earnings
confidence high
sentiment positive
materiality 0.85
UL Solutions Q4 revenue $789M (+6.8%), adj. EPS $0.53 (+8.2%), FY revenue surpasses $3B, raises dividend
UL Solutions Inc.
2025-FY EPS reported
$1.60
revenue$3,053,000,000
- Q4 revenue $789M (+6.8% YoY), organic growth 5.7%; FY revenue $3,053M (+6.4%), first time above $3B.
- Q4 net income $71M (-16.5%) includes $37M restructuring charge; adj. net income $114M (+11.8%).
- Q4 adj. diluted EPS $0.53 (+8.2%); FY adj. diluted EPS $1.99 (+17.1%).
- Q4 adj. EBITDA $217M (+28.4%), margin 27.5% (+460 bps); FY margin 25.9% (+300 bps).
- Record FY cash from ops $600M; 2026 guidance: mid-single digit organic growth; quarterly dividend increased.