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UiPath PATH Subscription services — Stock-based compensation expense

Other product segments

Professional services and other
$1.78M-34.6%

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Other financials

Income statement

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Revenue$418.4M+17.3%
Gross profit$341.5M+16.6%
Operating income$28.0M+271%
Net income$22.5M+200%
EPS (diluted)$0.04+200%

Balance sheet

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Cash & equivalents$633.7M-9.6%
Total debt$83.0M+5.1%
Total equity$1.9B+12.0%
Total assets$2.9B+9.8%

Cash flow

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Operating cash flow$131.9M+10.9%
CapEx$2.7M-79.1%
Free cash flow$129.2M+21.7%

Valuation

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Market cap$7.25B+20.8%
Enterprise value$6.7B+22.9%
P/E22.2×
P/S4.3×+0.3×

Profitability

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Gross margin83%+0.6pp
Operating margin6%
Net margin19.6%
FCF margin22.4%+0.9pp

Returns & leverage

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Return on equity18.2%
Debt / equity0.0×
Current ratio2.3×-0.6×

Where this comes from

Reported directly by UiPath in its filing.

Tagged under the XBRL concept us-gaap:AllocatedShareBasedCompensationExpense.

The source filing: UiPath’s 10-Q, filed June 4, 2026.

Filed
Jun 4, 2026, 4:36 PM EDT
Fiscal quarter
Q1 FY2027
Calendar quarter
Q2 2026
Accession
0001734722-26-000041
Line itemThree Months Ended April 30, 20262025
Cost of subscription services revenue$2,268$3,874
Cost of professional services and other revenue1,7832,728
Sales and marketing16,78223,586
Research and development24,74134,595
General and administrative7,73611,578
Total$53,310$76,361

Item 1. Financial Statements (Unaudited).

FAQ

What is UiPath's subscription services — stock-based compensation expense?
UiPath (PATH) reported subscription services — stock-based compensation expense of $2.27M in Q1 2026.
How has UiPath's subscription services — stock-based compensation expense changed year-over-year?
UiPath's subscription services — stock-based compensation expense decreased by 41.5% year-over-year, from $3.87M to $2.27M.
What is the long-term trend for UiPath's subscription services — stock-based compensation expense?
Over 4 years (2022 to 2026), UiPath's subscription services — stock-based compensation expense has grown at a 2.8% compound annual growth rate (CAGR), from $12.23M to $13.68M.
What does subscription services — stock-based compensation expense mean?
This metric measures the non-cash expense recognized for equity-based awards granted to employees and personnel directly supporting the subscription services segment. It reflects the cost of talent acquisition and retention through stock options or restricted stock units. Investors use this to understand the impact of equity dilution and to adjust operating margins for non-cash compensation.

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