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Side-by-side financial comparison of Arista Networks (ANET) and SILICOM LTD. (SILC). Click either name above to swap in a different company.
Arista Networks is the larger business by last-quarter revenue ($2.5B vs $61.9M, roughly 40.2× SILICOM LTD.). Arista Networks runs the higher net margin — 38.4% vs -18.5%, a 57.0% gap on every dollar of revenue. On growth, Arista Networks posted the faster year-over-year revenue change (28.9% vs 6.6%).
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...
Silicom Ltd. is a publicly traded company, headquartered in Israel, that specializes in the design, manufacture and marketing of connectivity solutions for a range of servers and server-based systems. Its shares are listed on the NASDAQ Global Market and on the Tel Aviv Stock Exchange. Silicom is a member of the RAD Group family of companies.
ANET vs SILC — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $2.5B | $61.9M |
| Net Profit | $955.8M | $-11.5M |
| Gross Margin | 62.9% | 30.6% |
| Operating Margin | 41.5% | -19.8% |
| Net Margin | 38.4% | -18.5% |
| Revenue YoY | 28.9% | 6.6% |
| Net Profit YoY | 19.3% | 16.3% |
| EPS (diluted) | $0.74 | $-2.01 |
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 | $61.9M | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $1.9B | $58.1M | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | — | ||
| Q1 24 | $1.6B | — |
| Q4 25 | $955.8M | $-11.5M | ||
| Q3 25 | $853.0M | — | ||
| Q2 25 | $888.8M | — | ||
| Q1 25 | $813.8M | — | ||
| Q4 24 | $801.0M | $-13.7M | ||
| Q3 24 | $747.9M | — | ||
| Q2 24 | $665.4M | — | ||
| Q1 24 | $637.7M | — |
| Q4 25 | 62.9% | 30.6% | ||
| Q3 25 | 64.6% | — | ||
| Q2 25 | 65.2% | — | ||
| Q1 25 | 63.7% | — | ||
| Q4 24 | 63.8% | 28.6% | ||
| Q3 24 | 64.2% | — | ||
| Q2 24 | 64.9% | — | ||
| Q1 24 | 63.7% | — |
| Q4 25 | 41.5% | -19.8% | ||
| Q3 25 | 42.4% | — | ||
| Q2 25 | 44.7% | — | ||
| Q1 25 | 42.8% | — | ||
| Q4 24 | 41.4% | -22.8% | ||
| Q3 24 | 43.4% | — | ||
| Q2 24 | 41.4% | — | ||
| Q1 24 | 42.0% | — |
| Q4 25 | 38.4% | -18.5% | ||
| Q3 25 | 37.0% | — | ||
| Q2 25 | 40.3% | — | ||
| Q1 25 | 40.6% | — | ||
| Q4 24 | 41.5% | -23.6% | ||
| Q3 24 | 41.3% | — | ||
| Q2 24 | 39.4% | — | ||
| Q1 24 | 40.6% | — |
| Q4 25 | $0.74 | $-2.01 | ||
| Q3 25 | $0.67 | — | ||
| Q2 25 | $0.70 | — | ||
| Q1 25 | $0.64 | — | ||
| Q4 24 | $-4.17 | $-2.28 | ||
| Q3 24 | $2.33 | — | ||
| Q2 24 | $2.08 | — | ||
| Q1 24 | $1.99 | — |
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 | $42.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $12.4B | $117.5M |
| Total Assets | $19.4B | $152.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $42.1M | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $2.8B | $72.1M | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.1B | — |
| Q4 25 | $12.4B | $117.5M | ||
| Q3 25 | $11.9B | — | ||
| Q2 25 | $10.9B | — | ||
| Q1 25 | $10.1B | — | ||
| Q4 24 | $10.0B | $127.8M | ||
| Q3 24 | $9.2B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $7.9B | — |
| Q4 25 | $19.4B | $152.2M | ||
| Q3 25 | $18.0B | — | ||
| Q2 25 | $16.5B | — | ||
| Q1 25 | $14.5B | — | ||
| Q4 24 | $14.0B | $150.4M | ||
| Q3 24 | $12.8B | — | ||
| Q2 24 | $11.6B | — | ||
| Q1 24 | $10.6B | — |
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 | $-2.2M |
| Free Cash FlowOCF − Capex | — | $-3.3M |
| FCF MarginFCF / Revenue | — | -5.4% |
| Capex IntensityCapex / Revenue | — | 1.9% |
| Cash ConversionOCF / Net Profit | 1.32× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $-2.2M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $641.7M | — | ||
| Q4 24 | $1.0B | $18.3M | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $989.0M | — | ||
| Q1 24 | $513.8M | — |
| Q4 25 | — | $-3.3M | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $613.3M | — | ||
| Q4 24 | — | $17.4M | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $985.9M | — | ||
| Q1 24 | $504.4M | — |
| Q4 25 | — | -5.4% | ||
| Q3 25 | 53.6% | — | ||
| Q2 25 | 53.3% | — | ||
| Q1 25 | 30.6% | — | ||
| Q4 24 | — | 29.9% | ||
| Q3 24 | 64.5% | — | ||
| Q2 24 | 58.3% | — | ||
| Q1 24 | 32.1% | — |
| Q4 25 | — | 1.9% | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.6% | — |
| Q4 25 | 1.32× | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.35× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 1.29× | — | ||
| Q3 24 | 1.57× | — | ||
| Q2 24 | 1.49× | — | ||
| Q1 24 | 0.81× | — |
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% |
SILC
Segment breakdown not available.
