UiPath (9UV) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jun 03, 2026

After Close (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

0.14

Last Year’s EPS

0.1

Same Quarter Last Year

Analyst Consensus

Hold

Based on 17 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:Mar 11, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented multiple strong operational and financial achievements: ARR and revenue growth, first full-year GAAP profitability, substantial non-GAAP margin expansion, robust cash generation, significant AI product traction (nearly $200M AI ARR), growing cloud ARR, and high retention rates. Management provided constructive guidance (FY27 ARR >$2B target, FY27 revenue guide, and increased long-term margin target to ~30%) while noting prudence due to macro variability and a modest SaaS mix headwind (~1%). Challenges include moderate overall growth rates (low double-digit ARR/revenue growth), the need to integrate tuck-in technology (WorkFusion) which is immaterial today, and competitive/market variability in the agentic AI space. Overall, the positives — profitability, cash generation, AI adoption inside the installed base, and clear product/vertical GTM momentum — materially outweigh the lowlights.

Company Guidance

UiPath guided Q1 FY2027 revenue of $395–400M, ARR of $1.894–1.899B and non‑GAAP operating income of about $80M (basic shares ~525M), and for full FY2027 revenue of $1.754–1.759B, ARR of $2.051–2.056B and non‑GAAP operating income of ≈$415M; they expect fiscal‑year non‑GAAP gross margin of ~84% and non‑GAAP adjusted free cash flow of ≈$425M, first‑half revenue of ~ $795M with first‑half net new ARR ≈ $73M (seasonality similar to FY26 with ~30% of revenue in Q4 and Q4 as strongest quarter), a SaaS/cloud mix to create ~1% headwind to total revenue growth, FY2027 stock‑based compensation dilution of ~2–3% year‑over‑year (ex‑buyback), modest offsetting FX effects (yen headwind/euro tailwind, net immaterial), inclusion of an immaterial WorkFusion contribution, and a reiterated longer‑term goal of ~30% non‑GAAP operating margin and becoming meaningfully GAAP profitable in FY2027.

ARR Growth and Scale

Fourth quarter ARR of $1.853 billion, up 11% year-over-year; net new ARR of $70 million in the quarter; company expects to cross $2.0 billion ARR in fiscal 2027 (guidance: ARR $2.051B–$2.056B).

Revenue Growth

Q4 revenue of $481 million, up 14% year-over-year (10% growth after adjusting for ~ $16M FX tailwind); full fiscal 2026 revenue $1.611 billion, up 13% (11% normalized for ~ $30M FX tailwind).

Profitability and Margins

Achieved full-year GAAP profitability for the first time: full-year GAAP operating income $57M and GAAP net income $282M; Q4 GAAP operating income $80M and Q4 GAAP net income $104M. Q4 non-GAAP operating income $150M (31% margin); full-year non-GAAP operating income $370M (23% margin), surpassing prior 20% target; management raising long-term non-GAAP operating margin target to ~30%.

Strong Cash Position and Share Repurchase

Ended quarter with $1.7 billion in cash, cash equivalents and marketable securities and no debt. Returned ~$337M to shareholders in FY26 (30.9M shares repurchased); completed $1.0B buyback and Board authorized an additional $500M repurchase capacity.

AI Product Traction and Enterprise Adoption

AI product ARR (agentic, IDP, Maestro) nearly $200M in the quarter. Among customers >$1M ARR, 90% use AI products; customers >$100k ARR with AI products grew 25% year-over-year and spend ~3x more than those without. 16 of top 20 deals included AI products.

Cloud Migration and Cloud ARR

Cloud ARR (SaaS + hybrid) exceeded $1.2 billion, up over 20% year-over-year, reflecting continued shift to cloud deployment and orchestration of automations.

Customer Retention and Expansion Signals

Dollar-based gross retention at 97% and dollar-based net retention at 107% (106% adjusted for FX). Customers paying >$30k ARR increased 7% YoY; customers >$100k ARR = 2,565; customers >$1M ARR = 357. Remaining performance obligations (RPO) increased to $1.475B, up 19% (14% normalized).

Product and GTM Momentum — Orchestration & Vertical Focus

Management highlighted Maestro (enterprise orchestration on Temporal), Test Cloud recognized as a Forrester leader, industry-focused agentic solutions (healthcare, financial crime via WorkFusion acquisition), and partner momentum (e.g., Deloitte, Accenture) driving enterprise deployments and expansions.

UiPath (DE:9UV) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:9UV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jun 03, 2026	2027 (Q1)	0.14 / -	0.095	―	―	―
Mar 11, 2026	2026 (Q4)	0.22 / 0.26	0.225	15.38% (+0.03)
Dec 03, 2025	2026 (Q3)	0.13 / 0.14	0.095	45.45% (+0.04)
Sep 04, 2025	2026 (Q2)	0.07 / 0.13	0.035	275.00% (+0.10)
May 29, 2025	2026 (Q1)	0.09 / 0.10	0.112	-15.38% (-0.02)
Mar 12, 2025	2025 (Q4)	0.17 / 0.22	0.19	18.18% (+0.03)
Dec 05, 2024	2025 (Q3)	0.06 / 0.10	0.104	-8.33% (>-0.01)
Sep 05, 2024	2025 (Q2)	0.03 / 0.03	0.078	-55.56% (-0.04)
May 29, 2024	2025 (Q1)	0.10 / 0.11	0.095	18.18% (+0.02)
Mar 13, 2024	2024 (Q4)	0.14 / 0.19	0.13	46.67% (+0.06)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:9UV Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 11, 2026	€10.57	€9.81	-7.13%
Dec 03, 2025	€12.80	€16.00	+25.00%
Sep 04, 2025	€9.17	€9.50	+3.60%
May 29, 2025	€11.87	€11.45	-3.57%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.