{
  "report_rows": [
    {
      "kpi": "Total Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$9,590M vs. cons $9,312M (Visible Alpha, 7/31/26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Operating EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$7.65 vs. cons $7.20 (Visible Alpha, 7/31/26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Power Systems EBITDA (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$560M vs. cons $535M (Visible Alpha, 7/31/26)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Revenue (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$37.8B-$38.5B vs. cons $37.27B (Visible Alpha, 7/31/26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY 2026 EBITDA Margin (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~18.0%-18.75% vs. cons 18.0% (Visible Alpha, 7/31/26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "NA HD Truck Market (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~255K-265K vs. current 230K-250K (Q1 2026 call, 5/5/26)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": 4.5,
  "day1_confidence": "HIGH",
  "day5_residual_pct": 7.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 Archetype A; sell-side models update FY estimates upward as guide raise exceeds beat; de-rated entry point amplifies; short covering adds bid",
  "day5_confidence": "MEDIUM"
}