Forgent Power Solutions, Inc. (FPS) stock: insider buying, earnings and risk | BrightDollar

Forgent Power Solutions, Inc. · Electrical Industrial Apparatus

FPS

Low riskNext report: Nov 12 (confirmed)

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 94% in the latest quarter vs a year ago
Profitable

Money moves

No insider buying or selling in the last 30 days
Institutions added 43% to their holdings in the quarter ending June 2026 (287 bought, 115 sold)
Held by George Soros (Soros Fund), Philippe Laffont (Coatue)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$25.12+3.7% that day

Company value: $6.1B; Share price times all shares
Price vs profit (P/E): 403.0x; You pay about $403 for each $1 of yearly profit
Price vs sales: 8.1x; Company value is 8.1 times a year of sales
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 10%; Debt as a share of company value

From FPS's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 8 quarters, from SEC filings

Sales, Jun '26 (worked out from yearly totals)

$461.7M+94% vs a year earlier

Sep '24Tap a barJun '26

What the price assumes

Your guesses, our math

Move the sliders to your own view of FPS. Starting points are the company's recent numbers.

Sales growth+5% a yearRecent growth not reportedProfit margin12%Last 12 months: 11.6%P/E at the end40xToday: 403.0x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$961M

Profit in 5 years$115M

Price these guesses point to$18.93-25% vs $25.12 todayAbout -5.5% a year, before dividends

What today's price needs: with a 12% margin and a 40x P/E, sales would have to grow about 11% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

0/5Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.4.1%
MissDebt under half of equityNot relying on borrowed money.1.56x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.0%
MissFree cash flow positiveBrings in more cash than it spends to run and grow.-$39.1M
MissGross margin 40%+Pricing power: sells for well above what it costs to make.36.9%

Revenue: $753.2M
Total debt: $583.5M; 1.56x equity
Current ratio: 1.66x; short-term assets / bills due
Free cash flow: -$39.1M; -5.2% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: profitable every year, share count not growing. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Oct 22After close4:17 pm ET

From the press release

The Company's fiscal first quarter 2027 revenues and Adjusted EBITDA will exceed the high end of its previously provided guidance ranges.

The numbers below are the quarter before. The new quarter's full numbers come with the 10-Q. Read the press release ↗

Revenue: $461.7M; +94.3% YoY
Op. margin: 19.9%; +16.4 pts
Gross margin: 36.1%; +2.6 pts
Free cash flow: $42.6M

Some values are worked out from year-to-date totals in the annual report.

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

78/ 100

This week: 3
Normal week: 0.9
vs normal: 3.5x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+43.4%

Institutions added 43.4% to their holdings. 287 bought, 115 sold. 2 quarters of net buying in a row.

Shares held by institutions170.2M

Sep '24Jun '26

Safety check

From SEC filings

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

1.0x · $582.2M debt

Shares outstandingLatest reported

244M

Why low risk

4 offering filings in 6 months (may sell new shares)

Earnings reports

Last 4

Next reportNov 12 (confirmed)Announced by the company in a press release ↗

Results filedOct 22
Results filedSep 15
Results filedMay 14
Results filedMar 16

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

New 5%+ holder (passive)Aug 14 · View filing ↗Big holder 5%+ holder update (passive)Aug 13 · View filing ↗Big holder Offering prospectusJul 2 · View filing ↗Offering Share offering registrationJun 29 · View filing ↗Offering Offering prospectusJun 1 · View filing ↗Offering Share offering registrationMay 26 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Leadership changeOct 22 · Form 8-K ↗Leadership changeOct 22 · Form 8-K/A ↗Earnings resultsOct 22 · Form 8-K ↗Earnings resultsSep 15 · Form 8-K ↗Annual reportSep 15 · Form 10-K ↗

Stock awardTyson HottingerChief Legal Officer

10,564 shares

Now owns 10,564 shares
Exercise price $29.27
Filed 2 days after trade

Sep 1Form 4 ↗

Stock awardGary John NiederpruemChief Executive Officer, Director

88,029 shares

Now owns 88,029 shares
Exercise price $29.27
Filed 2 days after trade

Sep 1Form 4 ↗

Stock awardRyan FiedlerChief Financial Officer

2,817 shares

Now owns 2,817 shares
Exercise price $29.27
Filed 2 days after trade

Sep 1Form 4 ↗

Stock awardInez LundChief Accounting Officer

7,043 shares

Now owns 7,043 shares
Exercise price $29.27
Filed 2 days after trade

Sep 1Form 4 ↗

New 5%+ holder (passive)Aug 14 · Form SCHEDULE 13G ↗5%+ holder update (passive)Aug 13 · Form SCHEDULE 13G/A ↗

SoldNeos Partners, LPDirector, 10% owner

43,650,000 shares

-34% of holdings
Now owns 83,355,094 shares
Not a pre-planned sale
Held See Notes
Filed 2 days after trade
Also: Stock award, Returned to company
Joint filing with 8 others

Jul 6Form 4 ↗

SoldNeos Partners, LPDirector, 10% owner

43,650,000 shares

-34% of holdings
Now owns 83,355,094 shares
Not a pre-planned sale
Held See Notes
Filed 2 days after trade
Also: Stock award, Returned to company
Joint filing with 7 others

Jul 6Form 4 ↗

Insider tradeJul 8 · Form 4 ↗Offering prospectusJul 2 · Form 424B4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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