{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$1.46 vs. cons $1.42",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Net Sales (Q2'26, New Aptiv pro forma)",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.32B vs. cons $3.30B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EBITDA Margin (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~17.9% vs. cons 17.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.85-6.10 ($5.95 mid) vs. cons $5.90 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Net Sales",
      "prediction": "UNCHANGED",
      "answer": "guide ~$12.9-13.2B ($13.05B mid) vs. cons $13.0B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 Bookings (>$20B target / non-auto mix)",
      "prediction": "BETTER",
      "answer": "guide ~$20.5B vs. cons $20.0B (FY2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 1.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.4,
  "day5_path": "FADE",
  "day5_rationale": "A modest EPS/margin beat with reaffirmed (not raised) FY guidance gives an initial relief pop given how bearish the sequential revenue optics looked, but with 19/20 already Buy-rated and a 38% implied upside already priced for the NVIDIA/edge-AI thesis, there's limited room for further re-rating unless China inflection and bookings beat prove durable; H2 stranded-cost drag (~$100M in Q2) and continued commodity/FX headwinds mean sell-side models likely trim out-period (Q3/Q4) EBITDA margin assumptions even after a Q2 beat, pulling the multi-day drift back toward flat.",
  "day5_confidence": "LOW"
}