Skip to content
Screener
Penguin Solutions logo

Penguin Solutions

PENG

Penguin Solutions is an end-to-end technology provider specializing in high-performance computing, memory, and LED solutions.

Market cap
$2.64B+120%
Revenue$1.5B+12.0%
Net income$96.8M+1,228%
EPS (diluted)$1.41+604%
Trailing twelve months · change vs. prior year

Earnings

Next report

Oct 13, 2026 (in 2 months)
Revenue estimate$519.3M
EPS estimate$0.75

Financials

Q3 2026

Income statement

See full
Revenue$478.7M+47.6%
Gross profit$133.2M+40.1%
Operating income$50.9M+417%
Net income$44.7M+1,579%
EPS (diluted)$0.68+6,900%

Balance sheet

See full
Cash & equivalents$440.3M-38.0%
Total debt$508.7M-30.2%
Total equity$439.1M-24.9%
Total assets$2.2B+21.5%

Cash flow

See full
CapEx$2.8M+48.3%

Valuation & ratios

Valuation

See full
Market cap$2.64B+120%
Enterprise value$2.7B+98.5%
P/E27.2×
P/S1.8×+0.8×

Profitability

See full
Gross margin27.9%-0.7pp
Operating margin7.2%+3.2pp
Net margin6.5%+6.0pp

Returns & leverage

See full
Return on equity18.9%+17.5pp
Debt / equity0.6×-0.6×
Current ratio1.5×-1.1×

Segments

By segment

See full
Integrated Memory$275.1M+111%
Advanced Computing$137.6M+3.8%
Optimized LED$66.1M+7.2%

By product

See full
Service$63.7M-2.7%

Competitors

Profile

Penguin Solutions is an end-to-end technology provider specializing in high-performance computing, memory, and LED solutions. The company designs, deploys, and manages complex enterprise infrastructure to help customers accelerate innovation and achieve high-availability outcomes. With over two decades of experience, they act as trusted advisors for large-scale technical challenges.

Competitive position

A specialized provider of end-to-end high-performance infrastructure with a long-standing reputation in memory and computing advisory.

GeographiesUnited States, China, Malaysia
Customer segmentsEnterprise, Industrial, Government
Business modelHardware manufacturing, Managed services, Systems integration
SuppliersSemiconductor foundries, Raw material suppliers for LEDs, Electronic component manufacturers
CustomersEnterprise IT departments, Cloud service providers, Industrial equipment manufacturers
Listed2017
Employees2.7K
CEOKash Shaikh
FilingsSEC EDGAR

FAQ

What is Penguin Solutions's market cap?
Penguin Solutions (PENG) has a market capitalization of $2.6B and trades on XNAS.
What is Penguin Solutions's revenue and profitability?
Penguin Solutions generated $1.5B in trailing twelve-month revenue with net income of $96.8M, representing a net margin of 6.5%. Gross margin stands at 27.9%. These figures are based on the Q2 2026 filing.
Who are Penguin Solutions's competitors?
Penguin Solutions's key competitors include Dell Technologies, Micron Technology, Hewlett Packard Enterprise, and others. These companies compete in similar markets and product categories.
Who does Penguin Solutions partner with?
Penguin Solutions's notable partners include NVIDIA, Intel, AMD.
What subsidiaries does Penguin Solutions have?
Penguin Solutions's subsidiaries include Penguin Computing, SMART Modular Technologies, Cree LED.
Where is Penguin Solutions headquartered?
Penguin Solutions is headquartered in United States of America and employs approximately 2,700 people. It has been publicly traded since 2017.