Arista Networks, Inc. logo ANET - Arista Networks, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 39
HOLD 13
SELL 0
STRONG
SELL
0
| PRICE TARGET: $183.30 DETAILS
HIGH: $200.00
LOW: $164.00
MEDIAN: $183.00
CONSENSUS: $183.30
UPSIDE: 19.00%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2 2013 Q1 2012 Q4
Revenue
Revenue 2,709 2,487.8 2,308.3 2,204.8 2,004.8 1,930.4 1,810.9 1,690.4 1,571.4 1,540.4 1,509.5 1,458.9 1,351.4 1,275.6 1,176.8 1,051.9 877.1 824.5 748.7 707.3 667.6 648.5 605.4 540.6 523.0 552.5 654.4 608.3 595.4 595.7 563.3 519.8 472.5 467.9 437.6 405.2 335.5 328.0 290.3 268.7 242.2 245.4 217.5 195.6 179.0 173.5 155.5 137.9 117.2 114.8 101.6 83.5 61.3 57.3
Cost of Revenue 1,032.2 924 818.1 766.2 728.7 699.4 649.2 593.2 570 541.2 567.0 574.8 546.8 506.9 466.8 408.6 323.2 301.7 270.1 253.1 242.3 233.9 220.5 196.5 184.8 196.2 237.1 218.1 214.9 220.7 201.7 186.0 169.6 160.7 157.0 145.4 121.3 117.8 103.8 97.3 87.1 89.3 75.8 67.7 61.3 57.0 54.5 44.6 35.9 37.3 36.6 29.6 19.2 16.0
Gross Profit 1,676.8 1,563.8 1,490.2 1,438.6 1,276.1 1,231.0 1,161.7 1,097.2 1,001.4 999.2 942.4 884.1 804.5 768.6 710.0 643.3 553.8 522.7 478.6 454.2 425.3 414.6 385.0 344.1 338.3 356.3 417.3 390.2 380.6 375.0 361.6 333.9 302.9 307.2 280.6 259.8 214.2 210.2 186.4 171.5 155.1 156.2 141.7 127.9 117.8 116.4 101.0 93.4 81.3 77.5 65.0 53.9 42.1 41.4
Operating Expenses
R&D Expenses 343.7 348.4 326 296.5 266.4 285.0 235.8 267.5 208.4 211.5 212.4 229.7 201.4 190.4 187.8 178.2 172.0 157.9 153.1 143.3 132.5 133.8 128.0 111.5 113.2 110.1 118.7 114.3 119.7 118.4 117.6 104.1 102.4 107.2 79.6 81.2 81.6 71.4 70.6 69.0 62.5 57.4 58.7 49.9 43.3 44.3 36.2 34.9 33.4 31.4 26.6 21.1 19.5 18.5
SG&A Expenses 175.3 182.5 186 155.9 150.9 146.3 140.6 130.1 132.8 147.8 127.4 124.4 118.5 109.3 104.8 102.3 103.9 99.0 92.2 91.5 86.5 86.1 68.5 65.6 75.4 70.3 69.9 69.1 66.6 62.9 63.2 64.6 61.8 60.6 60.2 61.9 59.2 61.3 52.8 49.3 42.8 49.4 51.7 45.1 38.7 33.1 30.9 27.8 25.9 23.6 19.8 16.6 13.9 11.8
Other Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 405 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Operating Expenses 519 530.9 512 452.4 417.3 431.3 376.4 397.6 341.2 359.3 339.7 354.1 319.9 299.7 292.6 280.4 275.9 256.9 245.3 234.8 219.0 219.9 196.6 177.1 188.6 180.3 188.7 183.4 186.2 181.3 180.8 573.7 164.2 167.8 139.8 143.1 140.8 132.7 123.4 118.3 105.4 106.8 110.5 95.0 82.0 77.4 67.1 62.7 59.3 55.0 46.4 37.6 33.4 30.3
Operating Income
Operating Income 1,157.8 1,032.9 978.2 986.2 858.8 799.7 785.3 699.6 660.2 639.9 602.7 530.1 484.6 468.9 417.3 362.9 278.0 265.8 233.3 219.4 206.3 194.6 188.4 167.0 149.7 176.0 228.6 206.8 194.3 193.6 180.8 (239.8) 138.7 139.4 140.8 116.6 73.4 77.5 63.0 53.2 49.7 49.4 31.3 32.9 35.8 39.0 33.9 30.7 22.0 22.5 18.6 16.3 8.7 11.0
