FPS · Forgent Power Solutions, Inc.
$35.85
-1.59 (-4.25%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$11.86B
Shares
304.43M
Volume · Oct 1
1.28M
Avg daily vol (3M)
9.22M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$37.44
Open$37.55
Day$36.86–38.23
Available close range$27.97–64.59
Avg vol 30d9.0M
Short int9.9M · 3.3% float · 1.1d
Short vol58%
Last earningsSep 15, 2026
DataFeb 2026–Sep 2026
Filing10-K · Sep 15
The closing range uses available history since Feb 5, 2026; less than a full year is stored.
Up next
Next earnings call
Dec 16, 2026
Est · unconfirmed
· in 11 wks
filed Sep 15, 2026
call held Sep 15, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
$82.18M
Trailing 12 months
Revenue growth YoY
+103.4%
Year over year
Operating margin
12.9%
Trailing 12 months
P / E (TTM)
144.4
Trailing earnings · reciprocal yield 0.7%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$484.70M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
—
Trailing year
Short interest
3.3%
Latest settlement · 1.1 days to cover
AI Brief
Q4 FY26 earnings call · Sep 15, 2026
Q4 FY26
TL;DR. Forgent reported record Q4 and full-year FY26 results, with revenue, adjusted EBITDA, and adjusted net income all exceeding the high end of May guidance, and entered FY27 with a $3 billion all-time-high backlog. The company initiated FY27 guidance for revenue of $2.4–$2.6 billion, adjusted EBITDA of $575–$625 million, and adjusted EPS of $1.26–$1.40, well above its IPO forecast, and announced a $35 million Tijuana powertrain solutions capacity expansion.
Bullish
- + FY26 revenue grew 89% to $1.42 billion and adjusted EBITDA grew 91% to $323 million, both exceeding the high end of May guidance.
- + Backlog reached an all-time high of $3.0 billion, up 256% year-over-year, covering more than 90% of FY27 revenue guidance.
- + FY27 guidance implies revenue growth of 76% at the midpoint and adjusted EBITDA growth of 86%, well above the IPO forecast.
- + Powertrain solutions revenue grew 187% YoY in Q4 to $147 million and is now ~40% of backlog, prompting an incremental $35 million Tijuana expansion that raises total revenue capacity to ~$5.8 billion.
- + Operating cash flow rose to $109 million in FY26 from $45 million in FY25, and FY27 operating cash flow is expected to exceed $300 million with capex stepping down to ~3% of sales.
Bearish
- − Q1 FY27 guidance implies lower adjusted EBITDA margin of ~21% versus the 24.4% achieved in Q4 FY26, due to ~$10 million of one-time investment costs and under-absorbed labor from capacity ramp.
- − Reporting changes: the company will no longer disclose orders and backlog on a quarterly basis, reducing visibility on near-term order trends for investors.
- − Powertrain solutions mix carries margin risk because third-party content in some solutions is resold at lower margins than organic content.
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Neutral
Fundamentals
Weak
Quant / Vol
Very High
Market backdrop
VIX 16.3 · calm
Equity put/call 0.53
Technical
price trend
50 / 200-day cross
No cross
Price vs 50-day avg
+7%
above
RSI (14)
55
neutral
MACD trend
Positive
52-week position
26%
mid-range
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+28%
trailing
6-month return
+20%
trailing
Relative strength
+7%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50/200-day averages unavailable
Institutional flow
Accumulating
+74% holders QoQ · +212 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
3.27% of float · ▲ +5.1% MoM · 1.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
374 holders — 13F breadth
Squeeze score
57
elevated · 0–100
Fundamentals
Revenue growth
+89%
Y/Y
Gross margin
35%
contracting
Free cash flow
$-6.8M
Balance sheet
$484.7M
net debt
Quant / Vol
risk profile
Volatility
83%
annualized · 1-yr
Max drawdown
−56%
past year
ATR
6.2%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Sep 15, 2026
Revenues
· Fiscal 2027
Initiated
$2.4B – $2.6B
prior FY $1.42B
midpoint +76.0% Y/Y
Adjusted EBITDA
· Fiscal 2027
Non-GAAP
Initiated
$575M – $625M
Adjusted EPS
· Fiscal 2027
Non-GAAP
Initiated
$1.26 – $1.40
