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Midas Edge

Forgent Power Solutions, Inc.

For the period ended Dec 31, 2025. Filed Mar 16, 2026.

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About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Dec 31, 2025 · Filed Mar 16, 2026

FPS$22.60+16.0%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Item 6. Exhibits

Exhibit No.DescriptionSEC Document Reference
3.1Amended and Restated Certificate of Incorporation of Forgent Power Solutions, Inc.Incorporated by reference to Exhibit 3.1 to the Company’s Registration Statement on Form S-8 filed on February 4, 2026.
3.2Amended and Restated Bylaws of Forgent Power Solutions, Inc.Incorporated by reference to Exhibit 3.2 to the Company’s Registration Statement on Form S-8 filed on February 4, 2026.
4.1Form of Certificate of Class A Common Stock of the Registrant.Incorporated by reference to Exhibit 4.1 to the Company’s Registration Statement on Form S-1/A filed on January 26, 2026.
10.1Credit Agreement, dated as of December 19, 2025, by and among the borrowers party thereto, Forgent Intermediate III LLC, a Delaware limited liability company, the lenders and issuing banks from time to time party thereto, and Jefferies Finance LLC, as administrative agent and as collateral agent.Incorporated by reference to Exhibit 10.1 to the Company’s Registration Statement on Form S-1 filed on January 9, 2026.
10.2Tax Receivable Agreement, dated as of February 4, 2026, by and among the Company and each of the other parties from time to time party thereto.Incorporated by reference to Exhibit 10.2 to the Company’s Current Report on Form 8-K filed on February 10, 2026.
10.3Registration Rights Agreement dated as of February 4, 2026, by and among the Company and each of the other parties from time to time thereto.Incorporated by reference to Exhibit 10.3 to the Company’s Current Report on Form 8-K filed on February 10, 2026.
10.4*Forgent Power Solutions, Inc. 2026 Equity Incentive Plan.Incorporated by reference to Exhibit 99.1 to the Company’s Registration Statement on Form S-8 filed on February 4, 2026.
10.5Form of Director and Officer Indemnification Agreement.Incorporated by reference to Exhibit 10.5 to the Company’s Registration Statement on Form S-1 filed on January 9, 2026.
10.6Second A&R Opco LLC Agreement, dated February 4, 2026, by and among the Company and the other parties thereto.Incorporated by reference to Exhibit 10.4 to the Company’s Current Report on Form 8-K filed on February 10, 2026.
10.7Stockholders Agreement, dated February 4, 2026, by and among the Company, Forgent Parent I LP, Forgent Parent II LP, Forgent Parent III LP and Forgent Parent IV LP.Incorporated by reference to Exhibit 10.5 to the Company’s Current Report on Form 8-K filed on February 10, 2026.
10.8*Employment Agreement for Gary Niederpruem.Incorporated by reference to Exhibit 10.8 to the Company’s Registration Statement on Form S-1/A filed on January 26, 2026.
10.9*Employment Agreement for Tyson Hottinger, amended and restated.Incorporated by reference to Exhibit 10.9 to the Company’s Registration Statement on Form S-1/A filed on January 26, 2026.
10.10*Employment Agreement for Ryan Fiedler, amended and restated.Incorporated by reference to Exhibit 10.10 to the Company’s Registration Statement on Form S-1 filed on January 26, 2026.
10.11*Form of Grant Notice and Award Agreement for Directors (Annual).Incorporated by reference to Exhibit 10.11 to the Company’s Registration Statement on Form S-1/A filed on January 26, 2026.
10.12*Form of Grant Notice and Award Agreement for Directors (One-Time).Incorporated by reference to Exhibit 10.12 to the Company’s Registration Statement on Form S-1/A filed on January 26, 2026.
Exhibit No.DescriptionSEC Document Reference
10.13*Form of Grant Notice and Award Agreement for Employees.Incorporated by reference to Exhibit 10.13 to the Company’s Registration Statement on Form S-1/A filed on January 26, 2026.
31.1Certification of Principal Executive Officer pursuant to Rule 13a–14(a) and Rule 15d–14(a) of the Securities Exchange Act of 1934, as amended.Filed herewith.
31.2Certification of Principal Financial Officer pursuant to Rule 13a–14(a) and Rule 15d–14(a) of the Securities Exchange Act of 1934, as amended.Filed herewith.
32.1Certification of Principal Executive Officer pursuant to 18 U.S.C. 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.Furnished herewith.
32.2Certification of Principal Financial Officer pursuant to 18 U.S.C. 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.Furnished herewith.
101Inline XBRL file set for the Consolidated Financial Statements and accompanying notes in Part I, Item 1, “Financial Statements” and for the information under Part II, Item 5, “Other Information” of this Quarterly Report on Form 10-Q.Filed herewith.
104Inline XBRL for the cover page of this Quarterly Report on Form 10-Q, included in the Exhibit 101 Inline XBRL file set.Filed herewith.

*Denotes compensatory plan, contract or arrangement.

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.