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Arista Networks（ANET）与DIGI INTERNATIONAL INC（DGII）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DIGI INTERNATIONAL INC的20.3倍（$2.5B vs $122.5M）。Arista Networks净利率更高（38.4% vs 9.6%，领先28.9%）。Arista Networks同比增速更快（28.9% vs 17.9%）。过去两年Arista Networks的营收复合增速更高（25.8% vs 6.6%）
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。
Digi International Inc.是总部位于美国明尼苏达州霍普金斯的工业物联网（IIoT）科技企业，成立于1985年。上世纪90年代初，该公司以生产多线路串行数据卡闻名，可支持兼容机运行多线路公告板系统（BBS）。90年代末互联网兴起后，公司逐步转向网络接入设备与工业监测领域布局。
ANET vs DGII — 直观对比
营收规模更大
ANET
是对方的20.3倍
$122.5M
营收增速更快
ANET
高出11.0%
17.9%
净利率更高
ANET
高出28.9%
9.6%
两年增速更快
ANET
近两年复合增速
6.6%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $122.5M |
| 净利润 | $955.8M | $11.7M |
| 毛利率 | 62.9% | 62.4% |
| 营业利润率 | 41.5% | 13.3% |
| 净利率 | 38.4% | 9.6% |
| 营收同比 | 28.9% | 17.9% |
| 净利润同比 | 19.3% | 16.1% |
| 每股收益（稀释后） | $0.74 | $0.31 |
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ANETDGII
| Q4 25 | $2.5B | $122.5M | ||
| Q3 25 | $2.3B | $114.3M | ||
| Q2 25 | $2.2B | $107.5M | ||
| Q1 25 | $2.0B | $104.5M | ||
| Q4 24 | $1.9B | $103.9M | ||
| Q3 24 | $1.8B | $105.1M | ||
| Q2 24 | $1.7B | $105.2M | ||
| Q1 24 | $1.6B | $107.7M |
净利润ANETDGII
| Q4 25 | $955.8M | $11.7M | ||
| Q3 25 | $853.0M | $10.0M | ||
| Q2 25 | $888.8M | $10.2M | ||
| Q1 25 | $813.8M | $10.5M | ||
| Q4 24 | $801.0M | $10.1M | ||
| Q3 24 | $747.9M | $11.9M | ||
| Q2 24 | $665.4M | $9.7M | ||
| Q1 24 | $637.7M | $4.0M |
毛利率ANETDGII
| Q4 25 | 62.9% | 62.4% | ||
| Q3 25 | 64.6% | 63.9% | ||
| Q2 25 | 65.2% | 63.5% | ||
| Q1 25 | 63.7% | 62.1% | ||
| Q4 24 | 63.8% | 62.0% | ||
| Q3 24 | 64.2% | 61.1% | ||
| Q2 24 | 64.9% | 59.2% | ||
| Q1 24 | 63.7% | 57.9% |
营业利润率ANETDGII
| Q4 25 | 41.5% | 13.3% | ||
| Q3 25 | 42.4% | 12.5% | ||
| Q2 25 | 44.7% | 13.9% | ||
| Q1 25 | 42.8% | 13.1% | ||
| Q4 24 | 41.4% | 12.9% | ||
| Q3 24 | 43.4% | 14.2% | ||
| Q2 24 | 41.4% | 12.3% | ||
| Q1 24 | 42.0% | 7.6% |
净利率ANETDGII
| Q4 25 | 38.4% | 9.6% | ||
| Q3 25 | 37.0% | 8.7% | ||
| Q2 25 | 40.3% | 9.5% | ||
| Q1 25 | 40.6% | 10.0% | ||
| Q4 24 | 41.5% | 9.7% | ||
| Q3 24 | 41.3% | 11.3% | ||
| Q2 24 | 39.4% | 9.2% | ||
| Q1 24 | 40.6% | 3.7% |
每股收益（稀释后）ANETDGII
| Q4 25 | $0.74 | $0.31 | ||
| Q3 25 | $0.67 | $0.26 | ||
| Q2 25 | $0.70 | $0.27 | ||
| Q1 25 | $0.64 | $0.28 | ||
| Q4 24 | $-4.17 | $0.27 | ||
| Q3 24 | $2.33 | $0.32 | ||
| Q2 24 | $2.08 | $0.26 | ||
| Q1 24 | $1.99 | $0.11 |
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 | $30.9M |
| 总债务越低越好 | — | $135.0M |
| 股东权益账面价值 | $12.4B | $649.2M |
| 总资产 | $19.4B | $918.4M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ANETDGII
| Q4 25 | $2.0B | $30.9M | ||
| Q3 25 | $2.3B | $21.9M | ||
