Penguin Solutions Q3 net sales $479M (+48% YoY); raises FY2026 outlook above prior ranges

Penguin Solutions, Inc.

Record Q3 net sales of $479M, up 48% YoY; GAAP diluted EPS $0.68 vs $(0.01) YoY.
Non-GAAP diluted EPS $0.84, up 79% YoY; record GAAP operating income $51M (+417%).
Integrated Memory net sales $275M, more than doubled YoY; AI Infrastructure added 4 new logos.
Raised FY2026 outlook: net sales growth 22% +/- 2%, GAAP EPS $1.97 +/- $0.05, non-GAAP EPS $2.60 +/- $0.05.
Recognized as Dell Technologies Global Alliances Americas AI Partner of the Year; became NVIDIA AI Factory Specialized Partner.

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