What UiPath's latest 10-Q says: 7 signals
UiPath filed its latest 10-Q with the SEC on Sep 8, 2026. It discusses acquisition completed, AI investment and capex increase.
Public (PATH)Software Development1,001 to 5,000 employeesuipath.comLinkedIn
- Filed
- Sep 8, 2026
- Filings
- 2
- Signals
- 14
10-Q · latest 10
What UiPath's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 7 signals
UiPath acquires WorkFusion for $149.4M to bolster AI and automation capabilities.
The acquisition of WorkFusion for a net payment of $149.4M indicates a significant strategic investment to enhance its AI-powered automation platform.
$149.4M
Net payment for the acquisition of WorkFusion
AIWorkFusionPeak AI
UiPath promotes former CFO Ashim Gupta to Chief Operating Officer.
Ashim Gupta has transitioned from the CFO role to become the new Chief Operating Officer.
Board authorizes new $500 million stock repurchase program in March 2026.
This follows the completion of previous repurchase authorizations totaling $1 billion.
$500M
New stock repurchase program authorization
UiPath derives 52% of revenue from international markets, exposing it to $39.8M in currency risk.
With over half its revenue coming from outside the U.S., UiPath has significant international operations but also faces substantial financial risk from currency fluctuations.
$39.8M
Estimated translation impact from a hypothetical 10% change in foreign currency exchange rates
52%
Percentage of revenues denominated in non-U.S. dollar currencies
Faces $39.8M potential earnings impact from a 10% change in foreign currency rates.
With 52% of revenues and 44% of expenses in non-USD currencies, the company has significant exposure to FX volatility.
$39.8M
Estimated translation impact from a hypothetical 10% change in foreign currency exchange rates
UiPath completes prior-year workforce restructuring during the second quarter of fiscal 2026.
The company recently completed a workforce restructuring initiated in fiscal year 2025, with final costs paid out this quarter.
- SEC EDGAR
10-Q
Filed · 7 signals
UiPath acquires WorkFusion for $149.4M to bolster AI and automation capabilities
The acquisition of WorkFusion, a company specializing in AI-powered automation, represents a significant strategic investment to enhance UiPath's platform and consolidate the market.
$149.4M
net payment for the acquisition of WorkFusion
AIautomationWorkFusion Inc.
CEO Daniel Dines establishes plan to sell up to 2.975 million shares
An entity controlled by CEO and founder Daniel Dines adopted a Rule 10b5-1 trading plan in April 2026 to sell a significant block of stock.
UiPath completed its acquisition of WorkFusion for a net payment of $149.4 million in Q1.
The acquisition of WorkFusion requires integrating new technology, platforms, and personnel.
$149.4M
net payment in connection with the acquisition of WorkFusion
UiPath faces margin pressure as gross margin declines to 81% from 83% due to rising costs
Gross profit margin decreased by 2 percentage points year-over-year, driven by increased personnel costs and higher cloud hosting services costs.
-2%
year-over-year decrease in gross profit as a percentage of revenue
cloud
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UiPath earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Massive launch of new 'Agentic Automation' platform, driving customer investmentThe company has launched its most significant product in 20 years, the Agentic Automation platform, unifying AI agents, robots, and people. This is their top corporate priority and is already seeing strong early adoption, creating significant opportunities for partners and vendors in the AI and automation ecosystem. | |
| Completed internal SAP S/4HANA migration, now focusing on AI integration.The company recently completed its own internal migration to SAP S/4HANA and is now entering the next phase of embedding Agentic AI capabilities into the ERP environment. This creates opportunities for vendors with expertise in SAP, AI, and process automation to support this ongoing initiative. | |
| Intense focus on operational efficiency driving significant margin improvementThe company exceeded bottom-line expectations through a strong emphasis on operational efficiency and discipline, improving non-GAAP operating margin by 450 basis points. This indicates a high receptivity to solutions that can further drive cost savings, productivity, and operational leverage. | |
| Actively winning competitive displacements, including Delta Airlines.The company is successfully displacing competitors and consolidating customers onto its platform, citing recent wins with Delta Airlines and a global healthcare technology company. This indicates their platform strategy is resonating and creating opportunities to replace incumbent RPA vendors. | |
| Executed significant $228M share repurchase, signaling strong financial health.The company spent nearly $228 million to repurchase 21.9 million shares, demonstrating a strong balance sheet and confidence in its financial outlook. This financial health underpins their ability to fund strategic investments in technology, partnerships, and growth initiatives. | |
| Integrating PEAK acquisition to build vertical-specific AI solutions.The integration of the recently acquired company, PEAK, is progressing well and is a core part of the strategy to deliver industry-specific AI agents, starting with inventory and pricing. This indicates an M&A-driven approach to accelerate their vertical market strategy. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .