UL Solutions Inc.

UL Solutions Inc.

ULS·NYSE

$98.03

-1.9%
IndustrialsSpecialty Business Services

UL Solutions Inc. provides safety science services worldwide. It operates through three segments: Industrial, Consumer, and Software and Advisory. The Industrial segment provides testing, inspection, and certification services across various end markets, including energy, industrial automation, engineered materials, and built environment, as well as stakeholders, such as manufacturers, building owners, end users, and regulators. The Consumer segment offers safety certification testing, ongoing certification, global market access, testing for connectivity, performance and quality, and critical systems advisory and training services, as well as product market acceptance and risk mitigation services for customers in the consumer products end markets comprising consumer electronics, medical devices, information technologies, appliances, HVAC, lighting, and retail, as well as consumer applications, such as new mobility, smart products, and 5G. The Software and Advisory segment provide software and technical advisory services that enable customers to manage regulatory requirements, deliver supply chain transparency, and operationalize sustainability for regulated industries, including life sciences, supply chain regulations, transparency needs, and new ESG and sustainability requirements. It offers ULTRUS software brand to help customers improve speed to market, sustainability and safety. UL Solutions Inc. was formerly known as UL Inc. and changed its name to UL Solutions Inc. in June 2022. The company was founded in 1894 and is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East. UL Solutions Inc. operates as a subsidiary of ULSE Inc.

At a Glance

Live Snapshot
Market Cap$19.73B
EPS1.6200
P/E Ratio60.51
Earnings Date08/04/2026
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UL Solutions Inc. Street Expectations Map

ULS · NYSE

Wall Street analysts project that ULS stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 100.50, with estimates ranging from a low of 87.00 to a high of 115.00.

Lowest Target
87.00
-11.25%
Consensus Target
100.50
2.52%
Highest Target
115.00
17.31%

The consensus 1-year price target stands at 100.50, with estimates ranging from a low of 87.00 to a high of 115.00.

Analyst Consensus Analysis

Upside Potential

+2.5%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

27.9% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

1.54x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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UL Solutions Inc. Forward Estimates of Revenue

ULS · NYSE
Latest Revenue
3.05B
FY 2025
Avg Estimate
3.22B
FY 2026
Estimate Range
3.20B - 3.25B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage9 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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UL Solutions Inc. Forward Estimates of Net Income

ULS · NYSE
Latest Net Income
325.00M
FY 2025
Avg Estimate
459.70M
FY 2026
Estimate Range
440.07M - 479.33M
Analyst Spread

Forward Growth Analysis

Projected Growth+41.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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UL Solutions Inc. Forward Estimates of EPS

ULS · NYSE
Latest EPS
1.62
FY 2025
Avg Estimate
$2.30
FY 2026
Estimate Range
$2.17 - $2.36
Analyst Spread

Forward Growth Analysis

Projected Growth+42.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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UL Solutions Inc. Forward Estimates of EBIT

ULS · NYSE
Latest EBIT
502.70M
FY 2025
Avg Estimate
475.22M
FY 2026
Estimate Range
472.26M - 479.66M
Analyst Spread

Forward Growth Analysis

Projected Growth-5.5%

Declining expectations indicate headwinds—investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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UL Solutions Inc. Forward Estimates of EBITDA

ULS · NYSE
Latest EBITDA
738.35M
FY 2025
Avg Estimate
671.18M
FY 2026
Estimate Range
667.00M - 677.46M
Analyst Spread

Forward Growth Analysis

Projected Growth-9.1%

Declining expectations indicate headwinds—investigate whether temporary or structural issues.

Analyst Coverage9 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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UL Solutions Inc. Forward Estimates of SG&A Expense

ULS · NYSE
Latest SG&A Expense
975.47M
FY 2025
Avg Estimate
1.05B
FY 2026
Estimate Range
1.04B - 1.06B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.5%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage9 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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UL Solutions Inc. Insider Positioning

ULS · NYSE

During the last 12 months, insiders have purchased $8K and sold $1.12B worth of ULS shares, resulting in $1.12B of net selling activity.

3 Months

Bought

0

0.00

Sold

34.9K

3.37M

Net Activity

-3.4M

-$3.37M

3-6 Months

Bought

38

2.96K

Sold

1.9M

146.25M

Net Activity

-146.2M

-$146.25M

6-9 Months

Bought

37

2.35K

Sold

12.5M

975.00M

Net Activity

-975.0M

-$975.00M

9-12 Months

Bought

33

2.32K

Sold

0

0.00

Net Activity

+2K

+$2K

Top Buyers

1
GJA

Genovesi John A

Officer: See Remarks

100 shares3 transactions

$7K

2
HLH

Hancock Lynn H

Officer: See Remarks

8 shares1 transactions

$622

Top Sellers

1
UI

Ulse Inc.

10 Percent Owner

14.4M shares2 transactions

$1.12B

2
SJF

Scanlon Jennifer F.

Director, Officer: President And Ceo

14.5K shares2 transactions

$1.29M

3
UA

Uggetti Alberto

Officer: Evp & Cco

8.4K shares2 transactions

$844K

4
SG

Schjotz Gitte

Officer: See Remarks

8.0K shares1 transactions

$832K

5
HF

Hecker Friedrich

Director

4.0K shares1 transactions

$408K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.12B net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$3.37M

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 2 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.