Arista Q2 2026 revenue hits $3.04 billion, up 37.7%; Q3 guidance tops estimates

Arista reported second-quarter 2026 revenue of $3,035.7 million, up 37.7% from a year earlier and 12.1% from the first quarter, . Non-GAAP diluted EPS was $1.02, against $0.73 a year earlier. It guided third-quarter revenue to about $3.3 billion with non-GAAP EPS of $1.06 to $1.08, and it made no share repurchases in the first half of 2026.

• Revenue $3,035.7M: products $2,605.2M, services $430.5M
• GAAP operating margin 45.4%; non-GAAP 49.9%
• EPS: GAAP $0.95, non-GAAP $1.02 (Q2 2025: $0.70 and $0.73)
• Q3 2026 guidance: revenue about $3.3B, non-GAAP operating margin 48% to 49%, non-GAAP EPS $1.06 to $1.08
• No common stock repurchases in H1 2026, against $983.0M in H1 2025

SEC filing 8-K · accession 0001596532-26-000174 · sec.gov ↗