Interest Expense 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.7 0.7 0.7 0.7 0.7 0.7 0.6 0.7 0.9 0.7 0.7 0.8 0.7 0.8 0.8 0.8 0.8 0.8 2.2 2.5 1.8 1.8 1.8 1.8 0
Interest Income 109.2 103 99.8 90.4 90.2 90.4 85.4 71.4 63.8 54.0 43.7 32.2 22.5 13.8 6.9 4.4 2.4 1.7 1.6 1.9 2.0 2.5 4.3 8.7 11.7 12.7 13.4 13.1 11.9 9.7 8.6 8.0 5.4 0 2.3 1.4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1.7
Profitability
EBITDA 1,157.8 1,055.7 1,001.4 999 872.6 815.0 800.9 715.1 675.8 654.3 619.7 548.4 505.5 486.4 434.5 377.8 291.1 278.3 245.9 231.9 218.9 246.4 199.2 178.0 159.9 183.9 236.8 215.2 202.7 208.4 197.2 (235.7) 149.3 147.7 148.3 122.8 79.4 83.0 68.8 58.5 54.9 53.2 34.8 36.6 38.2 41.5 35.7 36.3 24.3 24.4 19.6 17.0 9.4 11.6
EBIT 1,157.8 1,032.9 978.2 986.2 858.8 799.7 785.3 699.6 660.2 639.9 602.7 530.1 484.6 468.9 417.3 362.9 278.0 265.8 233.3 219.4 206.3 233.8 188.4 167.0 149.7 176.0 228.6 206.8 194.3 199.2 190.1 (241.3) 143.6 142.4 143.0 117.8 74.4 78.1 63.7 53.6 50.1 49.3 31.3 33.3 35.3 38.9 33.0 33.9 22.0 21.9 18.6 16.3 8.6 11.0
Income Before Tax 1,271.4 1,137.4 1,077.1 1,080.2 955 888.9 882.9 770.4 722.8 694.4 644.5 586.4 496.7 485.8 424.2 362.3 309.5 267.3 234.6 221.1 207.9 200.2 201.6 175.2 161.8 187.2 247.8 220.6 206.7 198.5 189.4 (242.0) 142.9 141.6 142.3 117.1 73.7 77.1 62.9 52.8 49.3 48.5 30.6 32.4 34.5 38.1 32.3 31.7 19.4 20.1 16.8 14.5 6.9 9.3
Income Tax Expense 248.5 181.6 224.1 191.4 141.2 87.9 134.9 105 85.1 80.8 99.2 94.5 60.3 58.8 70.2 63.2 37.2 28.0 10.3 24.2 27.5 17.2 33.2 30.5 23.4 (73.5) 38.9 31.4 5.6 28.2 20.9 (86.7) (1.6) 37.8 8.5 14.4 (9.2) 18.4 11.7 13.9 14.1 4.6 1.9 8.4 10.0 7.0 10.4 10.1 7.1 6.3 5.0 4.2 0.3 3.0
Net Income 1,022.9 955.8 853 888.8 813.8 801.0 748 665.4 637.7 613.6 545.3 491.9 436.5 427.1 354.0 299.1 272.3 239.3 224.3 196.9 180.4 183.0 168.4 144.8 138.4 260.7 208.9 189.3 201.0 170.3 168.5 (155.3) 144.5 103.8 133.7 102.7 83.0 58.8 51.3 38.9 35.2 43.9 28.7 24.0 24.5 31.0 21.9 21.6 12.3 13.7 11.9 10.3 6.6 6.3
Per Share Data
EPS (Basic) 0.81 0.76 0.68 0.71 0.65 0.64 0.60 0.53 0.51 0.49 0.44 0.40 0.36 0.35 0.29 0.25 0.22 0.20 0.18 0.16 0.15 0.15 0.14 0.12 0.11 0.21 0.17 0.15 0.17 0.14 0.14 0.13 0.12 0.09 0.12 0.09 0.07 0.05 0.05 0.04 0.03 0.04 0.03 0.02 0.02 0.03 0.02 0.02 0.01 0.01 0.00 0.00 0.01 0.00
EPS (Diluted) 0.80 0.75 0.67 0.70 0.64 0.62 0.58 0.52 0.50 0.48 0.43 0.39 0.35 0.34 0.28 0.24 0.21 0.19 0.18 0.15 0.14 0.14 0.13 0.11 0.11 0.20 0.16 0.15 0.15 0.13 0.13 0.12 0.11 0.08 0.11 0.08 0.07 0.05 0.04 0.03 0.03 0.04 0.02 0.02 0.02 0.03 0.02 0.02 0.01 0.01 0.00 0.00 0.01 0.00
Shares Outstanding 1,257.7 1,257.8 1,258 1,256.3 1,260 1,260.3 1,257.9 1,254.8 1,252.1 1,246.4 1,240.7 1,234.5 1,227.9 1,224.6 1,219.7 1,227.0 1,232.2 1,230.1 1,229.8 1,223.4 1,220.9 1,213.8 1,216.0 1,212.9 1,220.2 1,221.5 1,222.8 1,224.8 1,214.7 1,207.6 1,200.2 1,192.0 1,183.9 1,173.0 1,161.4 1,151.9 1,137.8 1,119.7 1,105.2 1,092.4 1,083.8 1,073.8 1,066.1 1,048.4 1,034.2 1,011.0 998.4 1,007.9 1,017.3 1,221.3 1,221.5 1,221.5 850.0 1,021.1
