FPS · Forgent Power Solutions, Inc.
Forgent Power Solutions, Inc (FPS)
What's happening
- FPS is down 23.09% today, trading at $24.42. — Live quote
- It's trading within 3% of its 52-week low ($25.95). (Finnhub fundamentals)
- Volume today (874,512) is well below its 3-month average of 8,526,100. (Finnhub fundamentals)
- Last quarter's EPS beat estimates: $0.25 actual vs. $0.24 estimated (+3.3%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (15 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Latest SEC filing is Form 8-K, filed 2026-10-22; review it for current changes and risks. SEC EDGAR ↗
Potential concerns
- Revenue growth is -38.7% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 5.8%. Finnhub fundamentals ↗
- Trailing P/E is 118.1, a high price relative to reported earnings. Finnhub fundamentals ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on FPS
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Mar '26 | Dec '25 | Mar '25 | Dec '24 |
|---|---|---|---|---|
| Revenue | $378.7M | $296.4M | $186.2M | $175.3M |
| Gross profit | $131.2M | $101.8M | $68.2M | $63.8M |
| Operating income | $39.3M | $20.1M | $22.4M | $18.9M |
| Net income | $18.3M | $246.0K | $6.9M | $4.6M |
| Operating margin | $10 | $7 | $12 | $11 |
| Net margin | $5 | $0 | $4 | $3 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Jun '25 |
|---|---|---|---|---|
| Total assets | $2.23B | $1.85B | $1.70B | $1.54B |
| Total liabilities | $1.56B | $1.27B | $1.11B | $963.4M |
| Stockholders' equity | $564.3M | $446.5M | — | — |
| Total current assets | $818.1M | $607.4M | $577.6M | $445.1M |
| Total current liabilities | $531.3M | $370.2M | $346.9M | $281.7M |
| Cash & equivalents | $97.5M | $93.8M | $106.2M | $111.3M |
| Accounts receivable | $329.6M | $274.6M | $251.0M | $160.0M |
| Inventory | $249.8M | $179.5M | $160.5M | $117.6M |
| Other current assets | $10.3M | $13.8M | $12.8M | $6.5M |
| Property, plant & equipment | $205.0M | $179.4M | $157.6M | $108.2M |
| Goodwill | $516.6M | $516.6M | $516.6M | $516.6M |
| Intangible assets | $289.5M | $300.3M | $312.0M | $337.3M |
| Other non-current assets | $12.2M | $7.2M | $19.9M | $11.7M |
| Accounts payable | $130.5M | $104.7M | $72.5M | $61.9M |
| Accrued liabilities | $122.4M | $116.6M | $106.1M | $79.5M |
| Deferred revenue (current) | $263.9M | $133.5M | $154.9M | $110.9M |
| Short-term debt | $6.0M | $6.0M | $4.5M | $5.2M |
| Long-term debt | $576.2M | $578.1M | $579.0M | $496.9M |
| Retained earnings | $79.3M | $26.0M | — | — |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Jun '25 | Mar '25 | Dec '24 | Jun '24 | Oct '23 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $73.9M | $29.2M | $6.0M | -$7.2M | -$7.5M | $59.7M | -$4.6M | $4.7M |
| Investing cash flow | -$31.3M | -$28.2M | -$56.4M | -$41.0M | -$18.7M | -$24.4M | -$744.6M | -$1.8M |
| Financing cash flow | -$14.7M | -$13.3M | $45.2M | -$15.7M | -$14.4M | -$5.9M | $935.7M | $4.6M |
| Free cash flow | $42.6M | $937.0K | -$50.4M | -$48.2M | -$26.2M | $35.3M | -$7.5M | $3.0M |
| Capital expenditures | $31.3M | $28.2M | $56.4M | $41.0M | $18.7M | $24.4M | $2.9M | $1.8M |
| Depreciation & amortization | $16.5M | $18.2M | $32.3M | $15.1M | $14.9M | $34.9M | $21.3M | $373.0K |
