Penguin Solutions, Inc.
Penguin Solutions, Inc. (Nasdaq: PENG) is an end-to-end technology company that designs, builds, deploys and manages high-performance, high-availability enterprise solutions for customers seeking to accelerate innovation across computing, memory and LED applications. The company operates through three primary business… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Penguin Solutions, Inc. does
In the company’s own words
Penguin Solutions, Inc. (Nasdaq: PENG) is an end-to-end technology company that designs, builds, deploys and manages high-performance, high-availability enterprise solutions for customers seeking to accelerate innovation across computing, memory and LED applications. The company operates through three primary business segments: Advanced Computing, Integrated Memory, and Optimized LED.
The Advanced Computing segment generates approximately 58% of revenue and offers high-performance computing platforms and services spanning core, edge and cloud environments under the Penguin Solutions, Penguin Computing, Stratus and Penguin Edge brands. This segment serves customers in education, energy, financial services, healthcare, government, hyperscale and manufacturing markets with AI infrastructure solutions, fault-tolerant computing platforms and related services. The Integrated Memory segment represents roughly 33% of revenue and provides specialty memory and storage solutions through the SMART Modular Technologies brand, along with customized supply chain services for OEM customers in industrial, government, networking and enterprise markets. The Optimized LED segment comprises approximately 9% of revenue and offers application-optimized LED chips and components under the Cree LED brand for lighting, video displays and specialty applications.
Penguin Solutions employs approximately 2,900 people globally, with significant operations in the United States, China and Malaysia. The company maintains manufacturing and testing facilities in Newark and Fremont, California; Penang, Malaysia; Huizhou, China; and Tempe, Arizona. The company generates revenue from a diversified customer base across multiple industries, though it depends on a select number of large customers for a significant portion of sales.
The company has a rich operational history spanning over two decades in high-performance computing and more than thirty years in specialty memory solutions. In 2022, Penguin Solutions acquired Stratus Technologies, a leader in fault-tolerant computing. In 2021, the company acquired Cree LED, establishing its Optimized LED segment. In 2023, the company divested an 81% stake in SMART Brazil. In June 2025, Penguin Solutions completed its redomiciliation from the Cayman Islands to Delaware, becoming a U.S.-domiciled public company. The company's competitive advantages include close customer collaboration, customized solutions, long-lifecycle product offerings and proprietary supply chain services.
Company details
- Sector
- Information Technology
- Industry (SIC)
- Semiconductors
- Headquarters
- FREMONT, CA
- Fiscal year end
- August
- CIK
- 1616533
- SIC
- 3674
Financial performance, year by year
Fiscal 2017–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Penguin Solutions, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Penguin Solutions, Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Penguin Solutions, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Penguin Solutions, Inc.’s bonds, as funds hold them
Funds report holding 2 issues of Penguin Solutions, Inc.’s debt, $23.88M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 2.00%, maturing 2029 to 2030.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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