Forgent Power Solutions Inc. Class A Common Stock vs iShares US Aerospace & Defense ETF — how do they compare? Forgent Power Solutions Inc. Class A Common Stock trades at $31.59 (market cap $9.93B), while iShares US Aerospace & Defense ETF trades at $203.99 (market cap $11.96B). The key difference: iShares US Aerospace & Defense ETF is the larger of the two by market cap, and iShares US Aerospace & Defense ETF is more actively traded (750,577 versus 7,516,726). Which is the better fit depends on your goals — on Pluang, investors hold Forgent Power Solutions Inc. Class A Common Stock for 0 Days and iShares US Aerospace & Defense ETF for 24 Days on average.
| FPS | ITA | |
|---|---|---|
Market Cap | $9.93B | $11.96B |
Volume | 7,516,726 | 750,577 |
Sector | Industrials | Sector/Thematic |
52-Week High | $64.59 | $253.22 |
52-Week Low | $27.97 | $198.23 |
Typical Hold Time | 0 Days | 24 Days |
Enterprise Value | $10.54B | — |
Signals from Pluang's Aura AI — not financial advice
Forgent Power Solutions (FPS) trades at $36.17, down 2.48% on the day, following a strong earnings-driven rally. The stock shows neutral technical signals with support at $35 and resistance at $37. Recent Q2 2026 earnings beat expectations with EPS of $0.25 versus $0.24 expected, continuing a pattern of quarterly outperformance. The company reported record $3 billion backlog and strong data center demand driving growth.
FPS presents significant upside potential with analyst consensus target of $55.20 (52.9% upside) and 85.7% buy ratings. However, high valuation multiples (P/E 120.57, P/S 6.21) and negative 2025 net income of -$6.17M create valuation concerns. Key risks include execution on $3B backlog and potential overvaluation amid AI infrastructure hype.
ITA trades at $204.00, down 0.99% with bearish technical signals from moving averages. The ETF shows neutral oscillators but faces selling pressure with RSI at oversold levels. Recent corporate actions include a 1:3 stock split scheduled for November 2026 and a $0.25 dividend payment in September 2026. Defense sector momentum remains strong with multiple contract wins and geopolitical tensions driving demand.
The defense sector outlook appears favorable with increased government spending and geopolitical tensions, though ITA faces technical headwinds. Key risks include defense budget volatility and geopolitical resolution. Analyst sentiment remains mixed with the ETF positioned to benefit from ongoing military modernization programs and replenishment of defense inventories.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
No sentiment data available yet.
Forgent Power Solutions designs and manufactures electrical distribution equipment, including transformers, switchgear, transfer switches, and prefabricated power systems, for data centers, the power grid, and industrial facilities, manufacturing across multiple product categories in-house through a network of manufacturing campuses in US.
Read more on FPS →iShares U.S. Aerospace & Defense ETF seeks to track U.S. companies in the aerospace and defense sector. Its holdings include manufacturers of commercial and military aircraft, defense systems, and related equipment.
Read more on ITA →