ANET · Earnings call · 2026Q3T · Full report

Operating Income and Margins

Arista Networks, Inc. · 2026-11-03 · Importance 60 · Surprise 24

Q3 operating income was $1.8 billion, equal to 49.1% of revenue. Management attributed the result to investing in innovation while expanding profitability. The CFO forecast Q4 operating margin of 48% to 49% and FY 2027 operating margin of approximately 49%.

Key facts

• Arista Q3 operating income was $1.8 billion, or 49.1% of revenue.