{
  "report_rows": [
    {
      "kpi": "Midstream Net Income (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$510M vs. cons $440M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adj. EPS Diluted (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$2.10 vs. cons $1.89",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total Production (Q2 2026)",
      "prediction": "IN-LINE",
      "answer": "pred ~1,425 Mboe/d vs. cons 1,416 Mboe/d",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Midstream Income (FY 2026)",
      "prediction": "BETTER",
      "answer": "guide ~$1.3-1.4B midpoint vs. cons ~$644M net income",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Production (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide maintain 1,410-1,460 Mboe/d vs. cons 1,426 Mboe/d",
      "confidence": "HIGH"
    },
    {
      "kpi": "Q3 2026 Production (Q3 2026)",
      "prediction": "LOWER",
      "answer": "guide ~1,435 Mboe/d midpoint vs. cons 1,445 Mboe/d",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2026 Capex (FY 2026)",
      "prediction": "UNCHANGED",
      "answer": "guide maintain $5.5-5.9B vs. cons $5.80B",
      "confidence": "HIGH"
    }
  ],
  "day1_residual_pct": -3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -5.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 H2 EPS implied cut drives estimate revisions lower over 5 days; FY midstream raise partially offsets but does not prevent sell-side from cutting Q3/Q4 EPS",
  "day5_confidence": "MEDIUM"
}