Earnings summaries and quarterly performance for UL Solutions.
Executive leadership at UL Solutions.
Jennifer Scanlon
Detailed
President and Chief Executive Officer
CEO
Alberto Uggetti
Detailed
Executive Vice President and Chief Commercial Officer
Alex Dadakis
Detailed
Executive Vice President and President, Testing, Inspection and Certification
John Genovesi
Detailed
Executive Vice President and President, Software & Advisory
Linda Chapin
Detailed
Executive Vice President and Chief Human Resources Officer
Lynn Hancock
Detailed
Executive Vice President and Chief Transformation Officer
Ryan Robinson
Detailed
Executive Vice President and Chief Financial Officer
Scott D’Angelo
Detailed
Chief Legal Officer
Gitte Schjøtz
Executive Vice President and Chief Business Operations and Innovation Officer
Board of directors at UL Solutions.
Charles Hooper
Detailed
Director
Elisabeth Tørstad
Detailed
Director
Friedrich Hecker
Detailed
Director
George Williams
Detailed
Director
James Dollive
Detailed
Director
James Shannon
Detailed
Chair of the Board
Kevin Kennedy
Detailed
Director
Marla Gottschalk
Detailed
Director
Michael Thaman
Detailed
Director
Sally Susman
Detailed
Director
Vikram Kini
Detailed
Director
Research analysts who have asked questions during UL Solutions earnings calls.
Andrew Nicholas
William Blair & Company
4 questions for ULS
Also covers: AMTD, CBZ, CLVT +16 more
Shlomo Rosenbaum
Stifel, Nicolaus & Company, Incorporated
4 questions for ULS
Also covers: ARMK, CCCS, CLVT +15 more
Stephanie Moore
Jefferies
4 questions for ULS
Also covers: APG, ARCB, ARMK +30 more
Andrew Steinerman
JPMorgan Chase & Co.
3 questions for ULS
Also covers: ARMK, BFAM, CTAS +15 more
Arthur Truslove
Citi
3 questions for ULS
Also covers: EFX
Joshua Chan
UBS Group AG
3 questions for ULS
Also covers: ABM, APG, ARMK +16 more
Andrew J. Wittmann
Robert W. Baird & Co.
2 questions for ULS
Also covers: ABM, ACM, APG +17 more
Andy Whitman
Baird
2 questions for ULS
Also covers: BBCP, ECL
Anna Wu
Goldman Sachs
2 questions for ULS
Also covers: VSTS
Arthur Turslove
Citigroup Inc.
2 questions for ULS
George Tong
Goldman Sachs
2 questions for ULS
Also covers: ADT, BCO, BFAM +24 more
Harold Antor
Jefferies Financial Group Inc.
2 questions for ULS
Also covers: APG, ARMK, BFAM +9 more
Jason Haas
Wells Fargo
2 questions for ULS
Also covers: ASGN, CTAS, ECL +12 more
John Yoo
Wells Fargo & Company
2 questions for ULS
Josh Chen
UBS
2 questions for ULS
Keen Fai Tong
Goldman Sachs Group Inc.
2 questions for ULS
Also covers: ADT, BCO, BFAM +21 more
Stephanie Yee
JPMorgan Chase & Co.
2 questions for ULS
Also covers: BFAM, WCN
Brett Castelli
Morningstar
1 question for ULS
Also covers: AYI, BE, EVGO
Daniel Maxwell
William Blair & Company, L.L.C.
1 question for ULS
Also covers: PAYX
Jun-Yi Xie
Wells Fargo & Company
1 question for ULS
Also covers: MSCI
Tom Ross
William Blair
1 question for ULS
Recent press releases and 8-K filings for ULS.
UL Solutions Inc. Selling Stockholder Completes Class A Common Stock Offering
ULS
- On December 3, 2025, UL Solutions Inc. entered into an underwriting agreement for the sale of its Class A common stock.
- The Selling Stockholder sold 12,500,000 shares of Class A common stock at a public offering price of $78.00 per share.
- The Selling Stockholder also granted the underwriters a 30-day option to purchase up to an additional 1,875,000 shares of Class A common stock.
- The offering closed on December 5, 2025, and UL Solutions Inc. did not receive any proceeds from the sale of these shares.
