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Oct 31, 2025
UiPath Q3 2026 Earnings Report
UiPath posted strong Q3 2026 results with revenue and earnings surpassing expectations.
Key Takeaways
UiPath delivered a profitable Q3 with significant revenue growth, its first GAAP-profitable third quarter, driven by strong adoption of its agentic automation platform and key partnerships.
Revenue reached $411 million, up from $354.7 million the prior year.
GAAP net income was $198.8 million, marking a turnaround from a $10.7 million loss last year.
Annualized Renewal Run-rate (ARR) hit $1.782 billion.
Non-GAAP operating income came in at $87.8 million, reflecting improved execution and cost control.
Revenue by Segment
Forward Guidance
UiPath expects continued momentum in Q4 with revenue projected between $462M and $467M, supported by strong customer demand for AI and automation.
Positive Outlook
- Revenue guidance set between $462M and $467M for Q4.
- ARR expected to increase to $1.844B–$1.849B by fiscal year-end.
- Non-GAAP operating income guidance of approximately $140M.
- Continued product innovation in agentic automation and AI orchestration.
- Expansion of strategic partnerships including Microsoft, OpenAI, and Google.
Challenges Ahead
- Guidance does not include reconciliation to GAAP due to variability in expenses.
- Stock-based compensation remains a significant cost factor.
- Macroeconomic uncertainty could affect customer budgets.
- Increased competition in automation and AI tooling.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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