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NYSE: FPS Forgent Power Solutions, Inc. 8-K

Forgent Power reports record Q4 and FY2026 results, initiates FY2027 guidance with 76% revenue growth at midpoint

Filed September 15, 2026 · Period ending September 15, 2026 · ~2 min read

5 key changes 5 high relevance 1 section

Key Changes

  • high

    Q4 revenue rose 94% year-over-year to $461.7 million, driven by accelerating demand for electrical distribution equipment used in data centers and the power grid.

    Exhibit 99.1 view on EDGAR →
  • high

    Bookings hit a record $1.5 billion in the quarter, up 375% year-over-year, with a 3.3x book-to-bill ratio; backlog reached an all-time high of $3.0 billion, up 256% year-over-year.

    Exhibit 99.1 view on EDGAR →
  • high

    Net income swung to $66.1 million from a $4.8 million loss a year earlier, and Adjusted EBITDA rose 163% to $112.7 million.

    Exhibit 99.1 view on EDGAR →
  • high

    Full-year revenue grew 89% to $1.42 billion, net income rose 508% to $106.0 million, and Adjusted EBITDA increased 91% to $322.9 million, exceeding the high end of May guidance.

    Exhibit 99.1 view on EDGAR →
  • high

    Forgent initiated fiscal 2027 guidance for revenue of $2.4–$2.6 billion, Adjusted EBITDA of $575–$625 million, and Adjusted EPS of $1.26–$1.40, implying 76% revenue growth at midpoint.

    Exhibit 99.1 view on EDGAR →

Summary

Forgent Power Solutions reported record results for its fiscal first quarter 2026, with revenue, bookings, and profitability all surging on strong demand for electrical distribution equipment used in data centers and the power grid. Fourth-quarter revenue rose 94% year-over-year to $461.7 million, while bookings jumped 375% to a record $1.5 billion, driving backlog to an all-time high of $3.0 billion.

Net income swung to a $66.1 million profit from a loss a year earlier, and Adjusted EBITDA climbed 163% to $112.7 million. For the full year, revenue grew 89% to $1.42 billion, net income rose 508% to $106.0 million, and Adjusted EBITDA increased 91% to $322.9 million, exceeding the high end of the company's May guidance.

Management also initiated fiscal 2027 guidance, projecting revenue of $2.4–$2.6 billion, Adjusted EBITDA of $575–$625 million, and Adjusted EPS of $1.26–$1.40. At the midpoint, this implies 76% revenue growth and 86% Adjusted EBITDA growth year-over-year. The guidance reflects continued strong demand and a robust order pipeline, with the 3.3x book-to-bill ratio suggesting momentum is likely to persist into the new fiscal year. For retail investors, the results and guidance signal a company in a rapid growth phase, with expanding margins and a record backlog providing visibility into future revenue. The key watch item will be whether Forgent can sustain its booking pace and convert its $3.0 billion backlog into revenue as guided, particularly given the capital-intensive nature of scaling production to meet data center and grid demand.

Section-by-Section Diff

Event · Exhibit 99.1

1 Added
Added Q4 FY2026 net income and Adjusted EBITDA high

Added in current filing · view on EDGAR →

Net Income $66,094 $(4,761) NM

Net income swung to $66.1 million from a $4.8 million loss a year earlier, and Adjusted EBITDA rose 163% to $112.7 million. Net income margin was 14.3% and Adjusted EBITDA margin was 24.4%.

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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 16, 2026 · How we verify