Upstart Holdings, Inc. (UPST) FY2025 10-K Annual Report

Filed: Feb 10, 2026
Financials
Finance ServicesSEC EDGAR

Upstart Holdings, Inc. (UPST) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 10, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Upstart Holdings, Inc. FY2025 10-K Analysis

Business Overview

  • Core business model: AI-driven lending platform connecting borrowers and banks to optimize loan approvals and pricing
  • Emphasis on enhanced cybersecurity governance with Chief Information Security Officer leading risk mitigation and incident response programs
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Management Discussion & Analysis

  • Revenue from fees $950M, up 49% YoY from $635M in 2024
  • Contribution margin 56% vs 60% in 2024; Adjusted EBITDA margin 22% vs 2% in 2024
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Risk Factors

  • No material regulatory or legal risk detailed in Risk Factors section
  • Geopolitical or macroeconomic risk absent from disclosed risk factors
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Upstart Holdings, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$1.0B

+64.0% YoY

Net Income

$54M

+141.7% YoY

Operating Margin

4.1%

+3124bp YoY

Net Margin

5.1%

+2534bp YoY

ROE

6.7%

+2702bp YoY

Total Assets

$3.0B

+25.7% YoY

EPS (Diluted)

$0.45

+131.3% YoY

Operating Cash Flow

-$148M

-179.3% YoY

Source: XBRL data from Upstart Holdings, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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