{
  "report_rows": [
    {
      "kpi": "Q2 Net Sales",
      "prediction": "IN-LINE",
      "answer": "pred ~$1.375B vs. cons $1.364B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 ICS Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$648M vs. cons $641M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 Adjusted Operating EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$423M vs. cons $417M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 Net Sales",
      "prediction": "LOWER",
      "answer": "guide $5.225B-$5.375B vs. cons $5.415B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Adjusted Operating EBITDA",
      "prediction": "LOWER",
      "answer": "guide $1.535B-$1.625B vs. cons $1.631B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 Adjusted EPS",
      "prediction": "LOWER",
      "answer": "guide $3.80-$4.14 vs. cons $4.18",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 / 2H Demand Commentary",
      "prediction": "UNCHANGED",
      "answer": "reiterate AI/ICS strength; numeric consensus UNVERIFIED",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": -4.0,
  "day1_confidence": "LOW",
  "day5_residual_pct": -6.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "FOLLOW-THROUGH \u2014 implicit Q4 cut drives estimate pressure",
  "day5_confidence": "LOW"
}