Forgent Power Solutions, Inc. is a US-listed company in the electrical components & equipment industry. Its financial year ends in June.
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Forgent Power Solutions, Inc. valuation: adjust assumptions and compare models →
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months to June 2026 was $1.42bn. Free-cash-flow margin rose to -0.5% from -5.2% a year earlier. Operating margin widened to 12.9% from 9.6%. It passes 1 of our 5 financial-health checks.
Our model value for Forgent Power Solutions is under review, so past values are not shown until it is resolved.
Source: 10-K filed September 15, 2026 on SEC EDGAR · Financials · Valuation
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
Forgent Power Solutions, Inc.'s trailing-twelve-month revenue grew 88.5% year on year, with a free-cash-flow margin of -0.5%.
Current signal Free cash flow diverging from earnings: TTM free cash flow grew 82.5% while net income grew 437.7%: a 355pp divergence.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
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Company announcements, filed results and changes that matter to shareholders.
The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.
We value Forgent Power Solutions, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 11.5%: the 10-year Treasury yield (4.9%) plus a beta of 1.46 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$18 ~$9.6–$24 | Primary model, counts double |
| Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$37 ~$31–$51 | Included |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | — | Does not apply: This model is withheld pending its input or assumption review. |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | — | Does not apply: This model is withheld pending its input or assumption review. |
| Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. | — | Does not apply: This model is withheld pending its input or assumption review. |
| Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. | — | Does not apply: This model is withheld pending its input or assumption review. |
| Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. | — | Combined value withheld. Review the individual models and their assumptions. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Forgent Power Solutions, Inc. with Electrical Components & Equipment in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.
Next results: November 12, 2026, before the open. Analysts expect revenue of $461m and EPS of $0.20 (range $0.16 to $0.21) for the quarter.
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $1.35 | +99% | $2.5bn | +79% |
| Next | $2.02 | +50% | $3.4bn | +34% |
Next year's EPS estimate has moved +14.3% in 90 days, across 12 analysts.
The consensus EPS forecast for the current fiscal year is +16.5% on 90 days ago. In the last 30 days, 8 analysts raised Forgent Power Solutions, Inc.'s forecast and 0 cut it.
Average of analysts' published estimates (third-party data).
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $1.16 | $1.77 |
| 60 days ago | $1.16 | $1.77 |
| 30 days ago | $1.34 | $1.98 |
| 7 days ago | $1.35 | $2.02 |
| Now | $1.35 | $2.02 |
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.24 | $0.25 | +5.1% |
Adjusted EPS as companies report it, against the average analyst estimate.
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| October 22, 2026 | −23.7% | −1.7% | −10.7% | — |
| September 15, 2026 | +21.6% | −0.9% | +34.5% | +14.2% |
| May 14, 2026 | −1.1% | −0.4% | +6.6% | +32.9% |
| March 16, 2026 | +16.2% | +1.3% | +11.8% | +4.6% |
Source: SEC EDGAR filings. Retrieved October 20, 2026.
| Period | Revenue (TTM) |
|---|---|
| FY25 Q4 | $753.2M |
| FY26 Q1 | $882.4M |
| FY26 Q2 | $1B |
| FY26 Q3 | $1.2B |
| FY26 Q4 | $1.4B |
Source: SEC EDGAR filings. Retrieved October 20, 2026.
| Period | Operating margin (TTM) |
|---|---|
| FY25 Q4 | 9.6% |
| FY26 Q1 | 9.2% |
| FY26 Q2 | 8.2% |
| FY26 Q3 | 8.3% |
| FY26 Q4 | 12.9% |
Source: SEC EDGAR filings. Retrieved October 20, 2026.
| Period | FCF margin (TTM) |
|---|---|
| FY25 Q4 | -5.2% |
| FY26 Q1 | -8.2% |
| FY26 Q2 | -12.4% |
| FY26 Q3 | -8.2% |
| FY26 Q4 | -0.5% |
Each dollar Forgent Power Solutions took in during FY2026, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.
