Penguin Solutions Q4 sales rise 68% to $567 million; raises fiscal 2027 outlook
Penguin Solutions reported fourth-quarter fiscal 2026 net sales of $567 million, up 68% year over year, and GAAP diluted EPS of $1.29 versus $0.11 a year earlier. The company raised its fiscal 2027 outlook, now expecting net sales of about $2.43 billion at the midpoint, growth of about 40%, which it attributes to AI Infrastructure demand.
Key points
- Q4 fiscal 2026: net sales $567 million, up 68%; GAAP diluted EPS $1.29 vs. $0.11; non-GAAP diluted EPS $1.00 vs. $0.43
- Full fiscal 2026: net sales $1.73 billion, up 26%; net income attributable to Penguin Solutions $181 million
- Fiscal 2027 outlook: net sales about $2.43 billion at midpoint (about 40% growth); GAAP diluted EPS $3.50; non-GAAP diluted EPS $4.45
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 6:56 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 06, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.