Stock Analysis on Net

Arista Networks Inc. (NYSE:ANET)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Arista Networks Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
Mar 31, 2026 Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Accounts payable
Accrued liabilities
Deferred revenue
Other current liabilities
Current liabilities
Deferred revenue, non-current
Other long-term liabilities
Long-term liabilities
Total liabilities
Preferred stock, $0.0001 par value; no shares issued and outstanding
Common stock, $0.0001 par value
Additional paid-in capital
Retained earnings
Accumulated other comprehensive income (loss)
Stockholders’ equity
Total liabilities and stockholders’ equity

Based on: 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).


The financial structure exhibits a gradual shift in the composition of liabilities and stockholders' equity over the analyzed period. While the entity maintains a strong equity-based capital structure, there is a noticeable increase in the relative weight of current liabilities, particularly toward the end of the observed timeframe.

Current Liabilities and Deferred Revenue
Current liabilities as a percentage of total liabilities and stockholders' equity remained relatively stable between 16% and 22% from March 2021 through December 2023. However, a significant upward trend emerged starting in March 2024, with the ratio climbing to 30.29% by March 2026. This increase is primarily driven by a substantial rise in deferred revenue, which grew from 9.35% in March 2021 to 22.67% by March 2026. This pattern suggests a growing volume of prepaid obligations or subscription-based contracts, indicating an expansion in future revenue recognition.
Long-term Liabilities
A consistent downward trend is observed in other long-term liabilities, which decreased from 8.04% in March 2021 to 1.48% by March 2026. Total long-term liabilities showed a general contraction over the period, moving from 13.40% to 7.43%, indicating a reduction in long-term debt or other non-current obligations relative to the total balance sheet size.
Total Liabilities Trend
Total liabilities remained remarkably consistent, fluctuating between 25% and 32% for the majority of the period. A pivot occurred in 2024, where total liabilities began to rise, reaching 37.72% by March 2026. This shift is not reflective of an increase in traditional debt, but rather the aforementioned growth in current deferred revenue.
Stockholders' Equity and Retained Earnings
Stockholders' equity, while remaining the dominant component of the balance sheet, experienced a gradual decline from a peak of 74.52% in March 2023 to 62.28% by March 2026. Retained earnings showed initial growth, rising from 43.05% in March 2021 to a peak of 53.92% in March 2023, before stabilizing and slightly declining to 48.35% by March 2026. Concurrently, additional paid-in capital saw a steady and significant decline from 27.50% to 14.02% over the entire period.

Overall, the capital structure demonstrates a transition where equity is becoming a smaller portion of the total balance sheet, offset by an increase in operational liabilities. The growth in deferred revenue suggests strong commercial momentum and a shift in the business model toward more upfront payment structures, while the reduction in long-term liabilities indicates a lean approach to long-term financing.