secwatch.observer — SEC 8-K summary
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Issuer:     Penguin Solutions, Inc. (PENG)
CIK:        0001616533
Form:       8-K
Filed at:   2026-07-07T20:09:58+00:00
Accession:  0001616533-26-000041
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1616533/000161653326000041/0001616533-26-000041-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1616533/000161653326000041/peng-20260707.htm
  HTML page:      https://secwatch.observer/filing/0001616533-26-000041

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