NYSE$UP

Wheels Up Experience Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Wheels Up reported record revenue driven by strong flight demand and growth in active members.

Wheels Up Experience Inc. announced strong second-quarter results, with revenue increasing by 49% year-over-year to $425.5 million. Growth was fueled by strong demand in prepaid block sales and a rise in active members. However, the company's net loss increased to $92.8 million, and Adjusted EBITDA decreased to a loss of $46.9 million.

  • Revenue increased 49% year-over-year to $425.5 million.
  • Prepaid block sales were up 187% year-over-year.
  • Active Members increased 20% year-over-year to 12,667.
  • Net loss increased to $92.8 million.

Headline financials

Total Revenue

$426M

Previous: $286M+49.0%
EPS (adj)

-$2.50

Previous: -$1.20-108.3%
Live Flight Legs

21.7K

Previous: 18.2K+19.0%
Capital Expenditures

-$76.5M

Previous: $2.51M-3150.0%
Free Cash Flow

-$169M

Previous: $81.3M-308.2%
Net Income

-$92.8M

Previous: -$29M-220.4%
Operating Income

-$94.1M

Previous: -$24.8M-279.6%
Gross Profit

$16.6M

Previous: $30.4M-45.3%
Cash & Equivalents

$427M

Previous: $161M+165.8%
Total Assets

$1.97B

Previous: $240M+720.1%
Stock-Based Comp

$20.8M

Previous: $1.35M+1441.6%

Revenue & EPS history

Wheels Up · Revenue · Quarterly

$426M

Q2 2022+49%vs Q2 2021
Beat estimate in 3 of 10 quarters(30%)
ActualEstimate

Revenue by segment

Wheels Up · $365M total across 3 segments · Q2 2022

  • Flight
    $284M+33.6%
  • Other
    $56.7M+736.7%
  • Membership
    $24M+48.4%

Forward guidance

Wheels Up expects technology investments and operational focus to drive Adjusted EBITDA profitability in 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-3.5%

Avg return

Earnings day

-5.9%

Avg return

5 days after

-6.8%

Avg return

30 days after

36%

8 / 22 earnings

Positive

+34.8%

Q2 2023

Best reaction

-36.2%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.8%-16.6%+13.8%
Q4 2025-12.4%-6.1%-28.3%
Q3 2025+5.1%+3.3%-49.6%
Q1 2025-3.5%-7.8%+13.9%
Q4 2024+5.6%+1.9%-25.2%
Q3 2024-7.4%-6.5%-1.4%
Q2 2024-4.9%-9.2%-8.6%
Q1 2024+0.9%+20.2%-9.9%
Q4 2023-12.0%-10.5%-3.3%
Q3 2023-10.0%-10.7%+32.9%
Q2 2023+34.8%+18.8%+137.5%
Q1 2023-36.2%-42.8%-39.4%
Q4 2022-12.2%-24.3%-29.1%
Q3 2022-3.7%-8.0%-36.8%
Q2 2022+10.2%+4.7%-32.5%
Q1 2022+11.7%+21.2%-2.3%
Q4 2021-11.4%-12.0%-11.7%
Q4 2019-11.4%-12.0%-11.7%
Q3 2021-20.9%-20.9%-42.5%
Q2 2021-3.2%-10.2%-11.4%
Q1 2021+0.0%+0.0%-0.1%
Q4 2020+0.4%-2.3%-4.4%
Q3 2020
Q2 2020
Q1 2020

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