Forgent Power Solutions, Inc. (FPS) Stock: Price, Forecast & Analyst Target
Forgent Power Solutions, Inc. (FPS) — MoonshotScore 59/100 (Fair band), calculated Oct 5, 2026. Price $40.35 (+8.09%), as of the Oct 2, 2026 trading session; market cap $10.5B.
Educational signal · not a buy or sell recommendation · How to read this
Forgent Power Solutions, Inc. · FPS · NYSE · Industrials · Electrical Equipment & Parts
Research dated 2026-09-13: Forgent Power Solutions engineers and manufactures the electrical systems that route, transform and protect power for data centers, grids and demanding industrial sites, then supports those systems through commissioning, maintenance and modernization. The key question is whether rapid demand growth can translate into durable cash generation while capital spending and debt remain heavy.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Forgent Power Solutions (FPS)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Elite growth, but a strained balance sheet and an expensive valuation. Business Quality: Solid; Financial Safety: Strained; Valuation: Bubble; Growth Durability: Compounding; Momentum: Rising.
Enterprise value relative to EBITDA is the main valuation drag relative to sector peers.
- quarterly revenue $379M (Q3 FY2025, quarter ended Mar 2026)
- EPS beat 3 of 3
- Altman Z 5.10 · Piotroski F 5
Holding back: balance-sheet strain, a rich price
Helping: durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 57 | Fair | |
| 57 | Fair | |
| 57 | Fair | |
| 57 | Fair | |
| 58 | Fair | |
| 58 | Fair |
The score was 59 in the stored Oct 4, 2026 snapshot and remains 59 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $40.35 | |
| Change on the day | +8.09% | |
| 52-week range | $25.95 – $66.00 | |
| Market capitalisation | $10.5B | |
| Price / earnings (trailing) | 141.93 | |
| Shares traded on the day | 8.53M | |
| Beta (volatility vs the S&P 500) | 3.87 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Management outlook
We expect adjusted EBITDA of $575 million to $625 million, representing 86% growth at the midpoint and implying an adjusted EBITDA margin of approximately 24%, up from 22.7% in fiscal '26.
Gary Niederpruem · Statement from
We plan to make an incremental investment at our Tijuana campus to increase Powertrain Solutions capacity, and we are again accelerating hiring in the first quarter to prepare for a significant production ramp in the quarters ahead.
Gary Niederpruem · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for Forgent Power Solutions (FPS): Bullish Lean
60/100 · B+Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
5 lenses, 5 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 5, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the FPS film — every key number, told as a short cinematic story
~2 min · open the film
What is Forgent Power Solutions (FPS), and what does it report?
Short answer · as of
Forgent sells an interconnected power-distribution portfolio rather than a narrow electrical component: switchgear, transformers, power distribution units, transfer switches, eHouses, skids, panels and related enclosures.
Research dated 2026-09-13.
Forgent sells an interconnected power-distribution portfolio rather than a narrow electrical component: switchgear, transformers, power distribution units, transfer switches, eHouses, skids, panels and related enclosures. Technology companies, power generators, utilities and industrial operators buy these systems for environments where power must be distributed across complex facilities.
The reported figures capture manufacturing alongside commissioning, testing, repairs, maintenance, modernization and aftermarket retrofits. That service layer makes Forgent more than an equipment fabricator, although revenue and profit are presented at the company level rather than separated by product family here.
What do the latest results show for Forgent Power Solutions (FPS)?
Short answer · as of
The most recent reported quarter, Q3 FY2025, carried revenue of $379M.
Research dated 2026-09-13.
The latest reported period extended a sharp sequential expansion in revenue and gross profit. Operating profit and net income also strengthened markedly, while selling and administrative expense declined from the preceding period; reported revenue and earnings exceeded the corresponding market estimates.
