Penguin Solutions Q4 net sales $567M, up 68% YoY; EPS $1.29; FY27 outlook raised on AI demand

Penguin Solutions, Inc.

Q4 net sales $566.7M, up 68% YoY; diluted EPS $1.29 vs $0.11; non-GAAP diluted EPS $1.00 vs $0.43; operating income $69.5M, up 458%.
FY26 net sales $1.73B (+26%); net income $180.6M (+611%); non-GAAP EPS $2.87 vs $1.90; adjusted EBITDA $256M, up 37%.
FY27 guidance raised to about $2.43B net sales (~40% growth, ±10pp) and non-GAAP diluted EPS of $4.45 (~55% growth), above the prior $2.17B preliminary view.
FY26 segment sales: Integrated Memory $924.0M vs $464.2M; Advanced Computing $558.8M vs $648.4M; Optimized LED $248.7M vs $256.1M.
Won six AI Infrastructure data center customers in Q4 (four neocloud), including a 36,000-GPU AI factory in Norway; closed $750M 0% coupon convertible notes due 2031.

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