UL Solutions Inc. (ULS) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended June 2026, UL Solutions Inc. (ULS) reported revenue of $816 million, up 5.2% over the same period last year. EPS came in at $0.59, compared to $0.52 in the year-ago quarter.

The reported revenue represents a surprise of +0.51% over the Zacks Consensus Estimate of $811.87 million. With the consensus EPS estimate being $0.56, the EPS surprise was +5.36%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how UL Solutions Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Industrial: $402 million versus the four-analyst average estimate of $392.78 million. The reported number represents a year-over-year change of +18.9%.
• Revenue- Risk & Compliance Software: $52 million versus $62.15 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -46.9% change.
• Revenue- Consumer: $362 million compared to the $358.5 million average estimate based on four analysts. The reported number represents a change of +6.5% year over year.
• Adjusted EBITDA- Industrial: $130 million compared to the $138.17 million average estimate based on two analysts.
• Adjusted EBITDA- Risk & Compliance Software: $12 million versus the two-analyst average estimate of $13.26 million.
• Adjusted EBITDA- Consumer: $77 million versus $65.95 million estimated by two analysts on average.

View all Key Company Metrics for UL Solutions Inc. here>>>

Shares of UL Solutions Inc. have returned +2% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Research Chief Names "Single Best Pick to Double"

From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.

This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research