Skip to content

Arista Networks ANET Q4 2025 Annual earnings

Reported February 12, 2026 · After market close

Revenue estimate$2.4B
EPS estimate$0.76

Next report

Aug 4, 2026 (in a month)
Revenue estimate$2.8B
EPS estimate$0.89

Financials

Q4 2025

Income statement

See full
Revenue$2.5B+28.9%
Gross profit$1.6B+27.0%
Operating income$1.0B+29.2%
Net income$955.8M+19.3%
EPS (diluted)$0.75+19.0%

Balance sheet

See full
Cash & equivalents$2.0B-28.9%
Total equity$12.4B+23.8%
Total assets$19.4B+38.5%

Cash flow

See full
Operating cash flow$1.3B+22.4%
CapEx$37.0M+198%
Free cash flow$1.2B+20.3%

Valuation & ratios

Q4 2025

Valuation

See full
Market cap$165B+18.5%
P/E47×-1.8×
P/S18.3×-1.6×

Profitability

See full
Gross margin64.1%-0.1pp
Operating margin42.8%+0.8pp
Net margin39%-1.7pp

Returns & leverage

See full
Return on equity31.4%-1.7pp
Current ratio-1.3×

Segments

By geography

See full
Americas$2.0B+21.0%
Europe, Middle East and Africa$375.3M+86.1%
Asia-Pacific$153.0M+39.9%

By product

See full
Service$392.1M+21.7%

Versus estimates

Ask the moment Arista Networks reports.

Connect your AI and ask the moment the filing drops. It reads the release, surfaces what management said, and gives you its own read.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

When did Arista Networks report Q4 2025 earnings?
Arista Networks (ANET) reported Q4 2025 earnings on February 12, 2026 after market close.
What were Arista Networks's Q4 2025 revenue and EPS?
Arista Networks reported revenue of $2.5B and diluted EPS of $0.82 for Q4 2025.
Did Arista Networks beat estimates in Q4 2025?
Revenue beat the consensus estimate of $2.4B by $102.6M. EPS beat the consensus estimate of $0.76 by $0.06.
How did Arista Networks's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 28.9% from $1.9B a year earlier and diluted EPS grew 26.2% from $0.65.
Where can I find Arista Networks's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001596532-26-000010) and the 10-K periodic report (0001596532-26-000013) directly on SEC EDGAR. The filing index links above go to sec.gov.