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

UiPath Q4 revenue rises 14% to $481 million; first full-year GAAP profit

Positive Impact 3 of 5 earnings Written later

UiPath reported fiscal fourth-quarter 2026 revenue of $481 million, up 14% year over year, and GAAP operating income of $80 million, compared with $34 million a year earlier. For the full year, it reported GAAP operating income of $57 million, versus a loss of $163 million in fiscal 2025, and said this was its first full year of GAAP profitability. The company also announced a new $500 million stock repurchase authorization after completing a $1 billion program, and gave fiscal 2027 revenue guidance of $1.754 billion to $1.759 billion.

Key points

  • Q4 fiscal 2026 revenue $481 million, up 14% year over year; ARR $1.853 billion, up 11%
  • Q4 GAAP operating income $80 million; full-year GAAP operating income $57 million vs. a $163 million loss in fiscal 2025
  • Fiscal 2027 revenue guidance $1.754 billion to $1.759 billion; non-GAAP operating income approximately $415 million
  • New $500 million buyback authorized March 5, 2026, with no specified expiration date

The filing

CompanyUiPath (PATH)
Form8-K, current report
Filed with the SECMar 11, 2026, 4:13 PM ET
Accession number0001734722-26-000007

Items reported: 2.02 Results of Operations8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing 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 March 11, 2026.

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