Compared to Estimates, UL Solutions Inc. (ULS) Q3 Earnings: A Look at Key Metrics

UL Solutions Inc. (ULS) reported $783 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 7.1%. EPS of $0.56 for the same period compares to $0.49 a year ago.

The reported revenue represents a surprise of +1.98% over the Zacks Consensus Estimate of $767.78 million. With the consensus EPS estimate being $0.47, the EPS surprise was +19.15%.

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: $343 million compared to the $336.87 million average estimate based on three analysts. The reported number represents a change of +8.2% year over year.
• Revenue- Software and Advisory: $100 million versus the three-analyst average estimate of $97.22 million. The reported number represents a year-over-year change of +7.5%.
• Revenue- Consumer: $340 million versus the three-analyst average estimate of $335.28 million. The reported number represents a year-over-year change of +5.9%.
• Adjusted EBITDA- Industrial: $123 million versus the two-analyst average estimate of $115.88 million.
• Adjusted EBITDA- Software and Advisory: $24 million versus $14.88 million estimated by two analysts on average.
• Adjusted EBITDA- Consumer: $70 million compared to the $63.07 million average estimate based on two analysts.

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

Shares of UL Solutions Inc. have returned +6.5% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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

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