{
  "report_rows": [
    {
      "kpi": "Adj. Diluted EPS (Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$0.85 vs. cons $0.83",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Revenue (Q2)",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.96B vs. cons $1.956B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EBITDA (Q2)",
      "prediction": "IN-LINE",
      "answer": "pred ~$525M vs. cons ~$520M",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adj. EPS guide",
      "prediction": "BETTER",
      "answer": "guide ~$3.50-3.60 (mid ~$3.55) vs. cons $3.51 (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "FY2026 Adj. EBITDA guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.13-2.19B (mid $2.16B) vs. cons ~$2.16B (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "FY2026 organic revenue growth guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~+1% vs. cons ~+1% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "ITS Q2 EBITDA margin (inflection check)",
      "prediction": "LOWER",
      "answer": "pred ~26.3% vs. cons ~26.5% (Q2, vs 26.7% Q1 / 27.0% Q2'25)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": -0.5,
  "day5_path": "FADE",
  "day5_rationale": "Stock has rallied ~10% into the print (from ~$77 to ~$86, +7% on 7/16 alone), lifting the bar. Likely outcome is a modest EPS beat with only a token FX/M&A-driven guide raise, while the ITS margin recovery stays back-half-weighted. The out-period math (H2 still carrying the organic + margin inflection) keeps estimates from meaningfully rising, so the initial relief pop fades as investors re-scrutinize the 'show-me' 2H bridge.",
  "day5_confidence": "LOW"
}