| Share-based compensation | $4.5M | $3.4M | $2.2M | $512.0K | $367.0K | $905.0K | $653.0K | $0 |
| Deferred income taxes | $11.0M | $2.8M | $847.0K | -$12.8M | $1.7M | -$4.6M | -$9.8M | -$1.5M |
| Change in accounts receivable | $56.5M | $24.6M | $91.5M | $28.7M | $18.5M | $31.4M | $4.4M | $9.4M |
| Change in inventory | $77.1M | $20.5M | $45.3M | $7.8M | $18.8M | $7.9M | $3.3M | $4.9M |
| Change in accounts payable | $25.8M | $32.2M | $10.6M | $10.5M | $11.5M | $13.2M | $7.8M | -$6.8M |
| Debt issued | $0 | $0 | $594.0M | $0 | $0 | $0 | $517.3M | $0 |
| Debt repaid | $1.5M | $0 | $511.1M | $1.3M | $1.3M | $2.6M | $1.0M | $0 |
Income statement
| Line item | Jun '26 | Jun '25 |
|---|---|---|
| Revenue | $1.42B | $753.2M |
| Gross profit | $497.6M | $278.1M |
| Operating income | $182.5M | $72.2M |
| Net income | $81.8M | $15.2M |
| Operating margin | $13 | $10 |
| Net margin | $6 | $2 |
Balance sheet
| Line item | Jun '26 | Jun '25 |
|---|---|---|
| Total assets | $2.23B | $1.54B |
| Total liabilities | $1.56B | $963.4M |
| Stockholders' equity | $564.3M | — |
| Total current assets | $818.1M | $445.1M |
| Total current liabilities | $531.3M | $281.7M |
| Cash & equivalents | $97.5M | $111.3M |
| Accounts receivable | $329.6M | $160.0M |
| Inventory | $249.8M | $117.6M |
| Other current assets | $10.3M | $6.5M |
| Property, plant & equipment | $205.0M | $108.2M |
| Goodwill | $516.6M | $516.6M |
| Intangible assets | $289.5M | $337.3M |
| Other non-current assets | $12.2M | $11.7M |
| Accounts payable | $130.5M | $61.9M |
| Accrued liabilities | $122.4M | $79.5M |
| Deferred revenue (current) | $263.9M | $110.9M |
| Short-term debt | $6.0M | $5.2M |
| Long-term debt | $576.2M | $496.9M |
| Retained earnings | $79.3M | — |
Cash flow
| Line item | Jun '26 | Jun '25 |
|---|---|---|
| Operating cash flow | $109.1M | $45.0M |
| Investing cash flow | -$115.9M | -$84.1M |
| Financing cash flow | $17.2M | -$36.0M |
| Free cash flow | -$6.8M | -$39.1M |
| Capital expenditures | $115.9M | $84.1M |
| Depreciation & amortization | $66.9M | $64.9M |
| Share-based compensation | $10.0M | $1.8M |
| Deferred income taxes | $14.6M | -$15.7M |
| Change in accounts receivable | $172.7M | $78.5M |
| Change in inventory | $142.9M | $34.5M |
| Change in accounts payable | $68.5M | $35.2M |
| Debt issued | $594.0M | $0 |
| Debt repaid | $512.6M | $5.2M |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding FPS as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Source: Business Quant SEC Form 13F · report period 2026-06-30 · 30 filers
| Filer | Shares | Value | % Out | Qtr Change | Filed |
|---|---|---|---|---|---|
| COATUE MANAGEMENT LLC | 20,501,387 | $1.15B | 8.42% | +0.0% | 2026-08-14 |
| FMR LLC | 10,508,562 | $587.0M | 4.32% | +23.0% | 2026-08-13 |
| Jupiter Topco LLC | 8,457,260 | $472.5M | 3.47% | +0.0% | 2026-08-14 |
| Invesco Ltd. | 7,144,743 | $399.1M | 2.93% | +15.9% | 2026-08-13 |
| BlackRock, Inc. | 6,666,695 | $372.4M | 2.74% | +30.5% | 2026-08-07 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,685,919 | $317.6M | 2.33% | +51.6% | 2026-06-30 |
| UBS Group AG | 5,641,827 | $315.2M | 2.32% | +142.7% | 2026-08-13 |
