{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.30 vs. cons $1.29",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$7.70B vs. cons $7.66B",
      "confidence": "LOW"
    },
    {
      "kpi": "Executed data-center ESAs (GW signed)",
      "prediction": "BEAT",
      "answer": "pred ~8.5 GW vs. prior/implied cons ~7.6 GW",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide $6.55\u2013$6.80 (mid $6.68) vs. cons $6.71 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term EPS growth (top-half from 2028)",
      "prediction": "UNCHANGED",
      "answer": "guide 5\u20137% vs. cons ~6% (2025\u20132030 CAGR)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "DEC NC rate case outcome (already settled 7/17)",
      "prediction": "BETTER",
      "answer": "settled 9.8% ROE, $496M/2yr req vs. original $1,002M ask (DEC NC, rates 1/1/2027)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Late-stage data-center pipeline",
      "prediction": "BETTER",
      "answer": "guide ~16 GW vs. prior 15.4 GW (late-stage pipeline)",
      "confidence": "LOW"
    },
    {
      "kpi": "Five-year capital plan",
      "prediction": "UNCHANGED",
      "answer": "guide ~$103B vs. prior $103B (2025\u20132029 capex plan)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 0.4,
  "day1_confidence": "LOW",
  "day5_residual_pct": 0.6,
  "day5_path": "STABILIZE",
  "day5_rationale": "Q2 is DUK's seasonally light, low-stakes print and the single biggest near-term catalyst \u2014 the DEC NC rate case \u2014 was already resolved constructively on 7/17 (9.8% ROE, rates 1/1/27), so it is de-risked rather than a fresh surprise. With FY26 guide ($6.55\u20136.80) and the 5\u20137% LT algo reaffirmed and consensus ($6.71) already inside the range, there are no implicit out-period cuts to pull estimates down; if anything, higher signed data-center ESAs supply modest upward bias. Absent a revision impulse, the low-beta name mean-reverts around its pre-print level after the initial reaction, though a still-soft regulated-utility tape (SO/NEE weak) caps upside \u2014 hence stabilize, not follow-through.",
  "day5_confidence": "LOW"
}