That pattern shows operating leverage rather than revenue growth alone: more gross profit reached the operating line as overhead eased. Demand ultimately enters through engineered power-distribution equipment and the work required to install, commission, maintain or modernize it, so continued improvement depends on project volume and profitable execution across that portfolio.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $461.67M Jun 30, 2026
- Latest quarter · SG&A
- $62.13M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $92.41M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $461.67M | Not available | $62.13M | $92.41M |
| Mar 31, 2026 | $378.71M | Not available | $56.05M | $61.81M |
| Dec 31, 2025 | $296.40M | Not available | $68.14M | $20.09M |
| Sep 30, 2025 | $283.27M | Not available | $53.58M | $31.16M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $461.67M Sep 15, 2026
- Latest report · revenue estimate
- $429.94M Sep 15, 2026
- Latest report · revenue vs estimate
- Above estimate Sep 15, 2026
- Latest report · EPS vs estimate
- Above estimate Sep 15, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Sep 15, 2026 | $461.67M | $429.94M | $0.2500 | $0.2397 |
| May 14, 2026 | $378.71M | $329.60M | $0.1800 | $0.1584 |
| Mar 16, 2026 | $296.40M | $286.56M | $0.1500 | $0.1200 |
| Jan 9, 2026 | $283.27M | Not available | $0.1300 | Not available |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q3 FY2025 | $379M | $18M | $0.06 (diluted) |
| Q2 FY2025 | $296M | $246,000 | $0.0008 (diluted) |
| Q1 FY2025 | $283M | $10M | $0.04 (diluted) |
| Jun 2025 | $238M | -$24M | -$0.10 (diluted) |
What are the financial strengths and risks for Forgent Power Solutions (FPS)?
Short answer
Cash and short-term investments were $121.71M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $50.45M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Recent operating cash flow improved substantially, but capital expenditure absorbed nearly all of it. Across the reported window, expansion spending repeatedly exceeded internally generated cash, leaving the trailing free-cash-flow yield negative even as accounting profit recovered.
Liquidity covers near-term obligations more comfortably than an isolated cash figure might suggest, yet cash remains far below total debt and declined across the reported window. This creates a specific pressure point: if demand or project profitability weakens while investment remains elevated, Forgent has limited room to fund expansion from free cash flow alone.
Valuation compounds that exposure. The market value reflects far more growth than the trailing net margin, returns and earnings yield currently demonstrate, so execution must close a wide gap between present profitability and embedded expectations.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $50.45M Jun 30, 2026
- Previous quarter · operating cash flow
- $29.17M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $50.45M | −$31.30M |
| Mar 31, 2026 | $29.17M | −$28.24M |
| Dec 31, 2025 | $3.34M | −$26.48M |
| Sep 30, 2025 | $5.94M | −$29.89M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Forgent Power Solutions (FPS)?
Short answer · as of
Analyst estimates on file carry FY2027 revenue $2.54B · EPS 1.35 · 9 analysts.
Research dated 2026-09-13.
The upcoming report should be read through revenue conversion, gross profit, overhead discipline and operating cash flow together. Another strong sales period would carry less weight if gross profit fails to scale or capital expenditure continues to consume the cash produced by operations.
Watch whether cash stabilizes as earnings improve, whether debt remains manageable relative to liquidity, and whether the recently disclosed material agreement changes financing or operating commitments. Longer-range market estimates assume sustained expansion in revenue and earnings, making the pace of profitable conversion more informative than a headline beat alone.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
We expect adjusted EBITDA of $575 million to $625 million, representing 86% growth at the midpoint and implying an adjusted EBITDA margin of approximately 24%, up from 22.7% in fiscal '26.
Gary Niederpruem ·
We plan to make an incremental investment at our Tijuana campus to increase Powertrain Solutions capacity, and we are again accelerating hiring in the first quarter to prepare for a significant production ramp in the quarters ahead.
Gary Niederpruem ·
We expect the new facility to come online in the fourth quarter of fiscal '27.
Gary Niederpruem ·
Second, in place of quarterly orders and backlog, we will begin providing quarterly revenue and adjusted EBITDA guidance for the next fiscal quarter on a rolling basis.
Gary Niederpruem ·
What the records here don't tell us
- The next earnings date is not yet scheduled in the calendar we read.
- No insider Form 4 transaction falls inside the window this page reads.
- The newest quarter held here (Q3 FY2025) was filed Mar 31, 2026 — 6 months ago.
Checked against the records this page reads, on the dates shown above.
How does Forgent Power Solutions compare with its peers?
Short answer
Forgent Power Solutions's score ranks 11th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Forgent differs from a narrow transformer or switchgear manufacturer because its portfolio spans the path from power conversion and distribution hardware to packaged eHouses, connection equipment, commissioning and aftermarket modernization. Customers can therefore engage the company across initial system buildout and later upkeep rather than for an isolated component.
