Arista 三季度营收 36.576 亿美元同比增 58.5%：为上市以来最高增速、超 33 亿美元指引，四季度指引 39 亿至 40 亿美元
网络设备公司 Arista Networks 11 月 3 日发布截至 2026 年 9 月 30 日的第三季度业绩：当季总营收 36.576 亿美元，同比增长 58.5%、环比增长 20.5%，超过公司此前 33 亿美元的指引，业绩稿称这是公司上市以来最高的同比增速。营收构成中，产品营收 31.900 亿美元、服务营收 4.676 亿美元；净利润 15.604 亿美元。
利润率与每股收益方面，当季通用会计准则营业利润率 44.9%、非通用会计准则营业利润率 49.1%，去年同期分别为 42.4% 与 48.6%；通用会计准则摊薄每股收益 1.22 美元、非通用会计准则摊薄每股收益 1.20 美元，去年同期分别为 0.67 美元与 0.77 美元。
四季度指引方面，公司预计营收 39 亿至 40 亿美元、非通用会计准则营业利润率 48% 至 49%、非通用会计准则摊薄每股收益 1.26 至 1.30 美元。业务动态方面，业绩稿称公司当季与 AMD、Arm、博通、d-Matrix、Meta、微软与高通合作推出基于开放标准的机架级超级智能网络架构，新推出 Etherlink SU-144 架构，单机架单跳最多支持 144 个加速器、经跨机架拓扑可扩展至 1,024 个 XPU；公司并于 2026 年 9 月被纳入标普 100 指数。董事长兼首席执行官 Jayshree Ullal 在业绩稿中表示，公司当季录得上市以来最高同比营收增速与创纪录盈利，超出其本人较高预期；首席财务官 Chantelle Breithaupt 表示，当季营收增速、净利润与每股收益三项同创纪录新高。Arista 在纽约证券交易所上市，代码 ANET。
Arista Third-Quarter Revenue Rises 58.5% to $3.6576 Billion: Fastest Growth Since Its IPO and Above $3.3 Billion Guidance, Fourth-Quarter Guidance of $3.9–$4.0 Billion
Arista Networks on November 3 reported results for the third quarter ended September 30, 2026: total revenue of $3.6576 billion, up 58.5% year over year and 20.5% sequentially, exceeding the company's $3.3 billion guidance in what the release calls the highest year-over-year revenue growth since its IPO. Product revenue was $3.190 billion and service revenue was $467.6 million; net income was $1.5604 billion.
GAAP operating margin was 44.9% and non-GAAP operating margin was 49.1%, compared with 42.4% and 48.6% a year earlier. GAAP diluted earnings per share were $1.22 and non-GAAP diluted EPS were $1.20, compared with $0.67 and $0.77 in the third quarter of 2025.
For the fourth quarter of 2026, the company expects revenue of $3.9 billion to $4.0 billion, a non-GAAP operating margin of 48% to 49%, and non-GAAP diluted EPS of $1.26 to $1.30. On operations, the release said Arista launched open standards-based rack-scale architectures for AI networks with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft and Qualcomm, including the Etherlink SU-144 architecture supporting up to 144 accelerators per rack in a single hop and scaling to 1,024 XPUs via cross-rack topologies; the company was also added to the S&P 100 index in September 2026. Chairperson and chief executive Jayshree Ullal said the company registered another momentous quarter with the highest year-over-year revenue growth since its IPO and record profitability. Chief financial officer Chantelle Breithaupt said the quarter set new record highs in revenue growth, net income and EPS. Arista trades on the New York Stock Exchange under the ticker ANET.
来源：Arista Networks
发布：GSM·美国（发布链接）
图片来源：图：Arista Networks 标志。Wikimedia Commons，公共领域（PD-textlogo）。 / Photo: Arista Networks logo. Wikimedia Commons, public domain (PD-textlogo).
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