{
  "report_rows": [
    {
      "kpi": "HCS Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1,010M vs. cons $986.5M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Enterprise Operating Margin (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~22.4% vs. cons 22.6%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "BCS Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$595M vs. cons $577.3M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Revenue (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~8.5-9% growth vs. cons $5.633B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Adj. EPS (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide mid ~$24.50 vs. cons $24.47",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "HCS H2 Volume Commentary (qualitative)",
      "prediction": "BETTER",
      "answer": "upgrade to improving toward flat-to-positive vs. prior down low-single digits",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 modest day-1 gain holds; small estimate revisions as H2 consensus moves ~2% higher; CARR sector selloff limits follow-through",
  "day5_confidence": "MEDIUM"
}