Prior guidance
period ended
· from the Earnings Call filed Mar 31, 2026
Revenues
· fourth quarter of fiscal 2026
$392M – $432M
Adjusted EBITDA
· fourth quarter of fiscal 2026
$100M – $110M
Adjusted net income
· fourth quarter of fiscal 2026
$67M – $77M
Revenues
· full fiscal year 2026
$1.35B – $1.39B
Adjusted net income
· full fiscal year 2026
$197M – $207M
Adjusted EBITDA
· full fiscal year 2026
$310M – $320M
Adjusted EBITDA margin
· full fiscal year 2026
23%
Guided vs delivered
· last 2 settled
Revenues
fourth quarter of fiscal 2026
guided $392M – $432M
$461.67M
Beat +12.1%
Revenues
full fiscal year 2026
guided $1.35B – $1.39B
$1.42B
Beat +3.7%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 50-day avg
+7%
Bullish
RSI (14)
55
Neutral
MACD trend
Positive
Bullish
52-week position
26%
Neutral
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50/200-day averages unavailable
Institutional flow
Accumulating
+74% holders QoQ · +212 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
3.27% of float · ▲ +5.1% MoM · 1.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
374 holders — 13F breadth
Price context
position in its available closing range
Range low $28
Now $37 · 26%
Range high $65
vs 50-day avg +7%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted Diluted EPS non-GAAP | $0.68 | Year Ended June 30, 2026 filing | — |
| Adjusted diluted weighted average shares outstanding non-GAAP | 304.7M | Year Ended June 30, 2026 | — |
| Adjusted EBITDA non-GAAP | 322.9M | FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Net Income (Loss) 106.04M
+57.13M Interest expense
-2.79M Interest income
+21.37M Income tax expense
+19.02M Depreciation expense
+47.88M Amortization of intangibles
+10.04M Equity-based compensation
+18.82M Sponsor fees and expenses
+21.22M Public company readiness costs
+5.4M Earnout expenses
+18.8M Non-recurring integration and consulting fees
= Adjusted EBITDA 322.9M
|
|||
| Adjusted EBITDA Margin non-GAAP | 22.7% | Year Ended June 30, 2026 | — |
| Adjusted EPS non-GAAP | $0.68 | Year Ended June 30, 2026 | — |
| Adjusted Net Income non-GAAP | 207.58M | FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Net Income (Loss) Attributable to Forgent Power Solutions, Inc. 81.85M
+24.19M Net income impact from pro forma conversion of Class B common stock to Class A common stock
-3.53M Adjustment to the provision for income tax
+47.88M Amortization of intangibles
+12.99M Amortization / write off of discounts and deferred financing costs
+10.04M Equity-based compensation
+18.82M Sponsor fees and expenses
+21.22M Public company readiness costs
+5.4M Earnout expenses
+18.8M Non-recurring integration and consulting fees
-30.05M Tax impact of adjustments
= Adjusted Net Income 207.58M
|
|||
| backlog | 3B | fiscal 2026 filing | — |
| Bookings | $1.5B | Q4 FY2026 | — |
| Data Center revenues as percentage of total revenues | 59% | fiscal 2026 filing | — |
| Operating cash flows from operating leases | 22.54M | Year Ended June 30, 2026 filing | — |
| Operating lease expense | 20.8M | Year Ended June 30, 2026 filing | — |
| Short-term lease expense | 1.76M | Year Ended June 30, 2026 filing | — |
| Total operating lease expense | 25.27M | Year Ended June 30, 2026 filing | — |
| Variable lease expense | 2.72M | Year Ended June 30, 2026 filing | — |
| Weighted average discount rate | 9% | Year Ended June 30, 2026 filing | — |
| Weighted average remaining lease-term | 8.6 | Year Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electrical Equipment & Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FPS
this stock
Forgent Power Solutions, Inc.
|
$11.86B | — | +88.5% | — | 3.3% |
|
CYATY
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$282.82B | — | — | — | 0.0% |
|
ABLZF
Abb Ltd
|
$175.77B | +24.1% | +9.5% | — | 0.0% |
|
VRT
Vertiv Holdings Co
|
$97.51B | +48.9% | +27.7% | 57.3 | 3.7% |
|
BE
Bloom Energy Corp
|
$82.84B | +218.8% | +37.3% | — | 6.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FPS | -6.1% | +27.9% | +19.6% | +22.6% | — |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -5.5% | +27.8% | +7.4% | +23.2% | — |