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1
Current Assets
Cash & Cash Equivalents 2,789.5 1,963.9 2,326.6 2,225.5 1,845.1 2,762.4 3,175.1 2,429.0 2,092.1 1,938.6 1,748.8 1,261.8 956.3 671.7 716.3 493.2 635.0 620.8 631.0 893.7 843.3 893.2 970.3 800.2 761.3 1,111.3 1,095.3 944.4 809.5 650.0 524.7 711.2 886.2 859.2 854.5 823.5 746.6 567.9 500.5 531.1 710.7
Short-Term Investments 9,563.7 8,779.1 7,779.6 6,618.9 6,304.5 5,541.1 4,253.2 3,844.9 3,357.6 3,069.4 2,706.8 2,479.3 2,374.8 2,352.0 2,263.8 2,408.7 2,788.9 2,787.5 2,755.5 2,388.0 2,184.3 1,979.6 1,875.6 1,981.6 1,875.7 1,613.1 1,351.8 1,313.4 1,341.4 1,306.2 1,137.1 1,149.2 851.9 676.4 488.6 301.4 296.7 299.9 299.7 292.8 51.6
Net Receivables 1,923.8 1,886.9 1,489.4 1,623.6 1,435.9 1,140.5 1,130.9 1,226.8 1,090.0 1,034.4 833.4 779.7 862.9 923.1 651.5 585.8 648.6 516.5 395.6 364.2 380.5 389.5 300.2 383.2 352.2 392.0 447.3 343.1 271.2 331.8 322.1 260.9 207.3 247.3 212.6 269.6 209.1 253.1 210.2 146.7 135.1
Inventory 2,380 2,247.1 2,155.7 2,059.1 1,957.3 1,834.6 1,770.0 1,853.8 2,025.2 1,945.2 1,893.5 1,864.3 1,682.7 1,289.7 1,100.5 852.8 694.2 650.1 575.7 543.2 483.2 479.7 438.1 327.0 261.8 243.8 239.8 314.2 347.2 264.6 216.3 245.4 268.1 306.2 333.2 363.8 286.8 236.5 162.1 118.1 84.0
Other Current Assets 1,899.7 1,510 1,433.5 976.4 733.5 632.3 435.0 487.8 361.3 0 274.1 167.5 125.4 0 142.6 256.1 217.4 172.9 90.2 81.0 69.8 60.6 43.3 57.0 50.4 64.5 52.8 43.7 63.4 95.7 118.3 87.2 82.8 96.2 126.2 124.4 112.2 79.1 55.4 27.5 27.8
Total Current Assets 18,556.7 16,387 15,184.8 13,503.5 12,276.3 11,910.8 10,877.9 9,842.3 8,926.3 8,400.1 7,655.0 6,851.6 6,270.5 5,550.7 5,031.7 4,729.2 5,105.2 4,812.7 4,524.0 4,328.4 4,002.9 3,837.0 3,653.9 3,576.9 3,336.9 3,471.6 3,240.4 3,028.5 2,901.0 2,714.8 2,436.0 2,620.6 2,379.2 2,266.4 2,075.5 1,949.2 1,736.8 1,526.1 1,324.2 1,142.1 1,023.1
Non-Current Assets
Property, Plant & Equipment 250.3 203.1 172.6 152.3 123.9 98.8 93.0 96.3 97.9 101.6 161.5 163.0 161.2 95.0 154.7 153.7 154.1 143.8 144.7 102.9 105.4 109.5 112.6 114.5 121.2 127.0 132.1 135.2 140.1 75.4 75.4 73.7 73.8 74.3 73.1 75.8 76.3 77.0 78.1 79.7 79.9
Goodwill 416.1 416.1 416.2 416.5 268.5 268.5 268.5 268.5 268.5 268.5 268.5 268.5 265.9 265.9 271.0 273.5 216.9 188.4 188.4 188.3 188.3 189.7 85.0 85.0 84.8 54.9 54.9 53.7 53.7 53.7 55.2 0 0 0 0 0 0 0 0 0 0
Intangible Assets 0 0 304.1 319.8 56.4 62.0 68.7 75.4 82.1 88.8 95.5 103.6 112.9 122.2 131.5 140.8 105.2 93.6 100.7 108.0 115.4 122.8 77.8 83.6 89.4 45.2 48.3 51.6 55.1 58.6 62.1 0 0 0 0 0 0 0 0 0 0
Long-Term Investments 0 0 0 0 0 0 0 0 0 0 62.3 61.8 39.4 39.5 39.7 38.3 38.6 20.2 18.2 13.6 10.3 8.3 4.2 4.2 4.2 4.2 4.2 31.5 31.5 30.3 35.0 35.0 36.1 36.1 36.1 36.1 36.1 36.1 36.1 39.1 36.6
