{
  "report_rows": [
    {
      "kpi": "Q2 2026 adjusted EPS",
      "prediction": "MISS",
      "answer": "pred ~$0.73 vs. cons $0.75",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 operating revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$3.59B vs. cons $3.60B",
      "confidence": "LOW"
    },
    {
      "kpi": "Q2 2026 CECONY adjusted EPS contribution",
      "prediction": "MISS",
      "answer": "pred ~$0.66 vs. cons $0.68",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Full-year adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.10 midpoint vs. cons $6.09 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Utility capital investment guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.53B vs. cons $6.53B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Common-equity issuance plan",
      "prediction": "UNCHANGED",
      "answer": "guide up to ~$1.10B vs. cons $1.10B (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.9,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$0.73 Q2 result versus $0.75 consensus leaves first-half adjusted EPS near $2.91 and requires roughly $3.19 in second-half EPS to reach the $6.10 guidance midpoint, versus approximately $3.16 previously embedded in consensus; that out-period burden should drive modest estimate reductions after the initial miss.",
  "day5_confidence": "MEDIUM"
}