{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$4.31 vs. cons $4.27",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$6.30B vs. cons $6.20B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Enterprise Adjusted Operating Margin / Incremental Leverage",
      "prediction": "IN-LINE",
      "answer": "pred ~24.0% incremental leverage vs. cons ~25% (mid-20s guided)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS guidance",
      "prediction": "BETTER",
      "answer": "guide ~$14.90-$15.10 vs. cons $14.85 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Organic Revenue Growth guidance",
      "prediction": "BETTER",
      "answer": "guide ~7-8% vs. cons ~7% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Tariff/Inflation net cost headwind (enterprise points)",
      "prediction": "UNCHANGED",
      "answer": "guide ~2.0-2.2 pts vs. cons ~2.0 pts (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Residential segment outlook (revenue growth)",
      "prediction": "UNCHANGED",
      "answer": "guide ~flat to +low-single-digit vs. cons flat (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Q3 2026 organic revenue growth guide",
      "prediction": "BETTER",
      "answer": "guide ~8-9% vs. cons ~7.5% (Q3 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.2,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "TT's backlog ($10.7B, +30% YoY) and three straight quarters of >100% Applied bookings growth give visibility into H2/FY revenue acceleration that a beat-and-raise merely confirms rather than surprises, but the magnitude of the FY EPS raise (following the established quarterly cadence of raising ~$0.10-0.20) combined with corroborating peer prints (CARR, JCI beat/raise) should support sell-side estimate revisions upward over the following days rather than a snap-back fade. The main fade risk (elevated tariff/inflation cost creep already flagged) is a known item, limiting negative surprise, so net drift should continue in the direction of the initial reaction, tempered versus a full follow-through by residential softness (Lennox read-through) and tough Transport comps capping enthusiasm.",
  "day5_confidence": "MEDIUM"
}