Air Transportation, Nonscheduled · SIC 4522

Wheels Up Experience Inc.

UP

Watch

Latest revenue

$168.9M

as of 2026-03-31

Latest net income

$-83.0M

as of 2026-03-31

Net margin

-49.1%

as of 2026-03-31

Price · 5Y

-66.1% / yr 79.9 pts / yr vs S&P 500 99.5% total
Compare:

Live market

delayed ≤15 min
$9.11
14.30%
Market cap
$330.0M
Enterprise value
$330.0M
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$9.40
52-wk low
$0.36
Beta
Shares out
36.2M

5-year trend

What this company does

AI

ITEM 1. BUSINESS Wheels Up is a leading global provider of on-demand private aviation with a large, diverse aircraft fleet and a network of safety-vetted charter operators, all committed to safety and service. Our offering is delivered through a mix of our membership program and charter solutions that strategically utilize our controlled aircraft fleet and charter operators to deliver a greater range of travel alternatives. In addition, our first-of-its-kind partnership with Delta Air Lines, Inc. (“Delta”) provides our members and customers with a seamless offering across both private and premium commercial travel. Our Offerings and Services As part of the multi-year business transformation…

AI summary unavailable — showing raw filing excerpt

Generated from UP's filing dated 2026-03-10

Key risks

AI

ITEM 1A. RISK FACTORS Risks Relating to Our Business Model, Strategic Execution and External Environment We may not be able to successfully implement our growth strategies or realize the expected benefits of our strategic initiatives, including changes in our commercial offerings, operational efficiency and cost reduction actions, and our fleet modernization strategy. To timely achieve our business and financial goals, we must, among other things, grow our service offerings and customer base to continue competing effectively, realize efficiencies and cost savings, leverage our first-of-its-kind partnership with Delta, progress our fleet modernization strategy, optimize our asset utilization…

AI summary unavailable — showing raw filing excerpt

Generated from UP's filing dated 2026-03-10

Profitability

Operating margin

-27.6%

15.5%

Net margin

-39.9%

6.8%

Return on equity

75.0%

55.3%

Return on assets

-30.4%

3.5%

Leverage

Debt / equity

-3.47×

48.4%

Long-term debt / equity

-0.81×

56.7%

Debt / assets

140.5%

19.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$168.9M-4.8%$-83.0M+16.5%-49.1%

Q4 2025

2025-12-31

$183.8M-10.2%$-28.9M+67.0%-15.7%

Q3 2025

2025-09-30

$185.5M-4.3%$-83.7M-45.0%-45.1%

Q2 2025

2025-06-30

$189.6M-3.4%$-82.3M+15.1%-43.4%

Q1 2025

2025-03-31

$177.5M-9.9%$-99.3M-2.0%-55.9%

Q4 2024

2024-12-31

$204.8M$-87.5M-42.7%

Q3 2024

2024-09-30

$193.9M-39.4%$-57.7M+60.1%-29.8%

Q2 2024

2024-06-30

$196.3M-41.4%$-97.0M+39.6%-49.4%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Air Transportation, Nonscheduled · SIC 4522

No data yet for industry average

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Insider activity

Insider buying

$146.2K

Insider selling

$801.3K

Net activity

−$655.1K

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-18

George N Mattson

Chief Executive Officer

Purchase1,475$5.56$8.2K
2026-05-15

George N Mattson

Chief Executive Officer

Purchase10,029$5.13$51.4K
2026-05-14

George N Mattson

Chief Executive Officer

Purchase1,304$5.48$7.1K
2026-05-13

Mark Briffa

Chief Sales Officer

Sale3,804$4.99$19.0K
2026-05-13

George N Mattson

Chief Executive Officer

Purchase14,983$5.30$79.4K
2025-11-07

Mark Briffa

Chief Sales Officer

Sale86,813$1.23$106.8K
2025-11-07

Meaghan Danielle Wells

Chief Growth Officer

Sale47,931$1.22$58.5K
2025-09-11

Mark Briffa

Chief Sales Officer

Sale9,904$2.18$21.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns UP

Institutional value

$12.9M

Total shares held

24.8M

Distinct holders

57

-32 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Kore Advisors LP15.2M$7.8M+94.2K (+0.6%)Added
2VANGUARD CAPITAL MANAGEMENT LLC3.2M$1.7MNew
3BlackRock, Inc.1.3M$666.8K-12.8K (-1.0%)Trimmed
4Inspire Investing, LLC1.1M$575.5K+333.4K (+42.7%)Added
5UBS Group AG1.1M$544.1K+867.3K (+463.2%)Added
6J. Derek Lewis & Associates Inc.542.0K$355.7K+0 (+0.0%)No change
7VANGUARD FIDUCIARY TRUST CO612.5K$316.7KNew
8JANE STREET GROUP, LLC442.2K$228.4K-30.0K (-6.3%)Trimmed
9GROUP ONE TRADING LLC271.3K$140.2K-3.6K (-1.3%)Trimmed
10INSTRUMENTAL WEALTH, LLC234.2K$121.0K+0 (+0.0%)No change
11Cetera Investment Advisers179.6K$92.8K+45.7K (+34.1%)Added
12BROWN WEALTH MANAGEMENT, LLC100.0K$51.6KNew
13LRI Investments, LLC59.0K$30.5KNew
14BLAIR WILLIAM & CO/IL46.2K$23.8KNew
15IMC-Chicago, LLC37.1K$19.1KNew
16LPL Financial LLC35.3K$18.2KNew
17Vanguard Global Advisers, LLC34.5K$17.8KNew
18Creative Planning24.0K$12.4KNew
19CIBC Asset Management Inc21.4K$11.1K+0 (+0.0%)No change
20Annex Advisory Services, LLC18.5K$9.5K+0 (+0.0%)No change

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once UP's latest filing finishes processing.