| Revenue | $1.4B | |
|---|---|---|
| Cost of revenue | $922M | 65.0% of revenue |
| Gross profit | $498M | 35.0% of revenue |
| Selling, general and admin | $263M | 18.5% of revenue |
| Other operating costs | $52.2M | 3.7% of revenue |
| Operating income | $182M | 12.9% of revenue |
| Income tax | $21.4M | 1.5% of revenue |
| Interest and other | $79.3M | 5.6% of revenue |
| Net income | $81.8M | 5.8% of revenue |
| Fiscal year | 2025 Jun 2025 | 2026 Jun 2026 |
|---|---|---|
| Income | ||
| Revenue | 753 | 1,420 |
| Gross profit | 278 | 498 |
| EBITDA | 137 | 249 |
| Operating income | 72 | 182 |
| Net income | 15 | 82 |
| Growth (year on year) | ||
| Revenue | — | +88.5% |
| EBITDA | — | +81.9% |
| Operating income | — | +152.6% |
| Net income | — | +438.6% |
| Margins | ||
| Gross margin | 36.9% | 35.0% |
| EBITDA margin | 18.2% | 17.6% |
| Operating margin | 9.6% | 12.9% |
| Net margin | 2.0% | 5.8% |
| Free-cash-flow margin | −5.2% | −0.5% |
| Cash flow | ||
| Cash from operations | 45 | 109 |
| Capital spending | 84 | 116 |
| Free cash flow | −39 | −7 |
| Stock-based pay | 2 | 10 |
| Free cash flow after stock pay | −41 | −17 |
| Balance sheet | ||
| Cash | 111 | 97 |
| Total debt | 502 | 599 |
| Net debt (negative = net cash) | 391 | 501 |
| Quarter | 2025 Q1 Sept 2024 | 2025 Q2 Dec 2024 | 2025 Q3 Mar 2025 | 2025 Q4 Jun 2025 | 2026 Q1 Sept 2025 | 2026 Q2 Dec 2025 | 2026 Q3 Mar 2026 | 2026 Q4 Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 154 | 175 | 186 | 238 | 283 | 296 | 379 | 462 |
| Gross profit | 66 | 64 | 68 | 80 | 98 | 102 | 131 | 167 |
| EBITDA | — | 34 | 36 | 23 | — | 34 | 53 | 108 |
| Operating income | 23 | 19 | 22 | 8 | 31 | 20 | 39 | 92 |
| Net income | 7 | 5 | 7 | −3 | 16 | 0 | 18 | 53 |
| Growth (year on year) | ||||||||
| Revenue | — | — | — | — | +83.9% | +69.0% | +103.4% | +94.3% |
| EBITDA | — | — | — | — | — | −1.4% | +46.1% | +363.6% |
| Operating income | — | — | — | — | +37.9% | +6.0% | +75.6% | +>999% |
| Net income | — | — | — | — | +112.0% | −94.6% | +165.7% | — |
| Margins | ||||||||
| Gross margin | 43.1% | 36.4% | 36.6% | 33.5% | 34.6% | 34.3% | 34.6% | 36.1% |
| EBITDA margin | — | 19.4% | 19.4% | 9.8% | — | 11.3% | 13.9% | 23.5% |
| Operating margin | 14.7% | 10.8% | 12.0% | 3.5% | 11.0% | 6.8% | 10.4% | 19.9% |
| Net margin | 4.8% | 2.6% | 3.7% | −1.1% | 5.5% | 0.1% | 4.8% | 11.5% |
| Free-cash-flow margin | 5.8% | 15.1% | −14.1% | −20.3% | −8.5% | −8.9% | 0.2% | 9.2% |
| Cash flow | ||||||||
| Cash from operations | 17 | 43 | −7 | −7 | 6 | 0 | 29 | 74 |
| Capital spending | 8 | 16 | 19 | 41 | 30 | 26 | 28 | 31 |
| Free cash flow | 9 | 26 | −26 | −48 | −24 | −26 | 1 | 43 |
| Stock-based pay | 0 | 0 | 0 | 1 | 1 | 2 | 2 | 4 |
| Free cash flow after stock pay | 8 | 26 | −27 | −49 | −25 | −28 | −1 | 38 |
| Last 12 months unless stated | FPS | POWL | PLPC | FLNC | PLUG | LYTS | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $1.4bn | $1.2bn | $772m | $2.6bn | $744m | $689m | $159m |
| Revenue growth, last 12 months | 88.5% | 7.0% | 16.3% | 7.5% | 10.6% | 20.2% | 10.6% |
| Revenue growth, 3-year average | — | 21.0% | 3.6% | 9.8% | −5.4% | 11.5% | 9.2% |
