{
  "report_rows": [
    {
      "kpi": "Total Net Sales",
      "prediction": "BEAT",
      "answer": "pred ~$1.20B (+13% y/y) vs. cons $1.178B (+11% y/y)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "C&I Segment Sales (data-center proxy)",
      "prediction": "BEAT",
      "answer": "pred ~$520M (+43% y/y) vs. cons $500M (+38% y/y)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.10 vs. cons $1.99",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Net Sales Growth Guide",
      "prediction": "BETTER",
      "answer": "guide ~18% vs. cons/prior guide ~16.5% midpoint (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Adjusted EBITDA Margin Guide",
      "prediction": "BETTER",
      "answer": "guide ~19.7% vs. cons/prior guide ~19.0% midpoint (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 Net Sales Growth Guide",
      "prediction": "BETTER",
      "answer": "guide ~13% vs. cons ~11% (Q3 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Hyperscale NTP Conversion (binding status)",
      "prediction": "BETTER",
      "answer": "guide/commentary ~$600M converted to binding vs. cons $600M still nonbinding (as of Q2 2026 update)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 7.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 11.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "GNRC's three prior 2026 prints (Q4'25, Q1'26, and the Aug'25 Q2 report) all showed continued upward drift for 3-5 days after the initial ~17-20% earnings pop as analysts raised estimates/targets on beat-and-raise dynamics, rather than fading. With the stock down ~34% off June highs on macro AI-capex fear rather than company-specific deterioration, a confirmed beat plus reiterated/raised FY guide and any hyperscale NTP-to-binding progress should trigger a relief-rally that extends via estimate revisions over the week, unless hyperscale contracts remain stuck as nonbinding (the key downside risk that could instead cap or fade the move given still-fragile sector sentiment).",
  "day5_confidence": "MEDIUM"
}