{
  "report_rows": [
    {
      "kpi": "Q2 2026 diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.56 vs. cons $1.52",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.56B vs. cons $1.55B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 operating ratio",
      "prediction": "IN-LINE",
      "answer": "pred ~72.5% vs. cons 72.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "July LTL tons per day, year-over-year",
      "prediction": "LOWER",
      "answer": "guide ~-1.5% vs. cons 0.0% (July 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Implied diluted EPS",
      "prediction": "LOWER",
      "answer": "guide ~$1.51 vs. cons $1.55 (Q3 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -4.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -6.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest Q2 EPS beat is likely to be outweighed by July tonnage below the ~0.0% inflection expected and implied Q3 EPS of ~$1.51 versus ~$1.55 consensus, driving out-period estimate cuts after the report.",
  "day5_confidence": "MEDIUM"
}