Every material Form 8-K Forgent Power Solutions, Inc. has filed with the SEC since September 15, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Forgent Power Solutions said its fiscal first quarter 2027 revenues and Adjusted EBITDA, for the quarter ended September 30, 2026, will exceed the high end of its previously provided guidance ranges. The filing gives no dollar figures, and full results are due before the market opens on November 12, 2026, which will give shareholders the actual numbers.
Fiscal Q1 2027 revenues and Adjusted EBITDA expected to exceed the high end of prior guidance ranges
Quarter ended September 30, 2026; the filing does not state specific dollar amounts
Full results to be reported before market open on November 12, 2026
Conference call scheduled for 11:00 a.m. ET on the same day
Forgent Power Solutions' Chief Financial Officer Ryan Fiedler agreed to step down effective October 21, 2026, and will depart October 30, 2026, after a transition period. The Board appointed Amy Ard, the company's Executive Vice President of Finance, as CFO effective the same day. The filing does not report any change to financial results or guidance.
Ryan Fiedler steps down as CFO effective October 21, 2026; his departure date is October 30, 2026
Amy Ard, age 52, appointed CFO; her base salary is $550,000 per year with an annual cash bonus target up to 85% of base salary
Ard receives a one-time equity grant with a target grant date value of $500,000 on November 1, 2026
Fiedler's separation terms replace his prior severance; his outstanding incentive units remain outstanding and vest under their terms
Forgent Power Solutions reported fiscal fourth-quarter 2026 revenue of $462 million, up 94%, and net income of $66 million, compared with a net loss of $4.8 million a year earlier. The company also initiated fiscal 2027 guidance of $2.4 billion to $2.6 billion in revenue, which it said is significantly higher than its IPO forecast.
Q4 fiscal 2026 revenue of $462 million, up 94% year over year; net income of $66 million versus a $4.8 million loss a year earlier
Backlog of $3.0 billion as of June 30, 2026, an all-time high, up 256% year over year
Fiscal 2027 guidance: revenue $2.4 billion to $2.6 billion; adjusted EBITDA $575 million to $625 million; adjusted EPS $1.26 to $1.40
$35 million investment to expand Powertrain Solutions capacity in Tijuana, Mexico, expected to come online in Q4 fiscal 2027
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