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NYSE · Technology

Forgent Power Solutions, Inc. (FPS)

As-reported financials and SEC filings for Forgent Power Solutions, Inc. The latest annual period is FY2026. The latest reported quarter is Q4 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

Snapshot

Revenue
$1.42B
Revenue growth (YoY)
88.5%
Net income
$81.8M
Diluted EPS
—
Gross margin
35.0%
Operating margin
12.9%
Net margin
5.8%
FCF margin
-0.5%
ROE
12.2%
net income / fiscal-year-end equity
P/E
124.7×
trailing when available, otherwise FY EPS
Market cap
$11.54B
Long-term debt / equity
0.86×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended June 30, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Forgent Power Solutions

  • Revenue grew 88.5% to $1.4B in FY2026.
  • Most recent quarter Q4 FY2026: revenue $462M, up 94.3% from Q4 FY2025.
  • Free cash flow was negative $7M in FY2026.
  • Net income rose 438.6% to $82M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Forgent Power Solutions’s fundamentals sit among the 627 Technology companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin35.0%
31st percentile of 512
Operating margin12.9%
74th percentile of 564
Net margin5.8%
59th percentile of 577
FCF margin-0.5%
24th percentile of 545
Revenue growth (YoY)+88.5%
95th percentile of 618
ROE12.2%
69th percentile of 546
P/E124.7×
95th percentile of 319
Long-term debt / equity0.86×
76th percentile of 281
Short interest1.18d
15th percentile of 624

Forgent Power Solutions’s revenue growth of +88.5% ranks in the 95th percentile of the 618 Technology companies reporting it. Forgent Power Solutions’s P/E of 124.7 ranks in the 95th percentile of the 319 peers with a meaningful P/E.

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 3 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
3
+6 quant / multi-strat
Initiated / added
5
3 new, 2 added
Reduced / exited
6
4 trimmed, 2 exited
Combined position
$1.48B
reported long value
InvestorAs ofPosition valueSharesChange
Coatue ManagementQ2 2026$1.15B20.5MNew
Renaissance TechnologiesquantQ2 2026$93.3M1.7MNew
Two Sigma InvestmentsquantQ2 2026$70.2M1.3MAdded
Millennium ManagementquantQ2 2026$43.0M770.3KReduced
Citadel AdvisorsquantQ2 2026$39.8M712.8KReduced
Point72 Asset ManagementquantQ2 2026$36.0M644.6KReduced
Soros Fund ManagementQ2 2026$35.1M629.1KAdded
D. E. ShawquantQ2 2026$12.7M228.2KReduced
Polen Capital ManagementQ2 2026$2.8M50.3KNew

No longer held by: Hound Partners (as of Q2 2026), Viking Global Investors (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
—
code P value
Sells (90d)
0
—
Reported activity
Quiet
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-07-06
filed 2026-07-08
Neos Partners, LPDirectorSell43.6M——
2026-07-06
filed 2026-07-08
Neos Partners, LPDirectorSell43.6M——
2026-07-06
filed 2026-07-08
Neos Partners, LPDirectorSell43.6M——
2026-06-01
filed 2026-06-03
Neos Partners, LPDirectorSell48.6M——
2026-06-01
filed 2026-06-03
Neos Partners, LPDirectorSell48.6M——
2026-06-01
filed 2026-06-03
Neos Partners, LPDirectorSell48.6M——

Reported non-derivative purchases and sales (codes P/S), which may be open-market or private. Excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
14.2M
settled 2026-09-30
Change vs prior
+42.9%
vs previous settlement
Days to cover
1.18
at avg daily volume
Avg daily volume
12.1M
FINRA reported
SettlementShares shortChangeDays to cover
2026-09-3014.2M+42.9%1.18
2026-09-159.9M+5.1%1.09
2026-08-319.5M+8.0%1.92
2026-08-148.8M-22.3%1.52
2026-07-3111.3M+6.6%1.05
2026-07-1510.6M-17.8%1.00
2026-06-3012.9M+91.2%2.21

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025
Revenue$1.42B$753.2M
Gross profit
Operating income$182.5M$72.2M
Net income$81.8M$15.2M
Diluted EPS——

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2026FY2025
Cash and equivalents$97.5M$111.3M
Current assets$818.1M$445.1M
Total assets$2.23B$1.54B
Current liabilities$531.3M$281.7M
Long-term debt$576.2M$496.9M
Total liabilities$1.56B$963.4M
Total equity$671.4M$374.5M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025
Operating cash flow$109.1M$45.0M
Capital expenditure$115.9M$84.1M
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Quarterly trend

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY202694.3%—
Q3 FY2026$378.7M103.4%$18.3M—
Q2 FY2026$296.4M69.0%$246,000—
Q1 FY2026——$15.6M—
Q4 FY2025——
Q3 FY2025$186.2M—$6.9M—
Q2 FY2025$175.3M—$4.6M—
Q1 FY2025——$7.3M—

Latest 8 quarters, from company XBRL filings on SEC EDGAR. A dotted underline marks a fourth-quarter figure we calculated from the full year and the first nine months. Revenue YoY is our calculation too: each quarter against the same quarter a year earlier.

Company facts

ExchangeNYSE
SectorTechnology
SIC industryElectrical Industrial Apparatus
Latest annual periodFY2026 (ended June 30, 2026)
Latest reported quarterQ4 FY2026 (ended June 30, 2026)
Oldest indexed filing2025
SEC CIK2080126

Selected SEC filings

10-K2026-09-15
View on EDGAR →
10-Q2026-05-14
View on EDGAR →
10-Q2026-03-16
View on EDGAR →
8-K2026-09-15
View on EDGAR →
8-K2026-06-26
View on EDGAR →
8-K2026-05-14
View on EDGAR →
8-K2026-03-16
View on EDGAR →

Largest Technology peers

All Technology companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.