Its financial profile also differs from that of a mature electrical-equipment operator: public-market history is short, growth has been rapid, capital demands are high and trailing profitability remains thin relative to valuation. The relevant comparison is consequently not just manufacturing scale, but the ability to turn complex infrastructure demand into repeatable margins and cash.
| Company | Price | Market value | Score |
|---|---|---|---|
| $308.76 Oct 2, 2026 | $9.24B | 90 5-pillar Oct 5, 2026 | |
| $196.30 Oct 2, 2026 | $7.16B | 88 5-pillar Oct 5, 2026 | |
| $419.45 Oct 2, 2026 | $2.05B | 82 5-pillar Oct 5, 2026 | |
| $169.56 Oct 2, 2026 | $27.4B | 81 5-pillar Oct 5, 2026 | |
| $196.10 Oct 2, 2026 | $7.14B | 78 5-pillar Oct 5, 2026 | |
| $289.15 Oct 2, 2026 | $85.2B | 77 5-pillar Oct 5, 2026 | |
| $252.18 Oct 2, 2026 | $97.1B | 77 5-pillar Oct 5, 2026 | |
| $12.40 Oct 2, 2026 | $2.63B | 72 5-pillar Oct 5, 2026 | |
| $304.28 Oct 2, 2026 | $12.2B | 66 5-pillar Oct 5, 2026 | |
| $475.52 Oct 2, 2026 | $25.1B | 66 5-pillar Oct 5, 2026 | |
| Forgent Power Solutions (FPS) — this page | $40.35 | $10.5B | 59 |
| $94.62 Oct 2, 2026 | $3.20B | 57 5-pillar Oct 5, 2026 | |
| $22.11 Oct 2, 2026 | $1.51B | 56 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $44.00 – $63.00
- Consensus target
- $55.20
- Median target
- $55.50
- Revenue estimate
- $2.54B
- EPS estimate
- $1.35
Consensus record · Captured .
Measured against a quoted price of $40.35 (as of Oct 2, 2026).
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 56.0% Period end Jun 30, 2026
- Previous quarter · ownership
- 38.5% Prior to period end Jun 30, 2026
- Reporting holders
- 389 Period end Jun 30, 2026
- Previous quarter · holders
- 223 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Coatue Management LLC | 20,501,387 |
| Fmr LLC | 10,508,562 |
| Jupiter Topco LLC | 8,457,260 |
| Invesco Ltd. | 7,144,743 |
| Blackrock, INC. | 6,666,695 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
Forgent Power Solutions Industrials Stock: Key Questions Answered
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What does Forgent supply to data centers beyond switchgear?
Forgent also provides transformers, power distribution units, transfer switches, eHouses, remote power panels, generator connection cabinets, skids and related services. Its role can extend from engineered hardware through startup, commissioning, maintenance and retrofit work.
Why is Forgent not simply a transformer manufacturer?
Transformers sit within a broader electrical-infrastructure portfolio that includes switchgear, distribution assemblies, enclosures and service work. The business addresses connected stages of power distribution rather than relying on a lone product category.
Does Forgent’s latest profit convert into cash after expansion spending?
Operating cash generation improved, but recent capital expenditure consumed nearly all of it and the trailing free-cash-flow yield remained negative. Accounting profit has therefore advanced faster than cash retained after investment.
Why does Forgent’s short listing history matter?
The market is valuing a newly listed company during a period of rapid operating change, while institutional participation has expanded markedly. That combination can make fresh evidence on margins, cash conversion and capital needs especially important to how the business is assessed.
What is the FPS stock price today?
The last price recorded on this page for Forgent Power Solutions, Inc. (FPS) is $40.35, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the FPS price target?
