{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$1.37 vs. cons $1.305",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Operating Revenue (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$7.95B vs. cons $7.71B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "ESA Signings GW (Q2 2026) [UNVERIFIED consensus]",
      "prediction": "BEAT",
      "answer": "pred ~1.5-2.0 GW vs. implied ~0.5-1.0 GW",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Adj. EPS FY2026 (FY2026)",
      "prediction": "UNCHANGED",
      "answer": "guide $6.55-$6.80 reaffirmed vs. cons $6.714",
      "confidence": "HIGH"
    },
    {
      "kpi": "FFO/Debt FY2026 (FY2026)",
      "prediction": "BETTER",
      "answer": "guide 14.5% reaffirmed vs. cons ~13.8%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "ESA Pipeline / Load Growth Commentary (qualitative)",
      "prediction": "BETTER",
      "answer": "guide ~17 GW late-stage pipeline vs. 15.4 GW prior",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -0.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.0,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 Archetype C with weak setup; initial sell-the-news fades as ESA optionality and rate case clarity are digested; estimate revisions flat (FY guidance unchanged keeps forward numbers stable)",
  "day5_confidence": "MEDIUM"
}