Event-Driven Stocks

Wheels Up Experience Inc.

UPNYSE

Industrials · Air Transportation, Nonscheduled · SEC filings ↗ · Compare ⊕

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Signs2 good5 warning3 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$736.5M$792.1M$1.25B$1.58B$1.19B$695.0M
Operating income−$203.4M−$258.8M−$443.6M−$560.0M−$203.3M−$63.0M
Net income−$294.2M−$339.6M−$487.4M−$555.2M−$190.0M−$78.6M
Total assets$968.8M$1.16B$1.32B$1.92B$1.98B$1.36B
Total liabilities$1.36B$1.35B$1.22B$1.67B$1.24B$1.07B
Equity−$392.1M−$202.1M$97.4M$251.9M$730.2M$267.8M
EPS (diluted)$-0.42$-0.49$-3.69$-22.60$-9.28$-0.48
Shares out.698.8M697.3M251.3M244.2M245.8M169.7M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
−27.6%
Net margin
−39.9%
Return on equity
75.0%
Return on assets
−30.4%
Return on capital (ROCE)
−332.1%
Liabilities / assets
140.5%
Debt / equity
Book value / share
$-0.56
Revenue growth (YoY)
−7.0%
Net income growth (YoY)

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
-14.24distress
Accruals / assets
13.2%clean
Beneish M-Score
-3.50normal
Piotroski F-Score
3/9weak

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
24
/ 100
Profitability 20Growth 0Catalyst 33Earnings quality 67Financial strength 0

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

3 severe5 warning2 good
  • Negative shareholder equity
  • Altman Z″ in the distress zone
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • Negative operating cash flow
  • Strong return on equity (>15%)
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 2026863,9743.4+28.0%
Apr 30, 2026674,8043.3-95.6%
Apr 15, 202615.4M8.5+9.1%
Mar 31, 202614.1M9.5-16.6%
Mar 13, 202616.9M7.0+13.2%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.