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UiPath (PATH) Reports Q2 Earnings: What Key Metrics Have to Say

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For the quarter ended July 2026, UiPath (PATH - Free Report) reported revenue of $410.26 million, up 13.4% over the same period last year. EPS came in at $0.15, compared to $0.15 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $397.59 million, representing a surprise of +3.19%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.15.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how UiPath performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • ARR: $1.94 billion versus $1.93 billion estimated by four analysts on average.
  • Net New ARR: $37 million compared to the $30.5 million average estimate based on two analysts.
  • Dollar based net retention rate: 109% compared to the 109% average estimate based on two analysts.
  • Revenue- Licenses: $123.84 million compared to the $114.6 million average estimate based on two analysts. The reported number represents a change of +10.4% year over year.
  • Revenue- Professional Services and other: $20.35 million versus the two-analyst average estimate of $11.86 million. The reported number represents a year-over-year change of +81.6%.
  • Revenue- Subscription services: $266.07 million compared to the $271.07 million average estimate based on two analysts. The reported number represents a change of +11.6% year over year.

View all Key Company Metrics for UiPath here>>>

Shares of UiPath have returned +30.2% over the past month versus the Zacks S&P 500 composite's +2.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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