The pre-announcement signals a likely Q1 beat vs the Street consensus of $0.18 EPS and implies accelerating sequential growth. Watch for the full earnings release on Nov 12 for exact figures and any upward revision to full-year FY2027 guidance.
Price Chart
Executive Summary
Forgent Power Solutions pre-announced that fiscal Q1 2027 (Sep 2026) revenues and Adjusted EBITDA will exceed the high end of previously provided guidance, signaling continued strong demand and operational momentum. The filing confirms the company's record backlog and capacity expansion are translating into accelerating financial performance, with full earnings due Nov 12.
Key Financial Metrics
Key Facts
- Fiscal Q1 2027 revenues and Adjusted EBITDA will exceed the high end of previously provided guidance ranges.
- Full fiscal Q1 2027 results to be reported before market open on November 12, 2026.
- Prior fiscal Q4 2026 (Jun 2026) revenues were $462M (+94% YoY), net income $66M, Adjusted EBITDA $113M (+163% YoY).
- Backlog stood at $3.0B as of June 30, 2026, up 256% YoY, with a 3.3x book-to-bill ratio in Q4.
- Fiscal 2027 guidance initiated at $2.4B-$2.6B revenue (76% YoY growth at midpoint) and $575M-$625M Adjusted EBITDA (86% YoY growth at midpoint).
Financial Impact
Q1 2027 revenue and Adjusted EBITDA exceeding the high end of guidance implies revenue above ~$600M (quarterly run-rate implied by $2.4B-$2.6B annual guidance) and Adjusted EBITDA above ~$144M (quarterly run-rate implied by $575M-$625M annual guidance).
Risk Factors
- Pre-announcement lacks specific dollar figures — magnitude of the beat is unknown until Nov 12.
- Rapid growth requires continued capacity expansion execution; any production delays could pressure margins.
- Forward-looking statements subject to risks including supply chain, raw material costs, and data center investment cycles.
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-428945 |
| Document: d176631dex991.htm | 0001193125-26-428945 |
| Document: 0001193125-26-428945-index-headers.html | 0001193125-26-428945 |
| Document: 0001193125-26-428945-index.html | 0001193125-26-428945 |
| Document: 0001193125-26-428945.txt | 0001193125-26-428945 |
| 8-K Data (Synthetic) | 0001193125-26-428945 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 3d ago | 8-K | $25.00 | awaiting T+60 | — | $24.22 (−3.12%) |
Oct 22, 2026 3d ago | 8-K/A | $24.92 | awaiting T+60 | — | $24.22 (−2.81%) |
Oct 22, 2026 4d ago | 8-K | $24.92 | awaiting T+60 | — | $24.22 (−2.81%) |
Oct 21, 2026 4d ago | Institutional Cluster | $24.92 | awaiting T+60 | — | $24.22 (−2.81%) |
Sep 15, 2026 5w ago | 8-K | $31.36 | awaiting T+60 | — | $24.22 (−22.77%) |
Aug 22, 2026 9w ago | Institutional Cluster | $32.19 | awaiting T+60 | — | $24.22 (−24.76%) |
Jul 2, 2026 16w ago | EFFECT | $46.86 | awaiting T+60 | — | $24.22 (+48.31%) |
Jun 29, 2026 16w ago | S-1 | $55.86 $39.88 | ▼ −28.61% | ▼ −32.17% | $24.22 (−56.64%) |
May 29, 2026 21w ago | 424B4 | $56.35 $32.19 | ▲ +42.87% | ▲ +44.11% | $24.22 (+57.02%) |
May 29, 2026 21w ago | EFFECT | $54.66 $32.19 | ▲ +41.11% | ▲ +42.29% | $24.22 (+55.69%) |
US Market Status
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