{
  "report_rows": [
    {
      "kpi": "2Q26 ongoing EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.37 vs. cons $0.36",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 operating revenue",
      "prediction": "BEAT",
      "answer": "pred ~$2.23B vs. cons $2.20B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "2Q26 capital investment",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.25B vs. cons $1.24B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 ongoing EPS",
      "prediction": "UNCHANGED",
      "answer": "guide ~$1.94 midpoint vs. cons $1.94 midpoint (FY26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY26 capital investment",
      "prediction": "UNCHANGED",
      "answer": "guide ~$5.10B vs. cons $5.10B (FY26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Pennsylvania incremental data-center transmission opportunity",
      "prediction": "BETTER",
      "answer": "guide ~$0.60B incremental opportunity vs. cons $0.50B (through 2029)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 1.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.8,
  "day5_path": "STABILIZE",
  "day5_rationale": "A modest EPS/revenue beat and clean FY26 reaffirmation should support a positive initial reaction, but unchanged base-plan EPS and capital guidance leave limited near-term estimate-revision torque. A somewhat larger Pennsylvania load-related transmission opportunity offsets the lack of a modeled Blackstone-JV contribution, producing a modest positive move that stabilizes rather than materially follows through.",
  "day5_confidence": "MEDIUM"
}