# Penguin Solutions, Inc.: overview

PENG · Nasdaq · CIK 1616533 · [Technology](/sectors/technology.md) · fiscal year ends Aug 29

Pages: [Overview](/companies/peng.md) · [Financials](/companies/peng/financials.md) · [Filings](/companies/peng/filings.md) · [Insiders](/companies/peng/insiders.md)

Latest reported revenue: [$566.7m](/filings/0001616533-26-000050.md) for Q4 FY2026, three months to 2026-08-28, from the 10-K filed Oct 20, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001616533-26-000050).

## Last eight quarters

| Line item | Unit | Q1 FY2025 (2024-11-29) | Q2 FY2025 (2025-02-28) | Q3 FY2025 (2025-05-30) | Q4 FY2025 (2025-08-29) | Q1 FY2026 (2025-11-28) | Q2 FY2026 (2026-02-27) | Q3 FY2026 (2026-05-29) | Q4 FY2026 (2026-08-28) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [341](/filings/0001616533-26-000050.md) | [366](/filings/0001616533-26-000050.md) | [324](/filings/0001616533-26-000050.md) | [338](/filings/0001616533-26-000050.md) | [343](/filings/0001616533-26-000050.md) | [343](/filings/0001616533-26-000050.md) | [479](/filings/0001616533-26-000050.md) | [567](/filings/0001616533-26-000050.md) |
| Gross margin | % | [28.7%](/filings/0001616533-26-000050.md) | [28.6%](/filings/0001616533-26-000050.md) | [29.3%](/filings/0001616533-26-000050.md) | [28.6%](/filings/0001616533-26-000050.md) | [28.0%](/filings/0001616533-26-000050.md) | [27.3%](/filings/0001616533-26-000050.md) | [27.8%](/filings/0001616533-26-000050.md) | [27.5%](/filings/0001616533-26-000050.md) |
| Operating margin | % | [5.1%](/filings/0001616533-26-000050.md) | [5.1%](/filings/0001616533-26-000050.md) | [3.0%](/filings/0001616533-26-000050.md) | [3.7%](/filings/0001616533-26-000050.md) | [5.7%](/filings/0001616533-26-000050.md) | [7.5%](/filings/0001616533-26-000050.md) | [10.6%](/filings/0001616533-26-000050.md) | [12.3%](/filings/0001616533-26-000050.md) |
| Net margin | % | [1.5%](/filings/0001616533-26-000010.md) | [2.2%](/filings/0001616533-26-000030.md) | [0.8%](/filings/0001616533-26-000043.md) | [2.8% d](/filings/0001616533-26-000050.md) | [1.5%](/filings/0001616533-26-000010.md) | [10.9%](/filings/0001616533-26-000030.md) | [9.3%](/filings/0001616533-26-000043.md) | [16.4% d](/filings/0001616533-26-000050.md) |
| Diluted EPS | $ per share | [0.10](/filings/0001616533-26-000010.md) | [0.09](/filings/0001616533-26-000030.md) | [(0.01)](/filings/0001616533-26-000043.md) | not reported | [0.04](/filings/0001616533-26-000010.md) | [0.58](/filings/0001616533-26-000030.md) | [0.68](/filings/0001616533-26-000043.md) | not reported |
| Free cash flow | $m | [12.0](/filings/0001616533-26-000010.md) | [70.5 d](/filings/0001616533-26-000030.md) | [90.9 d](/filings/0001616533-26-000043.md) | [(73.4) d](/filings/0001616533-26-000050.md) | [28.2](/filings/0001616533-26-000010.md) | [53.3 d](/filings/0001616533-26-000030.md) | [(77.6) d](/filings/0001616533-26-000043.md) | [(167) d](/filings/0001616533-26-000050.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2022 (2022-08-26) | FY2023 (2023-08-25) | FY2024 (2024-08-30) | FY2025 (2025-08-29) | FY2026 (2026-08-28) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,396](/filings/0001628280-24-043646.md) | [1,441](/filings/0001616533-25-000061.md) | [1,171](/filings/0001616533-26-000050.md) | [1,369](/filings/0001616533-26-000050.md) | [1,731](/filings/0001616533-26-000050.md) |
| Gross margin | % | [28.0%](/filings/0001628280-24-043646.md) | [28.8%](/filings/0001616533-25-000061.md) | [29.1%](/filings/0001616533-26-000050.md) | [28.8%](/filings/0001616533-26-000050.md) | [27.7%](/filings/0001616533-26-000050.md) |
| Operating margin | % | [4.8%](/filings/0001628280-24-043646.md) | [0.6%](/filings/0001616533-25-000061.md) | [1.6%](/filings/0001616533-26-000050.md) | [4.2%](/filings/0001616533-26-000050.md) | [9.6%](/filings/0001616533-26-000050.md) |
| Net margin | % | [4.8%](/filings/0001628280-24-043646.md) | [(13.0%)](/filings/0001616533-25-000061.md) | [(4.5%)](/filings/0001616533-26-000050.md) | [1.9%](/filings/0001616533-26-000050.md) | [10.4%](/filings/0001616533-26-000050.md) |
| Diluted EPS | $ per share | [1.22](/filings/0001628280-24-043646.md) | [(3.65)](/filings/0001616533-25-000061.md) | [(1.00)](/filings/0001616533-26-000050.md) | [0.28](/filings/0001616533-26-000050.md) | [2.60](/filings/0001616533-26-000050.md) |
| Free cash flow | $m | [84.6](/filings/0001628280-24-043646.md) | [65.0](/filings/0001616533-25-000061.md) | [57.8](/filings/0001616533-26-000050.md) | [100](/filings/0001616533-26-000050.md) | [(163)](/filings/0001616533-26-000050.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/peng/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-23 | [Clark Joseph Gates](/insiders/1944970.md) | SVP and Pres, Optimized LED, Officer | Sale (S) | 869 | $51.52 | $44.8k | [Form 4](/filings/0001944970-26-000031.md) |
| 2026-10-22 | [Kuykendall Anne](/insiders/1855880.md) | SVP and Chief Legal Officer, Officer | Sale (S) | 738 | $55.08 | $40.6k | [Form 4](/filings/0001855880-26-000022.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $581.7m | 7,652,384 |  | Reduced −70,010 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $468.7m | 6,166,682 |  | Added +1,553,961 |
| [Invesco Ltd.](/funds/914208.md) | 2026-06-30 | $346.1m | 4,553,215 |  | Added +565,075 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $237.8m | 3,128,616 |  | Reduced −94,683 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $226.9m | 2,984,926 |  | Reduced −618,311 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $181.9m | 2,393,508 |  | Added +1,091 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $160.5m | 2,111,433 |  | Reduced −55,148 |
| [BARROW HANLEY MEWHINNEY & STRAUSS LLC](/funds/313028.md) | 2026-06-30 | $150.2m | 1,975,948 |  | Added +186,926 |
| [AMERICAN CENTURY COMPANIES INC](/funds/748054.md) | 2026-06-30 | $149.1m | 1,962,105 |  | Added +1,441,952 |
| [Boston Partners](/funds/1386060.md) | 2026-06-30 | $127.9m | 1,677,550 |  | Added +81,567 |

