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Forgent Power Solutions, Inc. SEC Filings

FPS NYSE

Welcome to our dedicated page for Forgent Power Solutions SEC filings (Ticker: FPS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Forgent Power Solutions's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Forgent Power Solutions's regulatory disclosures and financial reporting.

Rhea-AI Summary

Forgent Power Solutions is registering 30,000,000 shares of Class A common stock, including 9,311,665 new shares from the company and 20,688,335 from selling stockholders. The company’s portion will fund the purchase of Opco LLC Interests, while selling holders receive their own sale proceeds.

Forgent operates an Up-C structure and expects substantial cash payments under a Tax Receivable Agreement tied to exchanges of Opco LLC Interests. It posted fiscal 2025 revenue of $753.2 million, up 56% from pro forma 2024, and reported about $1.5 billion of backlog as of December 31, 2025, driven largely by data center and grid demand.

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Rhea-AI Summary

Forgent Power Solutions, Inc. reports sharp growth for the six months ended December 31, 2025, alongside a recent IPO and major balance sheet changes. Revenues rose to $579.7 million from $329.4 million, with net income increasing to $15.5 million and Adjusted EBITDA to $125.5 million.

Growth is driven by strong demand for custom, engineered-to-order electrical distribution equipment for data centers, the power grid and industrial facilities. However, operating cash flow fell to $6.0 million as receivables and inventory expanded, and interest expense increased with a new $600 million term loan.

In February 2026, the company completed an IPO at $27.00 per share, with primary proceeds of $491.8 million used to acquire additional interests in its operating subsidiary, Opco, and redeem existing owners. After related reorganization transactions, Forgent indirectly owns 76.65% of Opco and consolidates its results, while continuing equity owners hold the remaining economic interest and Class B shares with voting but no economic rights.

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Rhea-AI Summary

Forgent Power Solutions reported very strong fiscal second-quarter 2026 results, with revenues of $296 million, up 69% from the prior year. Order momentum accelerated, as bookings reached $762 million and backlog climbed to $1.5 billion, reflecting robust demand from data center and grid customers.

The company posted a small net loss of $0.1 million, mainly from a $10 million write-off of deferred financing costs, while Adjusted EBITDA rose 51% to $60 million and Adjusted Net Income increased 66% to $36 million. For fiscal 2026, Forgent guides to revenues of $1.275–$1.325 billion and strong growth in adjusted profitability.

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Rhea-AI Summary

Forgent Power Solutions, Inc. insiders reported sizeable equity moves. A group of more than ten reporting persons, with Neos Partners, LP as designated filer, reported several transactions dated February 9, 2026 involving Class A common stock and Opco LLC interests.

The group indirectly disposed of 2,487,964 Opco LLC interests coded as a disposition to the issuer and indirectly acquired 2,487,964 shares of Class A common stock as a grant, award, or other acquisition, both at a stated price of $0.00 per unit. They also indirectly sold 8,400,000 Class A common shares at $25.785 per share, leaving 168,935,645 Class A shares held indirectly and 46,756 Class A shares held directly following the reported transactions.

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Rhea-AI Summary

Forgent Power Solutions, Inc. 10% owners associated with Neos Partners LP reported significant insider transactions. On February 9, 2026, they disposed of 2,487,964 Opco LLC Interests to the issuer and simultaneously acquired 2,487,964 shares of Class A common stock for $0.00 per share.

On the same date, these reporting persons sold 8,400,000 shares of Class A common stock in open‑market or private transactions at an average price of $25.785 per share, leaving 168,935,645 Class A shares and 71,093,244 Opco LLC Interests held indirectly, plus 46,756 Class A shares held directly.

The filing is the second of three identical reports for the same event, split due to a limit of more than 10 reporting persons in the EDGAR system, and is filed by designated filer Neos Partners, LP.

