{
  "report_rows": [
    {
      "kpi": "Revenue (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$5.70B vs. cons ~$5.55B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "GAAP diluted EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$2.90 vs. cons ~$2.79",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Book-to-bill / orders",
      "prediction": "BEAT",
      "answer": "pred ~1.1x vs. cons ~1.0x (backlog ~$41B+ w/ AMDT3 ~$955M)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 GAAP EPS guide",
      "prediction": "BETTER",
      "answer": "guide ~$11.55-11.75 vs. cons ~$11.52 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 revenue guide",
      "prediction": "BETTER",
      "answer": "guide ~$23.3-23.6B vs. cons ~$23.3B (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 free cash flow guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.0B vs. cons ~$3.0B (FY26); back-half weighted, Q2 FCF trajectory scrutinized",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "CSD/comms segment growth acceleration",
      "prediction": "UNKNOWN",
      "answer": "pred ~5-6% vs. cons ~4% organic (Q2'26); credibility check after +3% Q1",
      "confidence": "LOW"
    },
    {
      "kpi": "AXYV missile-IPO timeline & MAC ($25B) definitization",
      "prediction": "UNKNOWN",
      "answer": "IPO ~2H26 raise ~$2B vs. cons no re-based guide; timing update only (FY26/2028)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Beat + a guidance raise (CFO teased July) plus a fresh ~$955M Golden Dome AMDT3 win drive positive FY26 revisions in a de-rated stock that is still ~20% off highs; defense-sector revision momentum supports follow-through. Risk to fade: the stock already bounced ~10% (277->305) into the print, so some good news is priced, and if the raise merely equals the Q2 beat the implied H2 is unchanged, capping upside \u2014 hence modest, not explosive, follow-through.",
  "day5_confidence": "LOW"
}