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每个数字都直接来自公司自己向 SEC 提交的申报文件，每个评级背后的检验都摆在明处——找不到的东西会被点名，而不是被藏起来。

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© 2026 InspectStocks。保留所有权利。

InspectStocks 用公司自己公布的数字来描述它们。这不是投资建议，也不建议买入或卖出任何证券。

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Arista Networks, Inc.（ANET）股票——这是一门好生意吗？ — InspectStocks

ANETArista Networks, Inc.US$206.559月25日收盘+0.4%1M+5.7%6M+71.0%1Y+44.9%5Y+823.3%

概览财务最新财报同行预测对比

基于 Arista Networks, Inc. 自己向 SEC 提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Arista Networks, Inc.

ANET · NYSE · Technology · Computer Hardware

下次财报：2026年11月3日

US$206.55+0.4%9月25日收盘

1M: +5.7%
6M: +71.0%
1Y: +44.9%
5Y: +823.3%

Arista sells network switches, routers, software and support that move data for artificial intelligence (AI) centers, cloud data centers, offices and wide-area networks.

完整财务报表 →

关于Arista Networks, Inc.

Arista makes switches and routers that move data between computers, servers and other network equipment. Its Extensible Operating System (EOS) runs on its networking equipment, while software such as CloudVision helps customers monitor and manage their networks. Customers include large cloud and AI companies, other service providers, businesses and government agencies.

总部: Santa Clara, California
成立于: 2004
员工人数: Approximately 5,115 (December 31, 2025, high)
上市于: New York Stock Exchange
财年结束: December 31

怎么赚钱

Networking products86%
Support and services14%

各项收入占比是对three months ended June 30, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

Etherlink
A family of switches for connecting AI computers across racks and between sites. Examples include the 7800R AI Spine, 7060 AI Leaf and 7700R4 Distributed Etherlink Switch.
Campus networking equipment
Switches and Wi-Fi access points that connect people and devices in offices and other workplaces.
Cloud-grade routing
Routers that direct data between data centers, cloud services, offices and other networks. Named products include the 7280R4, 7500R3 and 7800R4.

再显示 3 项

EOS
The software that runs Arista's networking equipment and controls how it handles data and network changes.
CloudVision, NetDL and AVA
Software for managing network equipment, collecting network data and helping staff find and respond to network problems.
Arista A-Care Services
Customer support that includes help from support engineers, software updates and options for replacing equipment.

谁在买5

Large cloud and AI companies, which buy networking equipment for their data centers and AI computing sites.
Microsoft and Meta, which Arista's chief executive described on the latest earnings call as two of its long-standing customer relationships.
AI and specialty providers, including newer cloud providers that build or rent computing capacity.

再显示 2 项

Businesses across industries such as financial services, media, health care, energy, education and manufacturing.

靠什么支撑，什么会击垮它

业务依赖什么

1A small number of customers account for substantial sales: one customer represented 26% of revenue (fiscal year ended December 31, 2025, high), and another represented 16% of revenue (fiscal year ended December 31, 2025, high).
2Arista relies primarily on Broadcom for switching chips, and some important components come from a limited number of suppliers or sole-source suppliers.
3

与同行业相比处在什么位置

三项评分，每一项都是相对我们在Computer Hardware覆盖的 36 家公司的百分位。刻意分开而不揉成一个总分：便宜、上涨和经营得好是三件不同的事，一个数字会把它们是哪一件藏起来。

动量

78在同行业中满分 100

高于行业内多数公司

截至一个月前的 12 个月43.5%

截至一个月前的 6 个月43.7%

最近一个月被刻意剔除：回报往往在 7 到 12 个月内延续，而最新的一个月往往反转。这描述的是股价已经走过的路，不说明它接下来会怎么走。

估值

40在同行业中满分 100

低于行业内多数公司

每单位价格对应的利润1.55%

每单位价格对应的现金1.63%

每单位价格对应的营收4.05%

每单位价格对应的资产4.75%

整个企业对应的经营利润1.57%

这些是收益率，所以数值越高越便宜——亏损的公司会排在最后，而不是被剔除。便宜不等于好：高收益率往往意味着股价是有原因才跌下来的。五项指标齐全。

资本配置

5/5克制

1 项检验未披露

资本回报率26.2%

股东回报率0.62%

股本数量，3 年-0.4%

净债务 / EBITDA-2.72x

内部人，12 个月-US$55.4M

管理层怎么使用这笔钱——只按财报能回答的部分计分，绝不按占总数的比例计分。

六项资本配置检验

投入资金的回报投入资本回报 26.2%
债务与盈利之比现金多于债务
回馈给股东的现金每年 0.6% 用于回购和分红
三年间的股本数量三年间股本数量减少 0.4%
现金流对派付的覆盖自由现金流覆盖了派付的部分
内部人在公开市场的买入净卖出 US$55.4M——不计入扣分

这是对该公司在同行中所处位置的描述，不是投资建议。评分更新于 2026年9月26日。

Government agencies, which buy through the company's direct sales team and sales partners.

Arista uses outside manufacturers to build most of its products. Its purchase obligations were $9.7 billion (June 30, 2026, high), including non-cancellable commitments for products and components.

可能出什么问题

1Large customers can change the timing or size of orders, and their purchases make up a substantial share of revenue. Arista says order timing can vary with customer spending plans, product deployments and testing.
2Shortages or delays in chips, memory and other components can hold up shipments or raise costs. Large purchase commitments also leave Arista exposed if customer demand or product requirements change.
3The networking market changes quickly. Customers may choose competing systems, including white-box equipment, or use alternatives such as InfiniBand or NVIDIA's NVLink for AI computing networks; Arista could lose sales if its products do not meet changing customer needs.

Huawei

CSCOCisco Systems

规模: US$420.7B
利润率: 21.0%

HPEHewlett Packard Enterprise

规模: US$83.6B
利润率: 6.7%

DELLDell Technologies

规模: US$368.1B
利润率: 7.5%

规模: US$5.42T
利润率: 63.7%

EXTRExtreme Networks

规模: US$2.8B
利润率: 3.3%

A+

生意在变大吗，它是否创造真实的现金？

当时生效的评级：

ABCDF

显示 Arista Networks, Inc. 评级历史 41 个季度中的 2 个。其余 39 个可回溯到 2016年9月。

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