AI brief of an SEC Form 8-K · UiPath (PATH)

UiPath Q3 revenue rises 16% to $411 million; Q4 revenue outlook $462M-$467M

Positive Impact 3 of 5 earnings Written later

UiPath reported third quarter fiscal 2026 revenue of $411 million, up 16% from a year earlier, and GAAP operating income of $13 million, compared with a loss of $43 million in the prior-year quarter. The company guided fourth quarter revenue to $462 million to $467 million and non-GAAP operating income to approximately $140 million, and net income was boosted by a $174.2 million income tax benefit.

Key points

  • Revenue of $411 million, up 16% year-over-year; ARR of $1.782 billion as of October 31, 2025, up 11%.
  • GAAP operating income of $13 million versus a $43.4 million loss a year earlier; net income of $198.8 million, or $0.37 per diluted share, including a $174.2 million income tax benefit.
  • Fourth quarter fiscal 2026 outlook: revenue of $462 million to $467 million and non-GAAP operating income of approximately $140 million.

The filing

CompanyUiPath (PATH)
Form8-K, current report
Filed with the SECDec 3, 2025, 4:13 PM ET
Accession number0001734722-25-000046

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:57 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on December 03, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.