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Form 8-K · Current Report · Filed 2026-06-26

Forgent Power LLC Amends Credit Agreement to Refinance Loans and Reduce Interest Rates

On June 23, 2026, Forgent Power LLC, a subsidiary of Forgent Power Solutions, Inc., amended its Credit Agreement to refinance its initial term loans with Amendment No.

Filer
FPS FPS
Filed
Accession
0001193125-26-283773
CIK
0002080126
Signal
High impact

Details

1 Refinancing Term Loans totaling $600,000,000 at a reduced interest rate margin. Additionally, the interest rate margin on the existing revolving credit commitments was reduced. The amendment provides the option for existing term lenders to either convert their loans or have them prepaid. Following the amendment, the Senior Credit Facilities will bear interest based on either a base rate plus a margin of 1.25% per annum or Term SOFR plus a margin of 2.25% per annum.

Items reported

Item events

Reported Item

Credit Facility Entered Financial Instrument Agreement Debt Covenant Violation

Market reaction

Close before filing

$58.70

Next session

-6.3%

Since filing

-43.3%

Latest close

$33.27

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from FPS reporting the same item, with the next session's move:

Insider tape

Within 45 days of this filing, FPS insiders reported 138 Form 4 transactions — flat net activity.

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