{
  "report_rows": [
    {
      "kpi": "Q2 2026 Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$6.65B vs. cons $6.56B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Organic Sales Growth",
      "prediction": "BEAT",
      "answer": "pred ~10.2% vs. cons ~9.0%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$3.58 vs. cons $3.47",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Organic Sales Growth Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~8.0%-9.5% (reaffirmed) vs. cons ~8.7% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Adjusted EPS Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$14.90-$15.10 (reaffirmed) vs. cons ~$15.02 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2026-2028 Operating Margin Expansion Target",
      "prediction": "UNCHANGED",
      "answer": "guide ~150bps+ cumulative vs. cons ~150bps (2026-2028)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.7,
  "day5_path": "FADE",
  "day5_rationale": "Stock has already rallied ~24% off May lows and sits back near pre-cyber-incident levels heading into the print, so a clean Q2 beat on revenue/EPS that merely reaffirms (rather than raises) FY26 guidance\u2014likely given management's cautious, timing-driven framing and the still-unresolved margin recovery proof-point\u2014offers little incremental fuel for out-year estimate revisions. Peer read-throughs this week (e.g., Humana selling off on an unchanged guide despite a beat) show the market is punishing 'reaffirm-only' outcomes after big pre-print rallies. Expect an initial pop on confirmation that demand wasn't permanently lost, followed by partial fade as investors lock in gains and sell-side models don't meaningfully raise 2H/FY27 numbers without an explicit guidance raise.",
  "day5_confidence": "LOW"
}