UL Solutions Inc.(ULS)Stock Analysis
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Rank #496 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ULS Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for UL Solutions Inc. (ULS), a Technology sector company. 13F Pro's AI-powered ranking engine scores ULS at 65.2/100 on a 32-signal composite quality model, placing it at rank #496 of 2,961 stocks — the top 25% of the AI-ranked universe. ULS scores in the top quartile across balance sheet strength (94.4), profitability (80.5). Shareholder dilution risk is elevated at 45.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), UL Solutions Inc. reports quarterly revenue of $816.0M, net income of $246.0M, an operating margin of 18.4%. Top institutional holders of ULS by reported 13-F value include BlackRock, T. Rowe Price Investment Management, Capital International Investors, based on the most recent SEC filings. ULS trades on the NYSE exchange and files with the SEC under CIK 1901440. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ULS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UL Solutions Inc. directly from SEC EDGAR. UL Solutions Inc.'s 13F Pro composite quality score has ranged between 63 and 72 since 2025, currently 65.2 — a stable long-term trajectory across 52 quarterly and live scoring snapshots.
What's Driving ULS's Business? Latest 10-Q Breakdown
✓ 25/25 datapoints verifiedAI-extracted from UL Solutions Inc.'s 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue grew 5.2% YoY to $816M on organic strength in Industrial and Consumer, while a $191M gain on the Employee Health and Safety software divestiture pushed net income to $254M, more than double the prior-year quarter.
Biggest Revenue Drivers
Organic growth of $27M driven by Ongoing Certification Services demand for materials and energy/automation, plus higher Certification Testing
Organic growth of $21M led by Certification Testing demand for consumer technology, plus Non-certification Testing growth in retail
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$816.0M
Net Income
Q2 2026
$246.0M
Free Cash Flow
Q2 2026
$91.0M
Operating Margin
Q2 2026
18.4%
ROIC
Q2 2026
31.6%
D/E Ratio
Q2 2026
0.19
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+6.4% YoYNet Income
-0.3% YoYOperating Income
+13.0% YoYEPS (Diluted)
-1.2% YoYTotal Assets
+4.3% YoYTotal Debt
-38.0% YoYOp. Cash Flow
+14.5% YoYFree Cash Flow
+40.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Revenue | $3.05B +6.4% | $2.87B +7.2% | $2.68B +6.3% | $2.52B | — |
| Net Income | $325.0M -0.3% | $326.0M +25.4% | $260.0M -11.3% | $293.0M | — |
| Operating Income | $522.0M +13.0% | $462.0M +25.5% | $368.0M -10.7% | $412.0M | — |
| EPS (Diluted) | $1.60 -1.2% | $1.62 +24.6% | $1.30 +76.9% | $0.73 | — |
| Total Assets | $2.92B +4.3% | $2.80B +2.3% | $2.74B | — | — |
| Total Debt | $491.0M -38.0% | $792.0M -12.4% | $904.0M | — | — |
| Operating Cash Flow | $600.0M +14.5% | $524.0M +12.2% | $467.0M +25.5% | $372.0M | — |
| Free Cash Flow | $403.0M +40.4% | $287.0M +13.9% | $252.0M +21.2% | $208.0M | — |
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Available Research
13F Pro tracks comprehensive data for UL Solutions Inc. including:
Top Institutional Holders of ULS
BlackRock, Inc.
$726.4M7,131,683 shT. Rowe Price Investment Management, Inc.
$705.0M6,921,422 shCapital International Investors
$622.9M6,115,196 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$478.2M4,694,443 shVANGUARD CAPITAL MANAGEMENT LLC
$357.0M3,504,948 shCapital Research Global Investors
$343.0M3,367,530 shVANGUARD PORTFOLIO MANAGEMENT LLC
$330.2M3,241,880 shJupiter Topco LLC
$309.9M3,042,429 shDurable Capital Partners LP
$299.2M2,937,488 shSTATE STREET CORP
$232.2M2,279,148 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $726.4M | 7,131,683 |
| T. Rowe Price Investment Management, Inc. | $705.0M | 6,921,422 |
| Capital International Investors | $622.9M | 6,115,196 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $478.2M | 4,694,443 |
| VANGUARD CAPITAL MANAGEMENT LLC | $357.0M | 3,504,948 |
| Capital Research Global Investors | $343.0M | 3,367,530 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $330.2M | 3,241,880 |
| Jupiter Topco LLC | $309.9M | 3,042,429 |
| Durable Capital Partners LP | $299.2M | 2,937,488 |
| STATE STREET CORP | $232.2M | 2,279,148 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is ULS a good stock to buy?
13F Pro's AI-powered analysis of UL Solutions Inc. (ULS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ULS are available on the ULS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ULS is classified as a large company.
Which hedge funds own ULS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ULS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of UL Solutions Inc.'s investment landscape.