{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.70 vs. cons $1.65",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$21.85B vs. cons $21.68B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "U.S. Domestic adjusted operating margin",
      "prediction": "BEAT",
      "answer": "pred ~8.2% vs. cons 8.0%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Revenue",
      "prediction": "LOWER",
      "answer": "guide ~$89.7B vs. cons $90.3B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Adjusted operating margin",
      "prediction": "UNCHANGED",
      "answer": "guide ~9.6% vs. cons 9.6% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BETTER",
      "answer": "guide ~$7.16 vs. cons $7.10 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Free cash flow",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.5B vs. cons $5.5B (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.6,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.1,
  "day5_path": "FADE",
  "day5_rationale": "Day-1 residual of ~+2.6% fades to a ~+1.1% five-day residual: domestic-margin execution supports the initial move, but an unchanged ~$89.7B FY2026 revenue guide versus ~$90.3B consensus implies softer second-half revenue math and limits positive estimate revisions.",
  "day5_confidence": "MEDIUM"
}