Education
About Us
Working with TipRanks
Follow Us
UL Solutions Inc. Class A (ULS)
NYSE:ULS
Earnings Data
Report Date
May 25, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.41Last Year’s EPS
0.37Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a clearly positive operational and financial performance: record full-year revenue, strong organic growth, substantial adjusted EBITDA and margin expansion, robust cash generation, disciplined capital allocation and sizable strategic investments in labs and software. Management acknowledged near-term headwinds including restructuring charges, the planned divestiture of an EHS software business (~$56M revenue), an elevated effective tax rate, and the usual Q1 seasonality. However, the magnitude and number of positive drivers (revenue growth, margin expansion, improved cash flow, targeted CapEx, and a constructive 2026 guide) substantially outweigh the lowlights, and management provided clear plans to redeploy proceeds and complete efficiency programs.Company Guidance
Record Full-Year Revenue and Organic Growth
Full-year 2025 revenue nearly $3.1 billion, up 6.4% vs 2024 and up 6.2% on an organic basis.
Segment Growth Leadership
Industrial led full-year growth at +6.9% (7.1% organic), Consumer grew +6.5% (6.1% organic), and Software & Advisory grew +4.0% (3.7% organic).
Material Adjusted EBITDA Expansion
Full-year adjusted EBITDA grew 20.7% and adjusted EBITDA margin expanded 300 basis points to 25.9%, exceeding prior long-term goal of 24%.
Strong Q4 Revenue and Profitability
Q4 consolidated revenue $789 million, up 6.8% YoY (organic +5.7%). Q4 adjusted EBITDA $217 million, up 28.4% YoY; adjusted EBITDA margin 27.5%, up 460 basis points YoY. Adjusted net income $114 million (+11.8%) and adjusted EPS $0.53 vs $0.49.
Improved Cost Efficiency
Cost of revenue as a percentage of revenue improved ~260 basis points and SG&A improved ~150 basis points in Q4, driven by operating leverage, productivity and reduced third-party costs.
Robust Cash Generation and Capital Returns
2025 operating cash flow $600 million (vs $524M prior year); free cash flow $403 million (vs $287M), rising from 10% to 13.2% of revenue. Repaid $253 million of borrowings and returned $104 million in dividends; 2026 regular quarterly dividend increased 11.5%.
Strategic CapEx and Lab Investments
Invested $197 million in CapEx (6.5% of revenue) and opened/expanded advanced labs (battery, HVAC/heat pump, EV motor testing, IoT/wireless, Global Fire Science Center groundbreaking, EMC labs in Japan/Germany) to capture high-growth markets.
Value-Creating Divestiture and Portfolio Focus
Announced sale of employee health & safety (EHS) software business (2025 revenue ≈ $56M; ~1.8% of consolidated revenue) for ~ $210M (subject to adjustments) to focus software segment on ULTRUS risk & compliance offerings.
2026 Financial Outlook
Guidance: consolidated organic revenue growth in mid-single-digits (industrial expected to outpace consumer), adjusted EBITDA margin target 26.5%–27%, CapEx 7%–8% of revenue, effective tax rate ~26%.
ULS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ULS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $71.25 | $82.64 | +15.99% |
Nov 04, 2025 | $78.50 | $86.83 | +10.61% |
Aug 05, 2025 | $72.78 | $64.40 | -11.51% |
May 06, 2025 | $59.64 | $66.97 | +12.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does UL Solutions Inc. Class A (ULS) report earnings?
UL Solutions Inc. Class A (ULS) is schdueled to report earning on May 25, 2026, Before Open (Confirmed).
What is UL Solutions Inc. Class A (ULS) earnings time?
UL Solutions Inc. Class A (ULS) earnings time is at May 25, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ULS EPS forecast?
ULS EPS forecast for the fiscal quarter 2026 (Q1) is 0.41.