{
  "report_rows": [
    {
      "kpi": "Truck Gross Margin (%)",
      "prediction": "BEAT",
      "answer": "pred ~8.6% vs. cons 7.98%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Deliveries (units)",
      "prediction": "IN-LINE",
      "answer": "pred ~37,600 vs. cons 37,785",
      "confidence": "HIGH"
    },
    {
      "kpi": "Parts Revenue ($B)",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.755B vs. cons $1.771B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 Deliveries (Q3 2026)",
      "prediction": "LOWER",
      "answer": "guide ~38,500-40,000 vs. cons ~40,500 implied",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 Truck+Parts+Other Gross Margin (Q3 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~13.5-14.0% vs. cons ~13.8% implied",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Parts Revenue Growth (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide reiterate 3-6% vs. cons +3.4%",
      "confidence": "HIGH"
    },
    {
      "kpi": "H2 Demand Tone - qualitative (H2 2026)",
      "prediction": "BETTER",
      "answer": "constructive; freight tightening confirmed by JBHT/KNX read-through",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.0,
  "day5_path": "FADE",
  "day5_rationale": "FADE \u2014 sell-side revises H2 estimates down on implicit FY cut; strong freight backdrop limits magnitude vs. Q1 2026 comp",
  "day5_confidence": "MEDIUM"
}