Analysts expect Forgent Power Solutions to report Q2 revenue of $428.9 million and EPS of $0.23, with the stock currently trading at $30.40—significantly below the $56.75 average analyst price target.
The primary focus for investors is the company’s expanding order backlog, which reached a record $1.98 billion last quarter and serves as a vital indicator for future AI-driven data center demand. Recent share price pressure has been attributed to a large secondary offering and substantial divestments by private equity sponsor Neos Partners.
Investors are also closely monitoring the company's Adjusted EBITDA margins, which are projected to reach approximately 25% as manufacturing capacity ramps up to address grid modernization needs.