NYSE$ULS

UL Solutions Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open

Briefing

ULS reported Q1 2026 revenue of $758.0M and net income of $97.0M, with diluted EPS of $0.45.

For Q1 2026, ULS reported revenue of $758.0M and net income of $97.0M. Management discusses segment performance, costs, and liquidity in the quarterly filing.

  • Revenue of $758.0M for Q1 2026.
  • Net income of $97.0M; diluted EPS $0.45.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure are discussed in MD&A.

Headline financials

Total Revenue

$758M

Previous: $705M+7.5%
EPS (adj)

$0.45

Previous: $0.33+36.4%
Capital Expenditures

-$69M

Previous: -$51M-35.3%
Free Cash Flow

$150M

Previous: $16M+837.5%
Net Income

$92M

Previous: $67M+37.3%
Operating Income

$138M

Previous: $109M+26.6%
Gross Profit

$381M

Previous: $341M+11.7%
Cash & Equivalents

$258M

Previous: $267M-3.4%
Total Assets

$2.96B

Previous: $2.88B+2.7%

Revenue & EPS history

UL Solutions Inc · Revenue · Quarterly

$758M

Q1 2026+7.5%vs Q1 2025
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

The 10-Q does not provide numeric consolidated annual EPS guidance for ULS. Management commentary in MD&A covers costs, capital, and sector-specific risks.

Tailwinds

  • Management discusses operational priorities and liquidity in the quarterly filing.
  • Segment or product trends are disclosed where applicable to the business model.

Headwinds

  • Macro, input-cost, and interest-rate exposure can affect near-term results.
  • One-time items, impairments, or fair-value marks may distort quarterly comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+5.0%

Avg return

Earnings day

+3.7%

Avg return

5 days after

+8.2%

Avg return

30 days after

71%

5 / 7 earnings

Positive

+16.4%

Q1 2026

Best reaction

-0.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+16.4%+11.6%+10.1%
Q4 2025+16.0%+13.2%+16.1%
Q3 2025+1.0%+2.9%+11.7%
Q2 2025+1.0%-2.1%+1.4%
Q1 2025+1.3%-2.3%+2.7%
Q3 2024-0.4%+2.4%+6.5%
Q2 2024+0.0%-0.3%+8.8%
Q1 2024

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