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Arista Networks Inc

NYSE•ANET
CEO: Ms. Jayshree V. Ullal
板块: Technology
行业: Computer Hardware
上市日期: 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.
联系方式
5453 Great America Parkway, Santa Clara, CA, 95054, United States
408-547-5500
www.arista.com
市值
$169.79B
市盈率 (TTM)
48.3
41.6
股息率
--
52周最高
$164.94
52周最低
$59.43
52周范围
71%
排名30Top 19.5%
5.1
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
一般 • 5.1 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$2.49B+0.00%
近4季度走势

每股收益

$0.76+0.00%
近4季度走势

自由现金流

$1.22B+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (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%

毛利率 (最新季度)

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

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
AMAT$283.92B36.238.9%19.1%
LRCX$278.46B45.262.6%21.0%
INTC$227.67B-829.0-0.3%22.0%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
7.5%
稳定增长
4季度净利润复合增长率
5.5%
盈利能力稳步提升
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年5月4日
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