---
schema_version: "secwatch.filing_event.v1"
accession: "0001616533-26-000046"
form_type: "8-K"
ticker: "PENG"
cik: "0001616533"
company_name: "Penguin Solutions, Inc."
filed_at: "2026-10-06T20:27:15+00:00"
generated_at: "2026-10-12T16:15:05.149010+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001616533-26-000046
- form_type: 8-K
- ticker: PENG
- cik: 0001616533
- company_name: Penguin Solutions, Inc.
- filed_at: 2026-10-06T20:27:15+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/1616533/000161653326000046/0001616533-26-000046-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1616533/000161653326000046/peng-20261006.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001616533-26-000046
- JSON: https://secwatch.observer/filing/0001616533-26-000046.json
- Plain text: https://secwatch.observer/filing/0001616533-26-000046.txt

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