Other Non-Current Assets 546.2 668.8 305.7 339.6 245.2 263.3 220.3 163.5 149.5 151.9 33.3 31.7 47.1 127.1 59.7 46.6 41.8 33.4 32.5 33.4 33.2 30.1 22.8 25.5 27.0 30.3 29.4 27.1 25.1 22.7 20.2 20.0 22.9 18.9 21.3 20.3 19.9 18.8 18.4 18.8 20.2
Total Non-Current Assets 3,099.8 3,061.6 2,864 3,030.7 2,238.3 2,133.1 1,968.8 1,780.9 1,623.9 1,556.6 1,414.0 1,334.5 1,272.5 1,224.7 1,130.3 1,095.3 1,003.0 921.8 913.4 879.9 890.8 901.9 745.5 759.0 774.9 713.7 379.4 412.8 431.5 367.2 362.2 211.6 200.9 194.4 226.2 213.8 202.8 202.9 194.9 192.9 186.8
Total Assets 21,656.5 19,448.6 18,048.8 16,534.2 14,514.6 14,043.9 12,846.7 11,623.2 10,550.2 9,956.6 9,069.0 8,186.0 7,543.1 6,775.4 6,162.0 5,824.5 6,108.2 5,734.4 5,437.4 5,208.3 4,893.7 4,738.9 4,399.4 4,335.9 4,111.8 4,185.3 3,619.8 3,441.3 3,332.4 3,082.0 2,798.2 2,832.1 2,580.0 2,460.9 2,301.7 2,162.9 1,939.6 1,729.0 1,519.1 1,335.0 1,209.9
Current Liabilities
Account Payables 608.4 651.7 481 543.9 389.1 381.1 289.2 297.8 223.3 435.1 269.0 351.9 330.2 232.6 278.5 275.1 204.7 202.6 135.3 145.2 136.9 134.2 163.1 122.9 84.8 92.1 78.6 86.1 89.8 93.8 85.1 53.2 70.4 52.2 32.9 80.4 61.0 79.5 77.0 60.1 24.8
Short-Term Debt 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Deferred Revenue 4,909.5 4,002.6 3,520.7 2,787.6 2,072.7 1,727.3 1,599.6 1,329.5 997.9 915.2 698.7 624.2 671.7 637.4 607.2 697.8 778.4 593.6 511.4 482.1 457.8 396.3 321.3 328.5 332.2 312.7 291.4 272.4 304.7 358.6 318.9 262.3 274.7 327.7 423.7 426.8 383.2 273.4 191.1 138.9 135.5
Other Current Liabilities 1,042.2 722.2 193.9 339.2 147.6 336.4 329.2 317.8 354.2 296.1 469.0 316.6 231.3 248.1 128.6 94.8 188.8 87.0 72.4 69.4 69.4 94.4 70.0 88.7 55.6 52.1 49.3 52.6 44.4 30.9 32.7 19.5 26.9 16.2 16.5 19.2 13.0 15.8 9.8 9.3 7.8
Total Current Liabilities 6,560.1 5,376.5 4,666.6 4,051.4 3,121.6 2,732.2 2,434.4 2,161.9 1,783.1 1,919.4 1,846.7 1,655.8 1,584.9 1,293.5 1,254.9 1,278.0 1,369.0 1,109.8 893.4 859.9 786.5 768.2 664.8 640.2 573.0 597.1 548.2 525.0 543.2 606.5 539.8 826.8 457.8 529.9 567.5 610.8 532.5 459.6 355.1 263.4 214.3
Non-Current Liabilities
Long-Term Debt 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Deferred Tax Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 13.4 51.1 129.1 214.3 216.7 225.9 227.9 247.7 251.3 250.3 254.7 0 0 0 3.8 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Liabilities 1,609.3 331.8 309.6 307.1 257.8 252.8 258.7 241.2 239.5 227.1 172.6 160.3 153.1 148.2 141.0 139.8 132.2 124.7 113.7 105.5 99.9 95.5 87.1 84.7 96.6 93.2 90.9 71.2 63.5 64.3 65.5 62.5 58.7 43.8 30.0 28.0 25.6 22.5 18.8 22.8 21.3
Total Non-Current Liabilities 1,609.3 1,701.6 1,475.1 1,581.2 1,273.9 1,316.9 1,166.5 1,030.5 904.8 818.1 716.8 672.7 629.0 596.1 521.9 540.7 586.0 646 678.7 650.5 655.9 650.4 650.7 659.2 690.0 693.5 415.6 390.7 388.9 332.1 312.6 285.4 277.2 269.0 209.6 194.4 178.7 161.6 152.6 154.7 145.8
