{
  "report_rows": [
    {
      "kpi": "Total Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.80B vs. cons $3.83B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "MISS",
      "answer": "pred ~$1.51 vs. cons $1.54",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Textron Aviation Segment Profit",
      "prediction": "MISS",
      "answer": "pred ~$172M vs. cons $185M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.50 (midpoint, reaffirmed $6.40-$6.60) vs. cons $6.51 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Manufacturing Cash Flow (pre-pension)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$750M (midpoint, reaffirmed $700-800M) vs. cons $760M (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Industrial Separation Timeline/Process",
      "prediction": "UNKNOWN",
      "answer": "guide ~12-18 months (sale or tax-free spin, unchanged) vs. cons 12-18 months (through mid-2027)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -1.4,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.1,
  "day5_path": "STABILIZE",
  "day5_rationale": "With a 0% Earnings ESP heading in, a modest EPS/Aviation-margin miss is largely pre-anticipated rather than a fresh negative surprise, limiting the scope for aggressive downward estimate revisions. Reaffirmed FY2026 EPS and cash-flow guidance (unchanged ranges) removes the main out-period cut risk that would otherwise compound a day-1 selloff, while ongoing separation-process optionality and MV-75/backlog strength provide offsetting positive catalysts that analysts will weigh against the soft print, keeping the stock's idiosyncratic drift roughly flat rather than accelerating lower over the week.",
  "day5_confidence": "MEDIUM"
}