{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.04 vs. cons $1.01",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$7.40B vs. cons $7.26B",
      "confidence": "LOW"
    },
    {
      "kpi": "Weather-Normalized Retail Electric Sales Growth YoY (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~3.3% vs. cons ~2.3%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS guidance (reaffirm/raise?)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.55 midpoint (range $4.50-$4.60) vs. cons $4.57 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 Weather-Normalized Retail Sales Growth outlook",
      "prediction": "BETTER",
      "answer": "guide ~3.5% vs. cons/prior ~3.0% (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Contracted Large-Load/Data-Center Pipeline (GW signed)",
      "prediction": "BETTER",
      "answer": "guide ~13GW signed vs. cons/prior disclosed 11GW (as of Q2 2026 call)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 0.4,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.3,
  "day5_path": "STABILIZE",
  "day5_rationale": "Q2 beat looks driven partly by a late-June/early-July Southeast heat wave (favorable but not fully sustainable weather tailwind) layered on genuine data-center/large-load structural growth; with FY26 EPS guidance likely reaffirmed rather than raised (consensus $4.57 already sits at the $4.50-4.60 midpoint) and no change to the multi-year 7-9% algorithm, there is little basis for analysts to push out-period estimates materially higher, capping follow-through. At the same time, the 11-year beat streak, incremental contracted-GW disclosure, and DOE-loan-backed financing de-risking should prevent meaningful post-print fade, so the stock likely holds most of its day-1 move with a slight positive drift as sell-side models true up minor beat-and-raise-adjacent commentary (retail sales growth, large-load GW) over the following days.",
  "day5_confidence": "MEDIUM"
}