UiPath Inc

Latest Results (02.04.2026):

UiPath Inc's fourth quarter fiscal 2026 results (quarter ended January 31, 2026) show continued subscription-led growth with revenue of $481 million (up 14% year‑over‑year) and ARR of $1.853 billion (up 11% year‑over‑year), while the company reported positive GAAP and non‑GAAP operating income for the quarter.

Top-line & ARR

Q4 revenue: $481M (+14% YoY). ARR: $1.853B (+11% YoY) with net new ARR of $70M and dollar‑based net retention of 107%.

Profitability & margins

Q4 GAAP operating income: $80M; Q4 non‑GAAP operating income: $150M. Q4 GAAP gross margin was 85% and non‑GAAP gross margin was 86%. For full fiscal 2026, revenue was $1.611B (+13% YoY) and the company achieved full‑year GAAP profitability (GAAP operating income $57M; non‑GAAP operating income $370M).

Cash flow & liquidity

Q4 net cash flow from operations and non‑GAAP adjusted free cash flow: $182M. Cash, cash equivalents and marketable securities totaled approximately $1.69B as of January 31, 2026. Twelve‑month operating cash flow was $371M (non‑GAAP adjusted FCF ~$372M).

Capital return

UiPath completed its prior $1.0B repurchase program and the Board approved a new $500M stock repurchase authorization to be executed opportunistically.

Outlook (FY2027)

Q1 FY2027 guidance: revenue $395–400M; ARR 1.894–1.899B (as of April 30, 2026); non‑GAAP operating income ≈ $80M. Full FY2027 guidance: revenue $1.754–1.759B; ARR 2.051–2.056B (as of Jan 31, 2027); non‑GAAP operating income ≈ $415M. GAAP reconciliation of guidance not provided due to variability in excluded items.

Strategic & business developments

Notable recent moves include the acquisition of WorkFusion, new agentic AI solutions for healthcare, integrations and partnerships (Veeva, Talkdesk), recognition by Forrester and G2, and achieving AIUC‑1 certification — all supporting UiPath’s focus on agentic automation for regulated enterprises.