earnings
confidence high
sentiment positive
materiality 0.80
UL Solutions Inc. (ULS): restructuring charge — UL Solutions Q3 revenue up 7.1% to $783M, EPS $0.49 (+11.4%); announces restructuring of 3.5% workforce
UL Solutions Inc.
2025-Q3 EPS reported
$1.27
revenue$2,264,000,000
- Revenue $783M (+7.1% YoY), organic growth 6.3%; net income $106M (+12.8%), diluted EPS $0.49 (+11.4%).
- Adjusted EBITDA $217M (+18.6%), margin 27.7% (+270 bps); Adjusted EPS $0.56 (+14.3%).
- Industrial segment revenue $343M (+8.2%), Adjusted EBITDA $123M (+16%).
- Restructuring plan: $42-47M pre-tax charges, ~3.5% workforce reduction; majority in Q4 2025, completion by Q1 2027.
- Full-year financial outlook strengthened due to year-to-date performance and market visibility.