{
  "report_rows": [
    {
      "kpi": "Adjusted diluted EPS",
      "prediction": "IN-LINE",
      "answer": "reported $1.89 vs. cons $1.87",
      "confidence": "HIGH"
    },
    {
      "kpi": "Free cash flow",
      "prediction": "IN-LINE",
      "answer": "reported $738M vs. cons $734M",
      "confidence": "HIGH"
    },
    {
      "kpi": "U.S. oil production",
      "prediction": "BEAT",
      "answer": "reported 123.5 Mbo/d vs. guide 121.0 Mbo/d",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 U.S. oil production",
      "prediction": "BETTER",
      "answer": "guide 123.0 Mbo/d vs. cons UNVERIFIED",
      "confidence": "LOW"
    },
    {
      "kpi": "FY26 upstream capital",
      "prediction": "LOWER",
      "answer": "guide $2.07B vs. cons $2.15B total capex, non-like-for-like",
      "confidence": "LOW"
    },
    {
      "kpi": "FY26 exit run-rate savings",
      "prediction": "BETTER",
      "answer": "guide $500M vs. cons UNVERIFIED",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": 4.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 call confirms H2 oil/cost improvement without renewed Waha curtailments",
  "day5_confidence": "LOW"
}