Total Liabilities 8,169.4 7,078.1 6,141.7 5,632.6 4,395.5 4,049.1 3,600.8 3,192.4 2,687.9 2,737.6 2,563.5 2,328.5 2,213.9 1,889.6 1,776.8 1,818.8 1,955.0 1,755.8 1,572.1 1,510.4 1,442.4 1,418.6 1,315.5 1,299.4 1,263.0 1,290.6 963.8 915.7 932.1 938.6 852.4 1,112.1 735.0 798.9 777.2 805.2 711.2 621.2 507.7 418.2 360.1
Stockholders' Equity
Common Stock 0.1 0.1 0.1 0.1 0.1 0.1 0.0 0.0 0.0 0.1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Retained Earnings 10,469.9 9,446.6 9,115.1 8,262.1 7,569.2 7,542.5 6,865.3 6,182.5 5,689.1 5,114.0 4,500.4 3,955.1 3,493.2 3,139.0 2,714.7 2,408.3 2,592.9 2,456.8 2,393.7 2,303.5 2,106.6 2,027.6 1,844.7 1,843.6 1,698.8 1,788.2 1,579.1 1,484.8 1,395.5 1,190.8 1,020.5 852.0 1,007.2 859.1 755.3 621.6 518.9 435.1 376.3 325.1 286.2
Accumulated Other Comprehensive Income (19.3) 12 7.8 3.8 (1.9) (13.2) 9.6 (15.1) (11.9) (3.3) (23.2) (25.2) (21.5) (33.9) (47.1) (41.3) (30.5) (8.3) (2.0) (1.1) (0.9) 0.2 (0.9) 7.8 0.8 0.1 0.2 2.0 (0.6) (4.0) (4.4) (4.6) (3.6) (1.9) (1.1) (1.3) (1.6) (1.5) (1.0) (0.7) (0.7)
Total Stockholders' Equity 13,487.1 12,370.5 11,907.1 10,901.6 10,119.1 9,994.8 9,245.9 8,430.8 7,862.3 7,219.1 6,505.6 5,857.6 5,329.2 4,885.8 4,385.2 4,005.8 4,153.2 3,978.6 3,865.3 3,697.8 3,451.3 3,320.3 3,083.9 3,036.5 2,848.8 2,894.7 2,656.0 2,525.6 2,400.4 2,143.4 1,945.9 1,720.0 1,845.0 1,661.9 1,524.6 1,357.7 1,228.4 1,107.8 1,011.4 916.8 849.9
Total Liabilities & Equity 21,656.5 19,448.6 18,048.8 16,534.2 14,514.6 14,043.9 12,846.7 11,623.2 10,550.2 9,956.6 9,069.0 8,186.0 7,543.1 6,775.4 6,162.0 5,824.5 6,108.2 5,734.4 5,437.4 5,208.3 4,893.7 4,738.9 4,399.4 4,335.9 4,111.8 4,185.3 3,619.8 3,441.3 3,332.4 3,082.0 2,798.2 2,832.1 2,580.0 2,460.9 2,301.7 2,162.9 1,939.6 1,729.0 1,519.1 1,335.0 1,209.9
Debt Metrics
Total Debt 0 0 0 0 0 0 0 0 0 0 48.0 51.7 55.3 44.0 47.1 51.8 57.5 56.5 61.6 64.3 67.8 72.4 74.9 74.3 78.5 83.0 87.1 89.7 93.6 35.4 36.0 36.6 37.1 37.7 38.2 38.7 39.1 39.6 40.0 40.4 40.8
Net Debt (2,789.5) (1,963.9) (2,326.6) (2,225.5) (1,845.1) (2,762.4) (3,175.1) (2,429.0) (2,092.1) (1,938.6) (1,700.8) (1,210.1) (901.0) (627.7) (669.2) (441.5) (577.6) (564.3) (569.4) (829.4) (775.6) (820.8) (895.4) (725.9) (682.8) (1,028.3) (1,008.2) (854.7) (715.9) (614.5) (488.6) (674.6) (849.0) (821.5) (816.3) (784.8) (707.4) (528.3) (460.4) (490.6) (669.8)
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1
Operating Activities
Net Income 1,022.9 955.8 853 888.8 813.8 801.0 748 665.4 637.7 613.6 545.3 491.9 436.5 427.1 354.0 299.1 272.3 239.3 224.3 196.9 180.4 183.0 168.4 144.8 138.4 260.7 208.9 189.3 201.0 170.3 (137.5) 150.7 144.5 103.8 133.7 102.7 83.0 58.8 51.3 38.9 35.2
Depreciation & Amortization 23.3 22.8 23.2 12.8 13.8 15.4 15.6 15.5 15.6 14.4 17.0 18.3 20.9 17.5 17.2 14.9 13.1 12.5 12.6 12.6 12.7 12.6 10.8 11.0 10.2 7.9 8.2 8.4 8.4 9.2 7.1 5.6 5.7 5.3 5.3 5.1 4.9 4.9 5.1 4.9 4.8