| Q2 25 | $2.2B | $20.1M | ||
| Q1 25 | $1.8B | $26.3M | ||
| Q4 24 | $2.8B | $25.9M | ||
| Q3 24 | $3.2B | $27.5M | ||
| Q2 24 | $2.4B | $28.3M | ||
| Q1 24 | $2.1B | $23.8M |
总债务ANETDGII
| Q4 25 | — | $135.0M | ||
| Q3 25 | — | $159.2M | ||
| Q2 25 | — | $40.1M | ||
| Q1 25 | — | $70.0M | ||
| Q4 24 | — | $95.0M | ||
| Q3 24 | — | $123.2M | ||
| Q2 24 | — | $151.6M | ||
| Q1 24 | — | $171.8M |
股东权益ANETDGII
| Q4 25 | $12.4B | $649.2M | ||
| Q3 25 | $11.9B | $636.1M | ||
| Q2 25 | $10.9B | $621.5M | ||
| Q1 25 | $10.1B | $605.2M | ||
| Q4 24 | $10.0B | $590.7M | ||
| Q3 24 | $9.2B | $581.0M | ||
| Q2 24 | $8.4B | $563.1M | ||
| Q1 24 | $7.9B | $549.6M |
总资产ANETDGII
| Q4 25 | $19.4B | $918.4M | ||
| Q3 25 | $18.0B | $922.6M | ||
| Q2 25 | $16.5B | $770.3M | ||
| Q1 25 | $14.5B | $781.0M | ||
| Q4 24 | $14.0B | $796.1M | ||
| Q3 24 | $12.8B | $815.1M | ||
| Q2 24 | $11.6B | $820.4M | ||
| Q1 24 | $10.6B | $825.3M |
负债/权益比ANETDGII
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.25× | ||
| Q2 25 | — | 0.06× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.27× | ||
| Q1 24 | — | 0.31× |
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 | $35.6M |
| 自由现金流经营现金流 - 资本支出 | — | $35.2M |
| 自由现金流率自由现金流/营收 | — | 28.7% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 1.32× | 3.04× |
| 过去12个月自由现金流最近4个季度 | — | $111.4M |
8季度趋势，按日历期对齐
经营现金流ANETDGII
| Q4 25 | $1.3B | $35.6M | ||
| Q3 25 | $1.3B | $28.0M | ||
| Q2 25 | $1.2B | $24.0M | ||
| Q1 25 | $641.7M | $26.3M | ||
| Q4 24 | $1.0B | $29.7M | ||
| Q3 24 | $1.2B | $26.4M | ||
| Q2 24 | $989.0M | $24.9M | ||
| Q1 24 | $513.8M | $13.1M |
自由现金流ANETDGII
| Q4 25 | — | $35.2M | ||
| Q3 25 | $1.2B | $27.5M | ||
| Q2 25 | $1.2B | $22.9M | ||
| Q1 25 | $613.3M | $25.7M | ||
| Q4 24 | — | $29.1M | ||
| Q3 24 | $1.2B | $25.5M | ||
| Q2 24 | $985.9M | $24.5M | ||
| Q1 24 | $504.4M | $12.5M |
自由现金流率ANETDGII
| Q4 25 | — | 28.7% | ||
| Q3 25 | 53.6% | 24.1% | ||
| Q2 25 | 53.3% | 21.3% | ||
| Q1 25 | 30.6% | 24.6% | ||
| Q4 24 | — | 28.1% | ||
| Q3 24 | 64.5% | 24.3% | ||
| Q2 24 | 58.3% | 23.2% | ||
| Q1 24 | 32.1% | 11.6% |
资本支出强度ANETDGII
| Q4 25 | — | 0.4% | ||
| Q3 25 | 1.3% | 0.4% | ||
| Q2 25 | 1.1% | 0.9% | ||
| Q1 25 | 1.4% | 0.5% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | 0.4% | 0.9% | ||
| Q2 24 | 0.2% | 0.5% | ||
| Q1 24 | 0.6% | 0.5% |
现金转化率ANETDGII
| Q4 25 | 1.32× | 3.04× | ||
| Q3 25 | 1.49× | 2.81× | ||
| Q2 25 | 1.35× | 2.34× | ||
| Q1 25 | 0.79× | 2.50× | ||
| Q4 24 | 1.29× | 2.95× | ||
| Q3 24 | 1.57× | 2.23× | ||
| Q2 24 | 1.49× | 2.57× | ||
| Q1 24 | 0.81× | 3.27× |
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% |
DGII
| Io T Productsand Services | $86.4M | 71% |
| Io T Solutions | $36.1M | 29% |
