{
  "report_rows": [
    {
      "kpi": "Q2 2026 Adj. Operating EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.15 vs. cons $1.064",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Incremental CapEx update (qualitative)",
      "prediction": "IN-LINE",
      "answer": "partial firming $5-7B vs. market expects full $9B+",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY 2026 Adj. Operating EPS (FY 2026)",
      "prediction": "LOWER",
      "answer": "guide $4.80-$5.30 (mid $5.05) vs. cons $5.137",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY 2027 Adj. Operating EPS (FY 2027)",
      "prediction": "LOWER",
      "answer": "guide $5.10-$5.70 (mid $5.40) vs. cons $5.547",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 0.3,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 0.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 beat provides floor; implicit guidance cut limits upside; SIP close optionality caps downside",
  "day5_confidence": "MEDIUM"
}