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Aug 29
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.
Penguin Solutions
Penguin Solutions
Penguin Solutions Revenue by Segment
Revenue by Segment
Advanced Computing Revenue
CapyFin.comIntegrated Memory Revenue
CapyFin.comOptimized LED Revenue
CapyFin.com 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