{
  "report_rows": [
    {
      "kpi": "Adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$4.05 vs. cons $3.88",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$3.54B vs. cons $3.50B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating income",
      "prediction": "BEAT",
      "answer": "pred ~$584M vs. cons ~$573M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Adjusted diluted EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$14.95 midpoint vs. cons $15.07 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating income guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.22B midpoint vs. cons ~$2.22B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Treatment growth guidance",
      "prediction": "LOWER",
      "answer": "guide ~0.375% midpoint vs. cons ~0.50% (FY2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Free cash flow guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.125B midpoint vs. cons ~$1.125B (FY2026)",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -2.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.1,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A Q2 EPS beat of ~$4.05 vs. $3.88 is outweighed by FY2026 EPS guidance of ~$14.95 vs. consensus $15.07. After Q1 EPS of $2.87 and predicted Q2 EPS of $4.05, the guide implies only ~$8.03 for H2 versus consensus-implied ~$8.15, creating modest out-period estimate cuts despite the headline beat.",
  "day5_confidence": "MEDIUM"
}