{
  "report_rows": [
    {
      "kpi": "Revenue (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$4.53B vs. cons $4.609B (already disclosed in HON Jul 23 release)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Adj. EPS (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~$2.00 vs. cons $2.111 (standalone cost structure higher than segment-only model)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "EBIT Margin - Operating (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~24.8% vs. cons 24.8% ($40M charge already embedded in disclosed segment profit)",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Revenue (FY 2026)",
      "prediction": "LOWER",
      "answer": "guide ~$18.75B midpoint vs. cons $19.04B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Adj. EPS (FY 2026) \u2014 UNVERIFIED input",
      "prediction": "LOWER",
      "answer": "guide ~$8.55 midpoint vs. cons $8.879",
      "confidence": "LOW"
    },
    {
      "kpi": "H2 2026 Organic Growth / Supply Chain Tone",
      "prediction": "LOWER",
      "answer": "guide H2 organic 8%-12% vs. cons-implied ~14%+; cautious on defense timing",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -4.0,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 sell-side cuts H2/FY estimates as below-consensus FY guide flows through models; no catalyst to reverse until supply chain data improves",
  "day5_confidence": "MEDIUM"
}