NYSE$PATH

UiPath Inc. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

UiPath reported Q4 fiscal 2025 revenue of $424M with net income of $51.8M and diluted EPS of $0.09.

Revenue rose 5% year over year to $424 million for the quarter ended January 31, 2025. GAAP net income was $51.8 million ($0.09 diluted EPS) as operating income turned positive; non-GAAP operating income was $134 million.

  • Q4 revenue $424M (+5% YoY).
  • GAAP net income $51.8M; diluted EPS $0.09.
  • Non-GAAP operating income $134M; record free cash flow.
  • FY2026 outlook reflects macro uncertainty in U.S. public sector.

Headline financials

Total Revenue

$424M

Previous: $405M+4.6%
EPS (adj)

$0.09

Previous: $0.22-59.1%
Annualized Recurring Revenue

$1.67B

Previous: $1.46B+14.0%
Capital Expenditures

-$7.39M

Previous: -$3.78M-95.3%
Net Income

$51.8M

Previous: $33.9M+52.7%
Operating Income

$33.6M

Previous: $15.1M+122.6%
Gross Profit

$359M

Previous: $351M+2.3%
R&D Expense

$98.5M

Previous: $85.6M+15.0%

Revenue & EPS history

UiPath · Revenue · Quarterly

$424M

Q4 2025+4.6%vs Q4 2024
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

UiPath · $326M total across 3 segments · Q3 2024

  • Subscription Services
    $168M+28.7%
  • Licenses
    $148M+25.3%
  • Professional Services
    $10.3M-28.4%

Forward guidance

The filing discusses operating priorities, capital returns, and sector demand trends.

Tailwinds

  • Management outlines strategic priorities and cost actions.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.

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

Historical avgQ4 2025

-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

Earnings price reactions
QuarterReport dateReaction (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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