---
schema_version: "secwatch.filing_event.v1"
accession: "0001616533-26-000041"
form_type: "8-K"
ticker: "PENG"
cik: "0001616533"
company_name: "Penguin Solutions, Inc."
filed_at: "2026-07-07T20:09:58+00:00"
generated_at: "2026-07-07T20:11:10.759773+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001616533-26-000041
- form_type: 8-K
- ticker: PENG
- cik: 0001616533
- company_name: Penguin Solutions, Inc.
- filed_at: 2026-07-07T20:09:58+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1616533/000161653326000041/0001616533-26-000041-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1616533/000161653326000041/peng-20260707.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001616533-26-000041
- JSON: https://secwatch.observer/filing/0001616533-26-000041.json
- Plain text: https://secwatch.observer/filing/0001616533-26-000041.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.