Stock-Based Compensation 120.9 133.1 127.9 85.2 93 100.7 98.1 79.3 77.2 81.4 85.4 67.1 62.9 65.0 65.5 50.2 50.3 51.2 53.1 44.9 37.6 40.1 36.5 32.9 27.6 26.4 26.3 24.3 24.3 24.6 23.3 22.5 20.9 20.4 20.2 18.4 16.4 16.3 15.1 14.2 13.4
Change in Working Capital 634.7 263.3 131.2 453 (159.7) 240.8 485.2 390.2 (131.1) (23.1) 143.9 (56.1) (80.6) (373.1) (266.8) (253.2) (19.7) 8.9 (31.3) 2.5 13.0 (40.9) 0.8 (58.7) 13.1 115.4 25.0 (40.0) (59.6) 96.7 34.7 (55.8) 28.0 22.6 60.5 (36.3) 55.7 (7.0) (98.6) 11.7 25.3
Other Non-Cash Items (3.4) (3.6) (2.5) (8.9) (12.1) (10.8) (24.2) (10.7) (7.8) (6.5) (5.5) (28) 6.0 0.1 6.7 14.1 (16.9) 12.0 11.4 10.8 9.7 4.6 (2.0) 6.0 5.1 3.4 (2.0) 5.8 (3.2) 3.2 (1.1) 8.3 (0.0) 0.3 0.4 0.4 0.3 (12.3) (13.5) 0.4 (6.0)
Operating Cash Flow 1,693.5 1,261.9 1,268.2 1,200.1 641.7 1,031.0 1,174.5 989 513.8 526.5 699.0 434.1 374.5 40.5 134.1 101.1 217.1 225.2 272.6 263.4 254.7 186.9 215.1 138.2 194.8 327.2 269.4 196.4 170.1 295.8 (118.8) 130.6 195.5 183.7 205.9 79.2 162.9 52.8 (47.3) 64.9 71.1
Investing Activities
Capital Expenditure (54.5) (37) (30.1) (24) (28.4) (12.5) (7) (3.2) (9.4) (6.0) (11.2) (11.6) (5.6) (10.5) (10.4) (8.9) (14.9) (9.3) (45.9) (4.5) (5.1) (7.7) (2.5) (2.1) (3.1) (2.4) (4.7) (3.4) (5.2) (6.2) (4.5) (6.7) (6.3) (3.1) (2.6) (4.9) (4.6) (4.9) (3.7) (4.1) (8.6)
Acquisitions 0 (300) 0 0 0 0 0 0 0 0 0 2.0 (0.2) 0 0 (107.5) (37.6) 0 (4.6) (4.1) (2) (161.1) 3.4 (0.1) (66.2) (1.4) 26.9 0 0 (1.2) (95.6) (8) 0 0 0 0 0 (0.7) 0 0 0
Purchases of Investments (1,932.6) (1,932.1) (2,110.6) (1,160.2) (1,545.5) (1,932.7) (844.1) (836.9) (912.4) (671.6) (537.9) (534.4) (861.9) (445.4) (332.5) (229.4) (424.3) (351.7) (733.2) (651.2) (590.5) (471.6) (980.0) (561.8) (674.6) (663.8) (290.7) (217.1) (332.2) (347.1) (130.5) (428.7) (268.0) (260.0) (211.2) (52.7) (61.5) (94.7) (49.5) (243.8) (51.6)
Sales/Maturities of Investments 1,116.8 945.1 964.6 859.1 808 635.2 482.8 362.2 627.2 340.7 327.5 441.3 845.7 373.0 469.1 591.3 404.2 296.7 358.5 440.2 379.6 362.1 1,081.4 460.7 414.5 402.2 254.0 250.2 302.3 180.8 144.2 132.3 90.4 70.8 23.4 47.6 64.5 95.9 41.9 0 0
Other Investing Activities 5 324.9 (10) (300) 0 0 (5.6) 0 (1) 0 (4.2) (0.2) 0.2 0 0 0 0 0 (0.1) 1.4 0.0 0 0 0 0 1.4 0 0 0 2 0 (2) 0 (0.0) 3.0 (0.0) (1.3) (2.0) 0 0 0
Investing Cash Flow (865.3) (999.1) (1,186.1) (625.1) (765.9) (1,309.9) (373.9) (477.9) (295.6) (337.0) (225.8) (102.9) (21.7) (82.8) 126.2 245.6 (72.6) (64.2) (425.3) (218.1) (217.9) (278.3) 102.3 (103.3) (329.5) (264.0) (14.5) 29.7 (35.2) (171.7) (86.5) (313.1) (183.9) (192.2) (187.4) (10.0) (2.9) (6.4) (11.4) (247.9) (60.3)
Financing Activities
Net Debt Issuance 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (0.5) (0.5) (0.5) (0.5) (0.4) (0.4) (0.4) (0.4) (0.4) (0.3) (0.3) (0.3)
