NYSE$ULS

UL Solutions Inc · Q2 2025 earnings

Q2 2025 earnings ·

Briefing

UL Solutions reported Q2 2025, revenue of $776M, net income of $91M, diluted EPS of $0.45.

For Q2 2025, UL Solutions reported revenue of $776M, net income of $91M, diluted EPS was $0.45. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Revenue $776M.
  • Net income $91M.
  • Diluted EPS $0.45.
  • UL Solutions MD&A highlights liquidity, capital, and core trends.
  • Segment and macro factors shape year-over-year comparisons.

Headline financials

Total Revenue

$776M

Previous: $730M+6.3%
EPS (adj)

$0.45

Previous: $0.50-10.0%
Capital Expenditures

-$93M

Previous: -$113M+17.7%
Free Cash Flow

-$2M

Previous: -$12M+83.3%
Net Income

$91M

Previous: $101M-9.9%
Operating Income

$139M

Previous: $126M+10.3%
Gross Profit

$383M

Previous: $366M+4.6%
Cash & Equivalents

$272M

Previous: $295M-7.8%
Total Assets

$2.92B

Previous: $2.74B+6.6%

Revenue & EPS history

UL Solutions Inc · Revenue · Quarterly

$776M

Q2 2025+6.3%vs Q2 2024
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

Management discusses operational priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Execution on core operating metrics cited in MD&A.
  • Balance sheet liquidity and covenant headroom.
  • Strategic investments supporting long-term growth.

Headwinds

  • Macro demand and input-cost volatility.
  • Regulatory or competitive pressures in the sector.
  • One-time items affecting GAAP 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 Q2 2025

Historical avgQ2 2025

+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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