{
  "report_rows": [
    {
      "kpi": "Avg. Realized Lithium Price",
      "prediction": "BEAT",
      "answer": "pred ~$21,500/kg vs. cons $20,884/kg",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$820M vs. cons $791M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EPS (Diluted)",
      "prediction": "BEAT",
      "answer": "pred ~$3.70 vs. cons $3.51",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Adj. EBITDA (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$3.10-3.20B vs. cons $3.044B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Adj. EPS (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$14.2-14.8 vs. cons $13.84",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 Energy Storage direction (Q3 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide roughly in-line; volumes up, pricing flat-to-up vs. cons $831.9M EBITDA",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Specialties FY guidance (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide raised modestly above $1.3-1.5B revenue / $225-275M EBITDA vs. current cons",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 5.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 7.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 estimate revisions chase FY raise; partially capped by lithium price sustainability debate",
  "day5_confidence": "MEDIUM"
}