ANET · 8-K · 20261103PR000252
Net Income and Profitability
Arista Networks, Inc. · 2026-11-03 · Importance 66 · Surprise 46 · From source text
Third-quarter GAAP net income increased 82.9% year over year to $1,560.4 million from $853.0 million. GAAP diluted earnings per share rose to $1.22 from $0.67, while non-GAAP diluted EPS was $1.20 compared with $0.77. Other income, net, increased to $273.1 million from $98.9 million and included $134.5 million of gains on strategic investments, versus no such gains in the prior-year quarter.
Key facts
- Q3 2026 GAAP net income was $1,560.4 million, compared with $853.0 million in Q3 2025. source
- For the nine months ended September 30, 2026, net income was $3,796.2 million, compared with $2,555.6 million in 2025. source
- Q3 2026 GAAP diluted earnings per share was $1.22, compared with $0.67 in Q3 2025. source
- Q3 2026 non-GAAP diluted earnings per share was $1.20, compared with $0.77 in Q3 2025. source
- For the nine months ended September 30, 2026, diluted net income per share was $2.98, compared with $2.00 in 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | +40.9% | For the nine months ended September 30, 2026, net income was $3,796.2 million, compared with $2,555.6 million in 2025. |
| net_income | positive | realized | +23.3% | Q3 2026 GAAP net income was $1,560.4 million, compared with $853.0 million in Q3 2025. |