## Recent filings

[All 832 filings](/companies/peng/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-20 | 16:38 ET | [10-K](/filings/0001616533-26-000050.md) | Annual report, period 2026-08-28 | 0001616533-26-000050 |
| 2026-10-06 | 16:34 ET | [8-K](/filings/0001193125-26-415645.md) | 2.02 Results of operations; 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-415645 |
| 2026-10-06 | 16:27 ET | [8-K](/filings/0001616533-26-000046.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001616533-26-000046 |
| 2026-07-17 | 17:12 ET | [8-K](/filings/0001193125-26-307989.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 3.02 Unregistered sale of equity; 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-26-307989 |
| 2026-07-07 | 16:35 ET | [10-Q](/filings/0001616533-26-000043.md) | Quarterly report, period 2026-05-29 | 0001616533-26-000043 |
| 2026-07-07 | 16:09 ET | [8-K](/filings/0001616533-26-000041.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001616533-26-000041 |
| 2026-07-01 | 16:05 ET | [8-K/A](/filings/0001193125-26-292527.md) | 5.02 Departure or appointment of officers or directors | 0001193125-26-292527 |
| 2026-06-01 | 16:17 ET | [8-K](/filings/0001193125-26-251467.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-251467 |
| 2026-05-18 | 16:24 ET | [8-K](/filings/0001616533-26-000036.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001616533-26-000036 |
| 2026-04-01 | 16:32 ET | [10-Q](/filings/0001616533-26-000030.md) | Quarterly report, period 2026-02-27 | 0001616533-26-000030 |

## Latest annual report

[Form 10-K for the fiscal year ended Aug 28, 2026](/filings/0001616533-26-000050.md), filed Oct 20, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1616533
- Tickers: PENG
- Exchange: Nasdaq
- SIC code: 3674 Semiconductors & Related Devices
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 30, 2026, 16:53 ET. No prices; not investment advice.