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Arista Networks（ANET）与BOS BETTER ONLINE SOLUTIONS LTD（BOSC）财务数据对比。点击上方公司名可切换其他公司
Arista Networks的季度营收约是BOS BETTER ONLINE SOLUTIONS LTD的253159.7倍（$2.5B vs $9.8K）。Arista Networks净利率更高（38.4% vs 5.8%，领先32.6%）
Arista Networks是总部位于美国加利福尼亚州圣克拉拉的计算机网络企业，专注于设计销售多层网络交换机，为大型数据中心、云计算、高性能计算、高频交易等场景提供软件定义网络（SDN）解决方案，旗下拥有10G至800G系列低延迟直通以太网交换机，搭载自研基于Linux的可扩展操作系统EOS。
BOS Better Online Solutions是一家总部位于以色列的上市企业，核心业务涵盖射频识别（RFID）技术与供应链解决方案服务，为全球各行业客户提供专业的供应链优化、智能识别相关产品与服务支持。
ANET vs BOSC — 直观对比
营收规模更大
ANET
是对方的253159.7倍
$9.8K
净利率更高
ANET
高出32.6%
5.8%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $9.8K |
| 净利润 | $955.8M | $574 |
| 毛利率 | 62.9% | 21.9% |
| 营业利润率 | 41.5% | 5.6% |
| 净利率 | 38.4% | 5.8% |
| 营收同比 | 28.9% | — |
| 净利润同比 | 19.3% | — |
| 每股收益（稀释后） | $0.74 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ANETBOSC
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.3B | $9.8K | ||
| Q2 25 | $2.2B | $26.6M | ||
| Q1 25 | $2.0B | $496 | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.8B | $9.8K | ||
| Q2 24 | $1.7B | $19.7M | ||
| Q1 24 | $1.6B | $250 |
净利润ANETBOSC
| Q4 25 | $955.8M | — | ||
| Q3 25 | $853.0M | $574 | ||
| Q2 25 | $888.8M | $2.1M | ||
| Q1 25 | $813.8M | — | ||
| Q4 24 | $801.0M | — | ||
| Q3 24 | $747.9M | $313 | ||
| Q2 24 | $665.4M | $1.2M | ||
| Q1 24 | $637.7M | — |
毛利率ANETBOSC
| Q4 25 | 62.9% | — | ||
| Q3 25 | 64.6% | 21.9% | ||
| Q2 25 | 65.2% | 23.4% | ||
| Q1 25 | 63.7% | 25.4% | ||
| Q4 24 | 63.8% | — | ||
| Q3 24 | 64.2% | 20.9% | ||
| Q2 24 | 64.9% | 24.1% | ||
| Q1 24 | 63.7% | 33.6% |
营业利润率ANETBOSC
| Q4 25 | 41.5% | — | ||
| Q3 25 | 42.4% | 5.6% | ||
| Q2 25 | 44.7% | 6.8% | ||
| Q1 25 | 42.8% | 11.7% | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 43.4% | 4.5% | ||
| Q2 24 | 41.4% | 7.6% | ||
| Q1 24 | 42.0% | 8.8% |
净利率ANETBOSC
| Q4 25 | 38.4% | — | ||
| Q3 25 | 37.0% | 5.8% | ||
| Q2 25 | 40.3% | 8.0% | ||
| Q1 25 | 40.6% | — | ||
| Q4 24 | 41.5% | — | ||
| Q3 24 | 41.3% | 3.2% | ||
| Q2 24 | 39.4% | 6.3% | ||
| Q1 24 | 40.6% | — |
每股收益（稀释后）ANETBOSC
| Q4 25 | $0.74 | — | ||
| Q3 25 | $0.67 | — | ||
| Q2 25 | $0.70 | $0.33 | ||
| Q1 25 | $0.64 | — | ||
| Q4 24 | $-4.17 | — | ||
| Q3 24 | $2.33 | — | ||
| Q2 24 | $2.08 | $0.21 | ||
| Q1 24 | $1.99 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $2.0B | $3.4K |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $12.4B | $21.3K |
| 总资产 | $19.4B | $34.3K |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ANETBOSC
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.3B | $3.4K | ||
| Q2 25 | $2.2B | $5.2M | ||
| Q1 25 | $1.8B | $3.4K | ||
| Q4 24 | $2.8B | — | ||
| Q3 24 | $3.2B | $2.3K | ||
| Q2 24 | $2.4B | $2.4M | ||
| Q1 24 | $2.1B | $2.3K |
股东权益ANETBOSC
| Q4 25 | $12.4B | — | ||
| Q3 25 | $11.9B | $21.3K | ||
| Q2 25 | $10.9B | $24.2M | ||
| Q1 25 | $10.1B | $21.3K | ||
| Q4 24 | $10.0B | — | ||
| Q3 24 | $9.2B | $18.8K | ||
| Q2 24 | $8.4B | $20.1M | ||
| Q1 24 | $7.9B | $18.8K |
总资产ANETBOSC
| Q4 25 | $19.4B | — | ||
| Q3 25 | $18.0B | $34.3K | ||
| Q2 25 | $16.5B | $38.4M | ||
| Q1 25 | $14.5B | $34.3K | ||
| Q4 24 | $14.0B | — | ||
| Q3 24 | $12.8B | $32.5K | ||
| Q2 24 | $11.6B | $31.8M | ||
| Q1 24 | $10.6B | $32.5K |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $1.3B | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.32× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ANETBOSC
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.2B | $1.5M | ||
| Q1 25 | $641.7M | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $989.0M | $320.0K | ||
| Q1 24 | $513.8M | — |
自由现金流ANETBOSC
| Q4 25 | — | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | $1.2M | ||
| Q1 25 | $613.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $985.9M | $75.0K | ||
| Q1 24 | $504.4M | — |
自由现金流率ANETBOSC
| Q4 25 | — | — | ||
| Q3 25 | 53.6% | — | ||
| Q2 25 | 53.3% | 4.5% | ||
| Q1 25 | 30.6% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 64.5% | — | ||
| Q2 24 | 58.3% | 0.4% | ||
| Q1 24 | 32.1% | — |
资本支出强度ANETBOSC
| Q4 25 | — | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | 1.0% | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.2% | 1.2% | ||
| Q1 24 | 0.6% | — |
现金转化率ANETBOSC
| Q4 25 | 1.32× | — | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | 1.35× | 0.69× | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 1.29× | — | ||
| Q3 24 | 1.57× | — | ||
| Q2 24 | 1.49× | 0.26× | ||
| Q1 24 | 0.81× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ANET
| Products | $2.1B | 84% |
| Services | $392.1M | 16% |
BOSC
暂无分部数据
