Penguin Solutions showed strong revenue growth and significant improvements in earnings per share. The company also made progress with new customer acquisitions and strategic partnerships. However, challenges remain in specific segments such as Advanced Computing and LED, with some pressure on gross margins.

Company Guidance

During the Penguin Solutions Third Quarter Fiscal Year 2025 earnings call, the company reported a revenue of $324 million, marking a 7.9% increase compared to the same period in fiscal year 2024. They achieved a non-GAAP gross margin of 31.7% and a non-GAAP diluted earnings per share of $0.47, a 25% rise year-over-year. The company also reported a non-GAAP operating income of $38 million, which is a 15% increase from the previous year, and an operating income margin of 11.9%. The call highlighted the company's strategic shift to a full-year financial outlook, with a reaffirmed full-year revenue growth outlook of 17% at the midpoint. Additionally, Penguin Solutions raised its full-year non-GAAP diluted earnings per share outlook to $1.80 at the midpoint. The company noted a decline in advanced computing revenue to $132 million, primarily due to the timing of major deployments, while integrated memory saw a revenue increase to $130 million, up 24% compared to the previous quarter. The call also discussed the strengthening of the balance sheet, strategic partnerships, and their focus on AI infrastructure solutions across various market segments.

Revenue Growth

Penguin Solutions reported revenue of $324 million for Q3 FY2025, representing a 7.9% increase compared to Q3 FY2024.

Earnings Per Share Increase

Non-GAAP diluted earnings per share increased by 25% year over year, reaching $0.47.

Integrated Memory Segment Growth

The Integrated Memory segment saw a revenue increase of 42% year over year, totaling $130 million in Q3.

Strong New Customer Bookings

Penguin Solutions closed five new customer bookings in segments including federal, energy, and biotech.

SK Telecom Partnership Progress

Progress is being made in partnership opportunities with SK Telecom, particularly related to their AI data center infrastructure initiatives.

Balance Sheet Strengthening

The company completed a refinancing that reduced gross leverage, extended debt maturities, and established a $400 million credit facility.

Penguin Solutions (PENG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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PENG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 02, 2025	2025 (Q4)	0.38 / -	0.37	―	―	―
Jul 08, 2025	2025 (Q3)	0.42 / 0.47	0.37	27.03% (+0.10)
Apr 02, 2025	2025 (Q2)	0.38 / 0.52	0.27	92.59% (+0.25)
Jan 08, 2025	2025 (Q1)	0.39 / 0.49	0.24	104.17% (+0.25)
Oct 15, 2024	2024 (Q4)	0.40 / 0.37	0.35	5.71% (+0.02)
Jul 09, 2024	2024 (Q3)	0.30 / 0.37	0.66	-43.94% (-0.29)
Apr 09, 2024	2024 (Q2)	0.25 / 0.27	0.76	-64.47% (-0.49)
Jan 09, 2024	2024 (Q1)	0.16 / 0.24	0.79	-69.62% (-0.55)
Oct 12, 2023	2023 (Q4)	0.46 / 0.35	0.8	-56.25% (-0.45)
Jun 29, 2023	2023 (Q3)	0.40 / 0.66	0.87	-24.14% (-0.21)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

PENG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 08, 2025	$21.19	$23.43	+10.57%
Apr 02, 2025	$18.05	$16.19	-10.30%
Jan 08, 2025	$19.13	$20.65	+7.95%
Oct 15, 2024	$20.41	$15.62	-23.47%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Penguin Solutions (PENG) report earnings?

Penguin Solutions (PENG) is schdueled to report earning on Oct 02, 2025, After Close (Confirmed).

What is Penguin Solutions (PENG) earnings time?

Penguin Solutions (PENG) earnings time is at Oct 02, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is PENG EPS forecast?

PENG EPS forecast for the fiscal quarter 2025 (Q4) is 0.38.

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