{
  "report_rows": [
    {
      "kpi": "Q2 2026 Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.24 vs. cons $0.23",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.25B vs. cons $1.24B",
      "confidence": "LOW"
    },
    {
      "kpi": "H1 2026 Adjusted EPS (run-rate / % of FY midpoint)",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.30 (~64% of $2.045 mid) vs. cons ~$1.29 (~63%)",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 consolidated adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.02\u20132.07 reaffirmed (skew to upper half) vs. cons ~$2.05 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Long-term consolidated adj. EPS CAGR",
      "prediction": "UNCHANGED",
      "answer": "guide 9\u201310%, tracking high end thru 2030 vs. cons ~9\u201310% (2026\u20132033)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "GenCo signed data-center capacity / pipeline",
      "prediction": "UNKNOWN",
      "answer": "guide ~4 GW signed, ~9 GW funnel vs. cons hoping for 3 GW-bucket conversion (as of Q2'26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "GenCo EPS contribution",
      "prediction": "UNCHANGED",
      "answer": "guide $0.25\u20130.35 (2030) / $0.40\u20130.60 (2033) vs. cons ~$0.30 / ~$0.50 (same)",
      "confidence": "LOW"
    },
    {
      "kpi": "FFO/debt target & annual equity funding",
      "prediction": "UNCHANGED",
      "answer": "guide 14\u201316% FFO/debt & $400\u2013600M/yr equity vs. cons ~15% / ~$500M (2026\u20132033)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 0.5,
  "day1_confidence": "LOW",
  "day5_residual_pct": -1.0,
  "day5_path": "FADE",
  "day5_rationale": "Seasonally trivial Q2; a modest EPS beat plus a merely-reaffirmed (or upper-half-narrowed) FY guide implies flat-to-lower H2 out-period estimates \u2014 the implicit-cut math pulls numbers down even after a beat. Absent a fresh GenCo signing or pipeline/CAGR uplift, elevated data-center expectations aren't re-excited, and NI mean-reverts as it did after the Q1 beat/raise faded ~3%. Any small day-1 relief bounce off 2026 lows gives back over the week.",
  "day5_confidence": "LOW"
}