UiPath, Inc. · 2027 Q2
ReportsSep 3, 2026
SlotAfter Market Close
Results are out
This quarter has reported. The consensus below is what we expected going in.
What the Street expects
EPS · NON-GAAP
$0.15
Feeds $0.1482 to $0.15 per share
QoQ-1.2%
YoY-1.2%
Revenue
$397.85M
Guided $395-400M
QoQ-4.9%
YoY+10.0%
QoQ and YoY are what the consensus implies against the prior quarter and the prior year.
Also on the card
Consensus source
Street non-GAAP $0.15 on $397.85M (2 Sep 2026); MarketBeat $0.1482 on $397.77M, the figure the moves above use
Company guidance
Q2 revenue $395-400M, ARR $1.929-1.934B at 31 July 2026, non-GAAP operating income ~$75M (28 May 2026)
FY2027 guidance
Revenue $1,776-1,781M, ARR $2.058-2.063B at 31 January 2027, non-GAAP operating income ~$430M
Basis
Non-GAAP diluted EPS; GAAP was $0.04 in Q1 FY2027 and $0.00 a year ago
Prior quarter
Non-GAAP EPS $0.15, revenue $418.4M, ARR $1.901B (+12%), net new ARR $49M, net retention 109%
Year-ago quarter
Non-GAAP EPS $0.15, revenue $361.7M, ARR $1.723B (+11%), net new ARR $31M, net retention 108%
What to watch
- Net new ARR against the guided $28–33 million, and against $31 million in the July quarter a year ago. The single most informative number in the release.
- Total ARR against the guided $1.929–1.934 billion, and the full-year $2.058–2.063 billion. A raise to the year would say the flat second half is conservatism.
- Dollar-based net retention against 109%, and customers with ARR of $1 million or more against 374 and their 52% share of revenue. Two quarters of improvement; a third makes it a trend.
- Revenue against $395–400 million and the full-year $1,776–1,781 million, with the implied second half at about +7.9%.
- Non-GAAP operating income against the guided ~$75 million, and the full-year ~$430 million — the year guide needs about $263 million from the last two quarters.
Estimate against reported
Our published estimate
Reported EPS
| Quarter | Estimate | Reported | Surprise |
|---|---|---|---|
| 2025 Q3 | — | -$0.02 | — |
| 2025 Q4 | — | $0.09 | — |
| 2026 Q1 | — | -$0.04 | — |
| 2026 Q2 | — | $0.00 | — |
| 2026 Q3 | — | $0.37 | — |
| 2026 Q4 | — | $0.19 | — |
| 2027 Q1 | — | $0.04 | — |
| 2027 Q2 | $0.15 | $0.15 | +0% |
Estimates are the consensus we published on our own preview for that quarter; quarters we did not preview carry the reported figure only. Where a consensus was set on a non-GAAP basis, the reported column shows that same measure.
Every quarter
Read the full preview → 2027 Q2 release page View PATH stock page