{
  "report_rows": [
    {
      "kpi": "Adj. diluted EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$1.52 vs. cons ~$1.43",
      "confidence": "HIGH"
    },
    {
      "kpi": "Net sales (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$3.46B vs. cons ~$3.39B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. operating margin (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~22.4% vs. cons ~21.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 adj. EPS guide (raise)",
      "prediction": "BETTER",
      "answer": "guide ~$6.55-6.65 vs. cons ~$6.45 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 net sales guide (raise)",
      "prediction": "BETTER",
      "answer": "guide ~$13.9-14.2B vs. cons ~$13.85B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Orders/book-to-bill & pipeline commentary",
      "prediction": "BETTER",
      "answer": "pred orders up ~mid-20s% YoY, TTM book-to-bill ~1.2x vs. cons ~up ~high-teens%/~1.1x (Q2'26/2027 visibility)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "EMEA organic growth H2 inflection",
      "prediction": "BETTER",
      "answer": "pred Q2 organic ~-5% improving to positive in H2 vs. cons ~-15% (Q2'26/H2'26)",
      "confidence": "LOW"
    },
    {
      "kpi": "Q3'26 revenue guide",
      "prediction": "BETTER",
      "answer": "guide ~$3.7B vs. cons ~$3.6B (Q3'26)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 7.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 9.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Washed-out positioning (stock -25% off highs, -6% day before print) plus a clean beat-and-raise with orders/pipeline up YoY drives positive estimate revisions and out-period EPS/margin marks higher, supporting follow-through as short covering and relief buying persist. Risk is a partial fade given ~42x forward multiple and fragile AI-capex sentiment, but upward revisions and credible H2 acceleration/EMEA inflection should keep the residual net positive.",
  "day5_confidence": "LOW"
}