NYSE$ULS

UL Solutions Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open

Briefing

UL Solutions reported Q4 2025, revenue of $789M, net income of $71M, diluted EPS of $0.32.

For Q4 2025, UL Solutions reported revenue of $789M, net income of $71M, diluted EPS was $0.32, adjusted diluted EPS was $0.53. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $789M.
  • Net income $71M.
  • Diluted EPS $0.32.
  • Adjusted diluted EPS $0.53.

Headline financials

Total Revenue

$789M

No prior period
EPS (adj)

$0.53

No prior period
Organic Revenue Growth

5.7%

No prior period
Adjusted Net Income

$114M

No prior period
Adjusted Net Income Margin

14.4%

No prior period
Adjusted EBITDA

$217M

No prior period
Adjusted EBITDA Margin

27.5%

No prior period
Net Income Margin

9.0%

No prior period
Pre-tax Restructuring Charge

$37M

No prior period
Dividend Per Share

$0.13

No prior period
Net Income

$71M

No prior period
Operating Income

$118M

No prior period

Revenue & EPS history

UL Solutions Inc · Revenue · Quarterly

$789M

Q4 2025
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

The release discusses UL Solutions's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • UL Solutions cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter 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 Q4 2025

Historical avgQ4 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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