The analyst consensus price target for Forgent Power Solutions, Inc. (FPS) is $55.20 (range $44.00 to $63.00, median $55.50), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (79 figures)
The 79 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Gary Niederpruem (Sep 15, 2026): We expect adjusted EBITDA of $575 million to $625 million, representing 86% growth at the midpoint and implying an adjusted EBITDA margin of approximately 24%, up from 22.7% in fiscal '26. Gary Niederpruem (Sep 15, 2026): We plan to make an incremental investment at our Tijuana campus to increase Powertrain Solutions capacity, and we are again accelerating hiring in the first quarter to prepare for a significant production ramp in the quarters ahead. Gary Niederpruem (Sep 15, 2026): We expect the new facility to come online in the fourth quarter of fiscal '27. Gary Niederpruem (Sep 15, 2026): Second, in place of quarterly orders and backlog, we will begin providing quarterly revenue and adjusted EBITDA guidance for the next fiscal quarter on a rolling basis. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Commerce, CA | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "11500 Dayton Parkway, Dayton, MN, 55369, US". |
FMP — 65 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $40.35 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T00:54:32.406Z. | |
px.change | Change on the day | +8.09% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $10.5B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-05T00:54:31.424Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$3.02 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q3 FY2025 | $379M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 141.93 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 8.53M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 3.87 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Gary John Niederpruem | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 3,000 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 3 fiscal years, FY2024 through FY2026: FY2024 revenue $181.31M, net result −$17.82M; FY2025 revenue $753.19M, net result $15.20M; FY2026 revenue $1.42B, net result $81.85M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Service $29.71M · Custom Products $990.48M · Standard Products $42.45M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 31.4% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $461.67M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $62.13M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $92.41M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $378.71M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $56.05M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $61.81M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $296.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $68.14M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $20.09M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $283.27M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $53.58M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $31.16M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-09-15.revenue_actual | Revenue · reported — report date 2026-09-15 | $461.67M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-15.revenue_estimated | Revenue · estimate — report date 2026-09-15 | $429.94M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-15.eps_actual | EPS · reported — report date 2026-09-15 | $0.2500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-15.eps_estimated | EPS · estimate — report date 2026-09-15 | $0.2397 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-14.revenue_actual | Revenue · reported — report date 2026-05-14 | $378.71M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-14.revenue_estimated | Revenue · estimate — report date 2026-05-14 | $329.60M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-14.eps_actual | EPS · reported — report date 2026-05-14 | $0.1800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-14.eps_estimated | EPS · estimate — report date 2026-05-14 | $0.1584 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-16.revenue_actual | Revenue · reported — report date 2026-03-16 | $296.40M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-16.revenue_estimated | Revenue · estimate — report date 2026-03-16 | $286.56M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-16.eps_actual | EPS · reported — report date 2026-03-16 | $0.1500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-16.eps_estimated | EPS · estimate — report date 2026-03-16 | $0.1200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-09.revenue_actual | Revenue · reported — report date 2026-01-09 | $283.27M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-09.eps_actual | EPS · reported — report date 2026-01-09 | $0.1300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q3 FY2025 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $121.71M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $50.45M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $703.77M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 21.77× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $50.45M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $29.17M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$31.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$28.24M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $3.34M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$26.48M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $5.94M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$29.89M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $44.00 – $63.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $55.20 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $55.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.institutions.depth.ownership_pct | Institutional ownership | 56.0% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 38.5% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 389 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 223 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Coatue Management LLC — shares in provider snapshot | 20,501,387 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Fmr LLC — shares in provider snapshot | 10,508,562 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Jupiter Topco LLC — shares in provider snapshot | 8,457,260 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Invesco Ltd. — shares in provider snapshot | 7,144,743 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Blackrock, INC. — shares in provider snapshot | 6,666,695 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 6 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 3 of 3 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-23 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 5.10 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation | |
