{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$2.70 vs. cons ~$2.64",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Core-operations organic revenue growth (Q2 2026, combined basis)",
      "prediction": "IN-LINE",
      "answer": "pred ~4.1% vs. cons ~4.0%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITA margin (Q2 2026, combined basis)",
      "prediction": "BEAT",
      "answer": "pred ~16.2% vs. cons ~15.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EPS growth framing (reiterate 'higher double-digit' vs Q1 11.8%)",
      "prediction": "BETTER",
      "answer": "guide ~$11.05 vs. cons ~$10.97 (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "FY2026 cost synergy capture target",
      "prediction": "UNCHANGED",
      "answer": "guide ~$900M vs. cons ~$900M (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 core organic growth target (constant currency)",
      "prediction": "UNCHANGED",
      "answer": "guide ~4% vs. cons ~4% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 weighted-avg share count reduction (buyback-driven)",
      "prediction": "UNCHANGED",
      "answer": "guide ~8-9% WASO decline vs. cons ~8-9% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Portfolio disposition proceeds / completion timeline",
      "prediction": "UNKNOWN",
      "answer": "guide ~$3.2B annual revenue exit, ~$1B+ done vs. cons ~$3.2B (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "Stock rallied ~13% in July into the print (from ~$73 to ~$82), so a modest EPS/margin beat driven by expected synergies and buybacks is largely priced. With consensus already embedding ~29% EPS growth and management's 'higher double-digit' framing, an in-line-to-slightly-better organic number and reiterated (not raised) guide gives revisions little to grab onto. Out-period math (below-10% disposal margins, ~$200M higher interest expense, still-noisy dispositions) caps upward estimate revisions, so an initial pop likely gives back ground over the week.",
  "day5_confidence": "LOW"
}