CoverageForm 410-K10-Q8-K13D13G13F

UP · Wheels Up Experience Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · UP

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$736.50M$792.10M$1.25B$1.19B$694.98M-
Cost of Revenue$662.75M$733.08M$1.23B$1.12B$634.77M-
Gross Profit$73.74M$59.03M$20.81M$76.63M$60.21M-
R&D$38.76M$40.69M$61.87M$33.58M$21.01M-
SG&A$145.30M$137.59M$145.87M$113.33M$64.89M-
Total Operating Expenses$939.91M$1.05B$1.70B$1.40B$757.95M-
D&A$61.17M$56.55M$37.10M$43.50M$40.80M-
Operating Income($203.41M)($258.79M)($443.56M)($560.01M)($62.97M)-
Interest Expense$90.47M$65.35M$41.26M$7.51M$22.99M-
Income Tax$3.50M$1.23M$1.38M$170.0K$0-
Net Income($294.22M)($339.63M)($487.39M)($190.02M)($78.64M)-
EPS - Basic($8.40)($9.80)($73.80)($452.00)($96.00)-
EPS - Diluted($8.40)($9.80)($73.80)($452.00)($96.00)-

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$133.93M$216.43M$263.91M$585.88M$784.57M$719.9K
Accounts Receivable$24.25M$32.32M$38.24M$112.38M$79.40M-
Inventory$11.59M$12.18M$20.40M$29.00M$9.41M-
Accounts Payable$20.44M$29.98M$32.97M$43.17M$43.67M-
Current Assets$249.36M$332.07M$434.03M$819.62M$933.07M$1.33M
Total Assets$968.81M$1.16B$1.32B$1.92B$1.98B$241.12M
Current Liabilities$907.56M$917.28M$907.50M$1.34B$1.14B$1.48M
Long-term Debt$316.36M$376.31M$235.07M$226.23M$0-
Total Liabilities$1.36B$1.35B$1.22B$1.67B$1.24B$9.88M
Stockholders' Equity($392.10M)($202.11M)$97.40M$251.92M$730.15M$5.00M
Retained Earnings($2.40B)($2.10B)($1.76B)($1.28B)($720.71M)($1.55M)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow($166.29M)($77.89M)($665.28M)($230.69M)$209.64M-
Investing Cash Flow$180.37M($46.68M)$40.87M($175.24M)$81.58M-
Financing Cash Flow($98.51M)$78.66M$300.95M$244.79M($62.79M)-
CapEx$93.63M$122.81M$20.17M$83.56M$7.11M-
Free Cash Flow($259.92M)($200.70M)($685.45M)($314.25M)$202.53M-

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin10.0%7.5%1.7%6.4%8.7%-
Operating margin-27.6%-32.7%-35.4%-46.9%-9.1%-
EBITDA margin-19.3%-25.5%-32.4%-43.2%-3.2%-
Net margin-39.9%-42.9%-38.9%-15.9%-11.3%-
Free cash flow margin-35.3%-25.3%-54.7%-26.3%29.1%-
FCF / Net income0.880.591.411.65-2.58-
R&D / Revenue5.3%5.1%4.9%2.8%3.0%-
SG&A / Revenue19.7%17.4%11.6%9.5%9.3%-
Effective tax rate------
Return on assets-30.4%-29.3%-37.0%-9.9%-4.0%-
Return on equity75.0%168.0%-500.4%-75.4%-10.8%-
Return on invested capital--117.4%-105.4%-92.5%-6.8%-
Liquidity
Current ratio0.270.360.480.610.820.90
Quick ratio0.260.350.460.590.810.90
Cash ratio0.150.240.290.440.690.48
Leverage
Debt / Equity-0.81-1.862.410.900.00-
Debt / Assets0.330.320.180.120.00-
Debt / EBITDA------
Interest coverage-2.2x-4.0x-10.8x-74.5x-2.7x-
Equity multiplier-2.47-5.7313.517.632.7148.22
Liabilities / Assets1.401.170.920.870.630.04
Efficiency
Asset turnover0.760.680.950.620.35-
Inventory turnover57.2060.2060.4238.5467.46-
Days sales outstanding12d15d11d34d42d-
Days inventory outstanding6d6d6d9d5d-
Days payable outstanding11d15d10d14d25d-
Cash conversion cycle7d6d7d30d22d-
Valuation
P / E------
P / B--93.1x200.9x206.5x-
P / S12.6x29.1x7.2x42.4x217.0x-
EV / EBITDA------
Growth
Revenue growth (YoY)-7.0%-36.8%4.9%71.8%--
Revenue CAGR (3y)-14.9%4.5%----
Revenue CAGR (5y)------
Gross profit growth (YoY)24.9%183.6%-72.8%27.3%--
Operating income growth (YoY)21.4%41.7%20.8%-789.4%--
Net income growth (YoY)13.4%30.3%-156.5%-141.6%--
EPS growth (YoY)14.3%86.7%83.7%-370.8%--
EPS CAGR (3y)------
EPS CAGR (5y)------
FCF growth (YoY)-29.5%70.7%-118.1%---
FCF CAGR (5y)------
Book value growth (YoY)-94.0%--61.3%-65.5%14503.0%-

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$2.50M total
Flight Related Services$2.50M · 100.0%

Geographic

$736.50M total
US$641.04M · 87.0%
Non Us$95.45M · 13.0%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

-2.60
Distress

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

4/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Air Transportation, Nonscheduled

CompanyRevenue (last FY)Net marginROE
VTOL$1.49B8.7%12.2%
SRFM--201.5%
AAWW$4.55B7.8%11.6%
SOAR$78.56M6.6%-279.8%
FLYX$375.88M-4.7%5.4%

Comparing Wheels Up Experience Inc. against the 5 most active filers in the same SIC group.