FORGENT POWER SOLUTIONS INC (FPS)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-11-04
QuarterlyIQ Insights · FPS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Momentum in electrical distribution equipment remains robust, and Forgent’s products and solutions continue to gain traction with customers,” said Gary Niederpruem, Chief Executive Officer of Forgen…
Stated in 2 of 2 supplied quarters. Management reported: “Forgent reported fiscal fourth quarter revenues of $462 million, an increase of $224 million, or 94%, compared to the prior year's quarter.” “As of June 30, 2026, the Company’s backlog was $3.0 billion, representing an all-time high, increasing 256% and 53% versus June 30, 2025 and March 31, 2026, respectively.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““Momentum in electrical distribution equipment remains robust, and Forgent’s products and solutions continue to gain traction with customers,” said Gary Niederpruem, Chief Executive Officer of Forgen…”
““Demand for our products continues to outpace our expectations.”
The Company also announced a $35 million investment to expand Powertrain Solutions manufacturing capacity at its Tijuana, Mexico campus (the "2027 PTS Capacity Expansion") to meet growing demand for…
Stated in 2 of 2 supplied quarters. Management reported: “The Company also announced a $35 million investment to expand Powertrain Solutions manufacturing capacity at its Tijuana, Mexico campus (the "2027 PTS Capacity Expansion") to meet growing demand for modular solutions.” “The PTS Capacity Expansion is expected to come online in the fourth quarter of fiscal 2027 and increase Forgent’s total revenue capacity to approximately $5.8 billion, representing an increase of approximately $800 million.”
“The Company also announced a $35 million investment to expand Powertrain Solutions manufacturing capacity at its Tijuana, Mexico campus (the "2027 PTS Capacity Expansion") to meet growing demand for…”
“Capital expenditures in the quarter were $28 million and related almost entirely to the Company’s capacity expansion plan, which remains on track to be substantially completed by the end of fiscal 20…”
Adjusted EBITDA margin was 24.4% in the quarter, representing an increase of approximately 200 basis points quarter-over-quarter, as revenue growth outpaced operating cost growth and our new campuses…
Stated in 2 of 2 supplied quarters. Management reported: “Adjusted EBITDA margin was 24.4% in the quarter, representing an increase of approximately 200 basis points quarter-over-quarter, as revenue growth outpaced operating cost growth and our new campuses moved closer to their target production rates.” “Adjusted EBITDA margin was 22.4% in the quarter, representing an increase of approximately 200 basis points quarter-over-quarter.”
“Adjusted EBITDA margin was 24.4% in the quarter, representing an increase of approximately 200 basis points quarter-over-quarter, as revenue growth outpaced operating cost growth and our new campuses…”
“Adjusted EBITDA margin was 22.4% in the quarter, representing an increase of approximately 200 basis points quarter-over-quarter.”
Support the production ramp with staffing, facilities, and working capital investment while pursuing increased cash generation and planned capital spending.
Focus on driving strong revenue growth and building record backlog through increased bookings and market share gains.
Not enough signal yet.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-04.