{
  "report_rows": [
    {
      "kpi": "Adjusted EPS (FQ3'26)",
      "prediction": "BEAT",
      "answer": "pred ~$3.46 vs. cons $3.38",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue (FQ3'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~$2.26B vs. cons $2.25B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Enterprise operating margin (FQ3'26)",
      "prediction": "IN-LINE",
      "answer": "pred ~22.0% vs. cons ~21.8%",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 Adjusted EPS guide (midpoint)",
      "prediction": "BETTER",
      "answer": "guide ~$12.95 (raise to $12.70-$13.20) vs. cons $12.85 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 organic sales growth guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~7% (5%-9%) vs. cons ~7% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY26 enterprise operating margin guide",
      "prediction": "UNCHANGED",
      "answer": "guide ~21.5% vs. cons ~21.5% (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Book-to-bill / order breadth (data center, semi, energy)",
      "prediction": "BETTER",
      "answer": "guide ~1.0-1.05 vs. cons ~1.0 (FQ3'26)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.5,
  "day5_path": "FADE",
  "day5_rationale": "A ~5th straight beat plus a modest FY EPS raise (~$12.95 vs $12.85) should trigger an initial pop, but with the stock near all-time highs (~$481, +21% YTD, already gapped +15% on Q2) much of the broadening-demand/margin-upside story is priced in. Management pre-flagged sequentially lower H2 margins on a double-digit-million memory headwind, tariffs and higher project/E&D spend, so out-quarter (FQ4/FY27) estimate math gets trimmed even on a headline beat. That out-period drag plus profit-taking off a demanding valuation caps follow-through and pulls the initial residual gain roughly in half over five days.",
  "day5_confidence": "LOW"
}