NYSE$PATH
UiPath Inc. · Q2 2026 earnings
Q2 2026 earnings · · After market close · Investor relations
Briefing
UiPath reported Q2 2026, revenue of $361.7M, net income of $1.6M, diluted EPS of $0.00.
For Q2 2026, UiPath reported revenue of $361.7M, net income of $1.6M, diluted EPS was $0.00. The filing discusses segment trends, liquidity, and management outlook for upcoming periods.
- Revenue reached $361,728,000, up from $316,253,000 in the same quarter last year.
- Net income turned positive at $1,584,000 compared to a loss of $86,097,000 last year.
- ARR grew to $1,723,000,000, driven by stronger customer execution.
- Non-GAAP operating income reached $62,293,000, signaling improved efficiency.
Headline financials
Revenue & EPS history
UiPath · Revenue · Quarterly
$362M
Revenue by segment
UiPath · $326M total across 3 segments · Q3 2024
- Subscription Services$168M+28.7%51.4%
- Licenses$148M+25.3%45.4%
- Professional Services$10.3M-28.4%3.2%
Forward guidance
UiPath expects continued growth in revenue and ARR for Q3 and full year FY26, with rising non-GAAP operating income projections.
Tailwinds
- Q3 FY26 revenue expected between $390M–$395M.
- Q3 FY26 ARR expected between $1.771B–$1.776B.
- Full-year FY26 revenue forecasted between $1.571B–$1.576B.
- Full-year FY26 ARR projected between $1.834B–$1.839B.
- Non-GAAP operating income guidance for FY26 is $340M.
Headwinds
- GAAP operating income not projected due to stock-based compensation variability.
- Full-year deferred revenue declined compared to January.
- Costs related to restructuring and stock repurchases impacted cash position.
- Q2 net income was marginal despite strong revenue growth.
- High stock-based compensation continues to affect GAAP profitability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2026
-2.1%
Avg return
Earnings day
-2.5%
Avg return
5 days after
-7.6%
Avg return
30 days after
40%
10 / 25 earnings
Positive
+26.0%
Q3 2024
Best reaction
-35.6%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | +1.2% | +1.0% | — | |
| Q4 2026 | -8.0% | -3.2% | -24.2% | |
| Q3 2026 | +24.4% | +27.7% | +6.9% | |
| Q2 2026 | +5.9% | +7.0% | +18.9% | |
| Q1 2026 | +2.9% | +0.9% | -1.6% | |
| Q4 2025 | -15.7% | -9.1% | -8.1% | |
| Q3 2025 | -3.4% | -4.0% | -13.4% | |
| Q2 2025 | -5.9% | -5.4% | -1.8% | |
| Q1 2025 | -35.6% | -36.4% | -32.4% | |
| Q4 2024 | -7.7% | -6.4% | -15.9% | |
| Q3 2024 | +26.0% | +24.2% | +25.0% | |
| Q2 2024 | +11.7% | +18.5% | +3.3% | |
| Q1 2024 | -12.7% | -6.1% | -5.4% | |
| Q4 2023 | +19.9% | +14.6% | +12.8% | |
| Q3 2023 | +16.5% | -0.2% | +1.9% | |
| Q2 2023 | -14.0% | -9.1% | -15.1% | |
| Q1 2023 | +15.1% | +13.6% | +9.6% | |
| Q4 2020 | -0.5% | -10.1% | -13.8% | |
| Q4 2022 | -31.2% | -27.4% | -43.2% | |
| Q3 2021 | -7.5% | -10.4% | -16.7% | |
| Q3 2022 | +0.1% | -7.4% | -16.6% | |
| Q2 2021 | -12.9% | -11.1% | -17.7% | |
| Q2 2022 | -10.9% | -12.7% | -17.4% | |
| Q4 2021 | -2.6% | -8.2% | -9.9% | |
| Q1 2022 | -7.0% | -3.2% | -7.4% | |
| Q1 2021 | — | — | — |
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