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FPFPS

Forgent Power Solutions, Inc.

$FPS·$10B·Electrical Equipment & Parts·Industrials
$30.54+0.5%1Y+5.3%
Mentions · last 7 days
2026-08-22: 2 posts2026-08-23: 5 posts85-11%
Price updated 8h ago·X counts updated 8d ago
FPFPS
$FPSForgent Power Solutions, Inc.
$30.54+0.46%85 posts-11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FPS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-31

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Forgent Power Solutions — data-center electrical distribution, Q1 revenue +146%, Trump ban on foreign electrical components as tailwind heading into Sept 15 print.

Forgent Power Solutions engineers and manufactures electrical power distribution systems — the specific play on the AI-datacenter buildout requiring vast new power infrastructure. The equity is a recent IPO with a wild history (PE-formed listing that took market cap to ~$20B before halving) and now coiled at $30 heading into a specific earnings catalyst.

  • The revenue acceleration is unmistakable: Q1 revenue grew 145.9% year-over-year to $379M, prior quarters ran flat (limited comps), gross margins hold 30% and operating margins expanded to 16% — the last two EPS prints beat consensus by 14-25%, showing the AI-datacenter demand pull is landing.
  • The valuation is genuinely stretched: at ~3,896x trailing earnings and 12x sales (though on a much smaller base), FPS is priced as an AI-adjacent story stock — the FY27 EPS estimate that consensus needs supports rising, but the tape has already gone through a boom-bust cycle from the IPO high.
  • The Trump-ban tailwind is specific: Trump's ban on foreign electrical components is a specific policy tailwind that helps US-based electrical infrastructure providers — combined with the AI-datacenter buildout demand, that's the specific tape catalyst supporting a coiled setup.
  • The tape confirms the coiled setup: 27% below the 50-day (recent pullback) but essentially at recent lows with the Sept 15 earnings print in two weeks — the tape is loading energy into a specific catalyst window that either validates the beat cadence or resets the boom-bust cycle.

The path if it works is a Sept 15 Q4 print continuing the beat cadence plus positive commentary on AI-datacenter order flow — the tape breaks the coil upward on the AI-power-infrastructure thesis fully catching. What extends the drift is a Q4 with margin compression from tariff-cost pass-through problems or a specific customer-project delay; that's when the tape at the recent lows gives back further as the boom-bust pattern reasserts.

Agrees with X sentimentThe bullish X take — traders leaning decisively bullish into the September 15 earnings print, several calling FPS a favorite AI-adjacent play and pointing to Trump's ban on foreign electrical components as a hidden tailwind, one poster expecting a crazy-good quarter and excellent forward guide, and another walking through the wild PE-formed IPO history — captures the coiled-into-catalyst setup exactly.

What to watch: The Sept 15 Q4 print — beat cadence continuing plus positive AI-datacenter order-flow commentary breaks the coil upward on the AI-power-infrastructure thesis; margin compression from tariff-cost pass-through or a customer-project delay is what resets the boom-bust pattern.

On the calendar: 2026-09-15 — Q4 fiscal 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-08-31

Posts skew bullish around Forge Power as a scarce AI-power play, spotlighting a $1.98B backlog up 157% year-over-year, an estimated ~15GW 2027 power shortfall against chip supply, and Trump's executive order on foreign electrical components as a quiet tailwind. One trader names it a top-five five-year hold; several are teed up for the Sept 15 Q4 print, expecting a 'crazy good' quarter and a strong forward guide.

Read the AI verdict + X sentiment for $FPS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and manufactures switchgear and electrical distribution equipment for data centers, utilities, and industrial facilities.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $FPS.

Electrical Equipment & Parts · Industrials

Grid modernization — driven by electrification, EV charging infrastructure, and AI data center power demand — is the central capex cycle pulling electrical equipment volumes. Backlog visibility is strong; execution risk is the near-term constraint, not demand.

What this means for $FPS

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is Forgent Power Solutions, Inc.

