{
  "report_rows": [
    {
      "kpi": "Adjusted diluted EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$2.14 vs. cons ~$2.10",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic sales growth (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~+4-5% vs. cons ~+3.5%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA margin (Q2'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~27.0% vs. cons ~26.9%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 adjusted EPS guide (raise)",
      "prediction": "BETTER",
      "answer": "guide ~$8.45-$8.65 (mid ~$8.55) vs. cons ~$8.52 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 organic sales growth guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~3-4% vs. cons ~3.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3'26 adjusted EPS guide",
      "prediction": "UNKNOWN",
      "answer": "guide ~$2.12-$2.17 vs. cons ~$2.16 (Q3 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "HST orders/backlog durability (organic orders)",
      "prediction": "BETTER",
      "answer": "pred HST organic orders ~+12-15% vs. cons/prior ~+10% (Q2 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.3,
  "day5_path": "FADE",
  "day5_rationale": "Base case is a modest beat plus a small second FY raise, which is largely priced at ~26.6x forward and near 52-week highs. A flat-to-up Q2 EPS guide against a strong Q2'25 margin comp, combined with a FY raise smaller than the Q2 beat, implicitly trims H2 estimates (out-period math), so an initial pop from record HST orders is likely given back to profit-taking as the premium multiple caps upside; only a clear HST order re-acceleration would sustain follow-through.",
  "day5_confidence": "LOW"
}