{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (2026Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$3.60 vs. cons $3.44",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA (2026Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$1.88B vs. cons $1.80B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue (2026Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$9.36B vs. cons $9.21B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Implicit adjusted EBITDA outlook",
      "prediction": "LOWER",
      "answer": "guide ~$1.50B vs. cons $1.60B (2026Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Implicit adjusted EPS outlook",
      "prediction": "LOWER",
      "answer": "guide ~$2.45 vs. cons $2.65 (2026Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Incremental cash-improvement target",
      "prediction": "UNCHANGED",
      "answer": "guide ~$500M vs. cons $500M (FY2026)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -3.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Q2 upside is largely anticipated and temporary peak-margin benefits are discounted; implicit 2026Q3 adjusted EPS of ~$2.45 versus consensus ~$2.65 should trigger out-period estimate cuts despite the reported beat.",
  "day5_confidence": "MEDIUM"
}