{
  "report_rows": [
    {
      "kpi": "Operating EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$3.10 vs. cons $2.95 (+5.1%)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Production (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~2,230 MBOED vs. cons 2,209 MBOED (+0.9%)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Free Cash Flow (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$3.85B vs. cons $3.62B (+6.4%)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3 2026 Production (2026Q3)",
      "prediction": "UNCHANGED",
      "answer": "guide ~2,280-2,310 MBOED vs. cons ~2,302 MBOED (~0%)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Production (2026FY)",
      "prediction": "UNCHANGED",
      "answer": "guide ~2,290-2,310 MBOED vs. cons 2,302 MBOED (~0%)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 CapEx (2026FY)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$12.0-$12.5B vs. cons $12.3B (~0%)",
      "confidence": "HIGH"
    },
    {
      "kpi": "LNG/Qatar Tone (qualitative, 2026FY)",
      "prediction": "BETTER",
      "answer": "guide constructive; NFE delay months reiterated; structural LNG tightening thesis reinforced vs. feared further delay",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -0.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 sell-side models implicit H2 production cut, mild estimate drag; EPS beat partially offsets; no large cascade",
  "day5_confidence": "MEDIUM"
}