Results of Operations and Financial Condition. On October 22, 2026, Forgent Power Solutions, Inc. (the “Company”) issued guidance that includes preliminary financial information for the fiscal quarter ended September 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. This information shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by refer…

CFO — Ryan Fiedler: The CFO is stepping down via a mutual agreement and separation agreement, which constitutes a genuine departure of a senior executive, though the clarification that there was no disagreement suggests an orderly rather than distressed exit.

CFO — Ryan Fiedler: The CFO departed via a negotiated separation agreement with an immediate internal successor appointed, indicating an orderly transition rather than a sudden loss of leadership.

Results of Operations and Financial Condition On September 15, 2026, Forgent Power Solutions, Inc. issued a press release announcing its financial results for its fiscal year ended June 30, 2026. A copy of such press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. A reconciliation of certain non-GAAP financial measures to their comparable GAAP financial measures is contained in the press release. This information shall not be deemed “filed” for purposes of Sec…

Entry into a Material Definitive Agreement. On June 23, 2026, Forgent Power LLC (the “ Parent Borrower ”), a subsidiary of Forgent Power Solutions, Inc. (the “ Company ”), entered into that certain Amendment No. 1 (“ Amendment No. 1 ”) to its Credit Agreement, dated as of December 19, 2025 (the “ Existing Credit Agreement ”; as amended by Amendment No. 1, the “ Amended Credit Agreement ,” and the credit facilities thereunder, the “ Senior Credit Facilities ”), by and among Forgent Intermediat…

Results of Operations and Financial Condition On May 14, 2026, Forgent Power Solutions, Inc. issued a press release announcing its financial results for its third fiscal quarter ended March 31, 2026. A copy of such press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. A reconciliation of certain non-GAAP financial measures to their comparable GAAP financial measures is contained in the press release. This information shall not be deemed “filed” for purposes of…

Results of Operations and Financial Condition On March 16, 2026, Forgent Power Solutions, Inc. issued a press release announcing its financial results for its second fiscal quarter ended December 31, 2025. A copy of such press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. A reconciliation of certain non-GAAP financial measures to their comparable GAAP financial measures is contained in the press release. This information shall not be deemed “filed” for purpo…

Unregistered Shares of Equity Securities In connection with the consummation of the Offering, (i) the Company issued to the existing holders of Forgent Power Solutions LLC’s LLC interests 90,167,635 shares of Class B common stock, par value $0.00001 per share (the “ Class B Common Stock ”), and (ii) Forgent Power Solutions LLC sold 16,586,427 of its LLC interests to Forgent Intermediate LLC. Pursuant to the Second A&R Opco LLC Agreement, Existing Opco LLC Owners (as defined in the Registratio…

Material Modification to Rights of Security Holders. The information set forth under

Director: Appointment of new directors and committee composition.

Entry into a Material Definitive Agreement. In connection with the initial public offering (the “ Offering ” or the “ IPO ”) by Forgent Power Solutions, Inc. (the “ Company ”) of its Class A common stock, par value $0.00001 per share (the “ Class A Common Stock ”), described in the prospectus (the “ Prospectus ”), dated February 4, 2026, filed with the Securities and Exchange Commission on February 6, 2026, pursuant to Rule 424(b) of the Securities Act of 1933, as amended (the “ Securities Ac…