{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$3.42 vs. cons $3.20",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net sales",
      "prediction": "BEAT",
      "answer": "pred ~$1.66B vs. cons $1.61B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$0.76B vs. cons $0.73B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 total-company adjusted EBITDA framework (at ~$20/kg LCE)",
      "prediction": "LOWER",
      "answer": "guide ~$2.50B vs. cons $2.99B (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 total-company sales framework (at ~$20/kg LCE)",
      "prediction": "LOWER",
      "answer": "guide ~$5.85B vs. cons $6.40B (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Energy Storage sales volume",
      "prediction": "UNCHANGED",
      "answer": "guide ~235kt LCE vs. cons ~235kt LCE (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Specialties adjusted EBITDA",
      "prediction": "LOWER",
      "answer": "guide ~$250M vs. cons ~$255M (FY26)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.0,
  "day5_path": "FADE",
  "day5_rationale": "Day-1 residual ~+3.5% vs. 5-day residual ~-1.0%: a Q2 EPS/revenue/EBITDA beat should drive an initial relief move, but maintaining a ~$2.50B FY26 EBITDA framework versus ~$2.99B consensus leaves unfavorable out-period math and likely trims to FY26/FY27 estimates.",
  "day5_confidence": "MEDIUM"
}