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 itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$168.92M-$185.49M$189.64M$177.53M-$193.90M$196.28M$197.10M-
Cost of Revenue$159.20M-$172.88M$173.96M$158.42M-$166.86M$191.69M$198.26M-
Gross Profit$9.73M-$12.61M$15.68M$19.11M-$27.04M$4.59M($1.16M)-
R&D$8.74M-$10.17M$9.36M$10.52M-$9.59M$10.53M$11.08M-
SG&A$26.84M-$31.98M$30.23M$56.82M-$27.06M$35.95M$36.24M-
Total Operating Expenses$226.28M-$246.82M$249.24M$258.30M-$235.83M$275.48M$279.69M-
D&A$3.60M-$5.00M$4.60M$8.70M-$3.70M$4.50M$6.20M-
Operating Income($57.36M)-($61.34M)($59.60M)($80.77M)-($41.93M)($79.19M)($82.58M)-
Interest Expense$25.31M-$23.51M$16.67M$14.55M-$11.26M$16.67M$14.55M-
Income Tax$509.0K-$1.33M$959.0K$78.0K-$405.0K$441.0K($114.0K)-
Net Income($82.96M)-($83.73M)($82.30M)($99.31M)-($57.73M)($96.97M)($97.39M)-
EPS - Basic($2.29)-($2.40)($2.40)($2.80)-($1.60)($2.80)($2.80)-
EPS - Diluted($2.29)-($2.40)($2.40)($2.80)-($1.60)($2.80)($2.80)-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$54.13M$133.93M$125.33M$107.00M$171.84M$216.43M$115.91M$141.49M$180.86M$263.91M
Accounts Receivable$32.31M$24.25M$32.39M$38.70M$41.80M$32.32M$32.03M$34.01M$42.32M$38.24M
Inventory$2.21M$11.59M$9.14M$12.16M$12.72M$12.18M$22.54M$21.24M$20.56M$20.40M
Accounts Payable$22.86M$20.44M$30.86M$35.36M$37.87M$29.98M$35.00M$41.93M$45.69M$32.97M
Current Assets$164.79M$249.36M$248.28M$233.67M$298.81M$332.07M$271.31M$288.81M$332.90M$434.03M
Total Assets$916.24M$968.81M$973.00M$1.01B$1.09B$1.16B$1.04B$1.09B$1.18B$1.32B
Current Liabilities$854.36M$907.56M$887.52M$902.18M$925.40M$917.28M$888.41M$874.11M$878.73M$907.50M
Long-term Debt$400.34M$316.36M$393.57M$391.33M$382.76M$376.31M$209.59M$218.61M$222.78M$235.07M
Total Liabilities$1.38B$1.36B$1.35B$1.35B$1.37B$1.35B$1.16B$1.16B$1.17B$1.22B
Stockholders' Equity($465.69M)($392.10M)($374.55M)($347.75M)($288.11M)($202.11M)($117.67M)($72.15M)$936.0K$97.40M
Retained Earnings($2.48B)($2.40B)($2.37B)($2.28B)($2.20B)($2.10B)($2.02B)($1.96B)($1.86B)($1.76B)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($99.63M)---($47.92M)---($73.79M)-
Investing Cash Flow($38.66M)---$16.11M---$19.60M-
Financing Cash Flow$63.42M---($8.69M)---($24.31M)-
CapEx$62.36M---$14.70M---$4.02M-
Free Cash Flow($161.99M)---($62.63M)---($77.82M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin5.8%-6.8%8.3%10.8%-13.9%2.3%-0.6%-
Operating margin-34.0%--33.1%-31.4%-45.5%--21.6%-40.3%-41.9%-
EBITDA margin-31.8%--30.4%-29.0%-40.6%--19.7%-38.1%-38.8%-
Net margin-49.1%--45.1%-43.4%-55.9%--29.8%-49.4%-49.4%-
Free cash flow margin-95.9%----35.3%----39.5%-
FCF / Net income1.95---0.63---0.80-
R&D / Revenue5.2%-5.5%4.9%5.9%-4.9%5.4%5.6%-
SG&A / Revenue15.9%-17.2%15.9%32.0%-14.0%18.3%18.4%-
Effective tax rate----------
Return on assets-9.1%--8.6%-8.2%-9.1%--5.5%-8.9%-8.2%-
Return on equity17.8%-22.4%23.7%34.5%-49.1%134.4%-10405.2%-
Return on invested capital---254.7%-108.0%-67.4%--36.0%-42.7%-29.2%-
Liquidity
Current ratio0.190.270.280.260.320.360.310.330.380.48
Quick ratio0.190.260.270.250.310.350.280.310.360.46
Cash ratio0.060.150.140.120.190.240.130.160.210.29
Leverage
Debt / Equity-0.86-0.81-1.05-1.13-1.33-1.86-1.78-3.03238.012.41
Debt / Assets0.440.330.400.390.350.320.200.200.190.18
Debt / EBITDA----------
Interest coverage-2.3x--2.6x-3.6x-5.5x--3.7x-4.8x-5.7x-
Equity multiplier-1.97-2.47-2.60-2.89-3.79-5.73-8.87-15.061262.0613.51
Liabilities / Assets1.511.401.381.351.261.171.111.070.990.92
Efficiency
Asset turnover0.18-0.190.190.16-0.190.180.17-
Inventory turnover72.03-18.9114.3012.45-7.409.029.64-
Days sales outstanding70d-64d74d86d-60d63d78d-
Days inventory outstanding5d-19d26d29d-49d40d38d-
Days payable outstanding52d-65d74d87d-77d80d84d-
Cash conversion cycle22d-18d26d28d-33d24d32d-
Valuation
P / E----------
P / B--------42803.7x-
P / S2.2x-139.6x78.9x79.5x-174.2x134.3x203.3x-
EV / EBITDA----------
Growth
Revenue growth (YoY)-4.8%--4.3%-3.4%-9.9%--39.4%-41.4%-44.0%-
Revenue CAGR (3y)-21.7%--23.9%-23.6%-18.3%--13.7%---
Revenue CAGR (5y)----------
Gross profit growth (YoY)-49.1%--53.4%241.3%--34.0%-35.8%41.4%-
Operating income growth (YoY)29.0%--46.3%24.7%2.2%-67.5%48.2%14.6%-
Net income growth (YoY)16.5%--45.0%15.1%-2.0%-60.1%39.6%3.4%-
EPS growth (YoY)18.2%--50.0%14.3%0.0%-54.4%55.4%-600.0%-
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-158.7%---19.5%---63.2%-
FCF CAGR (5y)----------
Book value growth (YoY)-61.6%-94.0%-218.3%-382.0%-----99.4%-61.3%

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%

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.