logo
logo
ANET stock ticker logo

Arista Networks Inc

NYSE•ANET
CEO: Ms. Jayshree V. Ullal
セクター: Technology
業種: Computer Hardware
上場日: 2014-06-06
Arista Networks Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center and cloud networking systems, including newer artificial intelligence (AI) ethernet switching platforms; campus wired and wireless products, and routing systems addressing Core Routing, Edge Routing, Data Center Interconnect (DCI), Multi-cloud and Wide Area Networking (WAN) use cases; and a suite of value-add software solutions that leverage EOS to provide end-to-end orchestration, automation, analytics, network monitoring, and security. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, telecommunication service providers, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks Inc in October 2008. Arista Networks Inc was incorporated in 2004 and is headquartered in Santa Clara, California.
連絡先情報
5453 Great America Parkway, Santa Clara, CA, 95054, United States
408-547-5500
www.arista.com
時価総額
$175.82B
PER (TTM)
50.0
37.2
配当利回り
--
52週高値
$164.94
52週安値
$59.43
52週レンジ
76%
順位30Top 19.5%
5.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$2.49B+0.00%
直近4四半期の推移

EPS

$0.76+0.00%
直近4四半期の推移

フリーCF

$1.22B+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Total Revenue Strong Growth Total revenue reached $9,006M USD, marking a strong 28.8% increase over prior year results for fiscal 2025.
Net Income Increased Substantially Net income grew substantially to $3,511M USD, reflecting strong operational leverage while maintaining 64.1% gross margin.
Operating Cash Flow Robust Cash provided by operating activities totaled $4,372M USD, supporting increased investment and significant capital deployment.
Aggressive Stock Repurchase Program Executed $1,603M USD in common stock repurchases during 2025, funded by working capital, demonstrating capital return focus.

リスク要因

Reliance on Key Component Vendor Primary reliance on predominant merchant silicon vendor creates risk of supply shortages and extended lead times impacting product delivery.
Customer Concentration Revenue Risk Large purchases by limited customers represent substantial revenue portion; loss or delay impacts financial forecasts materially.
Macroeconomic and Trade Uncertainty Escalating U.S. tariffs and foreign countermeasures create uncertainty, potentially increasing production costs and negatively affecting gross margins.
Intense Competition and Market Evolution Rapidly evolving networking market, especially AI segment, faces intense competition, potentially leading to pricing pressure and market share loss.

見通し

Unified Data-Driven Strategy Strategy pivots to unified data-driven approach across AI Centers, Data Centers, Campus, and WAN networking domains for seamless service.
Increased R&D Investment Focus Continued investment in R&D, increasing 24.1% to $1,237M USD, focused on expanding cloud platform and core AI capabilities.
Expanding Sales and Channel Reach Plans include expanding global sales force and deepening channel partnerships to reach new customers effectively in enterprise and AI markets.

同業比較

売上高 (TTM)

SONY stock ticker logoSONY
$81.20B
-9.1%
INTC stock ticker logoINTC
$52.85B
-0.5%
UBER stock ticker logoUBER
$52.02B
+18.3%

粗利益率 (最新四半期)

APP stock ticker logoAPP
88.9%
+2.0pp
INTU stock ticker logoINTU
78.9%
+3.9pp
NOW stock ticker logoNOW
76.6%
-2.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
AMAT$274.49B35.038.9%19.1%
LRCX$268.77B43.662.6%21.0%
INTC$233.67B-850.8-0.3%22.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
7.5%
安定成長
4四半期純利益CAGR
5.5%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月4日
|
EPS:-
|
売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし