NYSE$FPS

Forgent Power Solutions, Inc · Q3 2026 earnings

Q3 2026 earnings ·

Briefing

Forgent Power Solutions reported fiscal Q3 2026 revenue of $378.7M and net income of $24.5M.

For the three months ended March 31, 2026 (fiscal Q3), Forgent Power Solutions posted revenue of $378.7 million (+103% YoY) and net income of $24.5 million. Net income attributable to the company was $18.3 million ($0.08 diluted EPS on Class A). Gross profit was $131.2 million; operating income $39.3 million. Nine-month revenue was $958.4 million with net income of $39.9 million.

  • Q3 revenue $378.7M vs $186.2M prior-year quarter.
  • Q3 net income $24.5M; attributable net income $18.3M.
  • Gross margin 34.6% on higher power generation and services mix.
  • Interest expense $10.8M on growth-related debt.
  • Organizational transactions affected year-ago comparability.

Headline financials

Total Revenue

$379M

No prior period
EPS (adj)

$0.08

No prior period
Capital Expenditures

-$84.6M

No prior period
Net Income

$18.3M

No prior period
Operating Income

$39.3M

No prior period

Revenue & EPS history

Forgent Power Solutions, Inc · Revenue · Quarterly

$379M

Q3 2026
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

Power infrastructure company; refer to MD&A for project backlog and maintenance capex. No standard annual EPS range in 10-Q excerpt.

Tailwinds

  • Revenue more than doubled year over year in fiscal Q3.
  • Operating income scaled with gross profit expansion.
  • Nine-month profitability positive.

Headwinds

  • High interest expense from growth financing.
  • Non-controlling interests share of income $6.2M in quarter.
  • Execution risk on power projects and fuel costs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

+11.0%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+17.1%

Avg return

30 days after

100%

2 / 2 earnings

Positive

+11.6%

Q2 2025

Best reaction

+10.3%

Q3 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+10.3%-6.3%+29.6%
Q2 2025+11.6%+8.0%+4.6%

Discussion

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