Industry benchmark

37-name peer basket
+23.0%YTD
+61.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
3896.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
12.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
1.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$0.18$0.16+13.6%
Q4 2025Mar 16, 2026$0.15$0.12+25.0%
Q4 2025Jan 9, 2026$0.13——
Next earningsTue, Sep 15·consensus EPS $0.24

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY25$378.7M+145.9%31.1%16.3%$0.06$937K
Q2 FY25$296.4M—29.8%6.8%$0.00$-23.1M
Q1 FY25$283.3M—29.9%11.0%$0.04$-24.0M
Q4 FY24$237.6M—33.5%-11.5%$-0.10$-48.2M

Forward consensus

4-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.5B$0.68$0.60 – $0.748
FY27$2.0B$1.8B – $2.1B$1.09$0.92 – $1.258
FY28$2.8B$2.6B – $3.1B$2.01$1.85 – $2.179
FY29$3.5B$3.4B – $3.6B$0.00$0.00 – $0.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-25.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 72.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B4Prospectus supplement (offering)Jul 2424B4
AI summary

Forgent Power Solutions, Inc. (FPS) filed a 424B4 prospectus for a secondary offering of 43,650,000 Class A common shares: 14,555,925 new shares from the company (proceeds to buy Opco LLC Interests, reducing existing LLC owner stakes in Opco) and 29,094,075 shares from selling shareholders Forgent Parent I LP and Forgent Parent IV LP. The last reported sale price was $49.90 on July 1, 2026; no offer price disclosed in the excerpt. FPS operates as an Up-C structure with a Tax Receivable Agreement requiring ~85% of tax savings to be paid to TRA Participants for 15+ years. A significant secondary offering from an Up-C energy company — the selling shareholders are monetizing their positions while new company shares fund an Opco restructuring.

S-1Initial registrationJun 29S-1
AI summary

Forgent Power Solutions (industrial power) filed an S-1 registration statement for an initial public offering. The available excerpt consists entirely of dense XBRL filing metadata with no readable narrative about the company, the offering size, use of proceeds, or financial results. Body unavailable — S-1 excerpt is entirely XBRL metadata with no usable narrative content.

8-KMaterial agreementJun 268-K — Item 1.01: Material agreement
AI summary

Forgent Power Solutions (through its subsidiary Forgent Power LLC) entered Amendment No. 1 to its Credit Agreement, refinancing its initial term loans. Refinancing event for a recently IPO'd industrial power company; no specific financial terms or amounts are visible in the available excerpt.

424B4Prospectus supplement (offering)Jun 1424B4
AI summary

FPS (FPS) filed a 424B4 final prospectus for a firm-commitment underwritten public offering of common stock. The offering covers 42,280,000 Shares at $47.56 per share for gross proceeds of approximately $47. Unlike ATM programs, a firm-commitment offering involves underwriters who purchase all offered shares at a set price, providing immediate capital certainty. Net proceeds will be used for general corporate purposes, which may include expansion, acquisitions, or debt repayment.

S-1Initial registrationMay 26S-1
AI summary

FPS (FPS) filed an S-1 registration statement with the SEC. An S-1 is the standard full registration statement, typically used by companies going public or registering securities not eligible for the streamlined S-3 form. The registration must be reviewed and declared effective by the SEC before any securities can be sold to the public.

424B4Prospectus supplement (offering)Mar 30424B4
AI summary

Forgent Power Solutions, Inc. (FPS) filed a 424B4 prospectus for a 30,000,000-share combined primary/secondary offering priced near $30.06/share (last NYSE trade on March 26, 2026). Of the total, 9,311,126 are newly issued primary shares with proceeds used to purchase Opco LLC Interests from the operating subsidiary; the remaining 20,688,874 shares are sold by selling stockholders Forgent Parent I LP and Forgent Parent IV LP, generating no proceeds for the company. The company operates under an Up-C structure, indirectly owning ~76.65% of Opco LLC Interests. This is an immediately dilutive event for Class A shareholders via the primary tranche, with the secondary portion representing insider liquidity.

S-1Initial registrationMar 24S-1
+ 18 other (3 13Gs · 3 EFFECTs · 3 DRSs · 2 S-1MEFs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Forgent Power Solutions, Inc. to Report Fiscal Fourth Quarter and Full Year 2026 Resultsbusinesswire.com·5d agoWhy Forgent Power Stock Slumped This Week (And What You Should Do)fool.com·11d agoForgent Power Solutions: A Much Healthier Backdrop Hereseekingalpha.com·32d agoConestoga SMid Cap Composite Q2 2026 Portfolio Reviewseekingalpha.com·32d agoForgent Power Solutions, Inc.’s Lock-Up Period Will Expire on August 4th (NYSE:FPS)defenseworld.net·35d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on XThe Power Grid

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