Forgent Power Solutions Surges 10% After Record Q4 Results and FY27 Guidance Far Above Estimates

Forgent Power Solutions reported fiscal fourth-quarter revenue of $462 million on September 15, a 94% year-over-year increase that topped the Wall Street consensus estimate of roughly $430 million and exceeded the high end of guidance the company issued in May. Adjusted EBITDA climbed 163% to $113 million, beating estimates of $108 million, while adjusted net income reached $77.3 million against an estimate of $73.6 million. GAAP earnings per share of $0.21 beat by one cent, and adjusted EPS came in at $0.25. Full-year fiscal 2026 revenue was $1.42 billion, up 89%.

The standout figures were on the order side. Quarterly bookings hit a record $1.5 billion, up 375% year over year, producing a book-to-bill ratio of 3.3 times. The total backlog reached $3.0 billion, a 256% increase from a year earlier, a level the company described as an all-time high entering fiscal 2027. The Powertrain Solutions segment posted 259% growth for the full fiscal year, and the company announced an incremental capacity expansion for dedicated e-House and Powerskid production at its Tijuana facility.

For fiscal 2027, Forgent guided revenue of $2.4 billion to $2.6 billion, implying roughly 76% growth and well above the analyst consensus of approximately $2.08 billion. Adjusted EBITDA guidance of $575 million to $625 million also cleared estimates of $511 million, and adjusted EPS guidance of $1.26 to $1.40 was issued. Executives said the results show the company is gaining share in power infrastructure for data centers and electrical grids, not merely riding broad industry tailwinds. Shares rose approximately 9% to 12% in premarket trading and closed the session up roughly 10.9%.