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Arista Networks（ANET）与RUSH ENTERPRISES INC \TX\（RUSHA）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RUSH ENTERPRISES INC \TX\的1.5倍（$2.5B vs $1.7B），Arista Networks净利率更高（38.4% vs 3.7%，领先34.8%），Arista Networks同比增速更快（28.9% vs -9.0%），过去两年Arista Networks的营收复合增速更高（25.8% vs -6.8%）
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。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
ANET vs RUSHA — 直观对比
营收规模更大
ANET
是对方的1.5倍
$1.7B
营收增速更快
ANET
高出37.9%
-9.0%
净利率更高
ANET
高出34.8%
3.7%
两年增速更快
ANET
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $1.7B |
| 净利润 | $955.8M | $61.7M |
| 毛利率 | 62.9% | 20.4% |
| 营业利润率 | 41.5% | 4.9% |
| 净利率 | 38.4% | 3.7% |
| 营收同比 | 28.9% | -9.0% |
| 净利润同比 | 19.3% | 1.8% |
| 每股收益（稀释后） | $0.74 | $0.77 |
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ANETRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.5B | $1.7B | ||
| Q3 25 | $2.3B | $1.8B | ||
| Q2 25 | $2.2B | $1.8B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | $1.9B | $1.9B | ||
| Q3 24 | $1.8B | $1.8B | ||
| Q2 24 | $1.7B | $1.9B |
净利润ANETRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $955.8M | $64.3M | ||
| Q3 25 | $853.0M | $66.7M | ||
| Q2 25 | $888.8M | $72.4M | ||
| Q1 25 | $813.8M | $60.3M | ||
| Q4 24 | $801.0M | $74.8M | ||
| Q3 24 | $747.9M | $79.1M | ||
| Q2 24 | $665.4M | $78.7M |
毛利率ANETRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 62.9% | 20.8% | ||
| Q3 25 | 64.6% | 21.0% | ||
| Q2 25 | 65.2% | 20.7% | ||
| Q1 25 | 63.7% | 20.3% | ||
| Q4 24 | 63.8% | 19.3% | ||
| Q3 24 | 64.2% | 21.0% | ||
| Q2 24 | 64.9% | 20.2% |
营业利润率ANETRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 41.5% | 5.5% | ||
| Q3 25 | 42.4% | 5.6% | ||
| Q2 25 | 44.7% | 6.0% | ||
| Q1 25 | 42.8% | 5.2% | ||
| Q4 24 | 41.4% | 5.8% | ||
| Q3 24 | 43.4% | 6.7% | ||
| Q2 24 | 41.4% | 6.4% |
净利率ANETRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 38.4% | 3.8% | ||
| Q3 25 | 37.0% | 3.7% | ||
| Q2 25 | 40.3% | 3.9% | ||
| Q1 25 | 40.6% | 3.4% | ||
| Q4 24 | 41.5% | 3.9% | ||
| Q3 24 | 41.3% | 4.4% | ||
| Q2 24 | 39.4% | 4.1% |
每股收益（稀释后）ANETRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.74 | $0.81 | ||
| Q3 25 | $0.67 | $0.83 | ||
| Q2 25 | $0.70 | $0.90 | ||
| Q1 25 | $0.64 | $0.73 | ||
| Q4 24 | $-4.17 | $-95.13 | ||
| Q3 24 | $2.33 | $0.97 | ||
| Q2 24 | $2.08 | $97.00 |
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 | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $12.4B | $2.3B |
| 总资产 | $19.4B | $4.5B |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资ANETRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $212.6M | ||
| Q3 25 | $2.3B | $242.0M | ||
| Q2 25 | $2.2B | $211.1M | ||
| Q1 25 | $1.8B | $228.7M | ||
| Q4 24 | $2.8B | $228.1M | ||
| Q3 24 | $3.2B | $185.1M | ||
| Q2 24 | $2.4B | $167.3M |
总债务ANETRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ANETRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $12.4B | $2.2B | ||
| Q3 25 | $11.9B | $2.2B | ||
| Q2 25 | $10.9B | $2.2B | ||
| Q1 25 | $10.1B | $2.2B | ||
| Q4 24 | $10.0B | $2.1B | ||
| Q3 24 | $9.2B | $2.1B | ||
| Q2 24 | $8.4B | $2.0B |
总资产ANETRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $19.4B | $4.4B | ||
| Q3 25 | $18.0B | $4.6B | ||
| Q2 25 | $16.5B | $4.7B | ||
| Q1 25 | $14.5B | $4.7B | ||
| Q4 24 | $14.0B | $4.6B | ||
| Q3 24 | $12.8B | $4.6B | ||
| Q2 24 | $11.6B | $4.5B |
负债/权益比ANETRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $411.6M |
| 自由现金流率自由现金流/营收 | — | 24.4% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 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 | — | $828.4M |
8季度趋势，按日历期对齐
经营现金流ANETRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $112.9M | ||
| Q3 25 | $1.3B | $367.8M | ||
| Q2 25 | $1.2B | $227.6M | ||
| Q1 25 | $641.7M | $153.5M | ||
| Q4 24 | $1.0B | $392.3M | ||
| Q3 24 | $1.2B | $111.7M | ||
| Q2 24 | $989.0M | $270.6M |
自由现金流ANETRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | — | $31.9M | ||
| Q3 25 | $1.2B | $271.2M | ||
| Q2 25 | $1.2B | $113.8M | ||
| Q1 25 | $613.3M | $45.1M | ||
| Q4 24 | — | $263.5M | ||
| Q3 24 | $1.2B | $-20.0M | ||
| Q2 24 | $985.9M | $177.2M |
自由现金流率ANETRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | 53.6% | 15.2% | ||
| Q2 25 | 53.3% | 6.2% | ||
| Q1 25 | 30.6% | 2.6% | ||
| Q4 24 | — | 13.7% | ||
| Q3 24 | 64.5% | -1.1% | ||
| Q2 24 | 58.3% | 9.1% |
资本支出强度ANETRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | 1.3% | 5.4% | ||
| Q2 25 | 1.1% | 6.2% | ||
| Q1 25 | 1.4% | 6.2% | ||
| Q4 24 | — | 6.7% | ||
| Q3 24 | 0.4% | 7.3% | ||
| Q2 24 | 0.2% | 4.8% |
现金转化率ANETRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 1.32× | 1.75× | ||
| Q3 25 | 1.49× | 5.51× | ||
| Q2 25 | 1.35× | 3.14× | ||
| Q1 25 | 0.79× | 2.55× | ||
| Q4 24 | 1.29× | 5.25× | ||
| Q3 24 | 1.57× | 1.41× | ||
| Q2 24 | 1.49× | 3.44× |
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% |
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
