{
  "report_rows": [
    {
      "kpi": "Customs Brokerage Net Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$555M vs. cons $537.7M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Air Freight Net Revenue",
      "prediction": "MISS",
      "answer": "pred ~$272M vs. cons $278.4M",
      "confidence": "LOW"
    },
    {
      "kpi": "Operating EPS (Diluted)",
      "prediction": "BEAT",
      "answer": "pred ~$1.74 vs. cons $1.71",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Customs Brokerage trajectory (Q3 2026)",
      "prediction": "BETTER",
      "answer": "guide constructive vs. cons ~$545M implied Q3",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Air Freight outlook (Q3 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide cautious/unchanged vs. cons ~$270M implied Q3",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Ocean market (Q3 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide unchanged/cautious vs. cons ~$185M implied Q3",
      "confidence": "HIGH"
    },
    {
      "kpi": "Operating margin / efficiency (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide constructive vs. cons 10.1% FY",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 0.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 modest estimate revision upward on customs beat; limited by air miss and ocean drag; no explosive follow-through given moderate beat magnitude and elevated pre-earnings run",
  "day5_confidence": "MEDIUM"
}