{
  "report_rows": [
    {
      "kpi": "Standalone Revenue (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$4.58B vs. cons $4.67B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$2.00 vs. cons $2.07",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted Segment/EBIT Profit (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$1.00B vs. cons ~$1.06B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EBIT",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.65-4.75B (reaffirm midpoint ~$4.70B) vs. cons ~$4.72B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "H2 2026 Free Cash Flow",
      "prediction": "LOWER",
      "answer": "guide ~$1.0-1.2B (low end reaffirm) vs. cons ~$1.3B (H2 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Material supply-chain/OE recoupling commentary (Q3 outlook)",
      "prediction": "UNKNOWN",
      "answer": "guide ~gradual easing narrative, no explicit number vs. cons ~full resolution by Q4 2026 (Q3 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -3.2,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "Reaffirming FY26 EBIT guidance after Q2 profit growth (+2%) again lagged sales growth (+5%) implicitly raises the bar for H2 acceleration; combined with carve-out stranded-cost dilution and persistent material-supply constraints, sell-side is likely to trim out-quarter EPS/EBIT estimates even if the headline Q2 print is roughly in line, producing continued downward drift over the week rather than an immediate reversal.",
  "day5_confidence": "LOW"
}