Aug 2026 (Q4 FY26) — Oct 6, 2026
Penguin Solutions Q4 FY26 — Record quarter as AI infrastructure and memory drive 68% sales growth; FY27 outlook raised
Read the full callPenguin Solutions (PENG) earnings
- May 2026
- Aug 2026 (Q4 FY26)
- Aug 2025
Penguin Solutions earnings: last reported Tue, 6 Oct 2026, for the quarter ended Aug 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 479 | +47.6% YoY | Quarterly, as filed | Quarter to May 2026 | Revenue from operations as filed. |
| Operating margin | 10.6 | +7.6 pts YoY | Operating profit / revenue | Quarter to May 2026 | For the quarter; a change is in percentage points. |
| Net profit | 44.7 | +1579.4% YoY | Quarterly, as filed | Quarter to May 2026 | Profit after tax as filed. |
Price
$56.54 −0.98% · −$0.56
Performance +160.1% 1Y
1Y: $21.74 on 17 Oct 2025 → $56.54. High $81.39 (9 Jul 2026), low $16.24 (30 Mar 2026).
- Previous close
- $57.1
- 52-week range
- $16.24 – $81.39
- One year
- +155.49%
Overview
- Symbol
- PENG
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
May 2026 (Q3 FY26) — Jul 7, 2026
Penguin Solutions Q3 FY26 — Record Results Driven by AI Demand & Raised Outlook
Read the full callNews
Latest news
From the news desk, item by item, hours after each call.
Every analysed call
Penguin Solutions earnings calls (PENG)
Financials
What the filings say
Net profit, year on year: +1579% (quarter to may 2026 against may 2025).
| Line item | Aug 2024 | Nov 2024 | Feb 2025 | May 2025 | Aug 2025 | Nov 2025 | Feb 2026 | May 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 311 | 341 | 366 | 324 | 338 | 343 | 343 | 479 |
| Operating profit | 9 | 17 | 18 | 10 | 12 | 20 | 26 | 51 |
| Operating margin | 2.8% | 5.1% | 5.1% | 3.0% | 3.7% | 5.7% | 7.5% | 10.6% |
| Other income | -26 | -5 | -2 | 1 | -3 | -12 | 27 | 3 |
| Profit before tax | -18 | 12 | 17 | 11 | 9 | 8 | 53 | 54 |
| Tax rate | −35.3% | 51.6% | 46.3% | 67.8% | −12.8% | 23.0% | 27.2% | 14.0% |
| Net profit | -25 | 5 | 8 | 3 | 9 | 5 | 37 | 45 |
| EPS ($ per share) | — | 0.10 | 0.09 | 0.01 | — | 0.04 | 0.59 | 0.73 |
| Line item | Aug 2018 | Aug 2019 | Aug 2020 | Aug 2021 | Aug 2022 | Aug 2023 | Aug 2024 | Aug 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 2 | — | — | — | — |
| Reserves | 112 | 165 | 163 | 185 | 251 | 82 | 30 | 47 |
| Total liabilities | 486 | 431 | 505 | 1,026 | 1,194 | 1,277 | 1,075 | 1,009 |
| Fixed assets | 57 | 68 | 55 | 156 | 97 | 119 | 107 | 93 |
| Investments | — | — | — | — | 0 | 25 | 6 | 0 |
| Total assets | 673 | 704 | 787 | 1,345 | 1,572 | 1,506 | 1,475 | 1,617 |
| Line item | Aug 2018 | Aug 2019 | Aug 2020 | Aug 2021 | Aug 2022 | Aug 2023 | Aug 2024 | Aug 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 68 | 170 | 87 | 153 | 105 | 104 | 77 | 109 |
| Cash from investing | -68 | -109 | -32 | -84 | -39 | -299 | 108 | 25 |
| Cash from financing | 8 | 0 | 13 | 3 | 74 | 236 | -210 | -63 |
| Net cash flow | 8 | 61 | 53 | 72 | 140 | 47 | -27 | 71 |
| Capital expenditure | -26 | -33 | -32 | -17 | -20 | -39 | -19 | -9 |
| Free cash flow | 42 | 136 | 55 | 137 | 85 | 65 | 58 | 100 |
Insider filings
70 filings between Oct 20, 2025 and Oct 6, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$4.36M
34 sales by 4 insiders
85% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 16
- Award — granted as compensation
- 20
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Clark Joseph Gates | — | $1.89M | Jul 23, 2026 |
| Kuykendall Anne | — | $893.9K | Aug 24, 2026 |
| NAYYAR SANDEEP | — | $890.3K | May 12, 2026 |
| Straub Maximiliane C | — | $684.4K | May 14, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 6, 2026 | Cumming Stephen SVP and CFO | Award | 33,502 | $0 |
| Oct 3, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Tax withheld | 13,437 | $824.5K |
| Oct 3, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Tax withheld | 20,984 | $1.29M |
| Oct 3, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Award | 30,932 | $0 |
