NYSE$PATH
UiPath Inc. · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
UiPath reported a 5% year-over-year revenue increase and strong ARR growth.
UiPath achieved Q4 FY25 revenue of $424 million, reflecting a 5% YoY increase. The company reported a GAAP EPS of $0.09 and a non-GAAP EPS of $0.26. ARR grew 14% YoY to $1.666 billion, with net new ARR of $60 million. UiPath continued to expand its AI automation capabilities and announced the acquisition of Peak AI.
- Revenue reached $424 million, a 5% YoY increase.
- ARR grew 14% YoY to $1.666 billion.
- GAAP operating income was $34 million, while non-GAAP operating income was $134 million.
- Net cash flow from operations totaled $146 million.
Headline financials
Revenue & EPS history
UiPath · Revenue · Quarterly
$424M
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 Q1 FY26 revenue between $330 million and $335 million, with ARR increasing to approximately $1.686 billion to $1.691 billion.
Tailwinds
- Revenue expected to range from $330 million to $335 million in Q1 FY26.
- ARR projected to increase to approximately $1.686 billion to $1.691 billion.
- Non-GAAP operating income forecasted at approximately $45 million for Q1 FY26.
- Continued AI-driven automation innovation expected to drive future growth.
- Acquisition of Peak AI to enhance AI-native automation capabilities.
Headwinds
- Macroeconomic uncertainty, particularly in the U.S. public sector, could impact demand.
- Competitive landscape remains challenging in the automation sector.
- Potential fluctuations in foreign exchange rates may affect revenue growth.
- Operational expenses may rise due to increased investment in AI innovation.
- Stock repurchases limit available capital for further acquisitions and expansion.
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 Q4 2025
-2.2%
Avg return
Earnings day
-2.7%
Avg return
5 days after
-7.6%
Avg return
30 days after
38%
9 / 24 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 | — | — | — | |
| 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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