{
  "report_rows": [
    {
      "kpi": "2Q26 adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.78 vs. cons $0.76",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 operating revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.74B vs. cons $1.71B",
      "confidence": "LOW"
    },
    {
      "kpi": "2Q26 weather-normalized retail-load growth",
      "prediction": "BEAT",
      "answer": "pred ~4.5% vs. cons 3.6%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide $4.14-$4.34 vs. cons $4.25 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 retail-load-growth outlook",
      "prediction": "UNCHANGED",
      "answer": "guide 3.0%-4.0% vs. cons 3.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2026-2030 capital-investment plan",
      "prediction": "UNCHANGED",
      "answer": "guide ~$21.8B vs. cons ~$21.8B (2026-2030)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Additional large-load ESA expectation",
      "prediction": "UNCHANGED",
      "answer": "guide at least 1 ESA vs. cons 1 ESA (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "A ~$0.78 EPS result versus $0.76 consensus and ~4.5% normalized-load growth versus 3.6% should support an initial positive reaction, but unchanged $4.14-$4.34 FY2026 EPS guidance versus $4.25 consensus leaves no out-period estimate reset. With the data-center/load-growth thesis already well understood, the initial ~1.5% residual move is likely to fade toward ~0.5% over five days absent a new ESA or incremental capital-plan upside.",
  "day5_confidence": "MEDIUM"
}