UiPath, Inc. (PATH): restructuring charge — UiPath Q4 rev $424M +5%, ARR $1.666B +14%; FY26 guidance cautious; acquires Peak AI

UiPath, Inc.

2025-FY EPS reported -$0.13 vs consensus $0.15 ▼ miss (-187.2%)

Q4 revenue $424M (+5% YoY), ARR $1.666B (+14% YoY), net new ARR $60M, dollar-based NRR 110%.
GAAP operating income $34M, non-GAAP $134M; full year GAAP op loss $(163)M, non-GAAP op income $241M.
Q1 FY26 rev guidance $330-335M, ARR $1.686-1.691B; FY26 rev $1.525-1.530B, non-GAAP op income ~$270M.
Restructuring costs increased $5M to $30M max, extended through Q2 FY26; CEO 10b5-1 plan to sell up to 5M shares.
Acquired Peak AI (AI agentic app co) for industry-specific vertical agents; price undisclosed.

item 2.02 item 9.01 item 2.05 item 8.01

Key facts

Extracted from this filing and checked against the source text.

Restructurings & Charges SEC 8-K Item 2.05/2.06 confidence 0.9

UiPath, Inc. announced a restructuring with charges of increase the total anticipated restructuring costs by $5 million, such that the high end of the anticipated costs will be $30 million affecting operational and corporate functions, go-to-market investments, and research and development.

Type: restructuring
Charge: increase the total anticipated restructuring costs by $5 million, such that the high end of the anticipated costs will be $30 million
Affected area: operational and corporate functions, go-to-market investments, and research and development

Exact text from the filing

on March 6, 2025, the Board approved modifications to the restructuring actions, as described in the July 2024 8-K, to (1) increase the total anticipated restructuring costs by $5 million, such that the high end of the anticipated costs will be $30 million; and (2) extend the time period in which the restructuring costs are incurred such that the costs are expected to be incurred by the end of the second quarter of fiscal year 2026.

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6 restructurings & charges filed in the last 30 days. Browse all restructurings & charges →

UiPath, Inc. filing history →

Source: SEC EDGAR

accession 0001734722-25-000004

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