{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$2.14 vs. cons $2.11",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$918M vs. cons $905.4M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic sales growth (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~5.0% vs. cons ~3.5% (mgmt guided 3-4%)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$8.55-$8.75 vs. cons $8.55 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Organic sales growth guidance",
      "prediction": "BETTER",
      "answer": "guide ~4-5% vs. prior guide/cons 3-4% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "HST segment order/backlog commentary",
      "prediction": "BETTER",
      "answer": "guide ~high-single to double-digit growth vs. cons mid-single-digit (2H2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Q3 2026 Adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.15-$2.20 vs. cons $2.16 (Q3 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.2,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A beat-and-raise (4th straight quarter) with HST backlog visibility supporting a full-year EPS/organic-growth guide bump should trigger positive estimate revisions that persist post-print, similar to the Q1 reaction; however, the stock's already-rich 22.7% YTD run and consensus sitting near the top of prior guidance limit magnitude of both day-1 pop and subsequent drift, while cautious FMT/FSDP short-cycle commentary caps upside vs. Q1's move, keeping the move a moderate follow-through rather than a sharp fade.",
  "day5_confidence": "MEDIUM"
}