FPS

Demand is rising for Forgent's custom-engineered powertrain solutions. Several investment banks foresee significant gains for investors who buy shares now.

Forgent Power Solutions beats fiscal Q4 estimates as data center demand drives Powertrain Solutions growth, while bookings and backlog reach record levels.

Forgent's sales and profits are growing rapidly. Management expects revenue to increase by 76% in fiscal 2027.

Forgent Power Solutions NYSE: FPS reported record fourth-quarter and full-year fiscal 2026 results, driven by demand across its data center, grid and industrial markets, as well as growth in its modular Powertrain Solutions business.

U.S. stocks traded lower midway through trading, with the Dow Jones index dropping more than 350 points on Tuesday.

Forgent Power Solutions (FPS) is the focus, with concerns over its valuation and downside risk. I highlight that FPS could face a 30% decline, driven by overextended AI infrastructure expectations. The investment thesis centers on potential overvaluation relative to fundamentals and market hype.

Forgent Power Solutions is a focused data center power distribution provider, riding the AI buildout cycle with explosive revenue and backlog growth. FPS reported FY26 revenue up 89% YoY to $1.42B, with Q4 bookings up 375% YoY and a record $3B backlog, driven by modular solutions demand. FY27 guidance projects 69% revenue growth to $2.4–$2.6B and 86% EBITDA growth, with forward multiples now reasonable at 23.4x PE and 24x EV/EBITDA.

DAYTON, Minn.--(BUSINESS WIRE)--Forgent Power Solutions, Inc. ("Forgent" or the "Company") (NYSE: FPS), a leading designer and manufacturer of electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities, today announced financial results for its fiscal fourth quarter and full year ended June 30, 2026. Forgent reported fiscal fourth quarter revenues of $462 million, an increase of $224 million, or 94%, compared to the prior year's quarter. Bo.

Forgent Power Solutions' Q4 outlook benefits from strong data center demand, rising bookings and backlog, though ramp-up costs may pressure margins.

DAYTON, Minn.--(BUSINESS WIRE)--Forgent Power Solutions, Inc. (NYSE: FPS), a leading designer and manufacturer of electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities, will report financial results for its fiscal fourth quarter and full year ended June 30, 2026, before the market opens on September 15, 2026, and management will host a conference call at 11:00 a.m. ET to discuss the results. The live webcast and replay, earnings press.