{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.36 vs. cons $1.33",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Truck deliveries",
      "prediction": "IN-LINE",
      "answer": "pred ~37.8K vs. cons 37.5K",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Truck, Parts & Other gross margin",
      "prediction": "IN-LINE",
      "answer": "pred ~13.6% vs. cons 13.5%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Truck deliveries",
      "prediction": "LOWER",
      "answer": "guide ~40.0K vs. cons 40.5K (2026Q3)",
      "confidence": "LOW"
    },
    {
      "kpi": "Truck, Parts & Other gross margin",
      "prediction": "LOWER",
      "answer": "guide ~13.9% vs. cons 14.1% (2026Q3)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "PACCAR Parts sales growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~4.5% vs. cons 4.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "U.S. and Canada Class 8 market",
      "prediction": "LOWER",
      "answer": "guide ~250K vs. cons 255K (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.1,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest reported EPS beat of ~$1.36 versus $1.33 is outweighed by Q3 gross-margin guidance of ~13.9% versus 14.1% and deliveries of ~40.0K versus 40.5K, driving out-period estimate cuts after the initial reaction.",
  "day5_confidence": "MEDIUM"
}