{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$0.86 vs. cons ~$0.845",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Revenue (Q2'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.42B vs. cons ~$1.415B",
      "confidence": "LOW"
    },
    {
      "kpi": "Weather-normalized retail sales/large-load growth (y/y %)",
      "prediction": "BEAT",
      "answer": "pred ~7.5% vs. cons ~6.0%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.14-$4.34 (mid $4.24) vs. cons ~$4.24 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term retail load growth CAGR through 2030",
      "prediction": "BETTER",
      "answer": "guide ~7-8% vs. cons/prior ~6% (through 2030)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "5-yr capital plan / rate-base CAGR",
      "prediction": "BETTER",
      "answer": "guide ~$21.6B+ (rate-base CAGR ~12%) vs. prior $21.6B/~11.5% (5-yr plan 2026-2030)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 0.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.3,
  "day5_path": "STABILIZE",
  "day5_rationale": "An in-line-to-modest EPS beat against already-elevated Street numbers, combined with a reaffirmed (not raised) FY guide, limits upward estimate revisions even if Q2 beats; the stock's prior 12-month +13.7% outperformance vs. XLU and premium valuation leave limited room for a big follow-through pop, but continued ESA/IRP news flow and improved credit metrics should prevent a real fade, netting out to a stabilization pattern over the week.",
  "day5_confidence": "LOW"
}