---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-283773"
form_type: "8-K"
ticker: "FPS"
cik: "0002080126"
company_name: "Forgent Power Solutions, Inc."
filed_at: "2026-06-26T10:02:11+00:00"
generated_at: "2026-06-26T10:10:23.160996+00:00"
event_type: "debt"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Forgent Power refinances $600M term loans at reduced interest rate margin

## Summary
- Refinanced $600M aggregate principal of term loans under Amendment No. 1 to existing credit agreement.
- Existing term lenders could elect cashless conversion or prepayment from new lenders.
- New interest rate: Term SOFR plus 2.25% per annum (0.00% floor) or base rate plus 1.25% per annum.
- Revolver repricing also reduced applicable margin on existing revolving credit commitments.
- Expectation of lower interest expense from reduced margins on term loans and revolving facility.

## SEC filing metadata
- accession: 0001193125-26-283773
- form_type: 8-K
- ticker: FPS
- cik: 0002080126
- company_name: Forgent Power Solutions, Inc.
- filed_at: 2026-06-26T10:02:11+00:00
- event_type: debt
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/2080126/000119312526283773/0001193125-26-283773-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/2080126/000119312526283773/na-20260623.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-283773
- JSON: https://secwatch.observer/filing/0001193125-26-283773.json
- Plain text: https://secwatch.observer/filing/0001193125-26-283773.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.