secwatch.observer — SEC 8-K summary
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Issuer:     Penguin Solutions, Inc. (PENG)
CIK:        0001616533
Form:       8-K
Filed at:   2026-10-06T20:27:15+00:00
Accession:  0001616533-26-000046
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1616533/000161653326000046/0001616533-26-000046-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1616533/000161653326000046/peng-20261006.htm
  HTML page:      https://secwatch.observer/filing/0001616533-26-000046

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