Forgent Power Solutions, Inc.
Forgent Power Solutions, Inc. Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
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Forgent Power Solutions, Inc. Q2 FY26 key numbers
- Revenue
- Bookings reached record $867M in Q3, up 308% YoY and 14% sequentially, with a book-to-bill ratio of 2.3x.
As stated in Forgent Power Solutions, Inc.'s Q2 FY26 earnings call transcript · published 29 May 2026. Reported figures, not investment advice.
The short version
- Fiscal 2026 guidance raised to $1.35B-$1.39B in revenue, representing 82% YoY growth at midpoint (Page 4). - Fiscal 2026 Guidance Raised: - Revenues expected between $1.35B and $1.39B, representing 82% YoY growth at midpoint.
From Forgent Power Solutions, Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- Fiscal 2026 guidance raised to $1.35B-$1.39B in revenue, representing 82% YoY growth at midpoint (Page 4).
- Fourth quarter 2026 revenues projected at $392M-$432M, up 73% YoY at midpoint with strong sequential growth (Page 4).
- Bookings reached record $867M in Q3, up 308% YoY and 14% sequentially, with a book-to-bill ratio of 2.3x (Page 2).
- Backlog at nearly $2B as of March 31, 2026, up 157% YoY and 33% sequentially, providing strong revenue visibility into fiscal 2027 and beyond (Page 2).
- Demand environment described as robust and pipeline strong, supporting continued order growth and backlog additions (Pages 6, 8, 9).
2 more points from Forgent Power Solutions, Inc.'s call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Forgent is nearing completion of a $205 million capacity expansion planned for fiscal 2026, expected to be meaningfully complete by year-end with minor bleed into fiscal 2027 H1.
- For fiscal 2027, capital expenditures are being assessed, with guidance around 1%-1.5% of revenue expected under current plans.
- Any increase in capex would be driven by demand profiles and the mix of demand.
- As capital intensity steps down after the expansion completion, free cash flow generation and cash flow conversion are expected to improve.
2 more points from Forgent Power Solutions, Inc.'s call on capex
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Top-ranked in Electrical Equipment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Record bookings of $867 million in Q3, up 308% year-over-year and 14% sequentially.
- Book-to-bill ratio of 2.3x in Q3, indicating strong demand and visibility into future periods.
- Backlog at a record nearly $2 billion as of March 31, 2026, up 157% year-over-year and 33% sequentially.
- Approximately 55% to 60% of current backlog scheduled to ship in fiscal 2027; remainder into Q4 FY26 and FY28.
- Orders showing robustness across data center, grid, and other segments, with project lead times extending to 12-15 months on average.
- Company sees growing opportunities, including behind-the-meter power configurations, contributing positively to pipeline.
2 more points from Forgent Power Solutions, Inc.'s call on order book
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What the Q2 FY26 call signalled
4 of 4 strong
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Potential multibaggers · Q2 FY27
Potential multibaggers in Electrical Equipment
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Frequently Asked Questions
What were Forgent Power Solutions, Inc. Q2 FY26 results?
- Fiscal 2026 guidance raised to $1.35B-$1.39B in revenue, representing 82% YoY growth at midpoint (Page 4). - Fiscal 2026 Guidance Raised: - Revenues expected between $1.35B and $1.39B, representing 82% YoY growth at midpoint.
What is Forgent Power Solutions, Inc. share price analysis?
Forgent Power Solutions, Inc. currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 2492.0 with a market cap of $14,479. Investors should review the full earnings analysis for detailed insights.
Is Forgent Power Solutions, Inc. planning capital expenditure?
- Forgent is nearing completion of a $205 million capacity expansion planned for fiscal 2026, expected to be meaningfully complete by year-end with minor bleed into fiscal 2027 H1.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.