Arista Networks's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-03. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $3,658 million (+58.5% vs a year earlier) |
| Diluted EPS (GAAP) | $1.22 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $1.20 |
| Full-year guidance | Next quarter only |
Guidance
Arista guides Q4 2026 revenue of $3.9–4.0 billion, non-GAAP operating margin of 48–49% and non-GAAP EPS of $1.26–1.30.
Why this label: 'For the fourth quarter of 2026' only: revenue $3.9-$4.0B, margin, EPS.
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| revenue | Q4 2026 | $3.9–4.0 billion |
| non-GAAP operating margin | Q4 2026 | 48%–49% |
| non-GAAP diluted EPS | Q4 2026 | $1.26–1.30 |
From the release
Revenue: "Total revenue · 3,657.6 · 2,308.3"
Earnings per share: "GAAP and non-GAAP diluted earnings per share of $1.22 and $1.20, respectively"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 revenue rose 58.5% to $3.66 billion, exceeding its $3.3 billion guidance.
Source
Arista Networks earnings release (SEC filing), accession 0001596532-26-000252, filed 2026-11-03.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.