For the quarter ended December 2025, UL Solutions Inc. (ULS) reported revenue of $789 million, up 6.8% over the same period last year. EPS came in at $0.53, compared to $0.49 in the year-ago quarter.
The reported revenue represents a surprise of +1.7% over the Zacks Consensus Estimate of $775.84 million. With the consensus EPS estimate being $0.46, the EPS surprise was +15.22%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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: $352 million compared to the $345.95 million average estimate based on four analysts. The reported number represents a change of +7.3% year over year.
- Revenue- Software and Advisory: $102 million versus $103.54 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
- Revenue- Consumer: $335 million versus $326.35 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +8.4% change.
- Adjusted EBITDA- Industrial: $128 million versus $115.81 million estimated by three analysts on average.
- Adjusted EBITDA- Software and Advisory: $23 million compared to the $19.82 million average estimate based on three analysts.
- Adjusted EBITDA- Consumer: $66 million versus $52.35 million estimated by three analysts on average.
View all Key Company Metrics for UL Solutions Inc. here>>>
Shares of UL Solutions Inc. have returned -2.3% over the past month versus the Zacks S&P 500 composite's -0.8% 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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UL Solutions Inc. (ULS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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