{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (FQ3'26)",
      "prediction": "BEAT",
      "answer": "pred ~$4.38 vs. cons ~$4.31",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "U.S. Healthcare Solutions adj. operating income growth (FQ3'26)",
      "prediction": "BEAT",
      "answer": "pred ~+10% YoY (~$925M) vs. cons ~+7-8% (~$905M)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total revenue (FQ3'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~$84.5B vs. cons ~$84.3B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 Adjusted EPS guidance (raise?)",
      "prediction": "BETTER",
      "answer": "guide ~$17.75-17.95 (midpoint ~$17.85) vs. cons ~$17.85 (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Adjusted operating income growth guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~12-14% vs. cons ~13% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Revenue growth guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~4-6% vs. cons ~5% (FY26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Net interest expense guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$485M vs. cons ~$483M (FY26)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 1.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.0,
  "day5_path": "FADE",
  "day5_rationale": "Deliberately 'quiet' quarter: EPS growth only high-single-digit (interest-expense drag), Q3 comps a monster +29% US OI, and the real acceleration is back-loaded to Q4 (laps oncology-customer loss). A likely modest beat + only a small/no fourth-straight raise into a fully re-rated stock (~$306, round-tripped its post-Q2 drop) leaves little upside fuel; out-period math is Q4-dependent, so any day-1 pop from a clean OI print and confident new-CFO debut tends to give back as estimates hold rather than climb and revenue optics stay soft.",
  "day5_confidence": "LOW"
}