FPS at a glance
Forgent Power Solutions Inc (FPS, SEC CIK 2080126) filed its latest 10-K annual report on September 15, 2026, a 10-Q quarterly report on May 14, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), Forgent Power Solutions Inc (FPS) reported revenue of $1.4 billion (up 88.5% from FY2025) and net income of $81.8 million.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Forgent Power Solutions Inc (FPS) shares worth $3.3 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.4B
- +88.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $3.3B · +3 vs prior quarter
- Latest 10-Q
- May 14, 2026
- Quarterly report
SignalX for FPS
Don't miss the next FPS filing
- Alerts as it files. A push when FPS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut FPS, by share count.
- Ask anything. An AI agent that reads every FPS filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Hottinger Tyson | A | Sep 1, 2026 | 25,721 | - |
| Niederpruem Gary John | A | Sep 1, 2026 | 88,029 | - |
| Hottinger Tyson | A | Sep 1, 2026 | 10,564 | - |
| Niederpruem Gary John | A | Sep 1, 2026 | 214,335 | - |
| Fiedler Ryan | A | Sep 1, 2026 | 2,817 | - |
| Lund Inez | A | Sep 1, 2026 | 17,147 | - |
| Lund Inez | A | Sep 1, 2026 | 7,043 | - |
| Fiedler Ryan | A | Sep 1, 2026 | 6,859 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $181.3M | $753.2M | $1.4B |
| Gross Profit | $67.7M | $278.1M | $497.6M |
| Operating Income | -$4.8M | $72.2M | $182.5M |
| Net Income | -$17.8M | $15.2M | $81.8M |
| Gross Margin | 37.4% | 36.9% | 35.0% |
| Op. Margin | -2.6% | 9.6% | 12.9% |
| Net Margin | -9.8% | 2.0% | 5.8% |
| Balance Sheet | |||
| Total Assets | - | $1.5B | $2.2B |
| Equity | - | - | $564.3M |
| ROE | - | - | 14.5% |
| Cash Flow | |||
| Operating CF | -$4.6M | $45.0M | $109.1M |
| CapEx | - | $84.1M | $115.9M |
Source: XBRL data in Forgent Power Solutions Inc (FPS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FPS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $3.26B |
| Q1 2026 | 28 | $1.33B |
- FMR LLC (Fidelity)+1.96M (+23%)
- Vanguard Capital Management LLC+1.93M (+52%)
- Vanguard Portfolio Management LLC+1.80M (+59%)
- State Street Corp+1.73M (+449%)
- Franklin Resources+1.68M (+48%)
- Citadel Advisors LLC−3.78M (-84%)
- D.E. Shaw & Co−980.3K (-81%)
- JPMorgan Chase & Co−849.7K (-57%)
- Millennium Management−449.8K (-37%)
- Principal Financial Group−393.5K (-22%)
- Viking Global Investors−650.0K
- DigitalBridge Group, Inc.−45.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 59 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FPS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 15, 2026 | - | - | - |
| 10-K | Sep 15, 2026 | Jun 30, 2026 | - | |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 8-K | Jun 26, 2026 | - | - | - |
| 10-Q | May 14, 2026 | Mar 31, 2026 | - | |
| 8-K | May 14, 2026 | - | - | |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 4 | Apr 1, 2026 | - | - | - |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 10-Q | Mar 16, 2026 | Dec 31, 2025 | - | |
| 4 | Feb 11, 2026 | - | - | |
| 4 | Feb 11, 2026 | - | - | |
| 4 | Feb 11, 2026 | - | - | |
| 8-K | Feb 10, 2026 | - | - |
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FPS SEC filings: frequently asked questions
Which institutions hold FPS stock?
As of June 30, 2026, the largest Forgent Power Solutions Inc (FPS) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($587.0 million), Invesco Ltd ($399.1 million), BlackRock ($372.4 million), Vanguard Capital Management LLC ($317.6 million), Franklin Resources ($288.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FPS's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), Forgent Power Solutions Inc (FPS) reported revenue of $1.4 billion (up 88.5% from FY2025) and net income of $81.8 million. The figures come from the XBRL data in the 10-K.
What are the latest FPS SEC filings?
Forgent Power Solutions Inc (FPS) filed its latest 10-K annual report on September 15, 2026, a 10-Q quarterly report on May 14, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on September 3, 2026.
What is FPS's SEC CIK number?
Forgent Power Solutions Inc (FPS)'s SEC Central Index Key (CIK) is 2080126. EDGAR lists every FPS filing under that number.
Ask anything about FPS
The research agent reads FPS's filings, financials, insider trades and 13F holders, then answers with sources.