{
  "report_rows": [
    {
      "kpi": "Gross profit",
      "prediction": "BEAT",
      "answer": "pred ~$3.08B vs. cons $3.04B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted operating income",
      "prediction": "BEAT",
      "answer": "pred ~$755M vs. cons $744M",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Adjusted diluted EPS",
      "prediction": "BEAT",
      "answer": "pred ~$0.88 vs. cons $0.87",
      "confidence": "LOW"
    }
  ],
  "guide_rows": [
    {
      "kpi": "FY2026 gross profit guidance",
      "prediction": "LOWER",
      "answer": "guide ~$12.33B vs. cons $12.41B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 adjusted operating income guidance",
      "prediction": "LOWER",
      "answer": "guide ~$3.34B vs. cons $3.37B (FY2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FY2026 adjusted diluted EPS guidance",
      "prediction": "LOWER",
      "answer": "guide ~$3.85 vs. cons $3.89 (FY2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": -5.5,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": -7.5,
  "day5_path": "FOLLOW-THROUGH",
  "day5_rationale": "A modest Q2 beat of roughly $0.04B gross profit and $0.01 EPS versus consensus is likely outweighed by a ~$0.08B gross-profit and ~$0.04 EPS FY2026 guide shortfall versus consensus; unchanged guidance implies a softer second-half gross-profit trajectory as Borrow normalizes, driving out-period estimate cuts.",
  "day5_confidence": "MEDIUM"
}