Base4Base 4GAAP revenue YoY -2.15% → base 4. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean for semiconductor equipment. Revenue decline of 2% driven by China digestion and semi systems timing, not accounting distortion. No sector rules table entry for semiconductor equipment.+EPS0EPS 0GAAP EPS YoY +75.17% vs rev YoY -2.15%, GAAP spread +77.32pp (outside +5pp). OI YoY -3.63%, OI spread -1.48pp (inside ±5pp). GAAP outside, OI inside → non-operating divergence. The massive GAAP EPS jump is driven by below-the-line items (lower tax rate, share buybacks reducing count) while operating income declined in line with revenue. OI wins → eps_adjustment = 0.+Guidance+1Guidance +1Prior quarter stated 2026 as qualitative 'growth year' with H2-weighted revenue (scored 0). This quarter quantifies: 'we expect to grow our semi equipment business more than 20% this calendar year' and Brice explicitly states 'we've obviously raised our outlook for this year.' This is a growth-metric commitment (semi equipment revenue), converting vague qualitative commentary into quantified forward guidance. Metric type gate: growth commitment → +1.=Final5