StockDriftsForgent Power Solutions, Inc. · FPS · 8-K · Filed
Reports FY2026 revenue up 89%, initiates FY2027 guidance of $2.4-2.6B
FPS
8-K
Earnings
Source: SEC EDGAR, accession 0002080126-26-000034 · Items 2.02, 9.01
What did Forgent Power Solutions, Inc. announce?
Forgent reported Q4 FY2026 revenue of $462 million, up 94% year-over-year, and initiated FY2027 revenue guidance of $2,400-$2,600 million, roughly 76% growth at the midpoint.
Key details
- Q4 bookings of $1,503 million, 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
- Q4 net income of $66 million versus a $4.8 million loss a year ago; Q4 Adjusted EBITDA of $112.7 million, up 163%, at a 24.4% margin
- FY2027 guidance: revenue $2,400-$2,600 million, Adjusted EBITDA $575-$625 million, Adjusted EPS $1.26-$1.40; FY2027 capex expected at approximately $87 million
- Announced a $35 million investment to expand Powertrain Solutions capacity in Tijuana, expected online in Q4 FY2027, lifting total revenue capacity to approximately $5.8 billion
Reported results
| Measure | Reported |
|---|---|
| Period | Q4 FY2026 |
| Revenue | $461.7M |
| Revenue, year ago | $237.6M |
| Revenue growth, YoY | +94.3% |
| Gross margin | 36.1% |
| Diluted EPS | $0.21 |
| Reporting currency | USD |
Figures as reported by Forgent Power Solutions, Inc. in this filing, in USD. Year-over-year growth is calculated from the two revenue lines above.
Guidance
FY2027: revenue $2,400-$2,600 million; Adjusted EBITDA $575-$625 million; Adjusted EPS $1.26-$1.40
Why it matters
This 8-K reports a results announcement at Forgent Power Solutions, Inc.. The likely share-price reaction reads as positive.
Bullish