ANET · News · 20261106N
Revenue Performance and Mix
Arista Networks, Inc. · 2026-11-06 · Importance 77 · Surprise 82 · No source text
Third-quarter 2026 revenue increased 58.5% year over year to $3.66 billion, Arista’s highest year-over-year growth rate since its IPO. Revenue exceeded the Zacks consensus estimate of $3.31 billion by 10.4%. Non-GAAP earnings rose 55.8% year over year to $1.20 per share, exceeding the $1.08 consensus estimate by 11.1%.
Key facts
- Arista Networks, Inc. Q3 2026 revenue growth of 58.5% year over year was its highest year-over-year growth rate since its initial public offering. source
- Arista Networks, Inc. Q3 2026 revenue was $3.66 billion, up 58.5% year over year. source
- Arista Networks, Inc. Q3 2026 revenue exceeded the Zacks Consensus Estimate of $3.31 billion by 10.4%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +44.5% | Arista Networks, Inc. Q3 2026 revenue was $3.66 billion, up 58.5% year over year. |