{
  "report_rows": [
    {
      "kpi": "Operating EPS",
      "prediction": "BEAT",
      "answer": "pred ~$4.03 vs. cons $3.98",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Marine Systems revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$4.40B vs. cons $4.365B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aerospace revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.34B vs. cons $3.311B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 operating EPS",
      "prediction": "LOWER",
      "answer": "guide ~$16.45-$16.55 vs. cons $16.77",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 FCF conversion",
      "prediction": "UNCHANGED",
      "answer": "guide ~100% of net income vs. cons UNVERIFIED",
      "confidence": "LOW"
    },
    {
      "kpi": "Gulfstream delivery cadence",
      "prediction": "UNCHANGED",
      "answer": "guide ~Q2 similar to Q1; H2 strongest vs. cons UNVERIFIED",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -3.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": -4.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 implied Q4 cut drives revisions",
  "day5_confidence": "LOW"
}