FPS Forgent Power Solutions, Inc. Class A Common Stock
FPS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
FPS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
FPS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 6 42.9%
- Buy 6 42.9%
- Hold 2 14.3%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
10 analysts · 2026-08-24Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| FPS | — | — | — | — | — | — |
| GEV | $176.16B | 36.9 | 9.0% | 12.8% | 47.1% | 19.8% |
| BE | — | -234.8 | 37.3% | -4.3% | -13.1% | 29.0% |
| XE | — | — | — | — | — | — |
| SMR | — | -6.5 | -15.0% | -1130.3% | -39.8% | 36.3% |
| EROC | — | — | — | — | — | — |
| BW | $827M | -13.2 | 1.1% | -6.2% | 17.4% | — |
| NNE | $1.61B | -36.4 | — | — | -22.6% | — |
| PSIX | — | 11.6 | 51.8% | — | — | — |
| NRGV | $779M | -7.1 | 340.9% | -50.9% | -131.3% | 23.6% |
| NPWR | — | -0.3 | — | — | -134.6% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Balance Sheet 21
| Metric | Trend | 2025 |
|---|---|---|
| Cash & Equivalents | $111M | |
| Receivables | $160M | |
| Inventory | $118M | |
| Prepaid Expense | $56M | |
| Other Current Assets | $11M | |
| Current Assets | $445M | |
| PP&E (Net) | $108M | |
| PP&E (Gross) | $116M | |
| Accum. Depreciation | $7M | |
| Goodwill | $517M | |
| Intangibles | $337M | |
| Other Non-current Assets | $12M | |
| Total Assets | $1.54B | |
| Accounts Payable | $62M | |
| Accrued Liabilities | $80M | |
| Current Liabilities | $282M | |
| Capital Leases | $121M | |
| Deferred Tax | $63M | |
| Total Liabilities | $963M | |
| Long-term Debt | $502M | |
| Liabilities + Equity | $1.54B |
Income Statement 12
| Metric | Trend | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|---|
| Revenue | $379M | $296M | $186M | |
| Cost of Revenue | $248M | $195M | $118M | |
| Gross Profit | $131M | $102M | $68M | |
| SG&A Expense | $79M | $68M | $32M | |
| Operating Expenses | $92M | $82M | $46M | |
| Operating Income | $39M | $20M | $22M | |
| Interest Income | $701.0K | $482.0K | $1M | |
| Other Non-op | $-319.0K | $-71.0K | $-131.0K | |
| Pretax Income | $29M | $-491.0K | $10M | |
| Income Tax | $4M | $-400.0K | $2M | |
| Net Income | $18M | $246.0K | $7M | |
| EBITDA | $39M | $20M | · |
Balance Sheet 25
| Metric | Trend | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|---|
| Cash & Equivalents | $94M | $106M | · | |
| Receivables | $275M | $251M | · | |
| Inventory | $179M | $160M | · | |
| Prepaid Expense | $60M | $60M | · | |
| Other Current Assets | $14M | $13M | · | |
| Current Assets | $607M | $578M | · | |
| PP&E (Net) | $179M | $158M | · | |
| PP&E (Gross) | $198M | $172M | · | |
| Accum. Depreciation | $19M | $14M | · | |
| Goodwill | $517M | $517M | · | |
| Intangibles | $300M | $312M | · | |
| Other Non-current Assets | $7M | $20M | · | |
| Total Assets | $1.85B | $1.70B | · | |
| Accounts Payable | $105M | $73M | · | |
| Accrued Liabilities | $117M | $106M | · | |
| Current Liabilities | $370M | $347M | · | |
| Capital Leases | $115M | $118M | · | |
| Deferred Tax | $0 | $64M | · | |
| Total Liabilities | $1.27B | $1.11B | · | |
| Long-term Debt | $584M | $584M | · | |
| Total Debt | $584M | $584M | · | |
| Paid-in Capital | $420M | · | · | |
| Retained Earnings | $26M | · | · | |
| Stockholders' Equity | $446M | · | · | |
| Liabilities + Equity | $1.85B | $1.70B | · |
Cash Flow 10
| Metric | Trend | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|---|
| D&A | $18M | $14M | $15M | |
| Stock-based Comp | $3M | · | $367.0K | |
| Deferred Tax | $3M | · | $2M | |
| Amort. of Intangibles | $12M | $12M | $13M | |
| Operating Cash Flow | $29M | · | $-7M | |
| CapEx | $28M | · | $19M | |
| Investing Cash Flow | $-28M | · | $-19M | |
| Debt Issued | $0 | · | $0 | |
