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Side-by-side financial comparison of Arista Networks (ANET) and Rockwell Automation (ROK). Click either name above to swap in a different company.
Arista Networks is the larger business by last-quarter revenue ($2.5B vs $2.1B, roughly 1.2× Rockwell Automation). Arista Networks runs the higher net margin — 38.4% vs 14.5%, a 23.9% gap on every dollar of revenue. On growth, Arista Networks posted the faster year-over-year revenue change (28.9% vs 11.9%). Over the past eight quarters, Arista Networks's revenue compounded faster (25.8% CAGR vs -0.5%).
Arista Networks, Inc. is an American computer networking company headquartered in Santa Clara, California. The company designs and sells multilayer network switches to deliver software-defined networking (SDN) for large datacenter, cloud computing, high-performance computing, and high-frequency trading environments. These products include 10/25/40/50/100/200/400/800 gigabit low-latency cut-through Ethernet switches. Arista's Linux-based network operating system, Extensible Operating System (E...
Rockwell Automation, Inc. is an American provider of industrial automation and digital transformation technologies headquartered in Milwaukee, Wisconsin. Its brands include Allen-Bradley, FactoryTalk software and LifecycleIQ Services. Rockwell Automation employs approximately 27,000 people and has customers in more than 100 countries worldwide.
ANET vs ROK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.5B | $2.1B |
| Net Profit | $955.8M | $305.0M |
| Gross Margin | 62.9% | 48.3% |
| Operating Margin | 41.5% | 20.7% |
| Net Margin | 38.4% | 14.5% |
| Revenue YoY | 28.9% | 11.9% |
| Net Profit YoY | 19.3% | 65.8% |
| EPS (diluted) | $0.74 | $2.69 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.5B | $2.1B | ||
| Q3 25 | $2.3B | $2.3B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $1.9B | $1.9B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.7B | $2.1B | ||
| Q1 24 | $1.6B | $2.1B |
| Q4 25 | $955.8M | $305.0M | ||
| Q3 25 | $853.0M | $138.0M | ||
| Q2 25 | $888.8M | $295.0M | ||
| Q1 25 | $813.8M | $252.0M | ||
| Q4 24 | $801.0M | $184.0M | ||
| Q3 24 | $747.9M | $239.1M | ||
| Q2 24 | $665.4M | $232.0M | ||
| Q1 24 | $637.7M | $266.2M |
| Q4 25 | 62.9% | 48.3% | ||
| Q3 25 | 64.6% | 69.4% | ||
| Q2 25 | 65.2% | 40.9% | ||
| Q1 25 | 63.7% | 40.5% | ||
| Q4 24 | 63.8% | 38.4% | ||
| Q3 24 | 64.2% | 37.9% | ||
| Q2 24 | 64.9% | 38.8% | ||
| Q1 24 | 63.7% | 39.2% |
| Q4 25 | 41.5% | 20.7% | ||
| Q3 25 | 42.4% | 2.7% | ||
| Q2 25 | 44.7% | 16.0% | ||
| Q1 25 | 42.8% | 14.9% | ||
| Q4 24 | 41.4% | 17.1% | ||
| Q3 24 | 43.4% | 13.5% | ||
| Q2 24 | 41.4% | 12.4% | ||
| Q1 24 | 42.0% | 14.6% |
| Q4 25 | 38.4% | 14.5% | ||
| Q3 25 | 37.0% | 6.0% | ||
| Q2 25 | 40.3% | 13.8% | ||
| Q1 25 | 40.6% | 12.6% | ||
| Q4 24 | 41.5% | 9.8% | ||
