{
  "report_rows": [
    {
      "kpi": "Q2 2026 Ongoing Operations Adjusted EBITDA",
      "prediction": "BEAT",
      "answer": "pred ~$1.62B vs. cons $1.55B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q2 2026 Adjusted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$2.30 vs. cons $2.21",
      "confidence": "LOW"
    },
    {
      "kpi": "Q2 2026 Revenue",
      "prediction": "MISS",
      "answer": "pred ~$5.80B vs. cons $5.88B",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Ongoing Operations Adjusted EBITDA",
      "prediction": "UNCHANGED",
      "answer": "guide ~$7.20B vs. cons $7.25B (FY2026 midpoint)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Ongoing Operations Adjusted FCF before Growth",
      "prediction": "UNCHANGED",
      "answer": "guide ~$4.33B vs. cons $4.35B (FY2026 midpoint)",
      "confidence": "HIGH"
    },
    {
      "kpi": "Pro Forma Ongoing Operations Adjusted EBITDA Including Cogentrix and Meta",
      "prediction": "LOWER",
      "answer": "guide ~$8.20B vs. cons $8.35B (FY2027 framework)",
      "confidence": "LOW"
    }
  ],
  "day1_residual_pct": 1.8,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -0.4,
  "day5_path": "FADE",
  "day5_rationale": "A Q2 EBITDA beat and the stock's pre-report pullback support an initial rebound, but an FY2027 framework of ~$8.20B vs. cons $8.35B implies modest out-period estimate cuts; absent a new large-load contract or imminent Cogentrix close, revisions should pull the five-day residual below the day-one gain.",
  "day5_confidence": "LOW"
}