What changed: r4 to r5
First sourced operating and cash scenarios. Separates 45X accrual, credit collections, tariff-refund recognition and net refund cash; reported H1 remains intact.
Retrieval clocks and internal hashes are excluded. Changed source or accounting definitions are not automatically an economic restatement. The authored reason describes the destination revision.
| Field | Before | After |
|---|---|---|
| /memory/as_of | 2026-09-21 | 2026-09-22 |
| /memory/bands/10d/p10 | -10.503 | -8.255 |
| /memory/bands/10d/p50 | -0.491 | 0.295 |
| /memory/bands/10d/p90 | 6.372 | 11.286 |
| /memory/bands/10d/p_up | 0.457 | 0.523 |
| /memory/bands/126d/n | 279 | 256 |
| /memory/bands/126d/p10 | -31.906 | -30.251 |
| /memory/bands/126d/p50 | 1.346 | 2.785 |
| /memory/bands/126d/p90 | 41.57 | 60.122 |
| /memory/bands/126d/p_up | 0.513 | 0.555 |
| /memory/bands/1d/p10 | -2.808 | -3.326 |
| /memory/bands/1d/p50 | 0.038 | -0.134 |
| /memory/bands/1d/p90 | 2.638 | 2.864 |
| /memory/bands/1d/p_up | 0.523 | 0.473 |
| /memory/bands/21d/n | 296 | 299 |
| /memory/bands/21d/p10 | -15.185 | -10.746 |
| /memory/bands/21d/p50 | -0.364 | 1.515 |
| /memory/bands/21d/p90 | 13.823 | 16.433 |
| /memory/bands/21d/p_up | 0.476 | 0.569 |
| /memory/bands/252d/n | 246 | 223 |
| /memory/bands/252d/p10 | -45.985 | -53.199 |
| /memory/bands/252d/p50 | -1.404 | 5.792 |
| /memory/bands/252d/p90 | 64.773 | 88.123 |
| /memory/bands/252d/p_up | 0.472 | 0.538 |
| /memory/bands/5d/p10 | -6.745 | -7.276 |
| /memory/bands/5d/p50 | -0.072 | -0.316 |
| /memory/bands/5d/p90 | 5.521 | 6.887 |
| /memory/bands/5d/p_up | 0.493 | 0.457 |
| /memory/bands/63d/n | 296 | 286 |
| /memory/bands/63d/p10 | -18.96 | -19.008 |
| /memory/bands/63d/p50 | 2.708 | 1.068 |
| /memory/bands/63d/p90 | 35.989 | 44.304 |
| /memory/bands/63d/p_up | 0.551 | 0.535 |
| /memory/state | up/below/off/stuck/ordinary/mid/some | up/below/off/stuck/ordinary/mid/crowd_in |
| /meta/as_of | 2026-09-22 | 2026-09-23 |
| /meta/revision | 4 | 5 |