earnings
confidence high
sentiment positive
materiality 0.95
Forgent Q4 rev +94% to $462M, backlog $3.0B record; FY27 guidance raised
Forgent Power Solutions, Inc.
- Q4 revenues $462M (+94% YoY), net income $66M vs ($4.8M) loss; adj EBITDA $113M (+163%).
- FY26 revenue $1.42B (+89%), net income $106M (+508%), adj EBITDA $323M (+91%); all beat guidance.
- Bookings $1.5B in Q4 (3.3x book-to-bill), backlog $3.0B (+256% YoY) at June 30, 2026.
- FY27 guidance: revenue $2.4-2.6B, adj EBITDA $575-625M, adj EPS $1.26-1.40.
- Announced $35M Tijuana capacity expansion for Powertrain Solutions, adding ~$800M revenue capacity by FQ4 2027.