UL Solutions (ULS)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
$73.83-1.07%
Close 2026-09-04 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · ULS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 46.7% |
| Our one-year growth estimate | diamond | 7.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 39.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 21 industry peers · Company calendar date is not available
ULS — earnings miss
Dated 2026-08-04
Results of Operations and Financial Condition. On August 4, 2026, UL Solutions Inc. (the “Company”) issued a press release announcing its financial results for the second quarter ended June 30, 2026. The full text of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference. The information contained or incorporated by reference in this Item 2.02, including the press release furnished herewith as Exhibit 99.1, shall not be deemed “filed” for purposes of Section…
Why it matters: More negative impacts could mean bigger problems. These problems may be in the business model or execution.
Worry ifManagement reports more revenue drops or costs from the restructuring plan.
Less concerning ifManagement says there are no more negative impacts from the restructuring plan.
Why it matters: Negative impacts may show problems with the plan. This could hurt future growth.
Worry ifQ3 revenue shows a decline attributed to the restructuring plan.
Less concerning ifQ3 revenue remains stable or grows despite the restructuring plan.
Why it matters: Exceeding 8% growth would show UL Solutions is improving its revenue growth focus. This is key for investor confidence.
Supportive ifQ2 revenue growth exceeds 8% year over year.
Worry ifQ2 revenue growth is below 5% year over year.
Why it matters: Strong cash flow helps support growth plans and keeps finances stable in uncertain markets.
Supportive ifOperating cash flow exceeds $200 million in Q2 2026.
Worry ifOperating cash flow drops below $150 million in Q2 2026.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$105 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $301 loss on $10,000 · 3.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,996 loss on $10,000 · 30.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Exceeding 30% growth in net income would signal strong financial health and effective strategies. This is crucial for investor trust.
Supportive ifNet income grows more than 30% year over year.
Worry ifNet income growth is below 10% year over year.
Why it matters: This will show how well UL Solutions can improve operations. It will highlight key areas.
Watch forRevenue growth stays stable even with restructuring efforts.
Also watch forRevenue declines due to the restructuring plan's impact.
Why it matters: This revenue target is key to showing the importance of the Eurofins deal.
Supportive ifRevenue from the E&E business reported at or above $200 million for 2026.
Worry ifRevenue from the E&E business reported below $150 million for 2026.
Why it matters: This growth rate indicates healthy demand and market position. It affects long-term performance.
Supportive ifReported organic revenue growth of 4% or higher.
Worry ifOrganic revenue growth was below 2%.
Why it matters: UL Solutions is growing its operating income. This shows they are managing costs well. It is important for making more money.
Supportive ifOperating income increases year over year by more than 10%.
Worry ifOperating income growth is flat or negative year over year.
Why it matters: This would indicate a slowdown in growth momentum, which could concern investors.
Worry ifQ3 organic revenue growth was below 5%. This shows a slowdown.
Less concerning ifQ3 organic revenue growth was above 5%. This shows continued growth.
Why it matters: Hitting this target shows good cost control and efficient operations.
Supportive ifAdjusted EBITDA margin is at or above 27%.
Worry ifAdjusted EBITDA margin is below 26.8%. This shows cost pressures.
Why it matters: Closing this deal would increase UL Solutions' abilities and market reach.
Supportive ifThey announced they closed the Eurofins E&E deal successfully.
Worry ifDelay or failure to close the Eurofins E&E acquisition.