Added to YB: 2026-07-03
Pitch date: 2026-06-30
FORG.L [neutral]
Forgent plc
Author Info
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Company Info
Forgent plc provides advanced gasification technology that fuels by waste from industrial, municipal, agricultural, forestry and other sources in the Republic of Ireland, the United Kingdom, European Union, and the United States.
Market Cap
GBP 4.1M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.09
P/E
-0.01
EV/Sales
8.79
Sector
Machinery
Category
growth
What I Learned Reading about Forgent
FORG.L (pass): AI power infra roll-up (switchgear/transformers). Q3 rev $379M +103% organic, bookings +308%, backlog ~$2.4B. Ex-Vertiv CEO. But sponsor-built (Neos), dual-class, $200M+ TRA, breakeven FCF, adj EBITDA $55M vs $24M reported. ~45x fwd P/E. Prefers Powell (owns).
Read full article (11 min)