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Arista Networks（ANET）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是Arista Networks的1.7倍（$4.2B vs $2.5B），Arista Networks净利率更高（38.4% vs 13.5%，领先24.9%），Arista Networks同比增速更快（28.9% vs 3.5%），过去两年Arista Networks的营收复合增速更高（25.8% vs 7.1%）
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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
ANET vs RJF — 直观对比
营收规模更大
RJF
是对方的1.7倍
$2.5B
营收增速更快
ANET
高出25.4%
3.5%
净利率更高
ANET
高出24.9%
13.5%
两年增速更快
ANET
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $4.2B |
| 净利润 | $955.8M | $563.0M |
| 毛利率 | 62.9% | — |
| 营业利润率 | 41.5% | — |
| 净利率 | 38.4% | 13.5% |
| 营收同比 | 28.9% | 3.5% |
| 净利润同比 | 19.3% | -6.2% |
| 每股收益（稀释后） | $0.74 | $2.79 |
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ANETRJF
| Q4 25 | $2.5B | $4.2B | ||
| Q3 25 | $2.3B | $4.2B | ||
| Q2 25 | $2.2B | $3.8B | ||
| Q1 25 | $2.0B | $3.8B | ||
| Q4 24 | $1.9B | $4.0B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.7B | $3.8B | ||
| Q1 24 | $1.6B | $3.6B |
净利润ANETRJF
| Q4 25 | $955.8M | $563.0M | ||
| Q3 25 | $853.0M | $604.0M | ||
| Q2 25 | $888.8M | $436.0M | ||
| Q1 25 | $813.8M | $495.0M | ||
| Q4 24 | $801.0M | $600.0M | ||
| Q3 24 | $747.9M | $602.0M | ||
| Q2 24 | $665.4M | $492.0M | ||
| Q1 24 | $637.7M | $476.0M |
毛利率ANETRJF
| Q4 25 | 62.9% | — | ||
| Q3 25 | 64.6% | — | ||
| Q2 25 | 65.2% | — | ||
| Q1 25 | 63.7% | — | ||
| Q4 24 | 63.8% | — | ||
| Q3 24 | 64.2% | — | ||
| Q2 24 | 64.9% | — | ||
| Q1 24 | 63.7% | — |
营业利润率ANETRJF
| Q4 25 | 41.5% | — | ||
| Q3 25 | 42.4% | — | ||
| Q2 25 | 44.7% | 14.7% | ||
| Q1 25 | 42.8% | 17.5% | ||
| Q4 24 | 41.4% | 18.6% | ||
| Q3 24 | 43.4% | — | ||
| Q2 24 | 41.4% | 17.1% | ||
| Q1 24 | 42.0% | 16.7% |
净利率ANETRJF
| Q4 25 | 38.4% | 13.5% | ||
| Q3 25 | 37.0% | 14.4% | ||
| Q2 25 | 40.3% | 11.3% | ||
| Q1 25 | 40.6% | 12.9% | ||
| Q4 24 | 41.5% | 14.9% | ||
| Q3 24 | 41.3% | 15.0% | ||
| Q2 24 | 39.4% | 13.1% | ||
| Q1 24 | 40.6% | 13.1% |
每股收益（稀释后）ANETRJF
| Q4 25 | $0.74 | $2.79 | ||
| Q3 25 | $0.67 | $2.96 | ||
| Q2 25 | $0.70 | $2.12 | ||
| Q1 25 | $0.64 | $2.36 | ||
| Q4 24 | $-4.17 | $2.86 | ||
| Q3 24 | $2.33 | $2.85 | ||
| Q2 24 | $2.08 | $2.31 | ||
| Q1 24 | $1.99 | $2.22 |
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 | $9.9B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $12.4B | $12.6B |
| 总资产 | $19.4B | $88.8B |
| 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ANETRJF
| Q4 25 | $2.0B | $9.9B | ||
| Q3 25 | $2.3B | $11.4B | ||
| Q2 25 | $2.2B | $9.2B | ||
| Q1 25 | $1.8B | $9.7B | ||
| Q4 24 | $2.8B | $10.0B | ||
| Q3 24 | $3.2B | $11.0B | ||
| Q2 24 | $2.4B | $9.1B | ||
| Q1 24 | $2.1B | $10.0B |
股东权益ANETRJF
| Q4 25 | $12.4B | $12.6B | ||
| Q3 25 | $11.9B | $12.5B | ||
| Q2 25 | $10.9B | $12.3B | ||
| Q1 25 | $10.1B | $12.2B | ||
| Q4 24 | $10.0B | $11.9B | ||
| Q3 24 | $9.2B | $11.7B | ||
| Q2 24 | $8.4B | $11.2B | ||
| Q1 24 | $7.9B | $11.0B |
总资产ANETRJF
| Q4 25 | $19.4B | $88.8B | ||
| Q3 25 | $18.0B | $88.2B | ||
| Q2 25 | $16.5B | $84.8B | ||
| Q1 25 | $14.5B | $83.1B | ||
| Q4 24 | $14.0B | $82.3B | ||
| Q3 24 | $12.8B | $83.0B | ||
| Q2 24 | $11.6B | $80.6B | ||
| Q1 24 | $10.6B | $81.2B |
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 | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-56.0M |
| 自由现金流率自由现金流/营收 | — | -1.3% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | 1.32× | -0.02× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流ANETRJF
| Q4 25 | $1.3B | $-10.0M | ||
| Q3 25 | $1.3B | $796.0M | ||
| Q2 25 | $1.2B | $691.0M | ||
| Q1 25 | $641.7M | $117.0M | ||
| Q4 24 | $1.0B | $830.0M | ||
| Q3 24 | $1.2B | $510.0M | ||
| Q2 24 | $989.0M | $711.0M | ||
| Q1 24 | $513.8M | $391.0M |
自由现金流ANETRJF
| Q4 25 | — | $-56.0M | ||
| Q3 25 | $1.2B | $752.0M | ||
| Q2 25 | $1.2B | $634.0M | ||
| Q1 25 | $613.3M | $71.0M | ||
| Q4 24 | — | $789.0M | ||
| Q3 24 | $1.2B | $460.0M | ||
| Q2 24 | $985.9M | $655.0M | ||
| Q1 24 | $504.4M | $342.0M |
自由现金流率ANETRJF
| Q4 25 | — | -1.3% | ||
| Q3 25 | 53.6% | 17.9% | ||
| Q2 25 | 53.3% | 16.5% | ||
| Q1 25 | 30.6% | 1.8% | ||
| Q4 24 | — | 19.6% | ||
| Q3 24 | 64.5% | 11.5% | ||
| Q2 24 | 58.3% | 17.4% | ||
| Q1 24 | 32.1% | 9.4% |
资本支出强度ANETRJF
| Q4 25 | — | 1.1% | ||
| Q3 25 | 1.3% | 1.1% | ||
| Q2 25 | 1.1% | 1.5% | ||
| Q1 25 | 1.4% | 1.2% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | 0.4% | 1.2% | ||
| Q2 24 | 0.2% | 1.5% | ||
| Q1 24 | 0.6% | 1.3% |
现金转化率ANETRJF
| Q4 25 | 1.32× | -0.02× | ||
| Q3 25 | 1.49× | 1.32× | ||
| Q2 25 | 1.35× | 1.58× | ||
| Q1 25 | 0.79× | 0.24× | ||
| Q4 24 | 1.29× | 1.38× | ||
| Q3 24 | 1.57× | 0.85× | ||
| Q2 24 | 1.49× | 1.45× | ||
| Q1 24 | 0.81× | 0.82× |
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% |
RJF
暂无分部数据
