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Arista Networks（ANET）与LANTRONIX INC（LTRX）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LANTRONIX INC的83.6倍（$2.5B vs $29.8M）。Arista Networks净利率更高（38.4% vs -4.5%，领先42.9%）。Arista Networks同比增速更快（28.9% vs -4.5%）。过去两年Arista Networks的营收复合增速更高（25.8% vs -15.0%）
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。
Lantronix Inc是全球物联网安全连接与边缘计算解决方案提供商，面向工业、医疗、零售、交通、智慧城市等领域客户，供应专用硬件、SaaS平台与嵌入式软件，支持可靠的远程设备管理。
ANET vs LTRX — 直观对比
营收规模更大
ANET
是对方的83.6倍
$29.8M
营收增速更快
ANET
高出33.3%
-4.5%
净利率更高
ANET
高出42.9%
-4.5%
两年增速更快
ANET
近两年复合增速
-15.0%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $29.8M |
| 净利润 | $955.8M | $-1.3M |
| 毛利率 | 62.9% | 43.6% |
| 营业利润率 | 41.5% | -3.6% |
| 净利率 | 38.4% | -4.5% |
| 营收同比 | 28.9% | -4.5% |
| 净利润同比 | 19.3% | 43.9% |
| 每股收益（稀释后） | $0.74 | $-0.03 |
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ANETLTRX
| Q4 25 | $2.5B | $29.8M | ||
| Q3 25 | $2.3B | $29.8M | ||
| Q2 25 | $2.2B | $28.8M | ||
| Q1 25 | $2.0B | $28.5M | ||
| Q4 24 | $1.9B | $31.2M | ||
| Q3 24 | $1.8B | $34.4M | ||
| Q2 24 | $1.7B | $49.1M | ||
| Q1 24 | $1.6B | $41.2M |
净利润ANETLTRX
| Q4 25 | $955.8M | $-1.3M | ||
| Q3 25 | $853.0M | $-1.4M | ||
| Q2 25 | $888.8M | $-2.6M | ||
| Q1 25 | $813.8M | $-3.9M | ||
| Q4 24 | $801.0M | $-2.4M | ||
| Q3 24 | $747.9M | $-2.5M | ||
| Q2 24 | $665.4M | $386.0K | ||
| Q1 24 | $637.7M | $-423.0K |
毛利率ANETLTRX
| Q4 25 | 62.9% | 43.6% | ||
| Q3 25 | 64.6% | 44.8% | ||
| Q2 25 | 65.2% | 40.0% | ||
| Q1 25 | 63.7% | 43.5% | ||
| Q4 24 | 63.8% | 42.6% | ||
| Q3 24 | 64.2% | 42.1% | ||
| Q2 24 | 64.9% | 38.1% | ||
| Q1 24 | 63.7% | 40.1% |
营业利润率ANETLTRX
| Q4 25 | 41.5% | -3.6% | ||
| Q3 25 | 42.4% | -5.1% | ||
| Q2 25 | 44.7% | -10.9% | ||
| Q1 25 | 42.8% | -12.6% | ||
| Q4 24 | 41.4% | -6.9% | ||
| Q3 24 | 43.4% | -6.2% | ||
| Q2 24 | 41.4% | 1.2% | ||
| Q1 24 | 42.0% | -0.2% |
净利率ANETLTRX
| Q4 25 | 38.4% | -4.5% | ||
| Q3 25 | 37.0% | -4.7% | ||
| Q2 25 | 40.3% | -9.1% | ||
| Q1 25 | 40.6% | -13.6% | ||
| Q4 24 | 41.5% | -7.6% | ||
| Q3 24 | 41.3% | -7.3% | ||
| Q2 24 | 39.4% | 0.8% | ||
| Q1 24 | 40.6% | -1.0% |
每股收益（稀释后）ANETLTRX
| Q4 25 | $0.74 | $-0.03 | ||
| Q3 25 | $0.67 | $-0.04 | ||
| Q2 25 | $0.70 | $-0.06 | ||
| Q1 25 | $0.64 | $-0.10 | ||
| Q4 24 | $-4.17 | $-0.06 | ||
| Q3 24 | $2.33 | $-0.07 | ||
| Q2 24 | $2.08 | $0.01 | ||
| Q1 24 | $1.99 | $-0.01 |