Stock Repurchased (26.2) (620.1) 0 (195.9) (787.1) (123.8) (65.1) (172) (62.7) 0 0 (30.0) (82.3) (2.8) (47.6) (483.7) (136.2) (176.1) (134.2) 0 (101.4) 0 (167.3) 0 (227.9) (51.5) (114.6) (100.0) 0 0 0 0 0 0 0 0 0 (0.3) 0 (0.6) 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (3.7) (6.2) (5) (4.5) (34.8) (10.9) (11.5) (1.1) (0.4) (1.3) 15.2 0.8 13.9 (1.8) (6.7) (6.1) (12.7) (5.9) (4.3) (3.9) (2.5) (2.8) 18.5 (2.3) (1.7) 3.1 11.7 9.0 (1.9) (2.0) (2.5) (2.9) (1.5) (1.6) (1.1) (0.8) (0.6) 22.1 13.9 4.5 12.8
Financing Cash Flow 0 (625.5) 20.6 (197.2) (793.8) (130.0) (55.6) (173.1) (63.1) (1.3) 15.2 (29.2) (68.4) (4.7) (34.2) (485.9) (129.8) (170.9) (109.2) 4.9 (85.8) 12.1 (148.7) 2.9 (212.6) (48.5) (102.9) (91.0) 24.5 1.5 17.9 8.1 15.3 13.2 12.3 7.5 18.5 21.4 28.2 3.5 12.4
Cash Position
Net Change in Cash 825.6 (362.7) 101.1 380.4 (917.3) (412.8) 746.6 336.9 153.5 189.8 487.0 302.1 284.6 (44.5) 223.0 (141.8) 14.2 (10.2) (262.7) 50.4 (49.9) (77.1) 170.1 38.8 (349.9) 16.0 150.9 134.9 159.5 125.3 (187.8) (175.0) 27.0 4.7 31.0 76.9 178.6 67.4 (30.6) (179.6) 23.3
Cash at Beginning 1,965.3 2,328 2,226.9 1,846.5 2,763.8 3,176.5 2,429.9 2,093 1,939.5 1,749.7 1,262.7 960.6 676.0 720.5 497.5 639.3 625.0 635.2 897.9 847.6 897.5 974.6 804.5 765.6 1,115.5 1,099.5 948.6 813.7 654.2 528.9 716.7 891.7 864.7 854.5 823.5 746.6 567.9 500.5 531.1 710.7 687.3
Cash at End 2,790.9 1,965.3 2,328 2,226.9 1,846.5 2,763.8 3,176.5 2,429.9 2,093 1,939.5 1,749.7 1,262.7 960.6 676.0 720.5 497.5 639.3 625.0 635.2 897.9 847.6 897.5 974.6 804.5 765.6 1,115.5 1,099.5 948.6 813.7 654.2 528.9 716.7 891.7 859.2 854.5 823.5 746.6 567.9 500.5 531.1 710.7
Free Cash Flow 1,639 1,224.9 1,238.1 1,176.1 613.3 1,018.5 1,167.5 985.8 504.4 520.5 687.8 422.5 368.9 30.0 123.7 92.2 202.3 216.0 226.7 258.9 249.6 179.2 212.6 136.1 191.7 324.7 264.7 193.0 164.9 289.6 (123.4) 123.8 189.2 180.5 203.2 74.3 158.2 47.8 (51.1) 60.8 62.5
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2 2013 Q1 2012 Q4
Income Statement
Revenue 2,709 2,487.8 2,308.3 2,204.8 2,004.8 1,930.4 1,810.9 1,690.4 1,571.4 1,540.4 1,509.5 1,458.9 1,351.4 1,275.6 1,176.8 1,051.9 877.1 824.5 748.7 707.3 667.6 648.5 605.4 540.6 523.0 552.5 654.4 608.3 595.4 595.7 563.3 519.8 472.5 467.9 437.6 405.2 335.5 328.0 290.3 268.7 242.2 245.4 217.5 195.6 179.0 173.5 155.5 137.9 117.2 114.8 101.6 83.5 61.3 57.3
Gross Profit 1,676.8 1,563.8 1,490.2 1,438.6 1,276.1 1,231.0 1,161.7 1,097.2 1,001.4 999.2 942.4 884.1 804.5 768.6 710.0 643.3 553.8 522.7 478.6 454.2 425.3 414.6 385.0 344.1 338.3 356.3 417.3 390.2 380.6 375.0 361.6 333.9 302.9 307.2 280.6 259.8 214.2 210.2 186.4 171.5 155.1 156.2 141.7 127.9 117.8 116.4 101.0 93.4 81.3 77.5 65.0 53.9 42.1 41.4