| Financing Cash Flow | $-13M | · | $-14M | |
| Net Change in Cash | $-12M | · | $-41M |
Profitability 8
| Metric | Trend | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|---|
| Gross Margin | 34.6% | 34.3% | · | |
| Operating Margin | 10.4% | 6.8% | · | |
| Net Margin | 4.8% | 0.08% | · | |
| Pretax Margin | 7.6% | -0.17% | · | |
| EBITDA Margin | 10.4% | 6.8% | · | |
| ROA | 2.0% | 0.03% | · | |
| ROE | 8.2% | · | · | |
| ROIC | 3.2% | 0.64% | · |
Liquidity & Solvency 4
| Metric | Trend | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|---|
| Current Ratio | 1.6 | 1.7 | · | |
| Quick Ratio | 1.0 | 1.0 | · | |
| Debt / Equity | 1.3 | · | · | |
| LT Debt / Equity | 1.3 | · | · |
Efficiency 3
| Metric | Trend | Q3 2026 | Q2 2026 | Q3 2025 |
|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | · | |
| Inventory Turnover | 2.8 | 2.4 | · | |
| Receivables Turnover | 2.8 | 2.4 | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Latest News Recent headlines mentioning this company
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Institutional owners (13F) 378 filers · $6.4B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 213 | 49 | 82 | 70 | — |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| FMR LLC | $383,031,126 | 6,856,984 | 6.02% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $317,615,435 | 5,685,919 | 4.99% | Shares |
| FRANKLIN RESOURCES INC | $287,977,204 | 5,155,338 | 4.52% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $272,855,320 | 4,884,628 | 4.29% | Shares |
| Jericho Capital Asset Management L.P. | $247,403,940 | 4,429,000 | 3.89% | Shares |
| BAMCO INC /NY/ | $227,494,039 | 4,072,575 | 3.57% | Shares |
| JANUS HENDERSON GROUP PLC | $215,650,771 | 7,367,672 | 3.39% | Shares |
| Value Aligned Research Advisors, LLC | $176,440,625 | 3,158,622 | 2.77% | Shares |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $140,558,842 | 2,516,270 | 2.21% | Shares |
| Zimmer Partners, LP | $126,870,182 | 2,271,217 | 1.99% | Shares |
| STATE STREET CORP | $118,073,033 | 2,113,904 | 1.85% | Shares |
| COATUE MANAGEMENT LLC | $116,642,271 | 2,088,118 | 1.83% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $116,445,812 | 2,084,601 | 1.83% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $106,854,985 | 1,912,091 | 1.68% | Shares |
| Granahan Investment Management, LLC | $100,972,983 | 1,807,608 | 1.59% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $93,269,442 | 1,669,700 | 1.47% | Shares |
| Phoenix Financial Ltd. | $92,327,531 | 1,652,838 | 1.45% | Shares |
| AMERIPRISE FINANCIAL INC | $90,496,818 | 1,621,168 | 1.42% | Shares |
| Stephens Investment Management Group LLC | $90,275,458 | 1,616,102 | 1.42% | Shares |
| ALLIANCEBERNSTEIN L.P. | $89,430,475 | 3,055,363 | 1.40% | Shares |
| Burkehill Global Management, LP | $83,790,000 | 1,500,000 | 1.32% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $78,835,274 | 1,411,301 | 1.24% | Shares |
| Woodline Partners LP | $77,372,189 | 1,385,109 | 1.22% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $76,580,038 | 1,370,928 | 1.20% | Shares |
| Blackstone Inc. | $76,528,200 | 1,370,000 | 1.20% | Shares |
| GOLDMAN SACHS GROUP INC | $74,914,237 | 1,341,107 | 1.18% | Shares |
| Driehaus Capital Management LLC | $74,538,690 | 1,334,384 | 1.17% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $71,587,718 | 1,281,556 | 1.12% | Shares |
| TWO SIGMA INVESTMENTS, LP | $70,223,170 | 1,257,128 | 1.10% | Shares |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $69,664,738 | 1,247,131 | 1.09% | Shares |
| JANE STREET GROUP, LLC | $66,966,923 | 1,198,835 | 1.05% | Shares |
| Ghisallo Capital Management LLC | $65,635,500 | 1,175,000 | 1.03% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $64,828,435 | 1,160,552 | 1.02% | Shares |
