{
  "report_rows": [
    {
      "kpi": "2Q26 adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$5.12 vs. cons $5.04",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 Ratings revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.37B vs. cons $1.35B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 continuing-SPGI revenue excluding Mobility",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.86B vs. cons $3.83B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 continuing-SPGI organic constant-currency revenue growth",
      "prediction": "BETTER",
      "answer": "guide ~7.0% vs. cons 6.7% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 continuing-SPGI adjusted diluted EPS",
      "prediction": "BETTER",
      "answer": "guide ~$16.25 vs. cons $16.05 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 continuing-SPGI adjusted operating-margin expansion",
      "prediction": "BETTER",
      "answer": "guide ~60 bps vs. cons 50 bps (FY26)",
      "confidence": "LOW"
    },
    {
      "kpi": "FY26 shareholder returns through dividends and repurchases",
      "prediction": "BETTER",
      "answer": "guide ~$4.3B vs. cons $4.1B (FY26)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 3.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 4.6,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$0.08 EPS beat versus consensus and a ~$0.20 higher continuing-SPGI FY26 EPS framework should drive positive out-period revisions; preserved ~7.0% organic growth and ~60 bps margin expansion reduce post-spin stranded-cost concerns.",
  "day5_confidence": "MEDIUM"
}