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Arista Networks（ANET）与RENAISSANCERE HOLDINGS LTD（RNR）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RENAISSANCERE HOLDINGS LTD的1.1倍（$2.5B vs $2.2B），Arista Networks净利率更高（38.4% vs 23.5%，领先14.9%），Arista Networks同比增速更快（28.9% vs -36.8%），过去两年Arista Networks的营收复合增速更高（25.8% vs -11.9%）
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。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
ANET vs RNR — 直观对比
营收规模更大
ANET
是对方的1.1倍
$2.2B
营收增速更快
ANET
高出65.6%
-36.8%
净利率更高
ANET
高出14.9%
23.5%
两年增速更快
ANET
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $2.2B |
| 净利润 | $955.8M | $515.8M |
| 毛利率 | 62.9% | — |
| 营业利润率 | 41.5% | — |
| 净利率 | 38.4% | 23.5% |
| 营收同比 | 28.9% | -36.8% |
| 净利润同比 | 19.3% | 72.6% |
| 每股收益（稀释后） | $0.74 | $6.57 |
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ANETRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.5B | $3.0B | ||
| Q3 25 | $2.3B | $3.2B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | $1.9B | $2.3B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.7B | $2.8B |
净利润ANETRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $955.8M | $760.5M | ||
| Q3 25 | $853.0M | $916.5M | ||
| Q2 25 | $888.8M | $835.4M | ||
| Q1 25 | $813.8M | $170.0M | ||
| Q4 24 | $801.0M | $-189.7M | ||
| Q3 24 | $747.9M | $1.2B | ||
| Q2 24 | $665.4M | $503.9M |
毛利率ANETRNR
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ANETRNR
| Q1 26 | — | — | ||
| Q4 25 | 41.5% | 42.5% | ||
| Q3 25 | 42.4% | 46.3% | ||
| Q2 25 | 44.7% | 41.8% | ||
| Q1 25 | 42.8% | -2.0% | ||
| Q4 24 | 41.4% | -3.6% | ||
| Q3 24 | 43.4% | 43.7% | ||
| Q2 24 | 41.4% | 25.0% |
净利率ANETRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 38.4% | 25.6% | ||
| Q3 25 | 37.0% | 28.7% | ||
| Q2 25 | 40.3% | 26.1% | ||
| Q1 25 | 40.6% | 4.9% | ||
| Q4 24 | 41.5% | -8.3% | ||
| Q3 24 | 41.3% | 29.8% | ||
| Q2 24 | 39.4% | 17.8% |
每股收益（稀释后）ANETRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.74 | $16.16 | ||
| Q3 25 | $0.67 | $19.40 | ||
| Q2 25 | $0.70 | $17.20 | ||
| Q1 25 | $0.64 | $3.27 | ||
| Q4 24 | $-4.17 | $-3.76 | ||
| Q3 24 | $2.33 | $22.62 | ||
| Q2 24 | $2.08 | $9.41 |
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 | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $12.4B | $4.3B |
| 总资产 | $19.4B | $53.7B |
| 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ANETRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $2.3B | $1.7B | ||
| Q2 25 | $2.2B | $1.4B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $2.8B | $1.7B | ||
| Q3 24 | $3.2B | $1.6B | ||
| Q2 24 | $2.4B | $1.6B |
总债务ANETRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益ANETRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $12.4B | $11.6B | ||
| Q3 25 | $11.9B | $11.5B | ||
| Q2 25 | $10.9B | $10.8B | ||
| Q1 25 | $10.1B | $10.3B | ||
| Q4 24 | $10.0B | $10.6B | ||
| Q3 24 | $9.2B | $11.2B | ||
| Q2 24 | $8.4B | $10.2B |
总资产ANETRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $19.4B | $53.8B | ||
| Q3 25 | $18.0B | $54.5B | ||
| Q2 25 | $16.5B | $54.7B | ||
| Q1 25 | $14.5B | $53.6B | ||
| Q4 24 | $14.0B | $50.7B | ||
| Q3 24 | $12.8B | $52.8B | ||
| Q2 24 | $11.6B | $51.6B |
负债/权益比ANETRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
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ANETRNR
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $483.0M | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $641.7M | $157.8M | ||
| Q4 24 | $1.0B | $778.9M | ||
| Q3 24 | $1.2B | $1.5B | ||
| Q2 24 | $989.0M | $1.2B |
自由现金流ANETRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $613.3M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $985.9M | — |
自由现金流率ANETRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 53.6% | — | ||
| Q2 25 | 53.3% | — | ||
| Q1 25 | 30.6% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 64.5% | — | ||
| Q2 24 | 58.3% | — |
资本支出强度ANETRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 1.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | 0.2% | — |
现金转化率ANETRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 0.64× | ||
| Q3 25 | 1.49× | 1.73× | ||
| Q2 25 | 1.35× | 1.76× | ||
| Q1 25 | 0.79× | 0.93× | ||
| Q4 24 | 1.29× | — | ||
| Q3 24 | 1.57× | 1.26× | ||
| Q2 24 | 1.49× | 2.41× |
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% |
RNR
暂无分部数据
