{
  "report_rows": [
    {
      "kpi": "Operating diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$1.08 vs. cons $1.064",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Total capital expenditure",
      "prediction": "BEAT",
      "answer": "pred ~$2.45B vs. cons $2.392B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Oncor capital expenditure",
      "prediction": "BEAT",
      "answer": "pred ~$2.10B vs. cons $2.028B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY26 adjusted EPS",
      "prediction": "LOWER",
      "answer": "guide ~$4.80-$5.30 vs. FY26 cons $5.137",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Oncor incremental capex / load outlook (2026-30)",
      "prediction": "BETTER",
      "answer": "guide: firmer ~$9B upside-capex narrative vs. UNVERIFIED consensus",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 0.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -1.0,
  "day5_path": "FADE",
  "day5_rationale": "FADE \u2014 maintained FY guide drives estimate follow-through lower",
  "day5_confidence": "MEDIUM"
}