earnings
confidence high
sentiment positive
materiality 0.80
UiPath Q4 rev $481M (+14% YoY); first full-year GAAP profit; new $500M buyback
UiPath, Inc.
2026-FY EPS reported
$0.52
revenue$1,610,572,000
- Q4 revenue $481M (+14% YoY); ARR $1.853B (+11% YoY); net new ARR $70M.
- Full-year FY26 revenue $1.611B (+13% YoY); GAAP operating income $57M (first GAAP-profitable year).
- Q4 non-GAAP OI $150M; full-year non-GAAP OI $370M; operating cash flow $371M.
- Board authorized new $500M stock buyback after completing prior $1B program.
- Q1 FY27 guidance: rev $395-400M; full-year FY27 rev $1.754-1.759B, non-GAAP OI ~$415M.