{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (2026Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$6.35 vs. cons $6.20",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Sales and revenues (2026Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$19.45B vs. cons $19.20B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Power & Energy sales (2026Q2)",
      "prediction": "BEAT",
      "answer": "pred ~$8.42B vs. cons $8.30B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Sales and revenues growth",
      "prediction": "LOWER",
      "answer": "guide ~12.0% vs. cons 13.2% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating profit margin",
      "prediction": "LOWER",
      "answer": "guide ~18.2% vs. cons 18.4% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Tariff costs",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.30B vs. cons $2.30B (FY2026)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -4.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -7.2,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FY2026 sales growth of ~12.0% vs. consensus 13.2% would imply only ~6% H2 growth after roughly ~19% H1 growth; that out-period deceleration and capacity-investment drag should prompt 2027\u20132028 estimate cuts despite the quarterly beat.",
  "day5_confidence": "MEDIUM"
}