Penguin Solutions Raises Full-Year Sales and EPS Outlook on Record $479 Million Earnings Beat
Penguin Solutions reported record third-quarter net sales of $479 million, surpassing estimates, and raised its full-year revenue and earnings outlook on a profit of $0.84 a share that beat street expectations.
Integrated memory sales more than doubled to $275 million, with the company adding the NVIDIA AI Factory as a specialized partner and bringing in four new customers. Management now projects 22% full-year sales growth and $2.60 non-GAAP earnings per share, lifting both figures above estimates.
From the sources (4 posts)
@stocksavvyshay$PENG Q3 EARNINGS • Revenue $479M vs Est. $421M • EPS $0.84 vs Est. $0.56 • Integrated Memory: $275M (+111% YoY) FY27 Guidance • Revenue 22% vs Est. 16% • EPS $2.60 vs Est. $2.28 Became an $NVDA AI Factory specialized partner.
@wallstengine$PENG | Penguin Solutions Q3 FY26 Earnings Highlights 🔷 Revenue: $478.7M vs $421.4M Est. 🟢 🔷 Adj EPS: $0.84 vs $0.56 Est. 🟢 🔷 Record quarterly net sales, up 48% YoY. FY26 Outlook Raised: 🔷 Non-GAAP EPS: $2.60 ±$0.05 vs $2.28 Est. 🟢 🔷
@weare_penguin📈 Q3 FY26: Record net sales, record Q3 operating income, another beat and raise to our full-year net sales and EPS outlook. Penguin Solutions delivered an exceptional quarter with record results, disciplined execution, and clear proof that
@finnstockinger$PENG (Penguin Solutions) reports blockbuster Q3 FY26 results driven by massive AI demand! • Net Sales: $479M (+48% YoY) • Non-GAAP EPS: $0.84 (+79% YoY) • GAAP Operating Income: $51M (+417% YoY) The company has raised its full-year outl