| Q3 24 | 41.3% | 11.7% | ||
| Q2 24 | 39.4% | 11.3% | ||
| Q1 24 | 40.6% | 12.5% |
| Q4 25 | $0.74 | $2.69 | ||
| Q3 25 | $0.67 | $1.24 | ||
| Q2 25 | $0.70 | $2.60 | ||
| Q1 25 | $0.64 | $2.22 | ||
| Q4 24 | $-4.17 | $1.61 | ||
| Q3 24 | $2.33 | $2.09 | ||
| Q2 24 | $2.08 | $2.02 | ||
| Q1 24 | $1.99 | $2.31 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.0B | $444.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $12.4B | $3.7B |
| Total Assets | $19.4B | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $444.0M | ||
| Q3 25 | $2.3B | $468.0M | ||
| Q2 25 | $2.2B | $495.0M | ||
| Q1 25 | $1.8B | $456.0M | ||
| Q4 24 | $2.8B | $477.0M | ||
| Q3 24 | $3.2B | $471.3M | ||
| Q2 24 | $2.4B | $407.0M | ||
| Q1 24 | $2.1B | $470.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $12.4B | $3.7B | ||
| Q3 25 | $11.9B | $3.7B | ||
| Q2 25 | $10.9B | $3.5B | ||
| Q1 25 | $10.1B | $3.4B | ||
| Q4 24 | $10.0B | $3.4B | ||
| Q3 24 | $9.2B | $3.5B | ||
| Q2 24 | $8.4B | $3.3B | ||
| Q1 24 | $7.9B | $3.5B |
| Q4 25 | $19.4B | $11.2B | ||
| Q3 25 | $18.0B | $11.2B | ||
| Q2 25 | $16.5B | $11.2B | ||
| Q1 25 | $14.5B | $11.0B | ||
| Q4 24 | $14.0B | $10.9B | ||
| Q3 24 | $12.8B | $11.2B | ||
| Q2 24 | $11.6B | $11.2B | ||
| Q1 24 | $10.6B | $11.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.73× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.3B | $234.0M |
| Free Cash FlowOCF − Capex | — | $170.0M |
| FCF MarginFCF / Revenue | — | 8.1% |
| Capex IntensityCapex / Revenue | — | 3.0% |
| Cash ConversionOCF / Net Profit | 1.32× | 0.77× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $234.0M | ||
| Q3 25 | $1.3B | $454.0M | ||
| Q2 25 | $1.2B | $527.0M | ||
| Q1 25 | $641.7M | $199.0M | ||
| Q4 24 | $1.0B | $364.0M | ||
| Q3 24 | $1.2B | $432.3M | ||
| Q2 24 | $989.0M | $279.1M | ||
| Q1 24 | $513.8M | $119.8M |
| Q4 25 | — | $170.0M | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $489.0M | ||
| Q1 25 | $613.3M | $171.0M | ||
| Q4 24 | — | $293.0M | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $985.9M | $238.4M | ||
| Q1 24 | $504.4M | $68.6M |
| Q4 25 | — | 8.1% | ||
| Q3 25 | 53.6% | — | ||
| Q2 25 | 53.3% | 22.8% | ||
| Q1 25 | 30.6% | 8.5% | ||
| Q4 24 | — | 15.6% | ||
| Q3 24 | 64.5% | — | ||
| Q2 24 | 58.3% | 11.6% | ||
| Q1 24 | 32.1% | 3.2% |
| Q4 25 | — | 3.0% | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | 1.8% | ||
| Q1 25 | 1.4% | 1.4% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.2% | 2.0% | ||
| Q1 24 | 0.6% | 2.4% |
| Q4 25 | 1.32× | 0.77× | ||
| Q3 25 | 1.49× | 3.29× | ||
| Q2 25 | 1.35× | 1.79× | ||
| Q1 25 | 0.79× | 0.79× | ||
| Q4 24 | 1.29× | 1.98× | ||
| Q3 24 | 1.57× | 1.81× | ||
| Q2 24 | 1.49× | 1.20× | ||
| Q1 24 | 0.81× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ANET
| Products | $2.1B | 84% |
| Services | $392.1M | 16% |
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
