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Dec 31, 2024

Wheels Up Q4 2024 Earnings Report

Wheels Up reported a revenue decline but improved operational efficiency in Q4 2024.

Key Takeaways

Wheels Up reported Q4 2024 revenue of $204.8 million, a 17% year-over-year decline. The company posted a net loss of $87.5 million, with an EPS of -$0.13. Adjusted EBITDA loss improved to $11.3 million from $38.1 million in Q4 2023. Live flight legs decreased by 11%, while revenue per live flight leg remained relatively stable.

Revenue declined 17% year-over-year to $204.8 million.

Net loss widened to $87.5 million, with EPS of -$0.13.

Adjusted EBITDA loss improved to $11.3 million from $38.1 million last year.

Live flight legs declined by 11% to 12,731.

Total Revenue
$205M
Previous year: $246M
-16.9%
EPS
-$0.13
Previous year: -$0.14
-7.1%
Active Members
5.37K
Previous year: 9.95K
-46.0%
Active Users
7.29K
Previous year: 10.74K
-32.2%
Live Flight Legs
12.73K
Previous year: 14.37K
-11.4%
Gross Profit
$15.5M
Previous year: -$15.8M
-198.0%
Cash and Equivalents
$216M
Previous year: $264M
-18.0%
Free Cash Flow
-$72.5M
Previous year: -$12.3M
+490.0%
Total Assets
$1.16B
Previous year: $1.32B
-12.0%

Wheels Up

Wheels Up

Wheels Up Revenue by Segment

Forward Guidance

Wheels Up aims to continue improving operational efficiency and profitability in 2025, supported by fleet modernization and strategic partnerships.

Positive Outlook

  • Fleet modernization with new Phenom and Challenger jets expected to improve efficiency.
  • Operational performance improved, with a 98% flight completion rate.
  • Partnership with Delta continues to expand commercial aviation solutions.
  • New credit facility enhances liquidity and capital structure.
  • December month performance nearly breakeven, indicating financial improvement.

Challenges Ahead

  • Active memberships declined 46% year-over-year.
  • Revenue declined 17%, reflecting lower flight demand.
  • Live flight legs decreased by 11%, impacting scale efficiency.
  • On-time performance dropped to 80% from 87% in Q4 2023.
  • Ongoing restructuring and fleet transition costs continue to weigh on profitability.

Revenue & Expenses

Visualization of income flow from segment revenue to net income