{
  "report_rows": [
    {
      "kpi": "2Q26 consolidated adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.16 vs. cons $0.15",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 operating revenue",
      "prediction": "BEAT",
      "answer": "pred ~$1.19B vs. cons $1.16B",
      "confidence": "LOW"
    },
    {
      "kpi": "Contracted data-center load (Amazon/ADS plus Alphabet)",
      "prediction": "IN-LINE",
      "answer": "pred ~3.10 GW vs. cons 3.10 GW",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 consolidated adjusted EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$2.045 midpoint vs. cons $2.09 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "2026-2030 base-plan adjusted EPS growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~7.0% midpoint vs. cons 7.0% (2026-2030)",
      "confidence": "HIGH"
    },
    {
      "kpi": "GenCo adjusted-EPS contribution target",
      "prediction": "UNCHANGED",
      "answer": "guide ~$0.30 midpoint vs. cons $0.30 (2030)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -1.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -2.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest 2Q EPS/revenue beat is unlikely to offset the absence of a FY26 raise: guidance at ~$2.045 midpoint versus ~$2.09 consensus implies negative out-period estimate math. If GenCo contracted load and 2030 contribution targets remain unchanged rather than advancing, analysts are more likely to trim FY26/FY27 estimates and retain execution-risk discounts.",
  "day5_confidence": "MEDIUM"
}