PENG Earnings Date: Jan 5, 2027 (Estimated) — Penguin Solutions, Inc.
NASDAQ · Technology · Information Technology Services
Updated
When is PENG's next earnings date?
Penguin Solutions, Inc. (PENG) is expected to report Q1 2027 earnings on Tuesday, January 5, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $0.71 on revenue of $506.3M.
How did PENG do in its last earnings report?
In its most recent report on Oct 6, 2026 (Q4 2026), Penguin Solutions, Inc. posted EPS of $1.00 versus the $0.77 estimate, a beat of 29.5%. Revenue was $566.7M against a $519.3M estimate. The stock's 1-day post-earnings move was +13.1%.
How much does PENG stock move after earnings?
PENG beat EPS estimates in 8 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 13.8% (up or down) in the day after earnings.
About Penguin Solutions, Inc.
Penguin Solutions, Inc. is a global technology company focused on designing and delivering advanced enterprise solutions. Its business operations are segmented into three primary divisions: Advanced Computing, Integrated Memory, and Optimized LED. Within its Integrated Memory segment, the company supplies sophisticated memory solutions, including dynamic random access memory (DRAM) modules, solid-state drives (SSDs), and flash storage. These offerings cater to demanding applications in networking, telecommunications, data analytics, and artificial intelligence/machine learning. This segment also provides comprehensive supply chain management services, encompassing procurement, logistics, inventory control, temporary warehousing, programming, kitting, and packaging. The Advanced Computing division features several key product lines. Penguin Computing delivers specialized technical computing for core data centers and cloud environments, focusing on high-performance computing (HPC) and AI solutions. Penguin Edge offers robust edge computing tailored for embedded and wireless applications, serving critical sectors such as government, healthcare, manufacturing, and telecommunications. Moreover, the Stratus brand provides inherently fault-tolerant computing solutions—combining hardware and software—that are simplified, protected, and autonomous for both data center and edge deployments, supporting industries like education, energy, financial services, government, hyperscale, and manufacturing. The Optimized LED segment produces advanced LED components under the Cree LED brand, including blue and green gallium nitride-based LED chips and associated materials. It also manufactures surface mount devices (SMDs) under the Cree LED XLamp and J Series brands. Penguin Solutions reaches its diverse clientele, which includes original equipment manufacturers (OEMs), enterprise clients, government entities, and other end-users, through a multi-channel sales approach. This includes a direct sales force, e-commerce platforms, customer service teams, on-site field application engineers, independent sales representatives, distributors, integrators, and resellers. Founded in 1988 and headquartered in Grand Cayman, Cayman Islands, the company will officially adopt the name Penguin Solutions, Inc. in October 2024, having previously operated as SMART Global Holdings, Inc.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-06 | Q4 2026 | 0.77 | 1.00 | +29.53% | $566.7M | ✅ Beat | +13.08% | +21.79% | — |
| 2026-07-07 | Q3 2026 | 0.55 | 0.84 | +52.73% | $478.7M | ✅ Beat | +25.13% | +24.06% | -11.15% |
| 2026-04-01 | Q2 2026 | 0.37 | 0.52 | +40.54% | $343.0M | ✅ Beat | +13.37% | +25.21% | +71.18% |
| 2026-01-06 | Q1 2026 | 0.37 | 0.49 | +32.43% | $343.1M | ✅ Beat | -13.78% | -6.50% | -19.07% |
| 2025-10-07 | Q4 2025 | 0.31 | 0.43 | +38.71% | $337.9M | ✅ Beat | -16.02% | -16.44% | -17.78% |
| 2025-07-08 | Q3 2025 | 0.33 | 0.47 | +42.42% | $324.3M | ✅ Beat | +10.57% | +17.23% | +8.07% |
| 2025-04-02 | Q2 2025 | 0.38 | 0.52 | +36.84% | $365.5M | ✅ Beat | -10.30% | -4.82% | -3.32% |
| 2025-01-08 | Q1 2025 | 0.39 | 0.49 | +25.64% | $341.1M | ✅ Beat | +7.95% | +5.18% | +10.93% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY25 · $324.3M total
| Segment | Share | Revenue | YoY | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|
| Product | 79.8% | $258.7M | — | $301.5M | $258.7M |
| Service | 20.2% | $65.5M | — | $64.0M | $65.5M |
By region
FY2026 · $1.73B total · annual
| Segment | Share | Revenue | YoY | FY2025 | FY2026 |
|---|---|---|---|---|---|
| UNITED STATES | 43.9% | $759.4M | -2.2% | $776.5M | $759.4M |
| Other Country | 17.5% | $302.9M | +88.0% | $161.1M | $302.9M |
| CHINA | 17.4% | $301.7M | +61.4% | $186.8M | $301.7M |
| MEXICO | 15.3% | $264.9M | +79.9% | $147.3M | $264.9M |
| Europe | 5.9% | $102.5M | +5.7% | $97.0M | $102.5M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.