8-KItem 2.02 · Results of OperationsItem 9.01 · Financial Statements
Arista reports 58.5% revenue growth and raises Q4 outlook
Filed with the SEC on · Summarized by InvestorsBot
Arista Networks reported third-quarter 2026 revenue of $3.66 billion for the period ended September 30, up 58.5% year over year and above its $3.3 billion guidance; GAAP diluted EPS was $1.22 and non-GAAP diluted EPS was $1.20. For the fourth quarter, the company expects revenue of $3.9 billion to $4.0 billion, non-GAAP operating margin of 48% to 49%, and non-GAAP diluted EPS of $1.26 to $1.30, while continuing to expand AI networking offerings with AMD, Arm, Broadcom, Meta, Microsoft, Qualcomm and others.