{
  "report_rows": [
    {
      "kpi": "Q2 2026 Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.70 vs. cons $1.65",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Consolidated Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$22.0B vs. cons $21.80B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "U.S. Domestic Segment Operating Margin",
      "prediction": "MISS",
      "answer": "pred ~7.6% vs. cons/guide midpoint ~8.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Revenue Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$89.7B vs. cons $89.9B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Diluted EPS Guidance",
      "prediction": "LOWER",
      "answer": "guide ~$6.75 (flat to 2025) vs. cons $6.85 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 U.S. Domestic Operating Margin Outlook",
      "prediction": "UNKNOWN",
      "answer": "guide ~8.5-9.5% vs. cons ~9.0% (Q3 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -2.7,
  "day5_path": "FADE",
  "day5_rationale": "Even with a modest headline EPS/revenue beat, the critical U.S. Domestic margin likely lands short of the guided 7.5-8.5% range, undercutting the 'inflection is real' thesis after the stock's run to $117. That, combined with cautious commentary on Europe de minimis elimination and the August 1 Teamsters wage step-up, should trigger sell-side trims to H2/2027 EPS even after any initial optics-driven bounce, causing an initial move to fade over the following days as analysts reconcile segment-level guidance against the print.",
  "day5_confidence": "MEDIUM"
}