NYSE$ULS

UL Solutions Inc · Q3 2025 earnings

Q3 2025 earnings ·

Briefing

UL Solutions reported Q3 2025, revenue of $890M, net income of $106M, diluted EPS of $0.49.

For Q3 2025, UL Solutions reported revenue of $890M, net income of $106M, diluted EPS was $0.49. The filing highlights segment trends, liquidity, and management commentary on the period.

  • Revenue $890M.
  • Net income $106M.
  • Diluted EPS $0.49.

Headline financials

Total Revenue

$783M

Previous: $731M+7.1%
EPS (adj)

$0.49

Previous: $0.44+11.4%
Capital Expenditures

-$139M

Previous: -$179M+22.3%
Free Cash Flow

-$39M

Previous: -$91M+57.1%
Net Income

$100M

Previous: $88M+13.6%
Operating Income

$156M

Previous: $130M+20.0%
Gross Profit

$394M

Previous: $358M+10.1%
Cash & Equivalents

$255M

Previous: $327M-22.0%
Total Assets

$2.9B

Previous: $2.88B+0.7%

Revenue & EPS history

UL Solutions Inc · Revenue · Quarterly

$783M

Q3 2025+7.1%vs Q3 2024
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

Management discusses operating priorities, capital allocation, and sector-specific risks in the quarterly filing.

Tailwinds

  • Headline results and segment commentary anchor the quarter.
  • Balance sheet and liquidity support ongoing operations.
  • Strategic initiatives cited in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.
  • Execution risk on guidance or restructuring plans.

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 Q3 2025

Historical avgQ3 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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