Forgent Power Solutions' SEC filings document its public-company registration, operating results, material agreements and capital structure. Registration statements describe offerings of Class A common stock, the company's electrical distribution equipment business, risk factors and the relationship between the public company and its operating subsidiary.
Material-event filings include quarterly results disclosures, exhibits and non-GAAP reconciliations, as well as agreements connected to the IPO and operating-company structure. These records identify underwriting arrangements, a tax receivable agreement, registration rights, an amended operating-company LLC agreement, stockholder agreements and redemption arrangements for operating-subsidiary interests. The filings also identify Forgent as an emerging growth company for Exchange Act reporting purposes.
Forgent Power Solutions, Inc. (FPS) reported strong growth for the year ended June 30, 2026, with revenues of $1.42 billion, up 89% from 2025, driven by higher sales of Custom Products and Powertrain Solutions to data center and grid customers and new manufacturing campuses coming online.
Gross profit rose to $497.6 million, and income from operations more than doubled to $182.5 million, while net income reached $106.0 million and net income attributable to Forgent was $81.8 million. Adjusted EBITDA was $322.9 million, reflecting scale benefits but also higher labor, overhead and public-company costs.
The company expanded its footprint to about 2.3 million sq. ft., substantially completing a 2025–2026 capacity expansion, and ended the year with $97.5 million in cash, $598.5 million of variable-rate debt and a $338.9 million Tax Receivable Agreement liability. Management highlights exposure to commodity prices, supply-chain risk, labor availability and interest-rate movements as key ongoing risks.
Forgent Power Solutions, Inc. (FPS) reported record fiscal fourth-quarter and full-year 2026 results, with Q4 revenue of $461.7 million, up 94% year over year, and full-year revenue of $1.42 billion, up 89%. Q4 net income reached $66.1 million versus a loss a year ago, and full-year net income rose to $106.0 million, a 508% increase.
Q4 Adjusted EBITDA was $112.7 million, up 163%, with a 24.4% margin, and full-year Adjusted EBITDA was $322.9 million, up 91%. The company posted Q4 bookings of $1.5 billion and a record backlog of $3.0 billion, while revenue, Adjusted EBITDA and Adjusted Net Income all exceeded the high end of May guidance.
For fiscal 2027, Forgent guides revenue to $2.4–$2.6 billion, Adjusted EBITDA to $575–$625 million, and Adjusted EPS to $1.26–$1.40. It also plans a $35 million Powertrain Solutions capacity expansion in Tijuana expected to lift total revenue capacity to about $5.8 billion.
Forgent Power Solutions, Inc. (FPS) reported that Chief Accounting Officer Lund Inez received equity awards on September 1, 2026. The grants include 7,043 shares of Class A Common Stock in the form of restricted stock units and 17,147 non-qualified stock options with a $29.27 exercise price, expiring September 1, 2036. Both the RSUs and options vest in three equal annual installments starting on the first anniversary of the grant date, subject to continued service, and the reported post-transaction holdings equal the granted amounts.
Forgent Power Solutions, Inc. (FPS) reported that its Chief Financial Officer, Ryan Fiedler, received equity-based compensation on September 1, 2026. He was granted 2,817 shares of Class A Common Stock in the form of restricted stock units and 6,859 non-qualified stock options to purchase Class A Common Stock at an exercise price of $29.27 per share, expiring September 1, 2036.
The RSUs and options each vest in three equal annual installments beginning on the first anniversary of the grant date, subject to his continued service through each vesting date. No Rule 10b5-1 trading plan is reported for these awards.
Forgent Power Solutions, Inc. (FPS) reported that Chief Executive Officer and director Gary John Niederpruem received new equity awards on September 1, 2026. He was granted 214,335 non-qualified stock options for Class A Common Stock at an exercise price of $29.27 per share, expiring September 1, 2036, and 88,029 shares of Class A Common Stock in the form of restricted stock units. Both the options and RSUs vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service, and no Rule 10b5-1 trading plan is reported.
Forgent Power Solutions, Inc. (FPS) reported that Chief Legal Officer Tyson Hottinger received equity awards on September 1, 2026. He was granted 10,564 shares of Class A Common Stock in the form of restricted stock units and 25,721 non-qualified stock options with an exercise price of $29.27 per share, expiring September 1, 2036. Both the RSUs and options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service, and all holdings reported are direct.
Forgent Power Solutions, Inc. received a large shareholder disclosure from Coatue Management, L.L.C. and Philippe Laffont regarding holdings of its Class A common stock. Coatue and Laffont report beneficial ownership of 20,501,387 shares of Class A common stock, representing 7.5% of the class. They report no sole voting or dispositive power, but shared power to vote and dispose of all 20,501,387 shares. All of these securities are owned by advisory clients of Coatue Management, and none of those clients individually owns more than 5% of the outstanding Class A shares. The reporting persons include standard disclaimers that they are not admitting beneficial ownership beyond their pecuniary interest.
Forgent Power Solutions, Inc. reports that an affiliated group of investment entities led by Neos Partners, LP and related Neos and Forgent Parent vehicles has filed an amended Schedule 13G reflecting significant ownership of the company’s Class A Common Stock. The group, including Neos Partners, Neos Partners GP, Neos Partners I GP LLC, Neos Partners I and I-A entities, several Forgent Parent limited partnerships and their general partners, and individual reporting person Peter Jonna, is treated as a “group” for Section 13(d) purposes and is therefore deemed to beneficially own the securities reported.
Certain reporting persons, including Neos Partners, Neos Partners GP and Peter Jonna, report beneficial ownership of 156,906,889 shares, representing 51.5% of Forgent Power’s Class A on an as-converted basis. This figure includes 112,449,169 shares of Class A and 44,457,720 Opco LLC Interests that are exchangeable one-for-one into Class A, together with corresponding cancellation of an equal number of Class B shares, subject to the LLCA. Ownership percentages are generally calculated using up to 304,428,889 Class A shares, combining 259,971,169 Class A shares outstanding per the company’s Form S-1 with Class A shares underlying Opco LLC Interests held by the reporting entities.
Forgent Power Solutions, Inc. reported multiple insider transactions involving Class A common stock and Opco LLC Interests by entities and individuals associated with major shareholders and directors. The filing shows an indirect open-market or private sale of 43,650,000 shares of Class A common stock reported at a price of $0.0000 per share, leaving 83,355,094 indirectly held shares after this sale. A separate indirect acquisition added 14,555,925 Class A shares, increasing that indirect position to 127,005,094 shares. In a related move, 14,555,925 Opco LLC Interests were disposed of indirectly, with 29,901,795 Opco LLC Interests remaining after the transaction, and a direct holding of 46,756 Class A shares was also reported as of the same date.
Entities affiliated with Neos Partners reported mixed transactions in Forgent Power Solutions, Inc. Class A common stock. On the reported date, they sold 43,650,000 shares indirectly, acquired 14,555,925 shares indirectly, and disposed of 14,555,925 Opco LLC Interests tied to the same number of Class A shares. After these transactions, indirect holdings stood at 83,355,094 Class A shares, with an additional 46,756 shares reported as directly held.