{
  "report_rows": [
    {
      "kpi": "Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.04 vs. cons $1.01",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Revenue",
      "prediction": "BEAT",
      "answer": "pred ~$3.27B vs. cons $3.20B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Sempra Texas Utilities earnings attributable to common shares",
      "prediction": "BEAT",
      "answer": "pred ~$255M vs. cons $240M",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "2026 adjusted EPS guidance",
      "prediction": "UNCHANGED",
      "answer": "guide $4.80-$5.30 (midpoint $5.05) vs. cons $5.07 (FY26)",
      "confidence": "HIGH"
    },
    {
      "kpi": "2026-2030 capital plan",
      "prediction": "UNCHANGED",
      "answer": "guide ~$65.0B vs. cons $65.0B (2026-2030)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "SI Partners cash proceeds at closing",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.65B vs. cons $4.65B (3Q26)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Texas incremental capital opportunity",
      "prediction": "BETTER",
      "answer": "guide ~$11.0B vs. cons $10.0B (2026-2030)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 2.2,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 3.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A ~$1.04 vs. $1.01 EPS beat alongside an unchanged FY26 midpoint of $5.05 vs. $5.07 consensus should be treated as quality-positive if Texas upside rises to ~$11.0B vs. ~$10.0B; firmer out-period Texas rate-base math and SI Partners deleveraging should support FY27 revisions rather than trigger implicit cuts.",
  "day5_confidence": "MEDIUM"
}