{
  "report_rows": [
    {
      "kpi": "Ongoing EPS",
      "prediction": "MISS",
      "answer": "pred ~$0.63 vs. cons $0.66",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.00B vs. cons $1.00B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Electricity Delivered (GWh)",
      "prediction": "BEAT",
      "answer": "pred ~7,930 GWh vs. cons 7,838 GWh",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Ongoing EPS Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$3.36-$3.46 (midpoint $3.41) vs. cons $3.40 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Contracted Data Center Load (GW)",
      "prediction": "BETTER",
      "answer": "guide ~3.7 GW vs. cons/prior 3.4 GW (as of Q2 2026 update, ahead of Q3 resource-plan refresh)",
      "confidence": "LOW"
    },
    {
      "kpi": "2027-2029 Ongoing EPS CAGR",
      "prediction": "UNCHANGED",
      "answer": "guide ~7%+ vs. cons ~7% (2027-2029 CAGR, reiterated pending Q3/EEI refresh)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -0.4,
  "day5_path": "FADE",
  "day5_rationale": "A likely modest EPS miss (negative Zacks ESP, storm/O&M drag from the April WI ice storm and June severe weather) triggers a negative day-1 reaction, but reaffirmed $3.36-$3.46 FY26 guidance and the unchanged 7%+ 2027-2029 CAGR keep the long-term data-center thesis intact; with the full resource-plan refresh and any bigger EPS algorithm reset deferred to Q3/EEI, investors are likely to look through the one-off storm costs and financing/depreciation drag, causing the initial selloff to partially fade over the next week rather than compound into sustained downward estimate revisions.",
  "day5_confidence": "LOW"
}