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Forgent Power Solutions Reports Record $462M Q4 Revenue, Up 94% Year-Over-Year

Forgent Power Solutions posted record Q4 results, with revenue up 94% and a $3 billion backlog, as the company scales its modular infrastructure business to meet surging demand from AI labs and hyperscalers.

📅 September 16, 2026 🕐 1 min read

1 assets impacted. Net bias: 1 Bullish, 0 Bearish, 0 Neutral. Strongest signal: FPS ↑ 8/10 (70% confidence).

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FPS

Bullish 🤖 70%

📅 Short-term 🌍 US · Explicit

Forgent Power Solutions reported record Q4 revenues and raised guidance, indicating strong growth and market share gains.

🎯 Key Takeaways

Q4 revenue reached a record $462 million, a 94% increase, with adjusted EBITDA margins expanding to 24.4%.
Quarterly bookings hit $1.5 billion, resulting in a record $3 billion backlog for fiscal 2027.
The company is expanding manufacturing capacity in Tijuana to support the rapid adoption of modular power solutions.
Forgent successfully secured its first direct order from a Frontier AI lab and signed an MSA with a major hyperscaler.

📝 Executive Summary

Forgent Power Solutions delivered a record-breaking fiscal fourth quarter, with revenues surging 94% to $462 million. The company reported a record $1.5 billion in quarterly bookings and a $3 billion backlog, driven by strong demand for modular data center solutions and new partnerships with hyperscalers and Frontier AI labs.

❓ FAQ

What is driving Forgent Power Solutions' recent growth?

Growth is primarily driven by strong demand for modular data center solutions, which allow customers to shift construction work from the field to a factory environment, accelerating speed to power and reducing reliance on field labor.

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