The consistent margin expansion and organic growth trajectory support the stock's premium valuation. Watch for Q3 guidance update and progress on the Eurofins EE acquisition expected to close in Q4 2026.
Price Chart
Executive Summary
UL Solutions reported Q2 2026 adjusted EPS of $0.59, beating consensus by 5.4%, on revenue of $816M (+5.2% YoY, +6.6% organic). Adjusted EBITDA margin expanded 140 bps to 26.8%, and full-year guidance was maintained. The quarter included a $191M gain on divestiture, but underlying operations showed strong cash generation and debt reduction.
Key Financial Metrics
Key Facts
- Revenue $816M, +5.2% YoY; organic revenue growth 6.6%
- Adjusted Diluted EPS $0.59 vs consensus $0.56 (+5.4%)
- Adjusted EBITDA $219M, +11.2%; margin 26.8% (+140 bps)
- Full-year 2026 guidance maintained: mid-single digit organic growth, ~27% EBITDA margin
- Net debt reduced to $303M from $491M at Dec 2025; cash $434M
- Gain on divestiture of Employee Health & Safety software business $191M
Financial Impact
Adjusted EPS beat by 5.4% on slight revenue beat; organic growth accelerating to 6.6% with margin expansion
Risk Factors
- Macroeconomic uncertainty and geopolitical tensions could delay customer spending
- Integration risk from pending Eurofins EE acquisition
- Restructuring execution risk from business exits
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001901440-26-000021 |
| Document: uls-20260804.htm | 0001901440-26-000021 |
| Document: 0001901440-26-000021-index-headers.html | 0001901440-26-000021 |
| Document: 0001901440-26-000021-index.html | 0001901440-26-000021 |
| Document: 0001901440-26-000021.txt | 0001901440-26-000021 |
| 8-K Data (Synthetic) | 0001901440-26-000021 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 4, 2026 8w ago | 8-K | $78.34 $73.46 | ▼ −6.23% | ▼ −4.99% | $66.53 (−15.08%) |
Jun 12, 2026 16w ago | Institutional Cluster | $96.93 $87.27 | ▼ −9.97% | ▼ −11.75% | $66.53 (−31.36%) |
Jun 11, 2026 16w ago | Institutional Cluster | $98.41 $86.51 | ▼ −12.09% | ▼ −13.98% | $66.53 (−32.40%) |
Jun 3, 2026 17w ago | 8-K | $99.20 $96.99 | ▼ −2.23% | ▼ −0.86% | $66.53 (−32.93%) |
May 7, 2026 21w ago | Insider Cluster | $100.45 $96.93 | ▼ −3.51% | ▼ −2.65% | $66.53 (−33.77%) |
May 5, 2026 21w ago | 8-K | $104.74 $97.77 | ▼ −6.65% | ▼ −11.61% | $66.53 (−36.48%) |
May 1, 2026 22w ago | Insider Cluster | $91.60 $99.94 | ▲ +9.10% | ▲ +3.82% | $66.53 (−27.37%) |
Apr 13, 2026 24w ago | 8-K | $89.52 $97.73 | ▲ +9.17% | ▲ +2.88% | $66.53 (−25.68%) |
Apr 1, 2026 26w ago | 144 | $84.60 $90.49 | ▲ +6.96% | ▼ −2.91% | $66.53 (−21.36%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access