5 days ago
UL Solutions Discusses Industrial Growth, Capital Investments, and Margin Trends
ULS
New Projects/Investments
Revenue Acceleration/Inflection
Demand Weakening
- UL Solutions' industrial segment achieved double-digit revenue growth in 2023 and 2024, and is experiencing high single-digit revenue growth in 2025, driven by mega trends such as energy transition and the proliferation of electrical grid-connected devices, including data centers.
- The company is undertaking significant capital investments, including a new Fire Research Center of Excellence in Northbrook (expected online in 2027) and a new high-voltage electromagnetic compatibility testing lab in Japan, with the majority of spending for these projects anticipated in 2026.
- Industrial segment margins have seen impressive expansion due to operating leverage, footprint optimization, pricing initiatives, and international growth, while consumer segment margins, though inherently lower due to labor intensity, have crossed over 20% and are expected to continuously improve.
- In the last quarter, UL Solutions reported 7% revenue growth, with similar contributions from both price and volume in its testing activities.
Nov 18, 2025, 7:40 PM
UL Solutions Discusses Industrial Segment Growth, Margin Expansion, and Capital Investments
ULS
New Projects/Investments
Guidance Update
Revenue Acceleration/Inflection
- UL Solutions' industrial segment achieved double-digit revenue growth in 2023 and 2024, with high single-digit growth projected for 2025, primarily fueled by mega trends such as energy transition and the proliferation of data centers.
- The company is experiencing margin expansion in its industrial segment, attributed to operating leverage, footprint optimization, pricing initiatives, and international growth.
- UL Solutions is increasing its capital investment, with significant spending anticipated in 2026 for new facilities, including a high-voltage electromagnetic compatibility testing laboratory in Japan and a Fire Research Center of Excellence in Northbrook.
- In the most recent quarter, UL Solutions reported approximately 7% revenue growth, with similar contributions from both price and volume across its testing services.
Nov 18, 2025, 7:40 PM
UL Solutions Discusses Industrial Growth, Recurring Revenue, and Capital Investments
ULS
New Projects/Investments
Revenue Acceleration/Inflection
- UL Solutions' industrial segment achieved double-digit revenue growth in 2023 and 2024, and is experiencing high single-digit revenue growth this year (2025), driven by mega trends such as energy transition and data centers.
- 33% of UL Solutions' revenue is recurring, stemming from inspection and ongoing certification services.
- The industrial segment's margins are notably higher than consumer margins due to the inherently higher risk of industrial products and less human labor required for testing compared to consumer products.
- The company is increasing its capital investment pace, with significant spending anticipated in 2026 for new facilities, including a high-voltage electromagnetic compatibility testing lab in Japan and a Fire Research Center of Excellence in Northbrook.
- In the last quarter, 7% revenue growth was observed, with similar contributions from both price and volume in testing activities.
Nov 18, 2025, 7:40 PM
UL Solutions Reports Strong Q3 2025 Earnings and Positive Outlook
ULS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- UL Solutions reported strong third-quarter 2025 results, with revenue rising 7.1% to $783 million and net income increasing to $100 million, or $0.49 per diluted share.
- The company's adjusted earnings per share were $0.56, representing a 19.15% earnings surprise.
- For the nine-month period of 2025, sales totaled $2.264 billion, up from $2.131 billion a year ago, with net income rising to $258 million from $245 million.
- Management forecasts organic sales to increase 5.5-6% next year and EBITDA margins to rise to 25%, supported by a restructuring initiative projected to improve annual operating income by $25-$30 million.
- Despite outperforming the market with a 57.6% year-to-date stock gain, analysts remain cautious due to the stock's high price-to-earnings ratio of 41.
Nov 4, 2025, 1:48 PM
UL Solutions Inc. announces strong Q3 2025 financial results
ULS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- UL Solutions Inc. reported Q3 2025 revenue of $783 million, marking a 7.1% increase overall and 6.3% organic growth.
- Adjusted EBITDA grew by 18.6% to $217 million, with the Adjusted EBITDA margin expanding by 270 basis points to 27.7% in Q3 2025.
- Adjusted Net Income increased by 14.4% to $119 million, achieving an Adjusted Net Income margin of 15.2% for the quarter.
- The company generated $389 million in Free Cash Flow for the last twelve months ended September 30, 2025, with a 13.0% Free Cash Flow margin.
- UL Solutions strengthened its 2025 outlook, expecting constant currency, organic revenue growth between 5.5% and 6%.
