The latest 8-K reports results of operations (earnings).
COMPANY OVERVIEW · SOURCE-BACKED
Arista Networks, Inc.
ANETCompany evidence profile
Historical market context and recent SEC disclosures for Arista Networks, Inc. This view uses the current local evidence snapshot.
- Latest adjusted close
- $172.37Observed 2026-10-23
- Return gap vs SPY
- 536.02021-10-25 to 2026-10-23
- Filings in snapshot
- 5Prices 2014-06-06 to 2026-10-23
Price field: vendor-adjusted closeSEC EDGAR company recordCIK 0001596532
THE BRIEF
Start here, then verify below.
Three statements, each labelled by what kind of statement it is. Every number in them is linked to its source further down the page.
Over the selected historical period, ANET returned 614.4% with a maximum drawdown of -50.4%. These are historical observations, not a forecast.
This local snapshot covers SEC disclosures, latest-restated annual Company Facts when available, and adjusted daily prices. It does not establish valuation, future return, or an investment recommendation.
Generated: deterministic_fallback · Historical observations, not forecasts.
FILED RESULTS
What the latest financial report says
Quarterly figures as filed in the 10-Q for the period ending 2026-06-30, filed 2026-08-05. Read from one filing, so the period and the accounting concept always match the number.
Revenue
+37.7% YoYCurrent: 2026-04-01 — 2026-06-30 · USD
Prior year: $2.20B (2025-04-01 — 2025-06-30)
Reported revenue before expenses; not stock performance.
Category reference unavailable. Only 2 eligible companies; at least 5 are required.
Reference method and sources
As of 2026-08-05. Latest cached filings only; one issuer per CIK (share classes deduplicated); SEC SIC first 3 digits, same annual or quarterly grain, exact accounting concept and currency. Period ends within 45 days, durations within 15 days. Later filings, missing comparisons and zero or loss bases are excluded. Equal-weight median of company YoY rates — not aggregate industry growth, a full industry census, or a matched business peer set.
Metric definition
YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.
RevenueFromContractWithCustomerExcludingAssessedTaxNet income
+36.5% YoYCurrent: 2026-04-01 — 2026-06-30 · USD
Prior year: $0.89B (2025-04-01 — 2025-06-30)
Reported net income after expenses and taxes; the exact SEC concept is below.
Category reference unavailable. Only 2 eligible companies; at least 5 are required.
Reference method and sources
As of 2026-08-05. Latest cached filings only; one issuer per CIK (share classes deduplicated); SEC SIC first 3 digits, same annual or quarterly grain, exact accounting concept and currency. Period ends within 45 days, durations within 15 days. Later filings, missing comparisons and zero or loss bases are excluded. Equal-weight median of company YoY rates — not aggregate industry growth, a full industry census, or a matched business peer set.
Metric definition
YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.
NetIncomeLossDiluted EPS
+35.7% YoYCurrent: 2026-04-01 — 2026-06-30 · USD/shares
Prior year: $0.70 / share (2025-04-01 — 2025-06-30)
Diluted earnings per share; not total profit or a growth rate.
Metric definition
YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.
EarningsPerShareDilutedGross profit
+32.8% YoYCurrent: 2026-04-01 — 2026-06-30 · USD
Prior year: $1.44B (2025-04-01 — 2025-06-30)
Revenue less cost of revenue, in dollars; not gross margin percent.
Metric definition
YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.
GrossProfitConsolidated figures as reported. Accounting treatment and business mix differ between companies, and a filed result is not a forecast.
HISTORY AND RISK
What this has done, and how roughly
Adjusted daily prices over the selected period, against SPY. SPY is an exchange-traded fund tracking the S&P 500.
ANETSPYAdjusted daily closes
Ending value$71,441From $10,000 invested, 2021-10-25 to 2026-10-23
Return gap vs SPY, in percentage points536.0ANET +614.4% · SPY +78.4%
Total return+614.4%2021-10-25 to 2026-10-23
Annualised return+48.3%Compound rate over the period shown
Annualised volatility49.1%Daily returns, annualised
Maximum drawdown-50.4%Trough 2025-04-04
Beta to SPY1.62Sensitivity to the benchmark's moves
Correlation with SPY0.571,255 matched sessions
What that felt likeThe worst peak-to-trough fall over this period was -50.4%, and the worst single session was -22.4%. Both already happened; neither bounds what comes next.
