NYSE$PATH
UiPath Inc. · Q4 2026 earnings
Q4 2026 earnings · · After market close · Investor relations
Briefing
UiPath reported Q4 FY2026 revenue of $481M (+14% YoY) with GAAP operating income of $80M and net income of $104.5M ($0.19 EPS).
For the quarter ended January 31, 2026, UiPath revenue grew 14% to $481 million with ARR of $1.853 billion (+11%). GAAP operating income was $80 million and net income $104.5 million ($0.19 diluted EPS). Non-GAAP operating income was $150 million.
- Q4 revenue $481M (+14%); ARR $1.853B (+11%).
- First full-year GAAP profitability achieved in FY2026.
- GAAP operating income $80M; non-GAAP $150M.
- Operating cash flow $182M in Q4.
- New $500M buyback; Q1 FY27 revenue guide $395-400M.
Headline financials
Revenue & EPS history
UiPath · Revenue · Quarterly
$481M
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
Q1 FY27 revenue $395-400M; FY27 revenue $1.754-1.759B with non-GAAP operating income ~$415M.
Tailwinds
- Agentic automation platform gaining enterprise adoption.
- Completed $1B repurchase program.
Headwinds
- Net new ARR $70M below peak growth rates.
- Competition in RPA/agentic AI intensifying.
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 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 | — | — | — |
Discussion
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