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Wheels Up Experience
Wheels Up Experience (UP) investor relations material
Wheels Up Experience Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Net loss improved 67% year-over-year to $29 million, driven by a stronger revenue mix, cost reductions, and one-time gains from aircraft sale-leasebacks.
Achieved first-ever positive Adjusted EBITDAR of $37 million and Adjusted EBITDA of $33 million, both improving by over $40 million year-over-year.
Operational reliability reached record levels, with a 99% completion rate and 91% on-time performance, up 1 and 4 points year-over-year, respectively.
Fleet modernization and the launch of Signature Membership and Delta partnership advanced commercial momentum.
Financial highlights
Total revenue for Q4 2025 was $184 million, flat sequentially but down 10% year-over-year due to discontinued programs and divestitures.
Gross profit for Q4 was $13 million, pressured by $9 million in non-recurring fleet modernization expenses.
Adjusted Contribution Margin was 19.1%, roughly flat year-over-year, with fleet modernization inefficiencies impacting margin by 3.5 points.
Q4 net loss per share improved to $(0.04) from $(0.13) year-over-year.
Year-end liquidity stood at $234 million, including $134 million in cash and a $100 million undrawn credit facility.
Outlook and guidance
Fleet transition expected to complete by year-end 2026, ahead of the original mid-2027 timeline.
Continued focus on cost discipline, operational reliability, and leveraging the Delta partnership to drive sustainable, profitable growth.
Fleet modernization's net impact on Q4 profitability?
Explain cash flow divergence from improved profit
What drives 2026 revenue growth
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Next Wheels Up Experience earnings date
Q1 202630 Apr, 2026
Wheels Up Experience
Next Wheels Up Experience earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Wheels Up Experience Inc. is a privately owned and operated company providing aviation services to the entertainment industry. Providing unparalleled luxury, convenience, and service, we are a leading provider of corporate flight management, private jets and charter flights to clients around the world. Wheels Up Experience Inc. is based in New York, New York.
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