{
  "report_rows": [
    {
      "kpi": "Net sales",
      "prediction": "BEAT",
      "answer": "pred ~$6.52B vs. cons $6.43B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Gross profit",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.31B vs. cons $1.30B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.84 vs. cons $2.80",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Full-year gross-profit growth",
      "prediction": "LOWER",
      "answer": "guide ~5.0% vs. cons 5.2% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Full-year non-GAAP EPS growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~7.0% vs. cons 7.1% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Implied second-half gross profit",
      "prediction": "LOWER",
      "answer": "guide ~$2.54B vs. cons $2.59B (2H2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -6.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A backlog-driven Q2 beat is likely outweighed by cautious full-year guidance: implied 2H2026 gross profit of ~$2.54B versus consensus of ~$2.59B would pull forward estimates and revisions lower after the print.",
  "day5_confidence": "MEDIUM"
}