ANETQ2 20261/5Estimate vs Actual
Earnings per Share
$1.02
+ 13.0% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
Arista Networks Q2 2026 · Story
Read the quarter card by card, ready to share.
ANETQ2 20261/5ANETQ2 20262/5Guidance
Revenue
- Company Guidance
- 3.3 billion
- Market Estimate
- 2.95 billion
11.9% Above Estimate ▲
Adjusted EPS
- Company Guidance
- 1.06 – 1.08 $
- Market Estimate
- 0.92 $
Even Low End 15.2% Above Estimate ▲
Adjusted Gross Margin
- Company Guidance
- 63%
Margin Pressure Persists · 0.4 pt Contraction ▼
ANETQ2 20263/5Price Reaction
First Full Session
+ 3.6%
From the report-day close to the next session's close.
ANETQ2 20264/5In 30 Seconds
Revenue rose 37.7% year over year to $3.04B, and adjusted EPS of $1.02 beat expectations by about 13%.
- 2026 revenue guidance was raised for the third time this year to $12.6B, but adjusted gross margin narrowed 2.2 points year over year.
- The stock jumped about 12% after hours, but closed the next session up only 3.6% because the price already reflected a lot.
First point of the analysis's “In 30 Seconds”.
Full AnalysisANETQ2 20265/5Score
85/ 100
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