{
  "report_rows": [],
  "guide_rows": [
    {
      "kpi": "Adjusted EPS (Q2'26)",
      "prediction": "BETTER",
      "answer": "pred ~$4.38 vs. cons $4.27",
      "confidence": "HIGH"
    },
    {
      "kpi": "Net revenue (Q2'26)",
      "prediction": "BETTER",
      "answer": "pred ~$6.28B vs. cons $6.18B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Enterprise organic bookings / backlog",
      "prediction": "BETTER",
      "answer": "pred backlog ~$$11.5B (bookings +~15%) vs. prior $10.7B",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 4.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Unlike Lennox (resi/RNC-driven miss and FY cut to $23-24 vs cons ~$24.43), TT's mix is commercial/data-center where demand is booming; a beat-and-raise (FY EPS to ~$15.05) drives out-period estimates UP, not down. Stock entered ~10% below its $503 high on overdone resi read-through, so upward revisions plus fading Lennox contagion support follow-through after the day-1 relief pop.",
  "day5_confidence": "MEDIUM"
}