{
  "report_rows": [
    {
      "kpi": "2Q26 adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$5.34 vs. cons $5.20",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 net sales",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.66B vs. cons $1.65B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 adjusted operating margin",
      "prediction": "BEAT",
      "answer": "pred ~24.0% vs. cons 23.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 adjusted diluted EPS",
      "prediction": "UNCHANGED",
      "answer": "guide ~$19.75 midpoint vs. cons $19.75 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 organic sales growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~7.5% midpoint vs. cons 7.5% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 data-center revenue growth",
      "prediction": "BETTER",
      "answer": "guide ~30% vs. cons 27% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "NSI 2H26 revenue contribution / closing timing",
      "prediction": "UNKNOWN",
      "answer": "guide ~$250M vs. cons $260M (2H26)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$5.34 EPS result versus $5.20 consensus, coupled with ~30% data-center growth versus 27% expected, should support modest FY26/FY27 upward revisions; the FY26 EPS midpoint of ~$19.75 versus $19.75 consensus limits the magnitude, while a clean ~$250M 2H26 NSI contribution versus $260M expected keeps the acquisition from becoming an out-period drag.",
  "day5_confidence": "MEDIUM"
}