ANETEarnings ReleaseSource checkedAugust 5, 2026by InvestLog AI

ANET earnings release — EPS beat +15.1% · revenue beat +7.3%Arista (ANET) 财报发布 — EPS 高于预期+15.1% · 营收高于预期+7.3%

Key Results

Arista Networks, Inc. (ANET) published results at 2026-08-04T16:06:44+00:00.

Actual vs Consensus

EPS: $1.02 vs $0.89 estimate, beat+15.1%.

Revenue: $3.0B vs $2.8B estimate, beat+7.3%.

Profitability and Cash Flow

Period: 2026 Q2 period ended 2026-06-30

Revenue: $3.0B; YoY: +37.7%; QoQ: +12.1%

Gross profit: $1.9B; Gross margin: 62.9%

Operating income: $1.4B; Operating margin: 45.4%; YoY: +39.7%; QoQ: +19.0%

Net income: $1.2B; GAAP diluted EPS: $0.95; YoY: +36.5%; QoQ: +18.6%

Operating cash flow: $2.8B; Capex: $84M; Free cash flow: $2.7B

Cash: $2.3B; Total debt: $0; Net cash: $2.3B

Official release: Reports Second Quarter 2026 Financial Results

核心结果

Arista (ANET) 已发布财报，发布时间：2026-08-04T16:06:44+00:00。

实际值与市场预期

EPS：$1.02 vs $0.89 预期，高于预期+15.1%。

营收：$3.0B vs $2.8B 预期，高于预期+7.3%。

财务指标

期间：2026 Q2 period ended 2026-06-30

营收：$3.0B；同比：+37.7%；环比：+12.1%

毛利润：$1.9B；毛利率：62.9%

经营利润：$1.4B；经营利润率：45.4%；同比：+39.7%；环比：+19.0%

净利润：$1.2B；GAAP 稀释 EPS：$0.95；同比：+36.5%；环比：+18.6%

经营现金流：$2.8B；资本开支：$84M；自由现金流：$2.7B

现金：$2.3B；总债务：$0；净现金：$2.3B

官方公告：Reports Second Quarter 2026 Financial Results

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This earnings research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件、财务报表，以及财报电话会议记录或官方回放整理。内容仅供参考，不构成投资建议。

ANET earnings release — EPS beat +15.1% · revenue beat +7.3%Arista (ANET) 财报发布 — EPS 高于预期+15.1% · 营收 高于预期+7.3%