{
  "report_rows": [
    {
      "kpi": "Adj. EPS excl. cats (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$5.55 vs. cons $5.17",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Global Lifestyle Adj. EBITDA (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$228M vs. cons $214M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Global Housing Adj. EBITDA excl. cats (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$265M vs. cons $251M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Adj. EPS excl. cats (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$24.5-25.0 vs. cons $24.08",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Global Housing EBITDA excl. cats (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide 'roughly flat' vs. cons $1,052.5M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Global Lifestyle EBITDA (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide ~10% maintained vs. cons $885.5M",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 FY raise forces H2 estimate revisions upward; modest recovery from day-1 dip as street lifts Q3/Q4 estimates",
  "day5_confidence": "MEDIUM"
}