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Rhea-AI Summary

Neos Partners, LP and affiliated entities, as 10% owners and directors of Forgent Power Solutions (FPS), reported significant insider transactions in Class A common stock on 02/09/2026. They disposed of 2,487,964 Opco LLC Interests indirectly to the issuer and simultaneously acquired 2,487,964 shares of Class A common stock at a stated price of $0.00 per share, reflecting an internal reclassification.

On the same date, these reporting persons sold 8,400,000 shares of Class A common stock in open-market or private transactions at $25.785 per share. After these transactions, they indirectly held 168,935,645 shares of Class A common stock and 71,093,244 Opco LLC Interests, and directly held 46,756 shares of Class A common stock.

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Rhea-AI Summary

Forgent Power Solutions, Inc. completed its initial public offering of 56,000,000 shares of Class A common stock at $27.00 per share, followed by the underwriters’ full exercise of an 8,400,000-share over-allotment option. Of the initial 56,000,000 shares, 16,586,427 were sold by the Company and 39,413,573 by selling stockholders.

The Company will use net proceeds from its primary shares, and from the additional 2,487,964 over-allotment shares sold by the Company, to redeem interests in an operating subsidiary held by existing equity owners controlled by Neos Partners, LP. In connection with the IPO, Forgent issued 90,167,635 shares of Class B common stock to existing LLC holders, adopted an Amended and Restated Certificate of Incorporation and Bylaws authorizing 2,000,000,000 Class A, 100,000,000 Class B and 20,000,000 preferred shares, approved a 2026 Equity Incentive Plan, and put in place governance and LLC agreements that allow existing owners to redeem up to 73,581,208 Opco LLC interests for Class A shares or cash on a one-for-one basis.

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Rhea-AI Summary

Forgent Power Solutions, Inc. is offering 56,000,000 shares of Class A common stock at $27.00 per share in its initial public offering, including 16,586,427 new shares from the company and 39,413,573 shares from selling stockholders. The company expects gross proceeds to itself of about $447.7 million if the underwriters’ option is fully exercised, and selling holders would receive over $1.0 billion.

Forgent will use its net proceeds to buy Opco LLC Interests from its operating partnership, which will redeem interests from existing owners, in an "Up‑C" structure that leaves legacy owners with most economic and voting power. The company will own about 75.83% of Opco after the deal and will be a NYSE "controlled company".

Forgent designs and manufactures electrical distribution equipment for data centers, the grid and industrial facilities. Revenue grew 56% to $753.2 million in fiscal 2025 and backlog reached $1,027.1 million as of September 30, 2025. Preliminary results for the six months ended December 31, 2025 show revenues of $565.0–$580.0 million and Adjusted EBITDA of $123.0–$126.0 million, with backlog of $1,493.1 million and total debt of $583.5 million.

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Rhea-AI Summary

Neos Partners, LP and affiliated insiders reported their ownership stakes in Forgent Power Solutions, Inc. on a Form 3 dated February 5, 2026. The group is identified as both directors and 10% owners of FPS.

They report indirect beneficial ownership of 174,847,681 shares of Class A common stock, plus Opco LLC Interests representing 73,581,208 Class A common shares. An additional 46,756 Class A shares are reported as held directly. These disclosures reflect existing holdings rather than new buy or sell transactions.

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Rhea-AI Summary

Forgent Power Solutions, Inc. received an initial ownership report showing that Neos Partners, LP and related entities are directors and 10% owners as of 02/05/2026. They report indirect beneficial ownership of 174,847,681 shares of Class A common stock and Opco LLC interests representing 73,581,208 underlying Class A shares. In addition, 46,756 Class A shares are reported as directly owned. The filing records existing holdings rather than new share purchases or sales.

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FAQ

How many Forgent Power Solutions (FPS) SEC filings are available on StockTitan?

StockTitan tracks 18 SEC filings for Forgent Power Solutions (FPS), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Forgent Power Solutions (FPS)?

The most recent SEC filing for Forgent Power Solutions (FPS) was filed on March 24, 2026.

FPS Rankings

FPS Stock Data

7.01B
304.11M
Electrical Equipment & Parts
Industrials
Link
United States
Dayton

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