Only this section follows the benchmark selector. The brief, filing reactions and Ask evidence stay on SPY; this chart is showing SPY.
Past return and risk are observations about a period that is over. They are not a forecast, and nothing here is investment advice.
PRIMARY DISCLOSURES
What was filed
SEC checked 2026-10-24
The filings themselves, with what the company disclosed kept apart from what this project measured about it.
8-KResults of operations (earnings)2026-08-05 00:06-5.3% after filing
- Results of operations (earnings)
- Financial statements and exhibits
Quoted from the filing
English, as filed
ITEM 2.02 Results of Operations and Financial Condition On August 4, 2026, Arista Networks, Inc. issued a press release announcing its financial results for the quarter ended June 30, 2026.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2026-05-06: 0 changed, 0 added, 0 removed.
8-KShareholder vote results2026-06-03 00:06-0.1% after filing
- Shareholder vote results
Quoted from the filing
English, as filed
ITEM 5.07 Submission of Matters to a Vote of Security Holders.
Source passage
English, as filed
The voting results for each of the proposals are as follows: 1.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2025-06-04: 3 changed, 0 added, 0 removed.
Changed · 99% text match
English, as filed
Election of Director Each director nominee was duly elected to serve until the 2029 annual meeting of stockholders and until his or her successor is duly elected and qualified. 2.
Changed · 99% text match
English, as filed
To elect three Class III directors to serve until the 2029 annual meeting of stockholders and until their successors are duly elected and qualified; 2.
8-KResults of operations (earnings)2026-05-06 00:06-4.7% after filing
- Results of operations (earnings)
- Financial statements and exhibits
Quoted from the filing
English, as filed
ITEM 2.02 Results of Operations and Financial Condition On May 5, 2026, Arista Networks, Inc. issued a press release announcing its financial results for the quarter ended March 31, 2026.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2026-02-13: 1 changed, 0 added, 3 removed.
Changed · 64% text match
English, as filed
ITEM 2.02 Results of Operations and Financial Condition On May 5, 2026, Arista Networks, Inc. issued a press release announcing its financial results for the quarter ended March 31, 2026.
Removed
8-KResults of operations (earnings)2026-02-13 02:07-2.9% after filing
- Results of operations (earnings)
- Financial statements and exhibits
Quoted from the filing
English, as filed
ITEM 2.02 Results of Operations and Financial Condition.
Source passage
English, as filed
(the “Company”) issued a press release announcing its financial results for the quarter and year ended December 31, 2025.
Source passage
English, as filed
ITEM 9.01 Financial Statements and Exhibits.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2025-11-05: 1 changed, 3 added, 0 removed.
Changed · 66% text match
English, as filed
(the “Company”) issued a press release announcing its financial results for the quarter and year ended December 31, 2025.
Added
English, as filed
ITEM 2.02 Results of Operations and Financial Condition.
8-KResults of operations (earnings)2025-11-05 02:08-2.0% after filing
- Results of operations (earnings)
- Financial statements and exhibits
Quoted from the filing
English, as filed
ITEM 2.02 Results of Operations and Financial Condition On November 4, 2025, Arista Networks, Inc. issued a press release announcing its financial results for the quarter ended September 30, 2025.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2025-08-06: 0 changed, 0 added, 0 removed.
Earlier filings
Each with the move on the first eligible session afterwards, measured against the benchmark. A measurement of magnitude, not a cause.
- 2025-06-17Director or principal officer change-4.5% on 2025-06-17Source filing
- 2025-08-06Results of operations (earnings)+3.1% on 2025-08-06Source filing
- 2025-09-09Director or principal officer change+0.5% on 2025-09-09Source filing
- 2025-11-05Results of operations (earnings)-2.0% on 2025-11-05Source filing
- 2026-02-13Results of operations (earnings)-2.9% on 2026-02-13Source filing
- 2026-05-06Results of operations (earnings)-4.7% on 2026-05-06Source filing
- 2026-06-03Shareholder vote results-0.1% on 2026-06-03Source filing
- 2026-08-05Results of operations (earnings)-5.3% on 2026-08-05Source filing
EVENTS AND WHAT IS NEXT
What happened, and what to watch
Event items are published headlines and filing index entries, linked to their source. They are not analysis, and the feed is not a trading signal.
GROUNDED RESEARCH
Ask about this evidence
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