Arista Networks Q2 FY26 GAAP EPS rises 35.71% to USD 0.95; revenue climbs 37.7% to USD 3.04 billion
ANET•Q2 results and margins
Arista Networks posted Q2 2026 revenue of USD 3.04 billion, up 37.7% year over year and up 12.1% sequentially.
GAAP net income climbed to USD 1.21 billion; GAAP diluted EPS rose to USD 0.95 from USD 0.70 a year earlier.
GAAP operating margin widened 0.7 percentage points to 45.4%; non-GAAP operating margin increased 1.1 percentage points to 49.9%.
Product update and outlook
The company introduced 1.6 Tbps AI fabric platforms, including the 7060XE7 Series, targeting AI fabrics with up to 100 Tbps system bandwidth.
For Q3 2026, Arista forecast revenue of about USD 3.3 billion and guided non-GAAP diluted EPS to USD 1.06-1.08.
