Welcome to our dedicated page for Forgent Power Solutions SEC filings (Ticker: FPS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Forgent Power Solutions' SEC filings document its public-company registration, operating results, material agreements and capital structure. Registration statements describe offerings of Class A common stock, the company's electrical distribution equipment business, risk factors and the relationship between the public company and its operating subsidiary.
Material-event filings include quarterly results disclosures, exhibits and non-GAAP reconciliations, as well as agreements connected to the IPO and operating-company structure. These records identify underwriting arrangements, a tax receivable agreement, registration rights, an amended operating-company LLC agreement, stockholder agreements and redemption arrangements for operating-subsidiary interests. The filings also identify Forgent as an emerging growth company for Exchange Act reporting purposes.
Forgent Power Solutions, Inc. reported a set of insider transactions involving Neos Partners, LP and several directors. The filing shows an indirect sale of 48,622,000 shares of Class A common stock and an indirect acquisition of 15,852,319 Class A shares through a grant or similar award. The same number of 15,852,319 Opco LLC Interests was disposed of to the issuer, tied to underlying Class A common stock. After these transactions, indirect holdings stand at 161,071,169 Class A shares and 44,457,720 Opco LLC Interests, with an additional 46,756 Class A shares held directly. Overall, the activity combines a large reported sale with offsetting equity movements inside the ownership structure.
Neos Partners, LP and affiliated Neos entities, all significant owners of Forgent Power Solutions, Inc. (FPS), reported several related transactions in Class A common stock and Opco LLC Interests dated June 1, 2026.
The filing shows an indirect open-market or private sale of 48,622,000 shares of Class A common stock, after which the reporting entities held 112,449,169 Class A shares indirectly and 46,756 shares directly. On the same date, they reported an indirect acquisition of 15,852,319 Class A shares and a corresponding disposition to the issuer of 15,852,319 Opco LLC Interests, leaving 44,457,720 Opco LLC Interests indirectly held. No remaining derivative positions are listed in this filing.
Forgent Power Solutions, Inc. reported several insider transactions by affiliated investment entities on Class A common stock and related Opco LLC interests. On June 1, 2026, an indirect holder recorded an open-market or private sale of 48,622,000 shares of Class A common stock. On the same date, an indirect holder also recorded a grant, award, or other acquisition of 15,852,319 Class A shares, while an equivalent 15,852,319 Opco LLC interests were disposed of to the issuer as a derivative transaction. After these transactions, indirect holdings in Class A common stock stood at 161,071,169 shares, with an additional 46,756 shares reported as directly held and 44,457,720 Opco LLC interests remaining indirectly held.
Forgent Power Solutions is registering 42,280,000 shares of Class A common stock. This prospectus covers 28,542,420 shares offered by selling stockholders Forgent Parent I LP and Forgent Parent IV LP (collectively) and 13,737,580 shares being sold by the company. The public offering price is $47.00 per share, with expected gross proceeds to the company of $627,910,438 and to the selling stockholders of $1,304,602,662 before expenses. The company will use its net proceeds to purchase Opco LLC Interests and Opco will use proceeds to redeem certain existing Opco owners; the selling stockholders' proceeds go solely to them. The prospectus describes the company’s Up-C structure, the Tax Receivable Agreement (under which the company must pay 85% of certain tax benefits to TRA participants), and notes the company is a NYSE-listed, controlled company with principal markets in Data Center, Grid and Industrial.
Forgent Power Solutions is registering 35,000,000 shares of Class A common stock in a mixed primary and secondary offering. Of these, 23,741,398 shares will be sold by existing holders Forgent Parent I LP and Forgent Parent IV LP, and 11,258,602 shares will be newly issued by the company.
