{
  "report_rows": [
    {
      "kpi": "Q2 2026 ongoing EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.36 vs. cons $0.35",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 operating revenue",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.20B vs. cons $2.18B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "H1 2026 capital expenditures",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.32B vs. cons $2.30B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Ongoing EPS guidance midpoint",
      "prediction": "LOWER",
      "answer": "guide ~$1.94 vs. cons $1.95 (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Capital investment guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.1B vs. cons $5.1B (FY2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Long-term annual EPS growth midpoint",
      "prediction": "UNCHANGED",
      "answer": "guide ~7.0% vs. cons 7.0% (through 2029)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Blackstone JV signed contracted capacity",
      "prediction": "UNCHANGED",
      "answer": "guide ~0.0 GW vs. cons 0.0 GW (Q2 2026 update)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 0.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -0.1,
  "day5_path": "FADE",
  "day5_rationale": "A ~$0.01 quarterly EPS beat may lift day 1, but unchanged FY2026 guidance of ~$1.94 versus consensus $1.95 implies second-half EPS of roughly $0.95 versus consensus near $0.96, limiting upward revisions and causing the initial move to fade.",
  "day5_confidence": "MEDIUM"
}