| Yaupon Capital Management LP | $55,860,000 | 1,000,000 | 0.88% | Shares |
| Avala Global LP | $54,786,538 | 980,783 | 0.86% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $46,522,219 | 832,836 | 0.73% | Shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $46,125,054 | 825,726 | 0.72% | Shares |
| MILLENNIUM MANAGEMENT LLC | $43,029,963 | 770,318 | 0.68% | Shares |
| CloudAlpha Capital Management Limited/Hong Kong | $39,734,838 | 711,329 | 0.62% | Shares |
| Spyglass Capital Management LLC | $39,401,465 | 705,361 | 0.62% | Shares |
| Assenagon Asset Management S.A. | $38,201,593 | 683,881 | 0.60% | Shares |
| JANE STREET GROUP, LLC | $37,336,824 | 668,400 | 0.59% | Call option |
| Point72 Asset Management, L.P. | $36,008,361 | 644,618 | 0.57% | Shares |
| Jain Global LLC | $35,230,846 | 630,699 | 0.55% | Shares |
| SOROS FUND MANAGEMENT LLC | $35,141,861 | 629,106 | 0.55% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $34,091,358 | 610,300 | 0.54% | Put option |
| ExodusPoint Capital Management, LP | $32,864,617 | 588,339 | 0.52% | Shares |
| FRED ALGER MANAGEMENT, LLC | $32,605,426 | 583,699 | 0.51% | Shares |
| RAYMOND JAMES FINANCIAL INC | $32,321,601 | 578,618 | 0.51% | Shares |
| SEVEN GRAND MANAGERS, LLC | $30,723,000 | 550,000 | 0.48% | Shares |
| Select Equity Group, L.P. | $30,402,531 | 544,263 | 0.48% | Shares |
| Cable Car Capital, LP | $29,304,156 | 524,600 | 0.46% | Shares |
| Pictet Asset Management Holding SA | $29,005,193 | 519,248 | 0.46% | Shares |
| CITADEL ADVISORS LLC | $28,527,702 | 510,700 | 0.45% | Put option |
| LMR Partners LLP | $27,092,100 | 485,000 | 0.43% | Shares |
| Science & Technology Partners, L.P. | $26,142,480 | 468,000 | 0.41% | Shares |
| NEXT CENTURY GROWTH INVESTORS LLC | $25,698,225 | 460,047 | 0.40% | Shares |
| WCM INVESTMENT MANAGEMENT, LLC | $24,672,143 | 448,666 | 0.39% | Shares |
| Walleye Capital LLC | $24,169,728 | 432,684 | 0.38% | Shares |
| Encompass Capital Advisors LLC | $23,711,229 | 424,476 | 0.37% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23,092,524 | 413,400 | 0.36% | Call option |
| THAMES CAPITAL MANAGEMENT LLC | $22,283,224 | 398,912 | 0.35% | Shares |
| BANK OF AMERICA CORP /DE/ | $21,349,413 | 382,195 | 0.34% | Shares |
| Aperture Investors, LLC | $20,157,751 | 360,862 | 0.32% | Shares |
| CITADEL ADVISORS LLC | $20,143,116 | 360,600 | 0.32% | Call option |
| CITADEL ADVISORS LLC | $19,655,011 | 351,862 | 0.31% | Shares |
| Covalis Capital LLP | $19,551,000 | 350,000 | 0.31% | Shares |
| Hudson Bay Capital Management LP | $19,285,497 | 345,247 | 0.30% | Shares |
| JANE STREET GROUP, LLC | $19,238,184 | 344,400 | 0.30% | Put option |
| AXIOM INVESTORS LLC /DE | $19,170,314 | 343,185 | 0.30% | Shares |
| Qube Research & Technologies Ltd | $19,086,133 | 341,678 | 0.30% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $18,716,563 | 335,062 | 0.29% | Shares |
| GLYNN CAPITAL MANAGEMENT LLC | $18,699,303 | 334,753 | 0.29% | Shares |
| Goodlander Investment Management, LLC | $18,433,800 | 330,000 | 0.29% | Shares |
| Mizuho Markets Cayman LP | $18,305,992 | 327,712 | 0.29% | Shares |
| Caption Management, LLC | $18,154,500 | 325,000 | 0.29% | Call option |
| BW Gestao de Investimentos Ltda. | $17,921,229 | 320,824 | 0.28% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17,911,062 | 320,642 | 0.28% | Shares |
| Laurion Capital Management LP | $16,411,668 | 293,800 | 0.26% | Shares |
| Swiss National Bank | $15,903,342 | 284,700 | 0.25% | Shares |
| TUDOR INVESTMENT CORP ET AL | $15,607,284 | 279,400 | 0.25% | Call option |
| FEDERATED HERMES, INC. | $15,428,532 | 276,200 | 0.24% | Shares |
| TUDOR INVESTMENT CORP ET AL | $14,621,914 | 261,760 | 0.23% | Shares |