| Franklin Templeton Inc | 5,155,338 | $288.0M | 2.12% | +48.4% | 2026-08-04 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,884,628 | $272.9M | 2.01% | +58.6% | 2026-06-30 |
| Jericho Capital Asset Management L.P. | 4,429,000 | $247.4M | 1.82% | +0.0% | 2026-08-14 |
| BAMCO INC /NY/ | 4,072,575 | $227.5M | 1.67% | -12.9% | 2026-08-14 |
| Value Aligned Research Advisors, LLC | 3,158,622 | $176.4M | 1.30% | +0.0% | 2026-08-14 |
| ALLIANCEBERNSTEIN L.P. | 3,055,363 | $89.4M | 1.25% | +40.6% | 2026-08-14 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2,516,270 | $140.6M | 1.03% | +0.0% | 2026-08-11 |
| Zimmer Partners, LP | 2,271,217 | $126.9M | 0.93% | +16.4% | 2026-08-14 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,244,537 | $125.4M | 0.92% | +136.1% | 2026-08-12 |
| State Street Corp | 2,113,904 | $118.1M | 0.87% | +448.8% | 2026-08-07 |
| BNP PARIBAS FINANCIAL MARKETS | 2,084,601 | $116.4M | 0.86% | +0.0% | 2026-08-10 |
| Granahan Investment Management, LLC | 1,807,608 | $101.0M | 0.74% | -12.7% | 2026-08-14 |
| Ameriprise Financial Inc | 1,709,803 | $95.4M | 0.70% | +240.0% | 2026-08-14 |
| RENAISSANCE TECHNOLOGIES LLC | 1,669,700 | $93.3M | 0.69% | +0.0% | 2026-08-13 |
| Phoenix Financial Ltd. | 1,662,217 | $92.8M | 0.68% | +0.0% | 2026-08-10 |
| Goldman Sachs Group Inc | 1,623,779 | $90.7M | 0.67% | +215.7% | 2026-08-14 |
| Stephens Investment Management Group LLC | 1,616,102 | $90.3M | 0.66% | +100.7% | 2026-07-29 |
| Burkehill Global Management, LP | 1,500,000 | $83.8M | 0.62% | -11.8% | 2026-08-14 |
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 16 most recent filings · covers 2026-02-09 to 2026-09-01
Recent transactions
- Insiders have net sold 276,816,000 shares over the last 182 days, across 0 purchases and 6 sales.
- Most recent: Lund Inez (Chief Accounting Officer) — Grant / award of 7,043 shares on 2026-09-01.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Lund Inez | Chief Accounting Officer | Grant / award | 2026-09-01 | 7,043 |
| Fiedler Ryan | Chief Financial Officer | Grant / award | 2026-09-01 | 2,817 |
| Niederpruem Gary John | Chief Executive Officer | Grant / award | 2026-09-01 | 88,029 |
| Hottinger Tyson | Chief Legal Officer | Grant / award | 2026-09-01 | 10,564 |
| Neos Partners, LP | Reporting person | Grant / award | 2026-07-06 | 14,555,925 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-01 | Lund Inez | Chief Accounting Officer | Grant / award | 7,043 | $0.00 |
| 2026-09-01 | Fiedler Ryan | Chief Financial Officer | Grant / award | 2,817 | $0.00 |
| 2026-09-01 | Niederpruem Gary John | Chief Executive Officer | Grant / award | 88,029 | $0.00 |
| 2026-09-01 | Hottinger Tyson | Chief Legal Officer | Grant / award | 10,564 | $0.00 |
| 2026-07-06 | Neos Partners, LP | Reporting person | Grant / award | 14,555,925 | — |
| 2026-07-06 | Neos Partners, LP | Reporting person | Open market sale | 43,650,000 | — |
| 2026-07-06 | Neos Partners, LP | Reporting person | Grant / award | 14,555,925 | — |
| 2026-07-06 | Neos Partners, LP | Reporting person | Open market sale | 43,650,000 | — |
| 2026-07-06 | Neos Partners, LP | Reporting person | Grant / award | 14,555,925 | — |
| 2026-07-06 | Neos Partners, LP | Reporting person | Open market sale | 43,650,000 | — |
