Q3 FY2026 · ended Sep 30, 2026 · Revenue $3.66B, +58.5% YoY · Filed Nov 4, 2026
Arista Networks, Inc. (ANET) files with the SEC under industry code 3576, Computer Communications Equipment. In Q3 of fiscal 2026, the quarter ended Sep 30, 2026, it reported revenue of $3.7 billion and net income of $1.6 billion. Free cash flow was $1.1 billion.
Revenue
$3.66B
+58.5% vs year-ago quarter
Net income
$1.56B
+82.9% vs year-ago quarter
Operating cash flow
$1.20B
-5.3% vs year-ago quarter
Free cash flow
$1.10B
-11.1% vs year-ago quarter
EPS
$1.22
+82.1% vs year-ago quarter
Dividend per share
None
Shares outstanding
1.26B
+0.3% vs year-ago quarter
Net cash
$8.24B
Q4 FY2024
Operating margin
43.8%
TTM
Company profile
- Industry
- Computer Communications Equipment (SIC 3576)
- Listed as
- ANET (NYSE)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- Santa Clara, CA
- SEC filer status
- Large accelerated filer
- SEC CIK
- 1596532
Other Computer Communications Equipment companies
- Cisco Systems, Inc. CSCO
- F5, Inc. FFIV
- Extreme Networks Inc EXTR
- Digi International Inc DGII
- A10 Networks, Inc. ATEN
- Netgear, Inc. NTGR
- Allot Ltd. ALLT
- Lantronix Inc LTRX
Key figures
Fiscal-year totals from the annual reports; switch to Annual for the full-year view. Balance sheet lines are as of each year end.
| Line | Q3 FY2026 Sep 30, 2026 |
Q2 FY2026 Jun 30, 2026 |
Q1 FY2026 Mar 31, 2026 |
Q4 FY2025 Dec 31, 2025 |
Q3 FY2025 Sep 30, 2025 |
|---|---|---|---|---|---|
| Revenue | $3.7B | $3.0B | $2.7B | $2.5B | $2.3B |
| Operating income | $1.6B | $1.4B | $1.2B | $1.0B | $978.2M |
| Net income | $1.6B | $1.2B | $1.0B | $955.8M | $853.0M |
| Diluted EPS | $1.22 | $0.95 | $0.80 | $0.75 | $0.67 |
| Operating cash flow | $1.2B | $1.1B | $1.7B | $1.3B | $1.3B |
| Free cash flow | $1.1B | $1.1B | $1.6B | — | $1.2B |
| Total assets | $25.3B | $23.7B | $21.7B | $19.4B | $18.0B |
| Total liabilities | $8.8B | $8.9B | $8.2B | $7.1B | $6.1B |
| Stockholders' equity | $16.4B | $14.8B | $13.5B | $12.4B | $11.9B |
| Cash and investments | $14.4B | $13.3B | $12.4B | $10.7B | $10.1B |
Recent SEC filings
| Form | Description | Filed | Period |
|---|---|---|---|
| 10-Q | Quarterly report | Nov 4, 2026 | Sep 30, 2026 |
| 8-K |
Current report
Results of operations
|
Nov 3, 2026 | Nov 3, 2026 |
| 10-Q | Quarterly report | Aug 5, 2026 | Jun 30, 2026 |
| 8-K |
Current report
Results of operations
|
Aug 4, 2026 | Aug 4, 2026 |
| 8-K |
Current report
Shareholder vote results
|
Jun 2, 2026 | May 29, 2026 |
| 10-Q | Quarterly report | May 6, 2026 | Mar 31, 2026 |
All 1000 Arista Networks, Inc. SEC filings
Source: SEC EDGAR filings. This is company-reported data, not investment advice.