEAT",
      "answer": "pred ~$475M vs. cons $460M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Full-year diluted EPS",
      "prediction": "BETTER",
      "answer": "guide ~$16.75 vs. cons $16.66 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year revenue",
      "prediction": "BETTER",
      "answer": "guide ~$55.35B vs. cons $55.16B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aerospace operating margin",
      "prediction": "BETTER",
      "answer": "guide ~14.6% vs. cons 14.5% (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Free-cash-flow conversion",
      "prediction": "UNCHANGED",
      "answer": "guide ~100% vs. cons 100% (FY2026)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 1.7,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.8,
  "day5_path": "FADE",
  "day5_rationale": "The Q2 beat and modest guidance increase should lift estimates, but FY2026 EPS guidance of ~$16.75 versus consensus $16.66 provides limited out-period revision upside after the pre-earnings rally, causing part of the initial reaction to fade.",
  "day5_confidence": "MEDIUM"
}