| Squarepoint Ops LLC | $13,440,307 | 240,607 | 0.21% | Shares |
| AMERICAN CENTURY COMPANIES INC | $12,931,031 | 231,490 | 0.20% | Shares |
| D. E. Shaw & Co., Inc. | $12,745,800 | 228,174 | 0.20% | Shares |
| Wealth High Governance Capital Ltda | $12,335,229 | 220,824 | 0.19% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $12,212,337 | 218,624 | 0.19% | Shares |
| Anson Funds Management LP | $11,604,189 | 207,737 | 0.18% | Shares |
| NORGES BANK | $11,172,000 | 200,000 | 0.18% | Shares |
| REAVES W H & CO INC | $11,172,000 | 200,000 | 0.18% | Shares |
| ALGERT GLOBAL LLC | $11,003,973 | 196,992 | 0.17% | Shares |
| Hel Ved Capital Management Ltd | $10,859,184 | 194,400 | 0.17% | Shares |
| Crestwood Capital Management, L.P. | $10,773,495 | 192,866 | 0.17% | Shares |
| MOORE CAPITAL MANAGEMENT, LP | $10,401,076 | 186,199 | 0.16% | Shares |
| Dilation Capital Management LP | $9,824,378 | 175,875 | 0.15% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9,146,852 | 163,746 | 0.14% | Shares |
| Engineers Gate Manager LP | $8,991,281 | 160,961 | 0.14% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $8,961,000 | 160,421 | 0.14% | Shares |
| PDT Partners, LLC | $8,959,441 | 160,391 | 0.14% | Shares |
ETF ownership Held by 32 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| SUPP · TCW ETF Trust | 5.75% | 18,551 NS | April 30, 2026 | N-PORT |
| JXX · Janus Detroit Street Trust | 3.81% | 36,657 NS | April 30, 2026 | N-PORT |
| GRW · TCW ETF Trust | 2.76% | 52,756 NS | April 30, 2026 | N-PORT |
| JHAI · Janus Detroit Street Trust | 0.64% | 3,487 NS | April 30, 2026 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund VI… | 0.39% | 3,695 NS | May 31, 2026 | N-PORT |
| FPX · First Trust Exchange-Traded Fund | 0.27% | 81,781 NS | June 30, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.20% | 1,698,004 SH | Aug. 19, 2026 | Daily |
| IWP · iShares Trust | 0.16% | 958,386 SH | Aug. 21, 2026 | Daily |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.16% | 21,500 NS | May 31, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.10% | 414,589 NS | May 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.10% | 28,814 SH | Aug. 21, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.09% | 2,940,293 SH | Aug. 19, 2026 | Daily |
| SCHM · SCHWAB STRATEGIC TRUST | 0.09% | 233,157 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.08% | 1,479,649 SH | Aug. 19, 2026 | Daily |
| SMMD · iShares Trust | 0.07% | 85,252 SH | Aug. 21, 2026 | Daily |
| IYJ · iShares Trust | 0.07% | 37,821 SH | Aug. 21, 2026 | Daily |
| WSML · iShares Trust | 0.06% | 11,701 SH | Aug. 21, 2026 | Daily |
| ISCB · iShares Trust | 0.05% | 4,112 SH | Aug. 21, 2026 | Daily |
| IWR · iShares Trust | 0.04% | 677,141 SH | Aug. 21, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.02% | 5,616 SH | Aug. 21, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.02% | 202,459 SH | Aug. 19, 2026 | Daily |
| IWF · iShares Trust | 0.02% | 625,548 SH | Aug. 21, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 16,870 SH | Aug. 21, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 4,075,015 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 21,052 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 10,754 SH | Aug. 19, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 8,230 SH | Aug. 21, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 249,903 SH | Aug. 21, 2026 | Daily |
| IWB · iShares Trust | 0.01% | 113,980 SH | Aug. 21, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 45,232 SH | Aug. 21, 2026 | Daily |
| SCHB · SCHWAB STRATEGIC TRUST | 0.01% | 50,810 NS | May 31, 2026 | N-PORT |
| GUSA · Goldman Sachs ETF Trust II | 0.01% | 2,163 NS | May 31, 2026 | N-PORT |