| Oct 3, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Award | 41,242 | $0 |
| Sep 29, 2026 | Shaikh Kashif President and CEO | Award | 53,927 | $0 |
| Sep 29, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Award | 11,555 | $0 |
| Sep 29, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Award | 7,222 | $0 |
| Sep 29, 2026 | Frey Anthony George SVP and Chief Revenue Officer | Award | 11,555 | $0 |
| Aug 24, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 100 | $5.1K |
| Aug 24, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 600 | $29.8K |
| Aug 24, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 3,300 | $167.4K |
| Jul 23, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 1,327 | $76.3K |
| Jul 22, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 739 | $41.5K |
| Jul 20, 2026 | Johnson Aaron Michael Interim CFO | Tax withheld | 896 | $54.1K |
| Jul 20, 2026 | Frey Anthony George SVP and Chief Revenue Officer | Tax withheld | 532 | $32.1K |
| Jul 20, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Tax withheld 10b5-1 plan | 3,061 | $184.9K |
| Jul 20, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Tax withheld | 2,042 | $123.4K |
| Jun 15, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 1,596 | $103.5K |
| Jun 15, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 200 | $12.5K |
| Jun 15, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 100 | $6.6K |
| Jun 15, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 2,104 | $135.0K |
| Jun 1, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 1,100 | $62.2K |
| Jun 1, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 1,000 | $55.5K |
| Jun 1, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 900 | $52.0K |
| Jun 1, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 1,300 | $79.0K |
| Jun 1, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 4,612 | $276.6K |
| Jun 1, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 1,439 | $84.2K |
| May 26, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 2,100 | $115.5K |
| May 26, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 1,600 | $86.6K |
| May 26, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 300 | $15.8K |
| May 18, 2026 | HEARD DAVID W Director | Award | 4,485 | $0 |
| May 14, 2026 | Straub Maximiliane C Director | Sale | 3,000 | $147.0K |
| May 12, 2026 | Straub Maximiliane C Director | Sale | 4,000 | $177.4K |
| May 12, 2026 | NAYYAR SANDEEP Director | Sale | 7,107 | $309.0K |
| May 11, 2026 | Straub Maximiliane C Director | Sale | 8,000 | $360.0K |
| May 11, 2026 | NAYYAR SANDEEP Director | Sale | 12,893 | $581.3K |
| May 8, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 5,000 | $199.9K |
| May 5, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 5,000 | $173.8K |
| Apr 24, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 5,000 | $148.8K |
| Apr 23, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 1,485 | $41.0K |
| Apr 22, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 738 | $20.6K |
| Apr 20, 2026 | Frey Anthony George SVP and Chief Revenue Officer | Tax withheld | 532 | $14.2K |
| Apr 20, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Tax withheld 10b5-1 plan | 3,062 | $81.9K |
| Apr 20, 2026 | Olmstead Nathan SVP and CFO | Tax withheld | 2,605 | $69.7K |
| Apr 20, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Tax withheld 10b5-1 plan | 2,288 | $61.2K |
| Apr 16, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 5,000 | $134.1K |
| Apr 9, 2026 | Clark Joseph Gates SVP and Pres, Optimized LED | Sale 10b5-1 plan | 12,546 | $282.9K |
| Mar 16, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 4,000 | $71.0K |
| Feb 25, 2026 | Kuykendall Anne SVP and Chief Legal Officer | Sale 10b5-1 plan | 4,000 | $83.2K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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