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UiPath

UiPath (PATH) Q4 2026 Earnings

Reported Mar 11, 2026 at 4:13 PM ET · SEC Source

Q4 26 EPS

$0.30

BEAT +17.74%

Est. $0.25

Q4 26 Revenue

$481.1M

BEAT +3.51%

Est. $464.8M

vs S&P Since Q4 26

-17.8%

TRAILING MARKET

PATH -6.6% vs S&P +11.3%

Full Year 2026 Results

FY 26 EPS

$0.72

FY 26 Revenue

$1.61B

Market Reaction

Did PATH Beat Earnings? Q4 2026 Results

UiPath closed out fiscal 2026 on a firm note, posting Q4 revenue of $481.11 million, up 13.6% year-over-year and ahead of the $464.81 million consensus estimate by 3.51%, while adjusted EPS of $0.30 cleared the $0.25 consensus by 17.74%. The quarter'… Read more UiPath closed out fiscal 2026 on a firm note, posting Q4 revenue of $481.11 million, up 13.6% year-over-year and ahead of the $464.81 million consensus estimate by 3.51%, while adjusted EPS of $0.30 cleared the $0.25 consensus by 17.74%. The quarter's outperformance was anchored by continued momentum in agentic AI adoption, with annual recurring revenue reaching $1.85 billion, up 11% year-over-year, as enterprises increasingly leaned on UiPath's platform to orchestrate AI agents at scale. GAAP operating income expanded sharply to $80.29 million from $33.61 million a year ago, reflecting meaningful operating leverage across the business. Despite the strong results, shares slipped as investors weighed cautious forward guidance, with full-year FY2027 revenue expected in the range of $1.75 billion to $1.76 billion, implying roughly 9% growth, and Q1 revenue guided to $395 million to $400 million. Non-GAAP operating income for FY2027 is projected at approximately $415 million, pointing to continued margin expansion even as near-term growth moderates.

Key Takeaways

  • • ARR grew 11% YoY to $1.853 billion with $70 million net new ARR in Q4
  • • Dollar-based net retention rate of 107%
  • • Revenue growth of 14% YoY driven by licenses and subscription services
  • • Non-GAAP operating margin expanded to 31% in Q4
  • • Disciplined cost management and operating leverage across the business
24/7 Wall St

PATH YoY Financials

Q4 2026 vs Q4 2025, source: SEC Filings

24/7 Wall St

PATH Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 26 Q1 27

“We delivered a strong quarter and closed out a year of disciplined execution, with ARR growing 11 percent year-over-year to $1.853 billion.”

— Daniel Dines, Q4 2026 Earnings Press Release

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