Inferra AI / Company / ULS

Ul Solutions Inc.

ULS · Industrials

Last earnings Aug 4, 2026

Key results

Strong revenuequarter

6.3%

Reports Strong Second Quarter 2025 Results Second Quarter 2025 1 Strong revenue growth of 6.3% to $776 million, including 5.5% organic growth

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Net incomequarter

$97 million

Net income of $97 million decreased 8.5%, Adjusted Net Income of $110 million increased 17.0%.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Adjusted net incomequarter

$110 million

Net income of $97 million decreased 8.5%, Adjusted Net Income of $110 million increased 17.0%.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

EPSquarter

$0.45

Diluted earnings per share of $0.45 decreased 10.0%,

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Adjusted EPSquarter

$0.52

Adjusted Diluted Earnings Per Share of $0.52 increased 18.2% Adjusted EBITDA of $197 million increased 13.9%, Adjusted EBITDA margin of 25.4% expanded 170 basis points NORTHBROOK, ILLINOIS, USA (BUSINESS

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Revenuequarter

5.5%

We achieved 5.5% organic revenue growth, 13.9% year-over-year Adjusted EBITDA growth, and expanded our margin by 170 basis points to 25.4%, the highest since becoming a public company.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Second Quarter 2025 Financial Results Revenue of $776 million compared to $730 million in the second quarter of 2024, an increase of 6.3%.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Net income of $97 million compared to $106 million in the second quarter of 2024, a decrease of 8.5%.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Net income margin of 12.5% compared to 14.5% in the second quarter of 2024, a decrease of 200 basis points.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

AI analysis

Q2 2025 · reported Aug 5, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

EPS · Q2 2025
$0.45
EX-99 · Aug 5, 2025
Net income · Q2 2025
$97M
EX-99 · Aug 5, 2025
Adjusted net income · Q2 2025
$110M
EX-99 · Aug 5, 2025
Adjusted EPS · Q2 2025
$0.52
EX-99 · Aug 5, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Strong revenue6.3%——
Net income$97 million——
Adjusted net income$110 million——
EPS$0.45——
Adjusted EPS$0.52——
Revenue5.5%——

EX-99 · Aug 5, 2025

Guidance · company-stated

Direction: lowered

No guidance located in the held release

Stated figure1%

“Full-Year 2026 Outlook The Company s 2026 outlook includes Mid-single digit constant currency organic revenue growth Inclusive of approximately 1% revenue reduction from business exits announced in the Restructuring Plan Adjusted EBITDA margin improvement to approximately 27.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Capex$93M
Dividend$0.13
Revenue24%

Capital expenditures were $93 million, a decrease from $113 million for the same period in 2024.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Reports Strong Second Quarter 2025 Results Second Quarter 2025 1 Strong revenue growth of 6.3% to $776 million, including 5.5% organic growth Net income of $97 million decreased 8.5%, Adjusted Net Income of $110 million increased 17.0%

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Capital expenditures were $93 million, a decrease from $113 million for the same period in 2024.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

The Company paid a dividend of $0.13 per share, or $26 million, during the three months ended June 30, 2025.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

As of June 30, 2025, total debt was $612 million, prior to unamortized debt issuance costs, a decrease from December 31, 2024 due to $135 million of net repayments on the Company s term loan and revolving credit facility.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Full-Year 2025 Outlook The Company is affirming its 2025 outlook Mid single digit constant currency organic revenue growth Adjusted EBITDA margin organic improvement to approximately 24% Capital expenditures expected to be 7% to 8% of revenue Effective tax rate estimated to be approximately 26% Continuing to pursue acquisitions and portfolio refinements The Company s 2025 outlook is based on a number of assumptions that are subject to change and many of which are outside the control of the Company.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

The Company uses Free Cash Flow and Free Cash Flow margin as additional liquidity measures and believes these measures provide useful information to investors about the cash generated from the Company s core operations that may be available to repay debt, make other investments and return cash to stockholders.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Free Cash Flow and Free Cash Flow margin are not intended to represent residual cash flow for discretionary expenditures since debt repayment requirements and other non-discretionary expenditures are not deducted.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Strategy & priorities

Our record second-quarter revenue reflects the resilience and durability of our business model and our strategic positioning in high-growth markets, said President and CEO Jennifer Scanlon.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Chief Financial Officer Ryan Robinson said Our second quarter results reflect the strength and focus of our strategy and the agility of our teams.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Our continued momentum, strong cash flow, and disciplined capital allocation strategy create a solid foundation for sustainable long-term value creation for all of our stakeholders.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

The margin expansion resulted from higher revenue and operating leverage, led by the Industrial segment.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

The Company continues to make strategic capital investments to meet increased demand and drive greater productivity.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Risks & headwinds

Despite uncertainties for our customers globally, our solid results give us confidence to affirm our full-year guidance.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

In addition, the recent geopolitical environment and attendant increased levels of uncertainty have caused, and may continue to cause, the Company s customers to modify, delay or cancel plans to purchase services.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Accordingly, ongoing uncertainty related to the current geopolitical environment and the associated unpredictability of the macroeconomic environment could have an adverse impact on various aspects of the Company s business in the future, including its results of operations and financial condition.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

(NYSE ULS) transforms safety, security and sustainability challenges into opportunities for customers in more than 110 countries.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

The Company cautions you that any such forward-looking statements are not guarantees of future performance and are subject to risks, assumptions and uncertainties that are difficult to predict.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

If one or more events related to these or other risks or uncertainties materialize, or if the Company s underlying assumptions prove to be incorrect, actual results may differ materially from what the Company anticipates.

SEC original ↗Ul Solutions Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Documents

Earnings deck slides

0 decks with slide view

Ul Solutions Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ul Solutions Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

30 documents

Earnings releases

13 documents

Presentations

2 documents

Transcripts

0 documents

No transcripts for Ul Solutions Inc. are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Ul Solutions Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.