{
  "report_rows": [
    {
      "kpi": "Net sales (revenue)",
      "prediction": "BEAT",
      "answer": "pred ~$2.50B vs. cons ~$2.43B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.61 vs. cons ~$0.58",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Gross margin",
      "prediction": "MISS",
      "answer": "pred ~55.1% vs. cons/comp ~55.7% (Q2'25)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "July current-month sales run-rate (Q3'26 read-through)",
      "prediction": "BETTER",
      "answer": "guide ~+17-19% (FX-neutral ~+15%) vs. cons ~+14-15% (July/Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Gross margin / cost & pricing outlook (2H'26)",
      "prediction": "LOWER",
      "answer": "guide ~55% (modest sequential cost creep on aluminum/tariffs) vs. cons ~56% (2H 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Incremental pricing actions (US/intl)",
      "prediction": "BETTER",
      "answer": "guide add'l ~mid-single-digit % pricing vs. cons ~low-single-digit % assumed (2H 2026)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "April tracked ~+24% into Q2, so a top-line beat plus a strong July current-month datapoint should push out-period revenue estimates higher, and the recent pullback from the ~$100 July high (to ~$94) de-risks the setup. Known aluminum/tariff margin creep is largely discounted, so the revenue/volume revisions dominate the out-period math and support a modest follow-through; margin pressure caps the magnitude and keeps conviction moderate.",
  "day5_confidence": "LOW"
}