earnings
confidence high
sentiment positive
materiality 0.75
UiPath Q3 FY2026 revenue $411M (+16% YoY); first GAAP profitable Q3
UiPath, Inc.
2026-Q3 EPS reported
$0.33
revenue$1,129,465,000
- Revenue $411M, up 16% YoY; ARR $1.782B, up 11% YoY, net new ARR $59M.
- GAAP operating income $13M; non-GAAP operating income $88M; first GAAP profitable Q3.
- Q4 revenue guidance $462-467M; ARR expected $1.844-1.849B; non-GAAP op income ~$140M.
- Dollar-based net retention rate 107%; cash and securities $1.52B; adjusted FCF $28M.