{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.08 vs. cons $1.99",
      "confidence": "HIGH"
    },
    {
      "kpi": "Total net sales",
      "prediction": "BEAT",
      "answer": "pred ~$1.20B vs. cons $1.178B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "C&I segment sales",
      "prediction": "BEAT",
      "answer": "pred ~$515M vs. cons $500M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 total sales growth",
      "prediction": "BETTER",
      "answer": "guide raised to ~high-teens/~18% vs. cons ~16% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 adj. EBITDA margin",
      "prediction": "BETTER",
      "answer": "guide ~19.0-19.5% vs. cons ~19.0% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Data-center backlog",
      "prediction": "BETTER",
      "answer": "guide ~$850M-1.0B vs. prior >$700M (as of Q2'26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Binding hyperscale/MSA (from $600M NTP)",
      "prediction": "UNKNOWN",
      "answer": "pred progress/vendor approval vs. cons ~$600M nonbinding NTP (2027 deliveries)",
      "confidence": "LOW"
    },
    {
      "kpi": "Q3'26 sales growth guide",
      "prediction": "BETTER",
      "answer": "guide ~mid-to-high teens vs. cons ~14% (Q3'26)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 7.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Stock round-tripped the entire 2026 data-center rally (-34% from $295 to $196) into a washed-out, de-risked print. A modest beat plus a likely third FY-guidance raise (sales to high-teens, margin to ~19%+) and a higher DC backlog print drive positive estimate revisions and short-covering; out-period math is upward (H2 ramp intact, hyperscale conversion optionality). Follow-through assumes management re-establishes multi-year hyperscale confidence; primary fade risk is a broad AI-capex sentiment relapse overriding good numbers.",
  "day5_confidence": "LOW"
}