| 2026-06-01 | Neos Partners, LP | Reporting person | Grant / award | 15,852,319 | — |
| 2026-06-01 | Neos Partners, LP | Reporting person | Open market sale | 48,622,000 | — |
| 2026-06-01 | Neos Partners, LP | Reporting person | Grant / award | 15,852,319 | — |
| 2026-06-01 | Neos Partners, LP | Reporting person | Open market sale | 48,622,000 | — |
| 2026-06-01 | Neos Partners, LP | Reporting person | Grant / award | 15,852,319 | — |
| 2026-06-01 | Neos Partners, LP | Reporting person | Open market sale | 48,622,000 | — |
| 2026-03-30 | Neos Partners, LP | Reporting person | Grant / award | 10,783,205 | — |
| 2026-03-30 | Neos Partners, LP | Reporting person | Open market sale | 34,500,000 | — |
| 2026-03-30 | Neos Partners, LP | Reporting person | Grant / award | 10,783,205 | — |
| 2026-03-30 | Neos Partners, LP | Reporting person | Open market sale | 34,500,000 | — |
| 2026-03-30 | Neos Partners, LP | Reporting person | Grant / award | 10,783,205 | — |
| 2026-03-30 | Neos Partners, LP | Reporting person | Open market sale | 34,500,000 | — |
| 2026-02-09 | Neos Partners, LP | Reporting person | Grant / award | 2,487,964 | — |
| 2026-02-09 | Neos Partners, LP | Reporting person | Open market sale | 8,400,000 | $25.79 |
| 2026-02-09 | Neos Partners, LP | Reporting person | Grant / award | 2,487,964 | — |
| 2026-02-09 | Neos Partners, LP | Reporting person | Open market sale | 8,400,000 | $25.79 |
| 2026-02-09 | Neos Partners, LP | Reporting person | Grant / award | 2,487,964 | — |
| 2026-02-09 | Neos Partners, LP | Reporting person | Open market sale | 8,400,000 | $25.79 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-22 15:17 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-10-22 | 8-K | 2026-10-21 | View on SEC.gov → |
| 2026-09-15 | 10-K | 2026-06-30 | View on SEC.gov → |
| 2026-09-15 | 8-K | 2026-09-15 | View on SEC.gov → |
| 2026-09-03 | 4 | 2026-09-01 | View on SEC.gov → |
| 2026-09-03 | 4 | 2026-09-01 | View on SEC.gov → |
| 2026-09-03 | 4 | 2026-09-01 | View on SEC.gov → |
| 2026-09-03 | 4 | 2026-09-01 | View on SEC.gov → |
| 2026-07-08 | 4 | 2026-07-06 | View on SEC.gov → |
| 2026-07-08 | 4 | 2026-07-06 | View on SEC.gov → |
| 2026-07-08 | 4 | 2026-07-06 | View on SEC.gov → |
| 2026-06-26 | 8-K | 2026-06-23 | View on SEC.gov → |
| 2026-06-03 | 4 | 2026-06-01 | View on SEC.gov → |
Recent news
Headlines about FPS (Forgent Power Solutions, Inc.). Links open the publisher — we don’t host full articles.
-
Forgent Power Solutions (NYSE:FPS) Reaches New 12-Month Low - Should You Sell?
MarketBeat · 2026-10-22 -
Forgent stock falls 11% on CFO transition announcement
Yahoo Finance · 2026-10-22 -
Why is Forgent Power Solutions stock sliding today?
Investing.com India · 2026-10-22 -
Forgent Power Solutions CFO Ryan Fiedler to step down
Seeking Alpha · 2026-10-22 -
CFO Ryan Fiedler steps down as Forgent Power Solutions (FPS) appoints his successor.
Stock Titan · 2026-10-22 -
Forgent Announces CFO Transition
Yahoo · 2026-10-22 -
12 Industrials Stocks Moving In Thursday's Pre-Market Session
Benzinga · 2026-10-22 -
Forgent Power Solutions Appoints Amy Ard As CFO; Ryan Fiedler To Transition To External Consultant
Benzinga · 2026-10-22
No headlines in this category right now — try “All”.