{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$6.35 vs. cons $6.25",
      "confidence": "HIGH"
    },
    {
      "kpi": "Total Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$19.5B vs. cons $19.3B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Resource Industries operating margin",
      "prediction": "MISS",
      "answer": "pred ~11.0% vs. cons ~12.5%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 revenue growth guidance",
      "prediction": "BETTER",
      "answer": "guide ~mid-teens vs. cons low-double-digits (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 tariff cost guidance",
      "prediction": "BETTER",
      "answer": "guide ~$2.0-2.2B vs. cons $2.2-2.4B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 adjusted operating margin positioning",
      "prediction": "UNCHANGED",
      "answer": "guide ~near bottom of target range vs. cons near bottom of target range (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2030 Enterprise Revenue CAGR / Power Gen 3x target",
      "prediction": "UNCHANGED",
      "answer": "guide ~6-9% CAGR vs. cons 6-9% CAGR (2030 target reaffirmed)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 4.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.0,
  "day5_path": "FADE",
  "day5_rationale": "Headline EPS/revenue beat plus reaffirmed 2030 power-gen targets should spark an initial relief rally given the stock's 22% pullback and reset expectations, but Resource Industries margin still lagging on tariffs, no incremental step-up in tariff guidance beyond already-known Section 122 relief, and lingering Baird-style regulatory overhang on data-center backlog durability mean analysts are likely to trim out-period margin/EPS estimates even as top-line numbers get bumped up, causing the initial pop to partially fade over the following days rather than build into sustained follow-through.",
  "day5_confidence": "LOW"
}