Arista Networks Q1 2026 revenue $2.709B (+35.1% YoY); Non-GAAP EPS $0.87

Arista Networks, Inc.

2026-Q1 EPS reported $0.80 revenue$2,709,000,000

GAAP EPS $0.80, Non-GAAP EPS $0.87; compared to $0.64 and $0.66 in Q1 2025.
GAAP operating margin 42.7%; Non-GAAP operating margin 47.8%.
Cash flow from operations $1.69B in Q1 2026.
Announced XPO MSA product that reduces networking racks by up to 75%.
Net promoter score of 89 with 94% of customers strongly positive.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Arista Networks, Inc. reported first quarter ended March 31, 2026 results: revenue $2.709 billion, EPS GAAP and non-GAAP diluted earnings per share of $0.80 and $0.87.

Period: first quarter ended March 31, 2026
Revenue: $2.709 billion
EPS: GAAP and non-GAAP diluted earnings per share of $0.80 and $0.87
Result: reported results

Exact text from the filing

Revenue of $2.709 billion, an increase of 8.9% compared to the fourth quarter of 2025, and an increase of 35.1% from the first quarter of 2025. • GAAP and non-GAAP operating margin of 42.7% and 47.8%, respectively, compared to GAAP and non-GAAP operating margin of 42.8% and 47.8% in the first quarter of 2025. • GAAP and non-GAAP diluted earnings per share of $0.80 and $0.87

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Source: SEC EDGAR

accession 0001596532-26-000074

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