UiPath, Inc., a prominent player in agentic automation, has released its financial results for the third quarter of fiscal 2026, concluding on October 31, 2025. The company reported a revenue of $411 million, marking a 16% increase compared to the same period last year. Its annual recurring revenue (ARR) reached $1.782 billion, reflecting an 11% year-over-year rise.
Founder and CEO Daniel Dines expressed optimism about the company’s performance, attributing the strong results to the team’s execution and the rising demand for unified automation platforms among enterprises. “Enterprises are accelerating their AI and automation strategies,” Dines noted, highlighting the integration of deterministic automation and orchestration in UiPath’s offerings as a competitive advantage.
Key financial highlights from the quarter include:
– A GAAP operating income of $13 million and a non-GAAP operating income of $88 million.
– Positive net cash flow from operations amounting to $28 million, with the same figure reported for non-GAAP adjusted free cash flow.
– Cash, cash equivalents, and marketable securities totaled approximately $1.52 billion as of the reporting date.
CFO Ashim Gupta commented on the results, noting that the company had exceeded guidance across various metrics and achieved its first GAAP profit for a third quarter. Gupta emphasized the firm’s strategic positioning and operational improvements as the completion of fiscal 2026 approaches.
Looking ahead, UiPath anticipates fourth-quarter revenues between $462 million and $467 million, with ARR projections ranging from $1.844 billion to $1.849 billion by January 31, 2026. The company expects a non-GAAP operating income of around $140 million.
This quarter has also seen UiPath enhance its product offerings significantly. New capabilities introduced in the UiPath Platform include agentic automation and orchestration solutions, developed to expedite return on investment and simplify deployment processes. Notably, the company announced integrations with Microsoft Azure AI Foundry and a partnership with OpenAI to streamline automation using AI models. These strategic collaborations aim to extract greater business value from automation efforts, reflecting UiPath’s ongoing commitment to innovation.
Additionally, UiPath has been recognized as a leader in the Everest Group’s Intelligent Process Automation Platform Assessment and the Gartner Magic Quadrant for Intelligent Document Processing. Furthermore, its platform was included in TIME Magazine’s “Best Inventions of 2025,” underscoring its impact as a transformative technology.
UiPath’s advancements in agentic automation not only enhance operational efficiencies for clients but also foster an environment where businesses can effectively transition into autonomous, AI-driven workflows. With a strong financial position and innovative partnerships, UiPath is well-equipped to capitalize on the growing automation market as it continues to evolve.