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Penguin Solutions PENG Q3 2026 earnings

Reported July 7, 2026 · After market close

Revenue$478.7MBeat by $71.2M
EPS$0.68Beat by $0.12
Revenue estimate$407.5M
EPS estimate$0.56
“Penguin Solutions delivered a record quarter, exceeding expectations for both net sales and EPS. This profitable growth acceleration reinforces our confidence that our AI Factory Platform strategy is working. Integrated Memory net sales more than doubled year over year, and our AI Infrastructure business continued to build momentum, reflecting strong demand and execution across our memory and AI Infrastructure portfolio,”
Kash Shaikh

Next report

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

Financials

Q3 2026

Income statement

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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

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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

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CapEx$2.8M+48.3%

Valuation & ratios

Valuation

as of 07/31/26
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Market cap$2.64B+113%
Enterprise value$2.7B+98.5%
P/E27.2×—
P/S1.8×+0.8×

Profitability

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

Returns & leverage

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

Segments

By segment

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

By product

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Service$63.7M-2.7%

FAQ

When did Penguin Solutions report Q3 2026 earnings?
Penguin Solutions (PENG) reported Q3 2026 earnings on July 7, 2026 after market close.
What were Penguin Solutions's Q3 2026 revenue and EPS?
Penguin Solutions reported revenue of $478.7M and eps of $0.68 for Q3 2026.
Did Penguin Solutions beat estimates in Q3 2026?
Revenue beat the consensus estimate of $407.5M by $71.2M. EPS beat the consensus estimate of $0.56 by $0.12.
How did Penguin Solutions's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 47.6% from $324.3M a year earlier and eps grew 44.7% from $0.47.
Where can I find Penguin Solutions's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001616533-26-000041) and the 10-Q periodic report (0001616533-26-000043) directly on SEC EDGAR. The filing index links above go to sec.gov.