Penguin Solutions Q4 Earnings Call Highlights

Penguin Solutions (NASDAQ:PENG) reported record Q4 FY26 results with $567M in net sales, up 68% YoY, and EPS of $1.00, up 133% YoY. AI-driven businesses accounted for 78% of revenue, growing 141% YoY. The stock rose 5.12% in after-hours trading to $67.50. Full-year FY26 sales reached $1.73B, up 26% YoY, with EPS of $2.87, up 51% YoY.

Penguin Solutions (PENG) reported Q4 adjusted EPS of $1.00, beating estimates by $0.23, with revenue of $567M, up 68% YoY. The company raised its fiscal 2027 outlook, expecting EPS of $4.45 and revenue of $2.43B, both above estimates. Shares rose 4.25% post-announcement.

Penguin Solutions (PENG) rose 3% after reporting strong Q4 results and upbeat FY2027 guidance. Constellation Brands (STZ) fell 5% despite Q2 beat, citing lower FY2027 EPS guidance. Neogen (NEOG) surged 8% on Q1 beat and raised FY2027 revenue outlook. PENG: $1.00 adj. EPS, $567M revenue; STZ: $3.74 EPS, $2.63B revenue; NEOG: $0.08 EPS, $222.8M revenue.

Penguin Solutions reported Q3 revenue of $566.7M, beating estimates by 8.8%. Adjusted EPS was $1, a 29.5% beat. Adjusted EBITDA was $93.27M, a 26.6% beat. Inventory levels rose, with days outstanding increasing to 166. Free cash flow was negative $167.4M. The company guided to $4.45 adjusted EPS for 2027, a 31.8% beat.

Penguin Solutions, Inc. (PENG) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Press Release Penguin Solutions Appoints Stephen Cumming as Senior Vice President and Chief Financial Officer to Support Accelerated Growth Penguin separately reports fourth quarter and fiscal 2026 results with multiple company records and raises full year fiscal 202

Penguin Solutions reported Q4 FY26 revenue of $567M, up 68% YoY, and raised FY27 outlook to ~$2.43B. AI-driven data center demand drove growth, with 17 new AI infrastructure customers added. The company also completed a $750M convertible notes offering.