{
  "report_rows": [
    {
      "kpi": "Net sales",
      "prediction": "BEAT",
      "answer": "pred ~$1.192B vs. cons $1.178B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.07 vs. cons $1.99",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA margin",
      "prediction": "BEAT",
      "answer": "pred ~18.4% vs. cons 18.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Net sales growth",
      "prediction": "BETTER",
      "answer": "guide ~17.5% vs. cons 17.0% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA margin",
      "prediction": "BETTER",
      "answer": "guide ~19.25% vs. cons 19.0% (FY2026 midpoint)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Free cash flow",
      "prediction": "UNCHANGED",
      "answer": "guide ~$350M vs. cons $350M (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Visible data-center backlog and commitments",
      "prediction": "BETTER",
      "answer": "guide ~$1.45B vs. cons $1.30B (2027 deliveries)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Approved hyperscale customers",
      "prediction": "UNCHANGED",
      "answer": "guide ~1 customer vs. cons 1 customer (as of the 2026Q2 call)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 6.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 9.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FY2026 revenue and EBITDA estimates should rise after the projected beat-and-raise, while ~$1.45B of 2027 data-center visibility versus ~$1.30B expected supports additional out-period revisions rather than an implicit cut-driven fade.",
  "day5_confidence": "MEDIUM"
}