{
  "report_rows": [
    {
      "kpi": "Adjusted Diluted EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.52 vs. cons $2.54",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aggregates Shipments (tons)",
      "prediction": "BEAT",
      "answer": "pred ~61.0M tons vs. cons ~60.0M tons",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Aggregates Freight-Adjusted Price/Ton",
      "prediction": "BEAT",
      "answer": "pred ~$23.60/ton vs. cons ~$23.30/ton",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EBITDA",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.5B (midpoint of $2.4-2.6B) vs. cons ~$2.50B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 Aggregates Pricing Growth (freight-adjusted)",
      "prediction": "BETTER",
      "answer": "guide ~7% full-year growth vs. cons ~5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Diesel/Cost Headwind Trajectory (H2 moderation commentary)",
      "prediction": "UNKNOWN",
      "answer": "guide ~$25M Q2 hit fully absorbed, cash cost growth moderating to mid-single-digits vs. cons assumption of continued high-single-digit cost growth into H2 (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 1.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -0.6,
  "day5_path": "FADE",
  "day5_rationale": "Stock already rallied ~13% off its July 23 low into the print (275\u2192288), pricing in a clean quarter; a reaffirmed (not raised) full-year EBITDA guide despite a Q2 pricing/volume beat, combined with lingering 'sticky' diesel cost commentary and no incremental M&A/data-center specifics, likely caps upward estimate revisions and prompts partial profit-taking after the initial pop, consistent with implicit out-period math not improving enough to sustain follow-through.",
  "day5_confidence": "LOW"
}