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Did Arista Networks Beat Earnings?
Arista Networks (ANET) reported Q2 '26 revenue of $3.04B, up 37.7% year-over-year, with reported EPS of $0.95. That topped the $0.80 analyst estimate by 18.8% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Arista Networks’s job postings, web traffic, and employee business outlook. See the full ANET stock analysis or the earnings calendar for upcoming reports.
ANET Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $0.80 | $0.95 | Beat +18.8% |
| Q1 '26 | $0.81 | $0.87 | Beat +7.4% |
| Q4 '25 | $0.76 | $0.82 | Beat +7.9% |
| Q3 '25 | $0.71 | $0.75 | Beat +5.6% |
| Q2 '25 | $0.65 | $0.73 | Beat +12.3% |
| Q1 '25 | $0.59 | $0.65 | Beat +10.2% |
Arista Networks Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1.81B | 1.93B | 2B | 2.2B | 2.31B | 2.49B | 2.71B | 3.04B |
| Gross margin | 64.2% | 63.8% | 63.7% | 65.2% | 64.6% | 62.9% | 61.9% | 62.9% |
| Operating margin | 43.4% | 41.4% | 42.8% | 44.7% | 42.4% | 41.5% | 42.7% | 45.4% |
| Net income | 748M | 801M | 814M | 889M | 853M | 956M | 1.02B | 1.21B |
| Net margin | 41.3% | 41.5% | 40.6% | 40.3% | 37.0% | 38.4% | 37.8% | 40.0% |
| EPS | $0.60 | $0.65 | $0.65 | $0.73 | $0.75 | $0.82 | $0.87 | $0.95 |
Arista Networks Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Arista Networks’s quarterly revenue moved from $1.81B to $3.04B. Net margin compressed from 41.3% to 40%, against a 62.9% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Arista Networks has beaten Wall Street EPS estimates in 8 of its last 8 reported quarters.
When Is Arista Networks’s Next Earnings Date?
Arista Networks reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the ANET earnings calendar.
Frequently Asked Questions: Arista Networks Earnings
Arista Networks's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Arista Networks reported Q2 '26 EPS of $0.95 on revenue of $3.04B (+37.7% YoY). Arista Networks beat estimates, reporting $0.95 vs. the $0.80 estimate.
Arista Networks reported Q2 '26 revenue of $3.04B, up 37.7% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the ANET AI Score.
