01 · 损益表
季度指标
| 指标 |
Q3 FY2024 |
Q2 FY2024 |
Q/Q |
Q3 FY2023 |
Y/Y |
| 营收 Revenue |
$1,811M |
$1,690M |
+7% |
$1,510M |
+20% |
| 毛利率 Gross Margin (GAAP) |
64.2% |
64.9% |
-0.7 ppt |
62.4% |
+1.8 ppt |
| 毛利率 Gross Margin (Non-GAAP) |
64.6% |
— |
— |
— |
— |
| 研发费用 R&D |
N/A |
$268M |
— |
$212M |
— |
| 销售及管理 SG&A |
N/A |
$130M |
— |
$127M |
— |
| 折旧摊销 D&A |
$16M |
$15M |
+2% |
$18M |
-15% |
| 股权激励 SBC |
$98M |
$79M |
+24% |
$85M |
+15% |
| 营业利润 Operating Income (GAAP) |
N/A |
$700M |
— |
$603M |
— |
| 利息费用 Interest Expense |
N/A |
$0M |
— |
$0M |
— |
| 净利润 Net Income (GAAP) |
$748M |
$665M |
+12% |
$545M |
+37% |
| 净利润 Net Income (Non-GAAP) |
$769M |
— |
— |
— |
— |
补充指标
| 指标 |
Q3 FY2024 |
Q2 FY2024 |
Q/Q |
Q3 FY2023 |
Y/Y |
| 每股收益 EPS (GAAP) |
$2.33 |
$2.08 |
+12% |
$1.72 |
+35% |
| 每股收益 EPS (Non-GAAP) |
$2.40 |
— |
— |
— |
— |
| 稀释股数 Diluted Shares |
321M |
320M |
+0% |
318M |
+1% |
| 实际税率 Effective Tax Rate |
N/A |
13.6% |
— |
15.4% |
— |
product
该 filing 未披露此维度。Arista 在季度新闻稿中仅报告整体收入，未按产品线或业务线拆分收入数据