{
  "report_rows": [
    {
      "kpi": "Q2 2026 Consolidated Adjusted EPS",
      "prediction": "MISS",
      "answer": "pred ~$0.14 vs. cons $0.15",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Operating Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.38B vs. cons $1.33B",
      "confidence": "LOW"
    },
    {
      "kpi": "1H2026 Cumulative Consolidated Adjusted EPS (pace check vs. FY guide)",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.20 vs. cons $1.21",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Consolidated Adjusted EPS Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$2.02-$2.07 (midpoint $2.045) vs. cons $2.05 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "2026-2033 Consolidated Adjusted EPS CAGR",
      "prediction": "UNCHANGED",
      "answer": "guide ~9%-10% vs. cons 9%-10% (2026-2033 CAGR, raised last quarter)",
      "confidence": "HIGH"
    },
    {
      "kpi": "GenCo-specific EPS accretion target by 2030",
      "prediction": "UNCHANGED",
      "answer": "guide ~$0.25-$0.35 vs. prior guide $0.25-$0.35 (cumulative by 2030)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FFO-to-Debt ratio target",
      "prediction": "UNCHANGED",
      "answer": "guide ~14%-16% vs. cons/prior 14%-16% (2026 target)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Consolidated 5-yr Capital Plan (2026-2030, incl. GenCo/data center)",
      "prediction": "UNCHANGED",
      "answer": "guide ~$28.0B vs. prior $28.0B (2026-2030 capex plan, incl. ~$7B data center)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -0.3,
  "day1_confidence": "LOW",
  "day5_residual_pct": -0.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "Consensus EPS ($0.15) already reflects deep analyst cuts (KeyCorp to $0.14, negative Earnings ESP), so a modest miss is largely pre-digested; the shortfall looks driven by financing costs/GenCo development timing rather than a fundamental problem, and FY26 guidance ($2.02-2.07) plus the 9-10% long-term CAGR are expected to be reaffirmed. That should let analysts true-up 2H26 quarterly phasing (out-period math) without cutting full-year numbers, capping further downside revisions; absent a new negative regulatory or GenCo data point (e.g., PA rate-case friction), the stock should stabilize near its day-1 level rather than see sustained follow-through selling or a sharp reversal/fade.",
  "day5_confidence": "LOW"
}