{
  "report_rows": [
    {
      "kpi": "Total revenue",
      "prediction": "BEAT",
      "answer": "pred ~$800M vs. cons $790M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "U.S. Omnipod revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$542M vs. cons $539M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.48 vs. cons $1.41",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Total-company constant-currency revenue growth",
      "prediction": "BETTER",
      "answer": "guide ~23% vs. cons 22% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "U.S. Omnipod constant-currency revenue growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~21% vs. cons 21% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "International Omnipod constant-currency revenue growth",
      "prediction": "BETTER",
      "answer": "guide ~28% vs. cons 27% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total-company constant-currency revenue growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~19% vs. cons 19% (Q3 2026)",
      "confidence": "LOW"
    },
    {
      "kpi": "Adjusted operating-margin expansion",
      "prediction": "UNCHANGED",
      "answer": "guide ~100 bps vs. cons 100 bps (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 4.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 6.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A revenue/EPS beat plus a modest FY2026 growth raise should pull out-period revenue and EPS estimates higher; confirmation that U.S. starts recovered and correction costs remain contained would reduce the key thesis discount rather than leave a one-quarter timing beat.",
  "day5_confidence": "MEDIUM"
}