{
  "report_rows": [
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.90B vs. cons $1.81B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 adjusted operating income",
      "prediction": "BEAT",
      "answer": "pred ~$1.16B vs. cons $1.09B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.37 vs. cons $0.35",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$2.12B vs. cons $2.00B (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$7.95B vs. cons $7.70B (FY 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "U.S. commercial revenue guidance",
      "prediction": "BETTER",
      "answer": "guide ~$3.45B vs. cons $3.35B (FY 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Adjusted operating income guidance",
      "prediction": "BETTER",
      "answer": "guide ~$4.75B vs. cons $4.62B (FY 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 5.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": 7.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "The predicted FY 2026 revenue guide of ~$7.95B versus consensus of $7.70B, combined with Q3 guidance of ~$2.12B versus $2.00B, implies roughly $2.30B for Q4 after a ~$1.90B Q2 result\u2014above the approximately $2.26B pre-report consensus embedded in the out-period math. That should drive upward revisions after the initial reaction, although valuation limits confidence.",
  "day5_confidence": "LOW"
}