| Revenue growth, latest quarter | 94.3% | 8.9% | 17.6% | 7.9% | 2.5% | 51.3% | 12.6% |
| Gross margin | 35.0% | 30.1% | 32.4% | 9.3% | −18.5% | 25.1% | 29.5% |
| Operating margin | 12.9% | 19.7% | 10.1% | — | −172.8% | 5.6% | −15.4% |
| Operating margin, 3-year average | — | 18.4% | 8.8% | — | −218.7% | 6.5% | −32.6% |
| Net margin | 6.2% | 16.5% | 7.6% | −3.1% | −220.6% | 3.3% | −20.5% |
| Cash from operations / revenue | 7.7% | 22.1% | 11.7% | −3.8% | −64.9% | 6.4% | −6.2% |
| Free-cash-flow margin | −0.5% | 21.1% | 4.7% | −4.4% | −70.3% | 5.7% | −8.8% |
| Free-cash-flow margin, 3-year average | — | 16.0% | 6.2% | −5.4% | −132.2% | 6.6% | −6.8% |
| Stock pay / revenue | 0.6% | 0.5% | 1.1% | 0.7% | 7.2% | 0.6% | 2.3% |
| Change in share count | — | −0.0% | −0.2% | — | 38.1% | 9.3% | 10.0% |
| Line of business | Revenue | Share | YoY |
|---|---|---|---|
| Custom Products | $990M | 69.7% | ▲ 67.7% |
| Powertrain Solutions | $357M | 25.2% | ▲ 259.3% |
| Standard Products | $42.5M | 3.0% | ▲ 22.6% |
| Services | $29.7M | 2.1% | ▲ 4.5% |
From Forgent Power Solutions, Inc.'s 10-K filed September 15, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Coatue Management LLC | $1.1B | 20.5M | 12.2% | New |
| FMR LLC | $587M | 10.5M | 6.3% | ▲ 23.0% |
| Jupiter Topco LLC | $472M | 8.5M | 5.0% | — |
| Invesco Ltd. | $399M | 7.1M | 4.3% | ▲ 15.9% |
| Blackrock, Inc. | $372M | 6.7M | 4.0% | ▲ 30.5% |
| Vanguard Capital Management LLC | $318M | 5.7M | 3.4% | ▲ 51.6% |
| UBS Group AG | $315M | 5.6M | 3.4% | ▲ 142.7% |
| Franklin Resources Inc | $288M | 5.2M | 3.1% | ▲ 48.4% |
| Vanguard Portfolio Management LLC | $273M | 4.9M | 2.9% | ▲ 58.6% |
| Jericho Capital Asset Management L.P. | $247M | 4.4M | 2.6% | New |
| BAMCO Inc | $227M | 4.1M | 2.4% | ▼ 12.9% |
| Value Aligned Research Advisors, LLC | $176M | 3.2M | 1.9% | New |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Forgent Power Solutions, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Forgent Parent Ii Gp Llc Director | July 6, 2026 | Sell | 43,650,000 | — | $0 |
| Neos Partners I Gp Llc Director | July 6, 2026 | Sell | 43,650,000 | — | $0 |
| Jonna Peter Joseph Director | July 6, 2026 | Sell | 43,650,000 | — | $0 |
| Neos Partners, Lp Director | June 1, 2026 | Sell | 48,622,000 | — | $0 |
| Neos Partners I Lp Director | June 1, 2026 | Sell | 48,622,000 | — | $0 |
| Neos Partners, Lp Director | June 1, 2026 | Sell | 48,622,000 | — | $0 |
| Forgent Parent Ii Gp Llc Director | March 30, 2026 | Sell | 34,500,000 | — | $0 |
| Neos Partners I Expansion Lp Director | March 30, 2026 | Sell | 34,500,000 | — | $0 |
| Gofer Sergey Director | March 30, 2026 | Sell | 34,500,000 | — | $0 |
| Forgent Parent Iii Lp Director | February 9, 2026 | Sell | 8,400,000 | $25.79 | $217M |
| Neos Partners Gp, Llc Director | February 9, 2026 | Sell | 8,400,000 | $25.79 | $217M |
| Cannova Frank R. Director | February 9, 2026 | Sell | 8,400,000 | $25.79 | $217M |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| Financial statements | SEC 10-K and 10-Q filings | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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