px.range52 | 52-week range | $25.95 – $66.00 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 | |
earn.estimates | Analyst estimates, next fiscal year | FY2027 revenue $2.54B · EPS 1.35 · 9 analysts | UNRECORDED | Stored analyst estimates — Captured 2026-10-04 · Expired observation | |
earn.est_revenue | Revenue estimate, FY2027 | $2.54B | UNRECORDED | Stored analyst estimates — Captured 2026-10-04 · Expired observation | |
earn.est_eps | EPS estimate, FY2027 | $1.35 | UNRECORDED | Stored analyst estimates — Captured 2026-10-04 · Expired observation |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history.depth.2026-09-15.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($461.67M) with the recorded estimate ($429.94M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-09-15.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.2500) with the recorded estimate ($0.2397) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 86.27× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $121.71M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
OURS — 3 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 59 of 100 · Fair · pillars 62 / 26 / 19 / 93 / 68 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.valuation_driver | Recorded valuation score driver | Enterprise value relative to EBITDA is the main valuation drag relative to sector peers. | OURS | Stock Expert AI MoonshotScore v2 engine · stored factor contributions | |
ours.moonshot_change | MoonshotScore movement | 59 (stored snapshot Oct 4, 2026) → 59 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-09-15. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-09-15.revenue_actual,earn.history.depth.2026-09-15.revenue_estimated,earn.history.depth.2026-09-15.revenue_actual.comparison,earn.history.depth.2026-09-15.eps_actual.comparison,earn.history.depth.2026-09-15.eps_actual,earn.history.depth.2026-09-15.eps_estimated,earn.history.depth.2026-05-14.revenue_actual,earn.history.depth.2026-05-14.revenue_estimated,earn.history.depth.2026-05-14.eps_actual,earn.history.depth.2026-05-14.eps_estimated,earn.history.depth.2026-03-16.revenue_actual,earn.history.depth.2026-03-16.revenue_estimated,earn.history.depth.2026-03-16.eps_actual,earn.history.depth.2026-03-16.eps_estimated,earn.history.depth.2026-01-09.revenue_actual,earn.history.depth.2026-01-09.eps_actual. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | Forgent Power Solutions, Inc. | 2026-05-14 | OFFICIAL | SEC EDGAR — 10-Q filed 2026-05-14 |
| Business description | Forgent Power Solutions, Inc. specializes in the engineering and manufacturing of electrical power distribution systems. These critical solutions are vital for cutting-edge data centers, extensive power grids, and various energy-demanding industrial environments. The company's comprehensive product line encompasses a wide range of electrical infrastructure, such as different forms of switchgear (including low voltage, medium voltage, and paralleling), a variety of transformers (like low voltage, medium voltage VPI, padmount, PDU, and substation types), power distribution units (PDUs), and specialized enclosures like gear eHouses and UPS eHouses. Their portfolio also includes automatic transfer switches (ATS), generator connection cabinets, panelboards, power skids, remote power panels, switchboards, and tap boxes. Beyond manufacturing, Forgent Power Solutions delivers essential services, including maintenance, testing, repairs, system modernization, start-up and commissioning, and aftermarket retrofit services. Their client base spans key sectors, serving technology companies, power generators, utility providers, and diverse industrial operations. Established in 2023, the firm is based in Dayton, Minnesota. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Industrials / Electrical Equipment & Parts The company's SEC filings classify it under SIC 3620 — Electrical Industrial Apparatus. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 5 entries
| 2026-03-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 5 entries
| 2026-03-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $707.56M; Liquidity basis: cash and short-term investments; Total liabilities: $1.27B; Cash and short-term investments: $93.83M; Cash and investments: $93.80M; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-03-31 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Annual revenue and net result (USD millions) | Captured record · 2 entries
| 2025-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 3 quarters | Captured record · 3 entries
| 2026-05-14 | FMP | Financial Modeling Prep (FMP) earnings |
| Trailing twelve-month ratio set | Quick ratio: 1.16; Current ratio: 1.64; Debt to equity: 1.58; Net margin: 0.4%; Gross margin: 31%; Operating margin: 7.2%; Return on assets: 0.2%; Return on equity: 1.2% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $93.80M; Cash and short-term investments: $93.80M; Long-term investments: $0; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-03-31 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 4 entries
| 2026-03-31 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-03-31; From: 2025-06-30; Periods: 3; Cash basis: cash and short-term investments; Closing balance: $93.80M; Decline: $17.50M; Opening balance: $111.30M; Average change per period: $5.80M Change in cash, cash equivalents and short-term investments between the 2025-06-30 and 2026-03-31 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 3 reporting periods of unequal length. | 2026-03-31 | COMPUTED | Computed from reported balances |
| Cash against market value | As of: 2026-03-31; Cash basis: cash and short-term investments; Net cash: -$613.70M; Total debt: $707.60M; Cash and investments: $93.80M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-03-31 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Next earnings report | Date: 2026-09-15; EPS estimate: $0.2397 per share; Revenue estimate: $429.94M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Recent SEC filings | 2026-06-26 | OFFICIAL | SEC EDGAR filer submissions | |
| Most recent periodic reports | Quarterly: Document: https://www.sec.gov/Archives/edgar/data/2080126/000208012626000018/fps-20260331.htm, Filed: 2026-05-14, Period end: 2026-03-31 | 2026-05-14 | OFFICIAL | SEC EDGAR filer submissions |
| Listed since | 2026-02-05 | 2026-02-05 | FMP | Financial Modeling Prep (FMP) company profile |
| Institutional ownership (13F) | Holders: 388; Quarter: 2026-06-30; Ownership: 56%; Holders previous quarter: 223; Ownership previous quarter: 38.5 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
| Largest 5 institutional holders | Captured record · 5 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings |
Data provided for informational purposes only.