FORGENT $FPS Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $462M (Est. $430M) 🟢; +94% YoY 🔹 Adj. EPS: $0.25 🔹 Adj. EBITDA: $113M (Est. $108M) 🟢; +163% YoY 🔹 Adj. Net Income: $77.3M (Est. $73.6M) 🟢 🔹 Backlog: $3.0B; +256% YoY FY27 Guide: 🔹 Revenue: $2.4B-$2.6B (Est. $2.08B) 🟢 🔹 Adjusted EBITDA: $575M-$625M (Est. $511M) 🟢 🔹 Adj. EPS: $1.26-$1.40 Segment Performance: 🔹 Powertrain Solutions: +259% FY26 Other Q4 Metrics: 🔹 Bookings: $1.5B; +375% YoY 🔹 Book-to-Bill: 3.3x 🔹 Net Income Margin: 14.3% 🔹 Cash Flow From Operations: $74M Key Updates: 🔹 Revenue, Adj. EBITDA and Adj. Net Income all exceeded the high end of May guidance 🔹 Announced incremental Powertrain Solutions capacity expansion in Tijuana Comments: 🔸 “Our performance demonstrates that Forgent is not only benefiting from industry growth, but also gaining share and significantly outpacing the broader market,” 🔸 “we are making an incremental investment in dedicated e-House and Powerskid production in Tijuana.”