ANET · 8-K · 20260804PR000174
Net Income and Profitability
Arista Networks, Inc. · 2026-08-04 · Importance 57 · Surprise 38 · No source text
GAAP net income increased to $1.213 billion in Q2 2026 from $888.8 million in Q2 2025. GAAP diluted EPS rose to $0.95 from $0.70, while non-GAAP diluted EPS increased to $1.02 from $0.73. Other income, net, increased to $126.3 million from $94.0 million, contributing to income before taxes of $1.504 billion.
Key facts
- Net income for the three months ended June 30, 2026: $1,212.9 million. source
- Weighted-average diluted shares used in computing net income per share for the three months ended June 30, 2026: 1,276.0 million. source
- Non-GAAP net income for the three months ended June 30, 2026: $1,301.7 million. source
- Company delivered 40% growth in non-GAAP EPS year-over-year (stated in highlights). source
- CFO stated revenue up 37.7% and EPS up 39.7% in second quarter 2026. source
- GAAP diluted earnings per share for the second quarter of 2026: $0.95. source
- Non-GAAP diluted earnings per share for the second quarter of 2026: $1.02. source
- Basic net income per share for the three months ended June 30, 2026: $0.96. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | — | Net income for the three months ended June 30, 2026: $1,212.9 million. |
| net_income | positive | realized | — | Non-GAAP net income for the three months ended June 30, 2026: $1,301.7 million. |