{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.32 vs. cons $1.30",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Operating revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$7.72B vs. cons $7.65B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Electric Utilities & Infrastructure adjusted segment income",
      "prediction": "BEAT",
      "answer": "pred ~$1.26B vs. cons $1.24B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.68 midpoint vs. cons $6.70 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term adjusted EPS growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~6.0% midpoint vs. cons 6.0% (2026-2030 CAGR)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Signed data-center Electric Service Agreements",
      "prediction": "BETTER",
      "answer": "guide ~8.0 GW vs. cons 7.8 GW (2026Q2 update)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FFO-to-debt target",
      "prediction": "UNCHANGED",
      "answer": "guide ~14.5% vs. cons 14.5% (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.1,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.6,
  "day5_path": "FADE",
  "day5_rationale": "A modest EPS beat can lift day 1, but FY2026 guidance of ~$6.68 at the midpoint versus $6.70 consensus provides little upward-revision support; improved ESA visibility and regulatory de-risking should preserve part of the gain.",
  "day5_confidence": "MEDIUM"
}