| 指标 | Q3 FY2025 | Q2 FY2025 | Q/Q | Q3 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $2,308M | $2,205M | +5% | $1,811M | +27% |
| 毛利率 Gross Margin (GAAP) | 64.6% | 65.2% | -0.6 ppt | 64.2% | +0.4 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 65.2% | — | — | — | — |
| 研发费用 R&D | $326M | $297M | +10% | $236M | +38% |
| 销售及管理 SG&A | $186M | $156M | +19% | $141M | +32% |
| 折旧摊销 D&A | $23M | $13M | +81% | $16M | +47% |
| 股权激励 SBC | $128M | $85M | +50% | $98M | +30% |
| 营业利润 Operating Income (GAAP) | $978M | $986M | -1% | $785M | +25% |
| 利息费用 Interest Expense | $0M | N/A | — | $0M | — |
| 净利润 Net Income (GAAP) | $853M | $889M | -4% | $748M | +14% |
| 净利润 Net Income (Non-GAAP) | $962M | — | — | — | — |
| 指标 | Q3 FY2025 | Q2 FY2025 | Q/Q | Q3 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $0.67 | $0.70 | -4% | $2.33 | -71% |
| 每股收益 EPS (Non-GAAP) | $0.75 | — | — | — | — |
| 稀释股数 Diluted Shares | 1,277M | 1,271M | +0% | 320M | +298% |
| 实际税率 Effective Tax Rate | 20.8% | 17.7% | +3.1 ppt | 15.3% | +5.5 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Product | $1,912M | 82.8% | +2% | +25% |
| Service | $397M | 17.2% | +21% | +38% |
本季度数据
| 指标 | Q3 FY2025 | Q2 FY2025 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"我们的数据中心战略在客户和分析师中产生了良好共鸣，因为它提供了从客户端到园区到云/数据和 AI 中心的卓越体验。在 Q3 2025 又一次强劲表现之后，Arista 作为战略网络提供商处于有利地位，持续保持稳健执行。" — Jayshree Ullal, Arista Networks, Inc.
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| other_income | $98.9M | 其他收入 $98.9M（主要为投资收益），与去年同期 $97.6M 基本持平，反映大额有价证券组合的稳定投资回报 |
| obbb_act_tax_impact | $34.6M | One Big Beautiful Bill Act (OBBB Act) 导致一次性递延税款准备金 $34.6M，已在 Non-GAAP 中剔除 |