{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$10.35 vs. cons $10.00",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Refining segment operating income (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$4.25B vs. cons $4.05B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Refining throughput (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~2.80M bpd vs. cons 2.79M bpd",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Refining throughput guidance",
      "prediction": "BETTER",
      "answer": "guide ~2.90M bpd vs. cons 2.88M bpd (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Refining cash operating expense guidance",
      "prediction": "BETTER",
      "answer": "guide ~$4.75/bbl vs. cons $4.78/bbl (Q3 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.4,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.3,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Constructive Q3 throughput and margin-capture commentary should lift out-period estimates: modeled Q3 throughput of ~2.90M bpd versus consensus 2.88M bpd supports positive revisions after the Q2 beat, although the stock's pre-earnings rally limits upside.",
  "day5_confidence": "MEDIUM"
}