{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$9.72 vs. cons $9.59",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Consolidated revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$105.10B vs. cons $104.84B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "North American Pharmaceutical adjusted operating profit",
      "prediction": "BEAT",
      "answer": "pred ~$1.07B vs. cons $1.05B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2027 adjusted EPS guidance midpoint",
      "prediction": "BETTER",
      "answer": "guide ~$44.40 vs. cons $44.28 (FY2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2027 share-repurchase plan",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.00B vs. cons $5.00B (FY2027)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2027 North American Pharmaceutical adjusted operating-profit growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~7.5% vs. cons 7.5% (FY2027)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 2.1,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 2.8,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~1.4% EPS beat versus consensus ($9.72 vs. $9.59) plus a modest FY2027 midpoint increase ($44.40 vs. $44.28 consensus) should drive upward out-period EPS revisions; revenue is expected to remain near consensus ($105.10B vs. $104.84B), limiting concern that the beat is purely buyback-driven.",
  "day5_confidence": "MEDIUM"
}