PATH

EX-99.1

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EX-99.1

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UiPath Reports Second Quarter Fiscal 2027 Financial Results

Revenue of $410 million increased 13 percent year-over-year

ARR of $1.938 billion increased 12 percent year-over-year

GAAP operating income of $32 million and non-GAAP operating income of $89 million

Announces leadership changes to drive next phase of growth and appointment of new Board member

NEW YORK, NY – September 3, 2026 – UiPath, Inc. (NYSE: PATH), a leader in business orchestration and automation, today announced financial results for its second quarter fiscal 2027 ended July 31, 2026.

"I am pleased with our second quarter results, demonstrating disciplined execution and the growing momentum across our platform,” said Daniel Dines, UiPath Founder and Chief Executive Officer. "AI is expanding what enterprises can automate, while increasing the need for the orchestration, governance, and exactness that deterministic automation provides. Our ability to bring AI agents, robots, systems, and people together to execute end-to-end business processes positions UiPath at the center of this opportunity. We have spent the past two years transforming our platform and strengthening our execution, and I am excited about the opportunity ahead.”

Second Quarter Fiscal 2027 Financial Highlights

•Revenue of $410 million increased 13 percent year-over-year.

•ARR of $1.938 billion as of July 31, 2026 increased 12 percent year-over-year.

•Net new ARR of $37 million.

•Dollar based net retention rate of 109 percent.

•GAAP gross margin was 80 percent.

•Non-GAAP gross margin was 82 percent.

•GAAP operating income was $32 million.

•Non-GAAP operating income was $89 million.

•Net cash flow from operations was $31 million.

•Non-GAAP adjusted free cash flow was $31 million.

•Cash, cash equivalents, and marketable securities were $1.405 billion as of July 31, 2026.

“We delivered another strong quarter, exceeding guidance across all key financial metrics,” said Ashim Gupta, UiPath Chief Operating Officer. “Our results reflect the operating discipline we’ve instilled across the business, and the momentum we’re seeing from customers and partners around our platform gives us confidence as we head into the second half of the year.”

Leadership and Board of Directors Changes

As UiPath enters its next phase of growth, the Company is sharpening leadership focus and accountability across its executive team. Ashim Gupta will focus exclusively on his role as Chief Operating Officer, concentrating his leadership on driving execution across sales, demand generation, and delivery. Hitesh Ramani has been promoted to Chief Financial Officer, building on his role as Deputy CFO and Chief Accounting Officer since 2021. Brad Brubaker has been named Chief Legal & Administrative Officer, expanding his oversight to include the People organization. Together, these changes sharpen accountability across finance, operations, and legal, positioning UiPath's leadership team for this next chapter of growth.

In addition, UiPath appointed Yazdi Bagli, Executive Vice President, IT and Enterprise Business Services at Kaiser Permanente (currently on a leave of absence while pursuing a fellowship at Harvard University), to its Board of Directors, bringing deep technology, enterprise transformation, and operational leadership experience to the Board.

“UiPath has the opportunity to help define business orchestration and automation by fundamentally transforming how work gets done,” said Hitesh Ramani, UiPath Chief Financial Officer. “Having partnered with Ashim, our leadership team, and our employees since 2021, I am excited to turn that opportunity into sustainable growth and long term value creation, through disciplined execution.”

Financial Outlook

For the third quarter fiscal 2027, UiPath expects:

•Revenue in the range of $440 million to $445 million

•ARR in the range of $1.992 billion to $1.997 billion as of October 31, 2026

•Non-GAAP operating income of approximately $100 million

For the full year fiscal 2027, UiPath expects:

•Revenue in the range of $1.789 billion to $1.794 billion

•ARR in the range of $2.065 billion to $2.070 billion as of January 31, 2027

•Non-GAAP operating income of approximately $445 million.

Reconciliation of non-GAAP operating income guidance to the most directly comparable GAAP measure is not available without unreasonable efforts on a forward-looking basis due to the high variability, complexity, and low visibility with respect to the charges excluded from this non-GAAP measure; in particular, the effects of stock-based compensation expense specific to equity compensation awards that are directly impacted by unpredictable fluctuations in our stock price. We expect the variability of the above charges to have a significant, and potentially unpredictable, impact on our future GAAP financial results.

Recent Business Highlights

•Introduced Maestro Case to Orchestrate Dynamic, Exception-Heavy Busin

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path-20260305FALSE000173472200017347222026-03-052026-03-05

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): March 5, 2026

UiPath, Inc. (Exact name of Registrant as Specified in Its Charter)

Delaware001-4034847-4333187 (State or Other Jurisdiction of Incorporation) (Commission File Number)(IRS Employer Identification No.)

One Vanderbilt Avenue, 60th Floor New York, New York 10017 (Address of Principal Executive Offices)(Zip Code)

Registrant’s Telephone Number, Including Area Code: (844) 432-0455

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s)Name of each exchange on which registered Class A Common Stock, par value $0.00001 per sharePATHNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition. On March 11, 2026, UiPath, Inc. (“UiPath” or the “Company”) issued a press release announcing its financial results for the fiscal fourth quarter and full year fiscal 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information contained in this Item 2.02 and Item 9.01 in this Current Report on Form 8-K, including the accompanying Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing made by the Company under the Securities Act of 1933, as amended, regardless of any general incorporation language in such filings, unless expressly incorporated by specific reference in such filing.

Item 8.01 Other Events Stock Repurchase Program On March 5, 2026, the Board of Directors of the Company authorized a stock repurchase program pursuant to which we may repurchase from time to time up to $500 million of our outstanding shares of Class A common stock. Repurchases under the program may be effected through open market purchases, privately-negotiated transactions, or otherwise in accordance with applicable federal securities laws, including through Rule 10b5-1 trading plans and under Rule 10b-18 of the Exchange Act. The timing and actual number of shares repurchased will depend on a variety of factors, including price, general business and market conditions, and alternate uses of capital. The current authorization may be suspended or discontinued at any time and does not have a specified expiration date.

Item 9.01 Financial Statements and Exhibits. (d) Exhibits.

99.1 Press Release, dated March 11, 2026

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

UiPath, Inc.

By:/s/ Brad Brubaker

Chief Legal Officer and Secretary

Date:March 11, 2026