{"schema_version":"secwatch.filing_event.v1","accession":"0002080126-26-000010","form_type":"8-K","ticker":"FPS","cik":"0002080126","company_name":"Forgent Power Solutions, Inc.","filed_at":"2026-03-16T23:59:59+00:00","discovered_at":"2026-05-14T18:02:37.201872+00:00","generated_at":"2026-05-15T12:02:45.582201+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Forgent Q2 revenue up 69% YoY to $296M; bookings +268%, backlog $1.5B; issues FY2026 guidance","bullets":["Revenue $296M (+69% YoY); bookings $762M (+268% YoY); backlog $1.5B (+100% YoY).","Net loss $(0.1)M due to $10M deferred financing write-off; Adj. EBITDA $60M (+51% YoY); Adj. Net Income $35.5M (+66%).","Book-to-bill ratio 2.6x, up from 1.6x in prior quarter; accelerated hiring to support production.","FY2026 guidance: revenue $1.275-1.325B (midpoint +73% YoY), Adj. EBITDA $300-310M, Adj. Net Income $190-200M.","Capacity expansion on track; post-completion footprint to support up to $5B annual revenue; maintenance capex ~1% of revenue."],"urls":{"canonical":"https://secwatch.observer/filing/0002080126-26-000010","json":"https://secwatch.observer/filing/0002080126-26-000010.json","markdown":"https://secwatch.observer/filing/0002080126-26-000010.md","text":"https://secwatch.observer/filing/0002080126-26-000010.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2080126/000208012626000010/0002080126-26-000010-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2080126/000208012626000010/fps-20260316.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T12:02:45.582201+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"273192dd4a1c759970e39180e605d720a7fc1bc7","claim":"Forgent Power Solutions, Inc. reported second fiscal quarter ended December 31, 2025 results: revenue $296 million, net income Net Loss of $(0.1) million.","evidence_excerpt":"EX-99.1 (EX-99.1) --- Forgent Reports Second Quarter 2026 Results, Accelerating Order Growth and Issues Fiscal 2026 Guidance Fiscal Second Quarter 2026 Highlights • Revenues of $296 million, an increase of 69% year-over-year • Bookings of $762 million, an increase of 268% year-over-year • Backlog of $1.5 billion, an increase of 100% and 45% year-over-year and","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2080126/000208012626000010/0002080126-26-000010-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second fiscal quarter ended December 31, 2025"},{"label":"Revenue","value":"$296 million"},{"label":"Net income","value":"Net Loss of $(0.1) million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"bb660695fce38188b295601f629ac4baac6140bc","claim":"Forgent Power Solutions, Inc. reported Full Year Fiscal 2026 results: revenue $1,275 to $1,325 million. Guidance initiated.","evidence_excerpt":"Full Year Fiscal 2026 Guidance • Revenues in the range of $1,275 to $1,325 million, representing 73% year-over-year growth at the midpoint • Adjusted EBITDA in the range of $300 to $310 million, representing 80% year-over-year growth at the midpoint • Adjusted Net Income in the range of $190 to $200 million, representing 120% year-over-year growth at the midpoint","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2080126/000208012626000010/0002080126-26-000010-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full Year Fiscal 2026"},{"label":"Revenue","value":"$1,275 to $1,325 million"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}