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FPFPS

Forgent Power Solutions, Inc.

$FPS·$11B·Electrical Equipment & Parts·Industrials
$40.01+1.1%1Y+36.5%
Mentions · last 7 days
2026-07-10: 62 posts2026-07-11: 27 posts2026-07-12: 40 posts2026-07-13: 119 posts2026-07-14: 102 posts2026-07-15: 184 posts2026-07-16: 147 posts684+32%
Price updated 12m ago·X counts updated 22h ago
FPFPS
$FPSForgent Power Solutions, Inc.
$40.01+1.09%684 posts+32%
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 hypeCooling offAI verdict · as of 2026-07-16

Catching its breath after a run — could pick back up or fade from here.

Recently-IPO'd Forgent Power Solutions — AI-power grid play with 86% revenue growth and August 4 lockup expiry.

Forgent Power Solutions is a recently-IPO'd industrial-power company (June 2026 IPO) — building the electrical equipment needed to expand power-grid capacity for AI data centers, EV charging, and industrial applications. The stock is roughly at IPO levels after cooling from recent highs.

  • Revenue grew 86% YoY over the nine months ended March 31 ($515M to $958M) with backlog +157% YoY — this is real, structural growth driven by the grid-capacity bottleneck that's now widely recognized.
  • Trades at 12x TTM sales — expensive for an industrial equipment maker, but the growth trajectory and backlog visibility support the multiple; the recent secondary offering (July 2 424B4 for 43.65M shares) is the reason the tape has cooled.
  • The August 4 lockup expiration is a real supply overhang — insiders and pre-IPO shareholders will be free to sell, and the corpus captures the trader wait-for-lockup-to-pass framing accurately.
  • The July 6 revolver refinancing and the June 26 credit-agreement amendment show active balance-sheet management post-IPO — the operating discipline is in place.
  • Position vs 50-day MA -16% with 52-week metrics not fully populated due to short trading history — the tape is genuinely early-stage post-IPO.

September 2 Q3 earnings will be the first full quarter under public-company reporting: revenue growth held above 60% plus specific data-center backlog contribution is what confirms the AI-power-grid thesis; a modest print or lockup-driven selling into the August 4 date is where the tape gives back further. Real AI-power-grid exposure with a real fresh-IPO lockup event ahead — the setup is asymmetric and event-heavy.

Agrees with X sentimentThe bullish X take on FPS as 'the AI trade that asks you to predict nothing' — the power grid as ultimate bottleneck — is analytically fair. The 86% revenue growth and 157% backlog growth back the thesis. The $38 ideal buy and wait-for-lockup framing captures the setup exactly.

What to watch: Aug 4 lockup expiration plus Sept 2 Q3 earnings — need revenue growth above 60% and specific data-center backlog contribution. Lockup-driven selling or a modest print is where the tape gives back further.

On the calendar: 2026-09-02 — Q3 earnings

ytd missingposition missing

X sentiment

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

Bullish sentiment14 posts analyzed · as of 2026-07-15

Forgent Power Solutions chatter is bullish AI-infra-power conviction. FPS revenue grew 86% YoY ($515M to $958M for 9 months ended March 31) with backlog +157% YoY. Bulls describe FPS as 'bringing sexy back to electrical equipment' and note FPS is the hidden 'AI trade that asks you to predict nothing' - the power grid is the ultimate bottleneck. Bulls target ideal buy $38 alongside AMKR $50 and SYM $30. FPS is -33% from ATH with lockup expiration on August 4 - one trader waiting for the lockup to pass before adding. Community broadly long. VRT and GEV have already run - FPS is the hidden play.

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

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

What this means for $FPS

Direct beneficiary — Designs and manufactures switchgear and electrical distribution equipment for data centers, utilities, and industrial facilities; the business model is a direct conduit for the hyperscaler rack power acceleration and grid electrification capex.

Industry benchmark

33-name peer basket
+13.3%YTD
+75.4%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%
Next earningsWed, Sep 2·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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.5B$0.67$0.55 – $0.747
FY27$2.0B$1.8B – $2.1B$1.09$0.81 – $1.257
FY28$2.8B$2.6B – $3.0B$1.84$1.67 – $2.018
FY29$3.5B$3.3B – $3.8B$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.1.3×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.-22.2%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

β3.295-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
8-KMaterial agreementFeb 108-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 8.01: Other event
+ 29 other (10 3s · 4 EFFECTs · 3 DRSs · 2 S-1MEFs) in window

Recent news

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

Best Momentum Stocks to Buy for July 15thzacks.com·2d agoNew Strong Buy Stocks for July 15thzacks.com·3d agoLG Display reveals experimental study results on Gaming OLED performancegurufocus.com·9d agoForgent Power Solutions Announces Closing of Public Offering of Class A Common Stockbusinesswire.com·11d agoForgent Power Solutions Announces Pricing of Upsized Public Offering of Class A Common Stockgurufocus.com·16d ago

In themes

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

Trending on XThe Power Grid

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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