Every 8-K that Forgent Power Solutions, Inc. (FPS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow FPS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FPS filings page.
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., through its subsidiary Forgent Power LLC, amended its existing Credit Agreement on June 23, 2026. The amendment refinances the initial term loans with Amendment No. 1 Refinancing Term Loans in an aggregate principal amount of $600,000,000 at a reduced interest rate margin.
The amendment also lowers the interest margin on the existing revolving credit commitments. After this change, the Senior Credit Facilities will bear interest at the Parent Borrower’s option of a base rate plus 1.25% per year or Term SOFR plus 2.25% per year, both subject to a 0.00% floor.
Forgent Power Solutions reported a very strong fiscal third quarter 2026 and raised full‑year guidance. Revenue reached $378.7 million, up 103% year-over-year, while net income rose to $24.5 million, a 190% increase. Adjusted EBITDA grew 96% to $84.7 million, with a 22.4% margin.
Bookings hit a record $867 million and backlog reached a record $1.98 billion, up 157% from March 31, 2025, supporting future growth. Management raised full-year 2026 outlook to revenue of $1.35–$1.39 billion, Adjusted EBITDA of $310–$320 million, and Adjusted Net Income of $197–$207 million.
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.
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.