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Inferra AI / Company / PATH

Uipath, Inc.

PATH · Information Technology

Last earnings Sep 3, 2026

Key results

Revenuequarter

14 percent

Revenue of $362 million increases 14 percent year-over-year ARR of $1.723 billion increases 11 percent year-over-year Cash flow from operations reaches $42 million and non-GAAP adjusted free cash flow reaches $45 million

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Adjusted free cash flowquarter

$45 million

Revenue of $362 million increases 14 percent year-over-year ARR of $1.723 billion increases 11 percent year-over-year Cash flow from operations reaches $42 million and non-GAAP adjusted free cash flow reaches $45 million

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Second Quarter Fiscal 2026 Financial Highlights Revenue of $362 million increased 14 percent year-over-year.

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

GAAP gross marginfull-year

82 percent

GAAP gross margin was 82 percent.

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Non-GAAP gross marginfull-year

84 percent

Non-GAAP gross margin was 84 percent.

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Non-GAAP operating incomefull-year

$62 million

Non-GAAP operating income was $62 million.

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Non-GAAP adjusted free cash flowfull-year

$45 million

Non-GAAP adjusted free cash flow was $45 million.

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

AI analysis

Q2 FY2026 · reported Sep 4, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Adjusted free cash flow · Q2 FY2026
$45M
Full year: $45 million
EX-99 · Sep 4, 2025
Non-GAAP operating income · Q2 FY2026
$62M
EX-99 · Sep 4, 2025
Revenue · Q2 FY2026
14 percent
EX-99 · Sep 4, 2025

The quarter in charts

Free cash flow

As stated

016.733.350$45MFree cash flow Q$45MFree cash flow FY

EX-99 · Sep 4, 2025 Values as labeled in the release.

Headline figures

MetricQ2 FY2026Prior qtrYear ago
Revenue14 percent——
Adjusted free cash flow$45 million——

EX-99 · Sep 4, 2025

Guidance · company-stated

operating income

“of approximately $70 million”

Revenue$1.571 billion

Guidance stated in the release's Business Outlook table for the third quarter; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

GAAP gross marginfull year82 percent
Non-GAAP gross marginfull year84 percent

Cash flow & capex

Adjusted free cash flow$45M
Non-GAAP adjusted free cash flowfull year$45M

Capital allocation

Gupta, and several of UiPath s current and former directors, alleging that the individual defendants breached their fiduciary duties and committed other alleged misconduct in connection with the statements at issue in the 2023 Securities Action and by causing UiPath to repurchase shares at allegedly inflated prices.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Uipath, Inc. Q2 FY2026 — Revenue of $362 million increases 14 percent year-over-year ARR of $1.723 billion increases 11 percent year-over-year Cash flow from operations reaches $42 million and non-GAAP adjusted free cash flow…

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

operating income: “operating income of approximately $70 million”

Revenue: “Revenue in the range of $1.571 billion to $1.576 billion”

operating income (“the third quarter”)
“operating income of approximately $70 million”

Revenue (“the third quarter”)
“Revenue in the range of $1.571 billion to $1.576 billion”

Guidance stated in the release's Business Outlook table for the third quarter; no direction stated — figures as stated in the table.

Capital allocation

Gupta, and several of UiPath s current and former directors, alleging that the individual defendants breached their fiduciary duties and committed other alleged misconduct in connection with the statements at issue in the 2023 Securities Action and by causing UiPath to repurchase shares at allegedly inflated prices.

SEC original ↗Uipath, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Strategy & priorities

The momentum we re seeing from customers and partners around our agentic automation platform, combined with our continued focus on operational efficiency, positions us well as we enter the second half of the year.

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Recent Business Highlights UiPath Collaborated with Deloitte, Redefining ERP Modernization with Agentic Automation Migration to SAP S 4HANA UiPath continues to advance its strategic digital transformation initiative.

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Appoints Michael Atalla as Chief Marketing Officer Atalla will oversee all facets of the company s global marketing strategy, playing a central role in elevating UiPath s leadership in agentic AI and orchestration.

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Announced Partnership with HCLTech to Accelerate Agentic Automation for Global Enterprises UiPath announced a strategic partnership with HCLTech, a provider of services and capabilities centered around digital, engineering, cloud and AI, to accelerate agentic automation for UiPath customers globally across industries.

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Dollar-based net retention rate represents the rate of net expansion of our ARR from existing customers over the preceding 12 months.

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Risks & headwinds

Forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause our actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements.

SEC original ↗Uipath, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Legal Proceedings 44 Item 1A.

SEC original ↗Uipath, Inc. — 10-Q Quarterly report10-QSep 8, 2026

and its consolidated subsidiaries ( UiPath, the Company, we, us, or our ) and our industry that involve substantial risks and uncertainties.

SEC original ↗Uipath, Inc. — 10-Q Quarterly report10-QSep 8, 2026

The outcome of the events described in these forward-looking statements is subject to risks, uncertainties, and other factors described in the section titled "Risk Factors" and elsewhere in our Annual Report on Form 10-K for the fiscal year ended January 31, 2026 filed with the Securities and Exchange Commission ("SEC") on March 25, 2026 (the "2026 Form 10-K").

SEC original ↗Uipath, Inc. — 10-Q Quarterly report10-QSep 8, 2026

New risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties that could have an impact on the forward-looking statements contained in this Quarterly Report on Form 10-Q.

SEC original ↗Uipath, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Litigation From time to time, we may be involved in lawsuits, claims, investigations, and proceedings, consisting of intellectual property, commercial, employment, and other matters which arise in the ordinary course of business.

SEC original ↗Uipath, Inc. — 10-Q Quarterly report10-QSep 8, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

32 documents

Earnings releases

13 documents

Presentations

0 documents

No presentations for Uipath, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Uipath, Inc. are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Uipath, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.