Operating Income 1,157.8 1,032.9 978.2 986.2 858.8 799.7 785.3 699.6 660.2 639.9 602.7 530.1 484.6 468.9 417.3 362.9 278.0 265.8 233.3 219.4 206.3 194.6 188.4 167.0 149.7 176.0 228.6 206.8 194.3 193.6 180.8 (239.8) 138.7 139.4 140.8 116.6 73.4 77.5 63.0 53.2 49.7 49.4 31.3 32.9 35.8 39.0 33.9 30.7 22.0 22.5 18.6 16.3 8.7 11.0
Net Income 1,022.9 955.8 853 888.8 813.8 801.0 748 665.4 637.7 613.6 545.3 491.9 436.5 427.1 354.0 299.1 272.3 239.3 224.3 196.9 180.4 183.0 168.4 144.8 138.4 260.7 208.9 189.3 201.0 170.3 168.5 (155.3) 144.5 103.8 133.7 102.7 83.0 58.8 51.3 38.9 35.2 43.9 28.7 24.0 24.5 31.0 21.9 21.6 12.3 13.7 11.9 10.3 6.6 6.3
EPS (Diluted) 0.80 0.75 0.67 0.70 0.64 0.62 0.58 0.52 0.50 0.48 0.43 0.39 0.35 0.34 0.28 0.24 0.21 0.19 0.18 0.15 0.14 0.14 0.13 0.11 0.11 0.20 0.16 0.15 0.15 0.13 0.13 0.12 0.11 0.08 0.11 0.08 0.07 0.05 0.04 0.03 0.03 0.04 0.02 0.02 0.02 0.03 0.02 0.02 0.01 0.01 0.00 0.00 0.01 0.00
Balance Sheet
Cash & Equivalents 2,789.5 1,963.9 2,326.6 2,225.5 1,845.1 2,762.4 3,175.1 2,429.0 2,092.1 1,938.6 1,748.8 1,261.8 956.3 671.7 716.3 493.2 635.0 620.8 631.0 893.7 843.3 893.2 970.3 800.2 761.3 1,111.3 1,095.3 944.4 809.5 650.0 524.7 711.2 886.2 859.2 854.5 823.5 746.6 567.9 500.5 531.1 710.7
Total Assets 21,656.5 19,448.6 18,048.8 16,534.2 14,514.6 14,043.9 12,846.7 11,623.2 10,550.2 9,956.6 9,069.0 8,186.0 7,543.1 6,775.4 6,162.0 5,824.5 6,108.2 5,734.4 5,437.4 5,208.3 4,893.7 4,738.9 4,399.4 4,335.9 4,111.8 4,185.3 3,619.8 3,441.3 3,332.4 3,082.0 2,798.2 2,832.1 2,580.0 2,460.9 2,301.7 2,162.9 1,939.6 1,729.0 1,519.1 1,335.0 1,209.9
Total Debt 0 0 0 0 0 0 0 0 0 0 48.0 51.7 55.3 44.0 47.1 51.8 57.5 56.5 61.6 64.3 67.8 72.4 74.9 74.3 78.5 83.0 87.1 89.7 93.6 35.4 36.0 36.6 37.1 37.7 38.2 38.7 39.1 39.6 40.0 40.4 40.8
Stockholders' Equity 13,487.1 12,370.5 11,907.1 10,901.6 10,119.1 9,994.8 9,245.9 8,430.8 7,862.3 7,219.1 6,505.6 5,857.6 5,329.2 4,885.8 4,385.2 4,005.8 4,153.2 3,978.6 3,865.3 3,697.8 3,451.3 3,320.3 3,083.9 3,036.5 2,848.8 2,894.7 2,656.0 2,525.6 2,400.4 2,143.4 1,945.9 1,720.0 1,845.0 1,661.9 1,524.6 1,357.7 1,228.4 1,107.8 1,011.4 916.8 849.9
Cash Flow
Operating Cash Flow 1,693.5 1,261.9 1,268.2 1,200.1 641.7 1,031.0 1,174.5 989 513.8 526.5 699.0 434.1 374.5 40.5 134.1 101.1 217.1 225.2 272.6 263.4 254.7 186.9 215.1 138.2 194.8 327.2 269.4 196.4 170.1 295.8 (118.8) 130.6 195.5 183.7 205.9 79.2 162.9 52.8 (47.3) 64.9 71.1
Capital Expenditure (54.5) (37) (30.1) (24) (28.4) (12.5) (7) (3.2) (9.4) (6.0) (11.2) (11.6) (5.6) (10.5) (10.4) (8.9) (14.9) (9.3) (45.9) (4.5) (5.1) (7.7) (2.5) (2.1) (3.1) (2.4) (4.7) (3.4) (5.2) (6.2) (4.5) (6.7) (6.3) (3.1) (2.6) (4.9) (4.6) (4.9) (3.7) (4.1) (8.6)
Free Cash Flow 1,639 1,224.9 1,238.1 1,176.1 613.3 1,018.5 1,167.5 985.8 504.4 520.5 687.8 422.5 368.9 30.0 123.7 92.2 202.3 216.0 226.7 258.9 249.6 179.2 212.6 136.1 191.7 324.7 264.7 193.0 164.9 289.6 (123.4) 123.8 189.2 180.5 203.2 74.3 158.2 47.8 (51.1) 60.8 62.5