UL Solutions Inc.(ULS)Stock Analysis
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Rank #653 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ULS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for UL Solutions Inc. (ULS), a Technology sector company. 13F Pro's AI-powered ranking engine scores ULS at 64.1/100 on a 32-signal composite quality model, placing it at rank #653 of 2,879 stocks — the top 25% of the AI-ranked universe. ULS scores in the top quartile across balance sheet strength (90.0). Areas of concern include institutional flow (14.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 46.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), UL Solutions Inc. reports quarterly revenue of $758.0M, net income of $92.0M, an operating margin of 18.2%. Top institutional holders of ULS by reported 13-F value include Capital International Investors, BlackRock,, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, 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 8 and 75 since 2025, currently 64.1 — a stable long-term trajectory across 40 quarterly and live scoring snapshots.
Revenue
Q1 2026
$758.0M
Net Income
Q1 2026
$92.0M
Free Cash Flow
Q1 2026
$150.0M
Operating Margin
Q1 2026
18.2%
D/E Ratio
Q1 2026
0.27
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+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% 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 | — |
AI Insight: ULS Financial Trends
ULS achieved strong balance sheet deleveraging with total debt falling from $835M to $357M over eight quarters while equity doubled to $1.3B.
• Total debt declined dramatically from $835M in Q2 2024 to $357M in Q1 2026, reducing leverage significantly.
• Equity expanded from $769M in Q2 2024 to $1,319M in Q1 2026, strengthening the balance sheet substantially.
• Operating cash flow surged to $219M in Q1 2026, the highest level in the eight-quarter period.
⚠ Revenue declined to $758M in Q1 2026 from $789M in Q4 2025, breaking recent growth momentum.
⚠ Operating income volatility persists, dropping from $156M in Q3 2025 to $118M in Q4 2025 before recovering.
AI Insight: ULS Ratio Trends
ULS achieved steady margin expansion and meaningfully reduced leverage, with D/E falling from 1.09 to 0.27 over eight quarters.
• Operating margin improved from 17.3% in Q2 2024 to 18.2% in Q1 2026 despite quarterly volatility.
• Debt-to-equity ratio declined dramatically from 1.09 in Q2 2024 to 0.27 in Q1 2026.
• ROIC recovered to 32.9% in Q1 2026 after dipping to 26.9% in Q1 2025.
⚠ Operating margin dropped sharply to 15.0% in Q4 2025 before rebounding to 18.2% in Q1 2026.
⚠ Net profit margin fell to 8.5% in Q4 2025, the lowest level in the data set.
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Available Research
13F Pro tracks comprehensive data for UL Solutions Inc. including:
Top Institutional Holders of ULS
Capital International Investors
$520.6M6,074,266 shBlackRock, Inc.
$467.0M5,448,867 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$462.7M5,398,596 shCapital Research Global Investors
$313.1M3,653,938 shVANGUARD CAPITAL MANAGEMENT LLC
$296.3M3,456,747 shDurable Capital Partners LP
$282.1M3,291,516 shVANGUARD PORTFOLIO MANAGEMENT LLC
$264.4M3,085,275 shJANUS HENDERSON GROUP PLC
$256.1M2,987,691 shAllspring Global Investments Holdings, LLC
$147.5M1,744,523 shFMR LLC
$139.3M1,625,009 sh
| Fund | Value | Shares |
|---|---|---|
| Capital International Investors | $520.6M | 6,074,266 |
| BlackRock, Inc. | $467.0M | 5,448,867 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $462.7M | 5,398,596 |
| Capital Research Global Investors | $313.1M | 3,653,938 |
| VANGUARD CAPITAL MANAGEMENT LLC | $296.3M | 3,456,747 |
| Durable Capital Partners LP | $282.1M | 3,291,516 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $264.4M | 3,085,275 |
| JANUS HENDERSON GROUP PLC | $256.1M | 2,987,691 |
| Allspring Global Investments Holdings, LLC | $147.5M | 1,744,523 |
| FMR LLC | $139.3M | 1,625,009 |
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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.
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.