{
  "report_rows": [
    {
      "kpi": "Adjusted diluted EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$3.42 vs. cons $3.27",
      "confidence": "HIGH"
    },
    {
      "kpi": "Revenue (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$8.80B vs. cons $8.55B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total backlog",
      "prediction": "BEAT",
      "answer": "pred ~$51.5B vs. cons $50.4B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 Adjusted diluted EPS guide",
      "prediction": "BETTER",
      "answer": "guide ~$14.10 midpoint vs. cons $13.95 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Revenue guide",
      "prediction": "BETTER",
      "answer": "guide ~$35.4B midpoint vs. cons $35.1B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Free cash flow guide",
      "prediction": "BETTER",
      "answer": "guide ~$1.9B (raise toward high end) vs. cons/prior ~$1.8B (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Electric segment operating margin",
      "prediction": "BETTER",
      "answer": "guide ~9.8% vs. cons ~9.4% (Q2'26 seasonal step-up)",
      "confidence": "LOW"
    },
    {
      "kpi": "Large-load/data-center demand commentary",
      "prediction": "UNCHANGED",
      "answer": "reaffirm ~110% tech-load growth vs. cons ~110% (FY2026); no push-outs",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 6.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 7.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Stock de-risked ~13% idiosyncratically into the print (from ~$654 to $569 while SPY flat) on AI-capex/sentiment fear, not fundamentals. A clean beat-and-raise with record backlog and reaffirmed hyperscaler demand should trigger a relief snap-back in an oversold, high-beta name. Upward FY26 EPS revisions after the raise support follow-through into day 5, though a jittery AI tape and rich ~41x multiple cap the upside and risk a partial fade/stabilize if guidance raise is only token.",
  "day5_confidence": "LOW"
}