{
  "report_rows": [
    {
      "kpi": "Q2 2026 revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.60B vs. cons $1.57B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$3.35 vs. cons $3.20",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Energy Storage adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$645M vs. cons $630M",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 revenue at observed lithium-price scenario",
      "prediction": "LOWER",
      "answer": "guide ~$5.85B vs. cons $6.13B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 adjusted EBITDA at observed lithium-price scenario",
      "prediction": "LOWER",
      "answer": "guide ~$2.50B vs. cons $2.65B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Energy Storage sales-volume growth",
      "prediction": "LOWER",
      "answer": "guide ~0% vs. cons +1% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Specialties adjusted EBITDA",
      "prediction": "LOWER",
      "answer": "guide ~$250M vs. cons $275M (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "FADE",
  "day5_rationale": "Day-1 residual of +4.5% fades to a +1.5% five-day residual: the Q2 beat and depressed setup support the initial rally, but unchanged scenario guidance implies FY2026 revenue of ~$5.85B versus consensus of $6.13B and adjusted EBITDA of ~$2.50B versus $2.65B, driving out-period estimate cuts.",
  "day5_confidence": "MEDIUM"
}