{
  "report_rows": [
    {
      "kpi": "Diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.36 vs. cons $1.33",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$7.16B vs. cons $7.11B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Truck, Parts and Other gross margin",
      "prediction": "BEAT",
      "answer": "pred ~13.7% vs. cons 13.5%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "3Q26 global truck deliveries",
      "prediction": "BETTER",
      "answer": "guide ~40,000 trucks vs. cons 39,000 trucks (3Q26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "3Q26 Truck, Parts and Other gross margin",
      "prediction": "BETTER",
      "answer": "guide ~14.0% vs. cons 13.8% (3Q26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "U.S./Canada Class 8 market outlook",
      "prediction": "UNCHANGED",
      "answer": "guide ~250,000 units vs. cons 250,000 units (FY26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "PACCAR Parts sales growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~4.5% vs. cons 4.5% (FY26)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 4,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~2% EPS beat and margin delivery should be reinforced by 3Q delivery and margin guide above consensus: ~40,000 versus 39,000 trucks and ~14.0% versus 13.8%, respectively. That raises the out-period earnings base rather than leaving the beat reliant on one-quarter mix or Financial Services variability.",
  "day5_confidence": "MEDIUM"
}