Arista Networks vs Delta Electronics
Arista Networks is larger by market cap ($249.5B vs $144.4B). Delta Electronics reports higher tracked revenue ($17.2B vs $9.0B). Arista Networks's primary segment is Networking & Systems; Delta Electronics's is Power & Cooling.
Shared segment: AI & Data Center.
Side-by-side
| Arista Networks | Delta Electronics | |
|---|---|---|
| Market cap | $249.5B | $144.4B |
| Revenue | $9.0B (FY2025) | $17.2B (FY2025) |
| Primary segment | Networking & Systems | Power & Cooling |
| Market position | leader | leader |
| Country | United States | Taiwan |
| Tracked suppliers | 23 | 1 |
| Tracked customers | 3 | 45 |
| Chokepoint / criticality | 9/100 | 91/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Arista Networks and Delta Electronics compare
- Size: Arista Networks is the larger company by market cap.
- Revenue: Delta Electronics reports higher tracked revenue.
- Supply-chain criticality: Delta Electronics has the higher chokepoint score (91/100 vs 9/100).
- Footprint: Arista Networks (United States) vs Delta Electronics (Taiwan).
Company hubs
Arista Networks · Delta Electronics · AI & Data Center segment