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Aug 29, 2025
Penguin Solutions Q4 2025 Earnings Report
Penguin Solutions posted stronger revenues and a return to profitability in Q4 2025.
Key Takeaways
Penguin Solutions delivered a solid Q4, with increased revenue and positive net income after a loss in the same period last year. Strength in Integrated Memory and overall gross profit helped lift performance.
Revenue rose to $337,922,000 in Q4, up from $311,148,000 last year.
Net income was $9,431,000, compared to a net loss of $24,547,000 in Q4 2024.
GAAP EPS came in at $0.11, while non-GAAP EPS reached $0.43.
Strong performance in Integrated Memory, growing from $95,832,000 to $132,159,000 YoY.
Revenue by Segment
Forward Guidance
Penguin Solutions expects moderate growth in FY26, with revenue increasing 6% YoY and improved non-GAAP profitability.
Positive Outlook
- FY26 net sales expected to grow by 6% YoY
- Non-GAAP gross margin projected at 29.5%
- Non-GAAP EPS expected to reach $2.00
- Operating expenses forecasted to decline on a non-GAAP basis
- Diluted share count steady at 55 million
Challenges Ahead
- GAAP gross margin expected to decline to 27.5%
- High level of stock-based compensation impacting GAAP results
- Uncertainty from macroeconomic and geopolitical factors
- Discontinued operations may weigh on comparisons
- Expected continued impairment charges from legacy businesses
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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