{
  "report_rows": [
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.195B vs. cons $1.178B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.10 vs. cons $1.99",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "C&I segment sales",
      "prediction": "BEAT",
      "answer": "pred ~$518M vs. cons $500M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Full-year consolidated sales growth",
      "prediction": "BETTER",
      "answer": "guide ~18.5% vs. cons 17.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year C&I sales growth",
      "prediction": "BETTER",
      "answer": "guide ~29.0% vs. cons 27.0% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year adjusted EBITDA margin",
      "prediction": "UNCHANGED",
      "answer": "guide ~19.0% vs. cons 19.0% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Data-center backlog / 2027 conversion commentary",
      "prediction": "BETTER",
      "answer": "guide ~$0.90B backlog vs. cons $0.80B (2H2026/2027)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 8.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 11,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A sales/EPS beat plus higher C&I and consolidated-growth framing should lift FY2026 and FY2027 revenue estimates; clearer ~$0.90B data-center backlog versus ~$0.80B expected supports out-period margin and capacity math rather than a one-quarter-only beat.",
  "day5_confidence": "MEDIUM"
}