Forgent Power Solutions, Inc. — Form 8-K
Filed September 15, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Forgent (NYSE: FPS) reported fiscal 2026 revenues of $1,420M (+89% YoY), net income of $106M (+508% YoY), and adjusted EBITDA of $323M (+91% YoY), all exceeding high-end guidance. Q4 FY2026 revenues reached $462M (+94% YoY) with record bookings of $1,503M (+375% YoY) and backlog of $3.0B (+256% YoY). The company announced a $35M incremental capacity expansion in Tijuana and initiated FY2027 guidance of $2,400–$2,600M revenues (+76% growth) and $575–$625M adjusted EBITDA (+86% growth).
Why this rating
Strong revenue acceleration and record backlog signal robust demand and market share gains. $35M capex and 76% FY27 guidance are material to a $1.9B-asset company. Execution risk remains on capacity ramp and backlog conversion.
Tradability signal
NO TRADE
No trade: the filing reads positive but the market is selling it (-4.3% since it hit EDGAR) — when our read and the tape disagree this hard, we stand aside. (Filing arrived outside market hours — evaluated at the next open with a live quote.)
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $31.53 ▲ 5.89% | at our read · unknown $29.78 | +10 min · unknown $30.69 ▲ 3.06% | +30 min · unknown $32.73 ▲ 9.93% | +1 hr · unknown $32.06 ▲ 7.67% | +4 hrs · unknown $31.96 ▲ 7.32% |
The stock had already moved -5.56% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from September 15, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.