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 | $23.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $12.4B | $74.4M |
| 总资产 | $19.4B | $121.7M |
| 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ANETLTRX
| Q4 25 | $2.0B | $23.0M | ||
| Q3 25 | $2.3B | $22.2M | ||
| Q2 25 | $2.2B | $20.1M | ||
| Q1 25 | $1.8B | $20.0M | ||
| Q4 24 | $2.8B | $19.2M | ||
| Q3 24 | $3.2B | $26.4M | ||
| Q2 24 | $2.4B | $26.2M | ||
| Q1 24 | $2.1B | $24.6M |
股东权益ANETLTRX
| Q4 25 | $12.4B | $74.4M | ||
| Q3 25 | $11.9B | $74.5M | ||
| Q2 25 | $10.9B | $74.4M | ||
| Q1 25 | $10.1B | $75.5M | ||
| Q4 24 | $10.0B | $77.9M | ||
| Q3 24 | $9.2B | $78.9M | ||
| Q2 24 | $8.4B | $81.4M | ||
| Q1 24 | $7.9B | $78.1M |
总资产ANETLTRX
| Q4 25 | $19.4B | $121.7M | ||
| Q3 25 | $18.0B | $119.6M | ||
| Q2 25 | $16.5B | $123.7M | ||
| Q1 25 | $14.5B | $124.2M | ||
| Q4 24 | $14.0B | $134.2M | ||
| Q3 24 | $12.8B | $137.9M | ||
| Q2 24 | $11.6B | $136.2M | ||
| Q1 24 | $10.6B | $147.4M |
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 | $2.2M |
| 自由现金流经营现金流 - 资本支出 | — | $2.1M |
| 自由现金流率自由现金流/营收 | — | 7.0% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 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 | — | $9.6M |
8季度趋势，按日历期对齐
经营现金流ANETLTRX
| Q4 25 | $1.3B | $2.2M | ||
| Q3 25 | $1.3B | $3.6M | ||
| Q2 25 | $1.2B | $1.1M | ||
| Q1 25 | $641.7M | $3.2M | ||
| Q4 24 | $1.0B | $340.0K | ||
| Q3 24 | $1.2B | $2.7M | ||
| Q2 24 | $989.0M | $2.3M | ||
| Q1 24 | $513.8M | $3.6M |
自由现金流ANETLTRX
| Q4 25 | — | $2.1M | ||
| Q3 25 | $1.2B | $3.5M | ||
| Q2 25 | $1.2B | $909.0K | ||
| Q1 25 | $613.3M | $3.1M | ||
| Q4 24 | — | $256.0K | ||
| Q3 24 | $1.2B | $2.5M | ||
| Q2 24 | $985.9M | $2.1M | ||
| Q1 24 | $504.4M | $3.5M |
自由现金流率ANETLTRX
| Q4 25 | — | 7.0% | ||
| Q3 25 | 53.6% | 11.9% | ||
| Q2 25 | 53.3% | 3.2% | ||
| Q1 25 | 30.6% | 10.9% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | 64.5% | 7.3% | ||
| Q2 24 | 58.3% | 4.3% | ||
| Q1 24 | 32.1% | 8.4% |
资本支出强度ANETLTRX
| Q4 25 | — | 0.3% | ||
| Q3 25 | 1.3% | 0.2% | ||
| Q2 25 | 1.1% | 0.5% | ||
| Q1 25 | 1.4% | 0.4% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | 0.4% | 0.5% | ||
| Q2 24 | 0.2% | 0.3% | ||
| Q1 24 | 0.6% | 0.3% |
现金转化率ANETLTRX
| 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× | 5.89× | ||
| 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% |
LTRX
| Embedded Io T Solutions | $13.9M | 47% |
| Io T System Solutions | $13.3M | 45% |
| Software And Services | $2.6M | 9% |
