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Arista Networks（ANET）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
Arista Networks的季度营收约是瑞思迈的1.7倍（$2.5B vs $1.4B），Arista Networks净利率更高（38.4% vs 27.6%，领先10.8%），Arista Networks同比增速更快（28.9% vs 11.0%），过去两年Arista Networks的营收复合增速更高（25.8% vs 7.8%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
ANET vs RMD — 直观对比
营收规模更大
ANET
是对方的1.7倍
$1.4B
营收增速更快
ANET
高出17.9%
11.0%
净利率更高
ANET
高出10.8%
27.6%
两年增速更快
ANET
近两年复合增速
7.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $1.4B |
| 净利润 | $955.8M | $392.6M |
| 毛利率 | 62.9% | 61.8% |
| 营业利润率 | 41.5% | 34.6% |
| 净利率 | 38.4% | 27.6% |
| 营收同比 | 28.9% | 11.0% |
| 净利润同比 | 19.3% | 13.9% |
| 每股收益（稀释后） | $0.74 | $2.68 |
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ANETRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.5B | $1.4B | ||
| Q3 25 | $2.3B | $1.3B | ||
| Q2 25 | $2.2B | $1.3B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $1.9B | $1.3B | ||
| Q3 24 | $1.8B | $1.2B |
净利润ANETRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $955.8M | $392.6M | ||
| Q3 25 | $853.0M | $348.5M | ||
| Q2 25 | $888.8M | $379.7M | ||
| Q1 25 | $813.8M | $365.0M | ||
| Q4 24 | $801.0M | $344.6M | ||
| Q3 24 | $747.9M | $311.4M |
毛利率ANETRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 62.9% | 61.8% | ||
| Q3 25 | 64.6% | 61.5% | ||
| Q2 25 | 65.2% | 60.8% | ||
| Q1 25 | 63.7% | 59.3% | ||
| Q4 24 | 63.8% | 58.6% | ||
| Q3 24 | 64.2% | 58.6% |
营业利润率ANETRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 41.5% | 34.6% | ||
| Q3 25 | 42.4% | 33.4% | ||
| Q2 25 | 44.7% | 33.7% | ||
| Q1 25 | 42.8% | 33.0% | ||
| Q4 24 | 41.4% | 32.5% | ||
| Q3 24 | 43.4% | 31.6% |
净利率ANETRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 38.4% | 27.6% | ||
| Q3 25 | 37.0% | 26.1% | ||
| Q2 25 | 40.3% | 28.2% | ||
| Q1 25 | 40.6% | 28.3% | ||
| Q4 24 | 41.5% | 26.9% | ||
| Q3 24 | 41.3% | 25.4% |
每股收益（稀释后）ANETRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $0.74 | $2.68 | ||
| Q3 25 | $0.67 | $2.37 | ||
| Q2 25 | $0.70 | $2.58 | ||
| Q1 25 | $0.64 | $2.48 | ||
| Q4 24 | $-4.17 | $2.34 | ||
| Q3 24 | $2.33 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $12.4B | $6.3B |
| 总资产 | $19.4B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资ANETRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.0B | $1.4B | ||
| Q3 25 | $2.3B | $1.4B | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | $1.8B | $932.7M | ||
| Q4 24 | $2.8B | $521.9M | ||
| Q3 24 | $3.2B | $426.4M |
总债务ANETRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M |
股东权益ANETRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $12.4B | $6.3B | ||
| Q3 25 | $11.9B | $6.1B | ||
| Q2 25 | $10.9B | $6.0B | ||
| Q1 25 | $10.1B | $5.5B | ||
| Q4 24 | $10.0B | $5.3B | ||
| Q3 24 | $9.2B | $5.2B |
总资产ANETRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $19.4B | $8.5B | ||
| Q3 25 | $18.0B | $8.3B | ||
| Q2 25 | $16.5B | $8.2B | ||
| Q1 25 | $14.5B | $7.6B | ||
| Q4 24 | $14.0B | $7.1B | ||
| Q3 24 | $12.8B | $7.2B |
负债/权益比ANETRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× |
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ANETRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $339.7M | ||
| Q3 25 | $1.3B | $457.3M | ||
| Q2 25 | $1.2B | $538.8M | ||
| Q1 25 | $641.7M | $578.7M | ||
| Q4 24 | $1.0B | $308.6M | ||
| Q3 24 | $1.2B | $325.5M |
自由现金流ANETRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $311.2M | ||
| Q3 25 | $1.2B | $414.4M | ||
| Q2 25 | $1.2B | $508.2M | ||
| Q1 25 | $613.3M | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | $1.2B | $307.7M |
自由现金流率ANETRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 21.9% | ||
| Q3 25 | 53.6% | 31.0% | ||
| Q2 25 | 53.3% | 37.7% | ||
| Q1 25 | 30.6% | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | 64.5% | 25.1% |
资本支出强度ANETRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | 1.3% | 3.2% | ||
| Q2 25 | 1.1% | 2.3% | ||
| Q1 25 | 1.4% | 1.6% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | 0.4% | 1.5% |
现金转化率ANETRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 0.87× | ||
| Q3 25 | 1.49× | 1.31× | ||
| Q2 25 | 1.35× | 1.42× | ||
| Q1 25 | 0.79× | 1.59× | ||
| Q4 24 | 1.29× | 0.90× | ||
| Q3 24 | 1.57× | 1.05× |
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% |
RMD
暂无分部数据
