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UiPath (PATH)
NYSE:PATH
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UiPath (PATH) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 18, 2026
After Close (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
0.26
Last Year’s EPS
0.26
Same Quarter Last Year
Based on 18 Analysts Ratings

Earnings Call Summary

Q3 2026
Earnings Call Date:Dec 03, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance with record ARR and revenue growth, achieving the first GAAP profitable quarter, and significant customer and partner engagement. However, challenges persist with the lower-end customer segment and foreign exchange headwinds. The company is in the early stages of monetizing its AI solutions, which could further bolster growth.
Company Guidance
During the UiPath Third Quarter 2026 Earnings Conference Call, the company provided robust financial guidance and highlighted significant achievements. UiPath reported a third quarter annual recurring revenue (ARR) of $1.782 billion, marking an 11% increase, and a revenue of $411 million, which represents a 16% rise. The net new ARR was $59 million. Notably, the company attained its first GAAP profitable third quarter, with a GAAP operating income of $13 million, up from a prior year loss, and a non-GAAP operating income of $88 million, reflecting a 21% margin. Customer engagement was strong, with 950 companies developing agents and over 365,000 processes orchestrated using Maestro. The company also raised its guidance for the fourth quarter of fiscal year 2026, projecting revenue between $462 million to $467 million and ARR in the range of $1.844 billion to $1.849 billion, despite an FX headwind. The anticipated non-GAAP adjusted free cash flow for the fiscal year 2026 is approximately $370 million.
Record ARR and Revenue Growth
Third quarter ARR of $1.782 billion, up 11%, and revenue of $411 million, an increase of 16%. Net new ARR was $59 million, and non-GAAP operating income reached $88 million, representing a 21% margin.
First GAAP Profitable Quarter
Achieved the first GAAP profitable third quarter with operating income of $13 million, marking a significant milestone for the company.
Strong Customer and Partner Engagement
Over 950 companies developing agents, with more than 365,000 processes orchestrated with Maestro. Notable customer stories include a leading investment management firm projecting $200 million in savings over the next three years.
Recognitions and Awards
Named a leader in the inaugural Gartner Magic Quadrant for Intelligent Document Processing and in the Gartner Magic Quadrant for AI Augmented Software Testing Tools.
Strategic Partnerships
New integrations with OpenAI, Microsoft, NVIDIA, Google, and Snowflake highlight the company's strategic partnerships and technological advancements.

UiPath (PATH) 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

PATH Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 18, 2026
2026 (Q4)
0.26 / -
0.26
Dec 03, 2025
2026 (Q3)
0.15 / 0.16
0.1145.45% (+0.05)
Sep 04, 2025
2026 (Q2)
0.09 / 0.15
0.04275.00% (+0.11)
May 29, 2025
2026 (Q1)
0.10 / 0.11
0.13-15.38% (-0.02)
Mar 12, 2025
2025 (Q4)
0.20 / 0.26
0.2218.18% (+0.04)
Dec 05, 2024
2025 (Q3)
0.07 / 0.11
0.12-8.33% (>-0.01)
Sep 05, 2024
2025 (Q2)
0.03 / 0.04
0.09-55.56% (-0.05)
May 29, 2024
2025 (Q1)
0.12 / 0.13
0.1118.18% (+0.02)
Mar 13, 2024
2024 (Q4)
0.16 / 0.22
0.1546.67% (+0.07)
Nov 30, 2023
2024 (Q3)
0.07 / 0.12
0.05140.00% (+0.07)
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
Dec 03, 2025
$14.86
Sep 04, 2025
$10.85$11.49+5.90%
May 29, 2025
$12.94$13.31+2.86%
Mar 12, 2025
$11.83$9.97-15.72%
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 (PATH) report earnings?
UiPath (PATH) is schdueled to report earning on Mar 18, 2026, After Close (Confirmed).
    What is UiPath (PATH) earnings time?
    UiPath (PATH) earnings time is at Mar 18, 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 2026 (Q4) is 0.26.

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