Arista Networks Inc
NYSE•ANET
執行長: Ms. Jayshree V. Ullal
板塊: Technology
行業: 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.
聯絡資訊
市值
$175.54B
本益比 (TTM)
49.9
41.6
股息率
--
52周最高
$164.94
52周最低
$59.43
52周範圍
排名30Top 19.5%
5.1
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
一般 • 5.1 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025
財務儀表板
Q4 2025 數據
營業收入
$2.49B+0.00%
近4季度走勢
每股收益
$0.76+0.00%
近4季度走勢
自由現金流
$1.22B+0.00%
近4季度走勢
2025 Annual 財報亮點
核心亮點
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.
關注風險
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.
未來展望
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.
同行對比
營業收入 (TTM)
$81.20B
$52.85B
$52.02B
毛利率 (最新季度)
88.9%
78.9%
76.6%
關鍵指標
股票代碼 | 市值 | 本益比 (TTM) | 股東權益報酬率 (TTM) | 負債率 |
|---|---|---|---|---|
| AMAT | $275.01B | 35.1 | 38.9% | 19.1% |
| LRCX | $268.09B | 43.5 | 62.6% | 21.0% |
| INTC | $229.52B | -835.7 | -0.3% | 22.0% |
長期趨勢
近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
7.5%
穩定增長
4季度淨利複合增長率
5.5%
盈利能力逐步提升
現金流穩定性
100%
現金流表現優異
深度研究
下次財報:2026年5月4日
每股收益:-
|營業收入:-
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