Nov 4, 2025, 1:30 PM
UL Solutions Reports Strong Q3 2025 Results and Raises Full-Year Guidance
ULS
Earnings
Guidance Update
Layoffs
- UL Solutions reported strong Q3 2025 results, with consolidated revenues increasing 7.1% and Adjusted EBITDA growing 18.6% to $217 million, resulting in an Adjusted EBITDA margin of 27.7%.
- The company strengthened its full-year 2025 outlook, now projecting consolidated organic revenue growth between 5.5%-6.0% and an Adjusted EBITDA margin organic improvement to approximately 25%.
- A restructuring initiative was announced, including a 3.5% workforce reduction and the exit of non-strategic service lines, with expected pre-tax charges of $42 million-$47 million in Q4 2025 and anticipated annual operating income improvement of $25 million-$30 million by Q1 2027.
- Year-to-date free cash flow reached $317 million, marking a 47% increase from the prior year, and a new credit facility was established to enhance financial flexibility.
Nov 4, 2025, 1:30 PM
UL Solutions Announces Strong Q3 2025 Performance and Restructuring Initiative
ULS
Earnings
Guidance Update
Layoffs
- UL Solutions reported strong Q3 2025 results, with consolidated revenues up 7.1% and organic revenue growth of 6.3%. Adjusted EBITDA increased 18.6% to $217 million, and the Adjusted EBITDA margin expanded by 270 basis points to 27.7%.
- The company strengthened its full-year 2025 guidance, now expecting consolidated organic revenue growth in the range of 5.5%-6.0% and an Adjusted EBITDA margin organic improvement to approximately 25%.
- A restructuring initiative was announced to streamline operations, which includes a 3.5% workforce reduction and exiting non-strategic service lines representing about 1% of 2025 revenue. This is expected to result in $42-$47 million in pre-tax charges in Q4 2025 and improve annual operating income by $25-$30 million by Q1 2027.
- Strategic developments include the launch of Landmark Artificial Intelligence Safety Certification Testing and breaking ground on a Global Fire Science Center of Excellence.
Nov 4, 2025, 1:30 PM
ULS Reports Strong Q3 2025 Results and Updates Full-Year Guidance
ULS
Earnings
Guidance Update
Layoffs
- ULS reported Q3 2025 consolidated revenues of $783 million, an increase of 7.1% year-over-year, with organic growth of 6.3%. Adjusted EBITDA grew 18.6% to $217 million, resulting in an Adjusted EBITDA margin of 27.7%, and Adjusted diluted EPS was $0.56.
- The company strengthened its full-year 2025 guidance, now expecting consolidated organic revenue growth in the range of 5.5%-6.0% and an Adjusted EBITDA margin organic improvement to approximately 25%.
- ULS announced a restructuring initiative to streamline its operating model and reduce expenses, including a workforce reduction of approximately 3.5% and the exit of non-strategic service lines representing about 1% of 2025 total revenue. This initiative is expected to result in $42-$47 million in pre-tax restructuring charges in Q4 2025 and improve annual operating income by $25-$30 million by Q1 2027.
- Strategic developments include the launch of Landmark Artificial Intelligence Safety Certification Testing and continued investments in the ULTRA Software platform with new capabilities like enhanced PFAS identification and AI-powered features.
Nov 4, 2025, 1:30 PM
ULS Reports Strong Q3 2025 Results, Raises Full-Year Guidance, and Announces Restructuring
ULS
Earnings
Guidance Update
Layoffs
- ULS reported strong Q3 2025 results with consolidated revenues up 7.1% (organic 6.3%) and adjusted EBITDA growing 18.6% to $217 million. The company generated $317 million in free cash flow year-to-date through the first nine months of 2025, an increase of 47% from the prior year.
- The company strengthened its full-year 2025 outlook, now expecting consolidated organic revenue growth between 5.5% and 6% and an adjusted EBITDA margin of approximately 25%. Capital expenditures are now projected to be 6.5% to 7% of revenue.
- ULS announced a restructuring initiative, including a workforce reduction of approximately 3.5% and the exit of non-strategic service lines representing about 1% of 2025 revenue. This initiative is expected to result in $42 million to $47 million in pre-tax restructuring charges, primarily in Q4 2025, and improve annual operating income by $25 million to $30 million once fully implemented by 2027.
- Key developments include the launch of AI safety certification testing based on UL 3115, enhancements to the Ultra software platform, expansion into industrial software verification, and breaking ground on a Global Fire Science Center of Excellence.
Nov 4, 2025, 1:30 PM
Quarterly earnings call transcripts for UL Solutions.
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