{
  "report_rows": [
    {
      "kpi": "Total Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$2.21B vs. cons $2.17B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.98 vs. cons $1.91",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Organic Sales Growth (reported, incl. ERP pull-forward)",
      "prediction": "BEAT",
      "answer": "pred ~5.0% vs. cons ~3.5%",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 Adjusted EPS Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~$6.55 vs. cons $6.58 (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3 2026 Organic Growth (post pull-forward reversal)",
      "prediction": "LOWER",
      "answer": "guide ~-2% vs. cons ~+3.0% (Q3 2026)",
      "confidence": "HIGH"
    },
    {
      "kpi": "FY2026 Adjusted Operating Margin Guidance",
      "prediction": "UNCHANGED",
      "answer": "guide ~21.2% vs. cons ~21.2% (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -3.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -5.5,
  "day5_path": "FADE",
  "day5_rationale": "Stock has already rallied ~25-30% off spring lows and ~14% just in the two weeks pre-print (Trian stake, multiple sell-side upgrades to $90-95 PTs), pricing in a clean beat-and-raise. Even with a likely EPS/revenue beat driven by the pre-announced >$100M ERP-related order pull-forward, that benefit is a known, one-time timing item that mechanically reverses in Q3 - sell-side models will need to explicitly cut Q3 organic growth/revenue estimates (implied ~-2% vs. prior run-rate expectations), which typically shows up as negative forward EPS revisions even after a Q2 'beat.' With guidance likely just reaffirmed (not raised) at the top of the existing $6.40-6.60 range, the bar set by the stock's run and elevated options-implied move argues for initial profit-taking on the print (Day 1) that continues to fade over the following days as analysts true-up FY2026/Q3 models for the reversal and flag the Q3 US ERP cutover as a fresh, unhedged execution risk.",
  "day5_confidence": "MEDIUM"
}