Uipath Inc (PATH)
NYSE:PATH
Want to see PATH full AI Analyst Report?
Earnings Data
Report Date
Sep 08, 2026After Close (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.15Same Quarter Last Year
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong execution: revenue acceleration, the company’s first GAAP profitable quarter, meaningful non-GAAP margins and free cash flow, healthy cash reserves and active buybacks, and clear momentum in AI and product launches driving large enterprise deals. Key concerns were modest net new ARR relative to the ARR base, churn concentrated in the smallest customers, and expected FX headwinds. Management framed ARR/revenue timing differences as accounting and mix effects and emphasized continued investment in AI, orchestration, and go-to-market execution. Overall, the positive operating and financial progress, coupled with strong AI-driven deal traction and improved profitability, outweigh the highlighted challenges.Company Guidance
Revenue Growth and Strong Quarter
Reported revenue of $418 million, up 17% year-over-year (15% growth when normalizing for a $7 million FX tailwind). Management noted the quarter beat guidance across key financial metrics.
ARR and Net New ARR
First quarter ARR reached $1.901 billion, up ~11-12% year-over-year, driven by $49 million of net new ARR during the quarter.
Profitability and Margins
Delivered GAAP operating income of $28 million (first GAAP profitable quarter in company history) and non-GAAP operating income of $92 million representing a 22% non-GAAP operating margin, up over 250 basis points year-over-year. First quarter non-GAAP adjusted free cash flow was $130 million.
Balance Sheet and Capital Allocation
Ended the quarter with $1.4 billion in cash, cash equivalents and marketable securities, no debt, and executed share repurchases (20 million shares at an average $11.47 and an additional 2 million shares at $9.63 since April 30).
Customer Retention and Cohort Expansion
Dollar-based gross retention remained strong at 97% and dollar-based net retention was 109% (108% adjusted for FX). Customers with $100k+ ARR increased 11% to 2,620, and customers with $1M+ ARR increased 18% to 374; customers >$30k ARR grew 7% year-over-year. Total customers ~10.6k.
AI Momentum and Deal Composition
AI adoption accelerated: 16 of the top 20 deals included AI, and expansion deals that included AI were 6x larger than those that did not—indicating AI materially contributed to large enterprise deals.
Product and Market Achievements
Launched UiPath for coding agents and Maestro Case (public preview), positioned as leader in Forrester Wave for document mining and analytics (Q2 26), broadened ecosystem integrations (Microsoft, Salesforce, Google Cloud, Databricks), and expanded vertical solutions across healthcare, financial services, retail and manufacturing.
Real Customer Impact Examples
Multiple customer case studies: a healthcare distributor delivered multimillion-dollar annual savings and a 7-figure expansion; a Fortune Global 500 energy customer centered UiPath in a $70M cost reduction initiative; a telecom customer realized $30M+ annual savings from ~2,000 automated processes; other wins included $5M annual savings at a med-tech customer (expected to scale to $10M) and a utility expected nearly $3M savings from Test Cloud.
PATH Earnings History
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
PATH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2026 | $11.58 | $11.72 | +1.21% |
Mar 11, 2026 | $12.38 | $11.37 | -8.16% |
Dec 03, 2025 | $14.86 | $18.48 | +24.36% |
Sep 04, 2025 | $10.85 | $11.49 | +5.90% |
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.
FAQ
When does Uipath Inc (PATH) report earnings?
Uipath Inc (PATH) is schdueled to report earning on Sep 08, 2026, After Close (Confirmed).
What is Uipath Inc (PATH) earnings time?
Uipath Inc (PATH) earnings time is at Sep 08, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PATH EPS forecast?
PATH EPS forecast for the fiscal quarter 2027 (Q2) is 0.15.
