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Arista Networks（ANET）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的1.3倍（$2.5B vs $1.9B），Arista Networks净利率更高（38.4% vs 8.4%，领先30.0%），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 12.0%）
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
ANET vs RPM — 直观对比
营收规模更大
ANET
是对方的1.3倍
$1.9B
营收增速更快
ANET
高出25.4%
3.5%
净利率更高
ANET
高出30.0%
8.4%
两年增速更快
ANET
近两年复合增速
12.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $1.9B |
| 净利润 | $955.8M | $161.2M |
| 毛利率 | 62.9% | 40.8% |
| 营业利润率 | 41.5% | 11.0% |
| 净利率 | 38.4% | 8.4% |
| 营收同比 | 28.9% | 3.5% |
| 净利润同比 | 19.3% | -12.0% |
| 每股收益（稀释后） | $0.74 | $1.26 |
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ANETRPM
| Q4 25 | $2.5B | $1.9B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $1.9B | $1.8B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.7B | $2.0B | ||
| Q1 24 | $1.6B | $1.5B |
净利润ANETRPM
| Q4 25 | $955.8M | $161.2M | ||
| Q3 25 | $853.0M | $227.6M | ||
| Q2 25 | $888.8M | $225.8M | ||
| Q1 25 | $813.8M | $52.0M | ||
| Q4 24 | $801.0M | $183.2M | ||
| Q3 24 | $747.9M | $227.7M | ||
| Q2 24 | $665.4M | $180.6M | ||
| Q1 24 | $637.7M | $61.2M |
毛利率ANETRPM
| Q4 25 | 62.9% | 40.8% | ||
| Q3 25 | 64.6% | 42.3% | ||
| Q2 25 | 65.2% | 42.4% | ||
| Q1 25 | 63.7% | 38.4% | ||
| Q4 24 | 63.8% | 41.4% | ||
| Q3 24 | 64.2% | 42.5% | ||
| Q2 24 | 64.9% | 41.4% | ||
| Q1 24 | 63.7% | 39.9% |
营业利润率ANETRPM
| Q4 25 | 41.5% | 11.0% | ||
| Q3 25 | 42.4% | 14.1% | ||
| Q2 25 | 44.7% | 11.9% | ||
| Q1 25 | 42.8% | 2.8% | ||
| Q4 24 | 41.4% | 11.5% | ||
| Q3 24 | 43.4% | 14.8% | ||
| Q2 24 | 41.4% | 11.9% | ||
| Q1 24 | 42.0% | 5.5% |
净利率ANETRPM
| Q4 25 | 38.4% | 8.4% | ||
| Q3 25 | 37.0% | 10.8% | ||
| Q2 25 | 40.3% | 10.8% | ||
| Q1 25 | 40.6% | 3.5% | ||
| Q4 24 | 41.5% | 9.9% | ||
| Q3 24 | 41.3% | 11.6% | ||
| Q2 24 | 39.4% | 9.0% | ||
| Q1 24 | 40.6% | 4.0% |
每股收益（稀释后）ANETRPM
| Q4 25 | $0.74 | $1.26 | ||
| Q3 25 | $0.67 | $1.77 | ||
| Q2 25 | $0.70 | $1.76 | ||
| Q1 25 | $0.64 | $0.40 | ||
| Q4 24 | $-4.17 | $1.42 | ||
| Q3 24 | $2.33 | $1.77 | ||
| Q2 24 | $2.08 | $1.40 | ||
| Q1 24 | $1.99 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $12.4B | $3.1B |
| 总资产 | $19.4B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资ANETRPM
| Q4 25 | $2.0B | $316.6M | ||
| Q3 25 | $2.3B | $297.1M | ||
| Q2 25 | $2.2B | $302.1M | ||
| Q1 25 | $1.8B | $241.9M | ||
| Q4 24 | $2.8B | $268.7M | ||
| Q3 24 | $3.2B | $231.6M | ||
| Q2 24 | $2.4B | $237.4M | ||
| Q1 24 | $2.1B | $248.9M |
总债务ANETRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益ANETRPM
| Q4 25 | $12.4B | $3.1B | ||
| Q3 25 | $11.9B | $3.1B | ||
| Q2 25 | $10.9B | $2.9B | ||
| Q1 25 | $10.1B | $2.7B | ||
| Q4 24 | $10.0B | $2.7B | ||
| Q3 24 | $9.2B | $2.6B | ||
| Q2 24 | $8.4B | $2.5B | ||
| Q1 24 | $7.9B | $2.3B |
总资产ANETRPM
| Q4 25 | $19.4B | $7.9B | ||
| Q3 25 | $18.0B | $7.9B | ||
| Q2 25 | $16.5B | $7.8B | ||
| Q1 25 | $14.5B | $6.6B | ||
| Q4 24 | $14.0B | $6.7B | ||
| Q3 24 | $12.8B | $6.6B | ||
| Q2 24 | $11.6B | $6.6B | ||
| Q1 24 | $10.6B | $6.4B |
负债/权益比ANETRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 1.32× | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流ANETRPM
| Q4 25 | $1.3B | $345.7M | ||
| Q3 25 | $1.3B | $237.5M | ||
| Q2 25 | $1.2B | $149.2M | ||
| Q1 25 | $641.7M | $91.5M | ||
| Q4 24 | $1.0B | $279.4M | ||
| Q3 24 | $1.2B | $248.1M | ||
| Q2 24 | $989.0M | $181.2M | ||
| Q1 24 | $513.8M | $173.4M |
自由现金流ANETRPM
| Q4 25 | — | $296.4M | ||
| Q3 25 | $1.2B | $175.0M | ||
| Q2 25 | $1.2B | $78.2M | ||
| Q1 25 | $613.3M | $33.3M | ||
| Q4 24 | — | $229.5M | ||
| Q3 24 | $1.2B | $197.3M | ||
| Q2 24 | $985.9M | $105.3M | ||
| Q1 24 | $504.4M | $124.6M |
自由现金流率ANETRPM
| Q4 25 | — | 15.5% | ||
| Q3 25 | 53.6% | 8.3% | ||
| Q2 25 | 53.3% | 3.8% | ||
| Q1 25 | 30.6% | 2.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | 64.5% | 10.0% | ||
| Q2 24 | 58.3% | 5.2% | ||
| Q1 24 | 32.1% | 8.2% |
资本支出强度ANETRPM
| Q4 25 | — | 2.6% | ||
| Q3 25 | 1.3% | 3.0% | ||
| Q2 25 | 1.1% | 3.4% | ||
| Q1 25 | 1.4% | 3.9% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | 0.4% | 2.6% | ||
| Q2 24 | 0.2% | 3.8% | ||
| Q1 24 | 0.6% | 3.2% |
现金转化率ANETRPM
| Q4 25 | 1.32× | 2.14× | ||
| Q3 25 | 1.49× | 1.04× | ||
| Q2 25 | 1.35× | 0.66× | ||
| Q1 25 | 0.79× | 1.76× | ||
| Q4 24 | 1.29× | 1.53× | ||
| Q3 24 | 1.57× | 1.09× | ||
| Q2 24 | 1.49× | 1.00× | ||
| Q1 24 | 0.81× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