The company plans to use its net proceeds to indirectly purchase 11,258,602 Opco LLC Interests from Opco, while Opco will redeem an equivalent number of interests from Existing Opco LLC Owners. Forgent will not receive proceeds from shares sold by the selling stockholders. Underwriters may purchase up to an additional 1,750,611 shares from the company and 3,499,389 shares from selling stockholders. Forgent highlights a fast‑growing business focused on customized electrical distribution equipment for data centers, grid and industrial markets, with fiscal 2025 revenue of $753.2 million, 56% year‑over‑year growth, and approximately $2.0 billion of Backlog as of March 31, 2026.
Forgent Power Solutions is registering 35,000,000 shares of Class A common stock in a mixed primary and secondary offering. Of these, 23,741,398 shares will be sold by existing holders Forgent Parent I LP and Forgent Parent IV LP, and 11,258,602 shares will be newly issued by the company.
The company plans to use its net proceeds to indirectly purchase 11,258,602 Opco LLC Interests from Opco, while Opco will redeem an equivalent number of interests from Existing Opco LLC Owners. Forgent will not receive proceeds from shares sold by the selling stockholders. Underwriters may purchase up to an additional 1,750,611 shares from the company and 3,499,389 shares from selling stockholders. Forgent highlights a fast‑growing business focused on customized electrical distribution equipment for data centers, grid and industrial markets, with fiscal 2025 revenue of $753.2 million, 56% year‑over‑year growth, and approximately $2.0 billion of Backlog as of March 31, 2026.
Neos Partners and affiliated entities report collective beneficial ownership of Forgent Power Solutions, Inc. Class A common stock through a coordinated group. The filing states the group holds 205,528,889 voting and dispositive shares (shared power) representing 67.5% of 304,428,889 Class A shares used for the calculation. The filing explains that the total includes 145,218,850 Class A shares plus 60,310,039 Opco LLC Interests exchangeable one-for-one into Class A shares under the LLCA. Several affiliated entities list varying shared positions (for example, Neos Partners I 202,716,094; Neos Partners I-B 145,218,850; Forgent Parent II 33,198,340), with percentage calculations tied to specific outstanding-share bases cited in the filing.
Forgent Power Solutions, Inc. reported sharply higher results for the quarter and nine months ended March 31, 2026. Quarterly revenues reached $378.7 million, up from $186.2 million a year earlier, with net income of $24.5 million versus $8.4 million. For the nine‑month period, revenues were $958.4 million and net income was $39.9 million.
Profitability also improved on a non‑GAAP basis: quarterly Adjusted EBITDA was $84.7 million and Adjusted Net Income was $55.3 million. Growth was driven mainly by custom products and powertrain solutions for data centers, grid and industrial customers, with a high mix of over‑time revenue.
Forgent completed an IPO on February 6, 2026 and a follow‑on offering on March 30, 2026, raising net proceeds of $491.8 million and $308.6 million, respectively, to acquire additional Opco LLC interests. It also refinanced prior term debt with a new $600 million term loan maturing in 2032 and recorded a $207.3 million liability under a Tax Receivable Agreement, while ending the quarter with $93.8 million of cash.
Forgent Power Solutions reported a very strong fiscal third quarter 2026 and raised full‑year guidance. Revenue reached $378.7 million, up 103% year-over-year, while net income rose to $24.5 million, a 190% increase. Adjusted EBITDA grew 96% to $84.7 million, with a 22.4% margin.
Bookings hit a record $867 million and backlog reached a record $1.98 billion, up 157% from March 31, 2025, supporting future growth. Management raised full-year 2026 outlook to revenue of $1.35–$1.39 billion, Adjusted EBITDA of $310–$320 million, and Adjusted Net Income of $197–$207 million.
Forgent Power Solutions, Inc. insiders reported a restructuring of indirect holdings and a large share sale. On March 30, 2026, an indirect holder associated with the reporting persons disposed of 10,783,205 Opco LLC Interests and received the same number of Class A common shares at no stated price, effectively exchanging one class of interest for another. The same indirect holder then sold 34,500,000 Class A common shares, reducing its indirect position to 145,218,850 Class A shares, while a separate line shows 46,756 Class A shares held directly after these transactions.