Arista Networks, Inc. Reports Second Quarter 2026 Financial Results
Arista Networks achieved a milestone Q2 with revenue of $3.036 billion, up 37.7% year-over-year, marking the company's first $3 billion quarter. Non-GAAP EPS increased 40% to $1.02, driven by strong AI fabric and data center demand, with operating margins expanding to 49.9%.
Key figures
- Eps
- 1.02
- Revenue
- $3.036 billion
- Guidance
- Q3 revenue approx $3.3B; Non-GAAP EPS $1.06-$1.08
- Revenue Yoy
- 37.7%
- Gaap eps
- 0.95
- Gaap operating margin
- 45.4%
- Non gaap operating margin
- 49.9%
AI analysis
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