Arista closes 2025 with $2.49 billion Q4 revenue and sets a $2.6 billion Q1 target

Arista reported fourth-quarter 2025 revenue of $2.488 billion, up 28.9% from a year earlier, and non-GAAP diluted EPS of $0.82. Full-year 2025 revenue reached $9.006 billion, up 28.6%. For the first quarter of 2026 the company guided to about $2.6 billion of revenue, a non-GAAP gross margin of 62% to 63% and a non-GAAP operating margin of about 46%.

• Q4 2025 revenue $2.488 billion, up 28.9% year on year and 7.8% sequentially
• Q4 2025 non-GAAP diluted EPS $0.82; GAAP diluted EPS $0.75
• FY2025 revenue $9.006 billion, up 28.6%; non-GAAP EPS $2.98
• Q1 2026 guidance: revenue about $2.6 billion, non-GAAP gross margin 62% to 63%, operating margin about 46%
• Share repurchases of $1.603 billion in 2025, up from $423.6 million in 2024

SEC filing 8-K · accession 0001596532-26-000010 · sec.gov ↗