Every material Form 8-K UL Solutions has filed with the SEC since July 31, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
UL Solutions reported third quarter 2026 revenue of $823 million, representing a 5.1% increase compared to the same period in 2025, alongside net income of $117 million. Driven by broad-based demand and operational execution, the company raised its full-year organic revenue growth outlook to approximately 6.5%. Shareholders may note the company also completed portfolio changes, including the acquisition of Eurofins Scientific SE's electrical and electronics business.
Revenue grew 5.1% to $823 million for the third quarter ended September 30, 2026, with organic revenue growth of 7.0%.
Net income increased 10.4% to $117 million, resulting in diluted earnings per share of $0.53.
Adjusted EBITDA rose 8.3% to $235 million, achieving an Adjusted EBITDA margin of 28.6%.
The full-year organic revenue growth outlook was strengthened to approximately 6.5%.
UL Solutions reported second-quarter 2026 results with revenue of $816 million, up 5.2% from a year earlier, and organic revenue growth of 6.6%. Net income rose to $254 million, but that figure includes a $191 million gain on the sale of its Employee Health and Safety software business, so adjusted diluted earnings per share of $0.59 (up 13.5%) better reflects underlying profit. The company kept its full-year 2026 outlook, which calls for mid-single digit constant currency organic revenue growth and an adjusted EBITDA margin of about 27.0%.
Q2 2026 revenue of $816 million, up 5.2%; organic growth of 6.6%, led by the Industrial and Consumer segments
Diluted EPS of $1.21 versus $0.45 a year earlier; adjusted diluted EPS of $0.59 versus $0.52
Adjusted EBITDA of $219 million, up 11.2%, with margin of 26.8%; Risk & Compliance Software revenue fell 17.5% to $52 million
Full-year 2026 outlook includes adjusted EBITDA margin of about 27.0% and a restructuring plan that reduces revenue by about 1%
UL Solutions' board approved a one-time grant of 200,120 performance share units to CEO Jennifer Scanlon on June 1, 2026, valued at $20 million based on the closing price that day. Vesting depends on continued service and on stock price or relative total shareholder return targets measured through June 1, 2031, so the award pays out only if the stock performs well.
Grant of 200,120 target PSUs to CEO Jennifer F. Scanlon, dated June 1, 2026, sized at $20 million
Service vesting in 30%, 30% and 40% increments on the third, fourth and fifth anniversaries of the grant date
Stock price metric requires at least $135.81 (50% to 100% payout) to $181.08 (100% payout), versus a $90.54 baseline
Relative TSR metric requires performance at or above the 55th percentile of S&P 500 companies through June 1, 2031
UL Solutions reported first-quarter 2026 revenue of $758 million, up 7.5%, and net income of $97 million, up 36.6%, with diluted earnings per share of $0.45 versus $0.33 a year earlier. The company said it strengthened its full-year 2026 Adjusted EBITDA margin outlook to approximately 27.0%, while also closing a $202 million software sale and agreeing to acquire Eurofins' E&E business.
Revenue of $758 million, up 7.5%, with organic revenue growth of 5.7%
Net income of $97 million, up 36.6%; diluted EPS of $0.45 versus $0.33
Adjusted EBITDA margin of 26.0%, up 320 basis points; full-year margin outlook of approximately 27.0%
Eurofins E&E acquisition at about €575 million enterprise value, expected to close in Q4 2026
UL Solutions reported fourth-quarter and full-year 2025 results on February 19, 2026. Revenue grew in both periods, but GAAP net income and diluted EPS fell in the fourth quarter because of a $37 million pre-tax restructuring charge. The company also gave a 2026 outlook calling for mid-single digit constant currency organic revenue growth and an Adjusted EBITDA margin of 26.5% to 27.0%, and raised its quarterly dividend 11.5% to $0.145 per share.
Q4 2025 revenue was $789 million, up 6.8%, with 5.7% organic growth; net income was $71 million, down 16.5%, and diluted EPS was $0.32 versus $0.40
Adjusted Diluted EPS was $0.53, up 8.2%; Adjusted EBITDA was $217 million, up 28.4%
Full-year 2025 revenue was $3,053 million, up 6.4%; diluted EPS was $1.60, down 1.2%
Quarterly dividend increases to $0.145 per share, payable March 12, 2026; the company also agreed on February 12, 2026 to sell its Employee Health and Safety software business, expected to close in Q2 2026
UL Solutions reported third-quarter 2025 revenue of $783 million, up 7.1%, and net income of $106 million, up 12.8%, and it strengthened its full-year 2025 outlook. It also announced a restructuring plan with expected pre-tax expenses of $42-$47 million, mostly recorded in the fourth quarter of 2025, which the company expects to add $25-$30 million to annual operating income once complete.
Q3 2025 revenue of $783 million, up 7.1% from $731 million; net income of $106 million, up 12.8%; diluted EPS of $0.49 versus $0.44
Restructuring Plan: $42-$47 million in pre-tax expenses, including $37-$42 million in employee separation costs for about 3.5% of the current workforce; substantially complete by end of Q1 2027
2025 outlook: organic revenue growth of 5.5% to 6%, Adjusted EBITDA margin organic improvement to about 25%, effective tax rate of 25% to 26%
UL Solutions signed a five-year, $1.0 billion senior unsecured revolving credit agreement with Bank of America as administrative agent, and borrowed $291 million under it on October 28, 2025 to repay its 2022 credit facility in full. The filing says the company's ability to pay cash dividends will depend on staying in compliance with the new financial covenant, which caps the consolidated net leverage ratio at 3.5 to 1.0.
$1.0 billion five-year revolving facility matures October 28, 2030, with a $500 million accordion feature
$291 million borrowed on October 28, 2025, used to refinance the 2022 Credit Facility
Dividend payments are subject to compliance with the net leverage covenant, which rises to 4.0 to 1.0 after certain large acquisitions
UL Solutions announced executive changes effective September 1, 2025. Weifang Zhou, president of Testing, Inspection and Certification (TIC), moves to a non-executive special advisor role until his planned retirement on June 30, 2027, and Alex Dadakis succeeds him as TIC president. Gitte Schjøtz takes over Dadakis's role as Chief Business Operations and Innovation Officer, and the filing states no changes to the compensation of the three executives.
Alex Dadakis, age 39, becomes EVP and President, Testing, Inspection and Certification on September 1, 2025; he has been EVP, Chief Business Operations and Innovation Officer since January 2025
Gitte Schjøtz, age 54, becomes EVP, Chief Business Operations and Innovation Officer and principal operating officer on September 1, 2025
Weifang Zhou becomes EVP, Special Advisor to the President and CEO, expected to serve until retirement on June 30, 2027
The filing states there are no modifications to the compensation arrangements of the three executives in connection with the changes
UL Solutions reported second-quarter 2025 revenue of $776 million, up 6.3% from a year earlier, with 5.5% organic growth. Net income fell 8.5% to $97 million and diluted EPS fell to $0.45 from $0.50, partly because of a $25 million non-operating divestiture gain in the prior-year quarter. The company affirmed its full-year 2025 outlook, which includes mid single digit constant currency organic revenue growth and an Adjusted EBITDA margin of approximately 24%.
Revenue rose 6.3% to $776 million, including 5.5% organic growth across all segments.
Net income was $97 million, down from $106 million, and diluted EPS was $0.45 versus $0.50; Adjusted Diluted EPS rose 18.2% to $0.52.
Adjusted EBITDA rose 13.9% to $197 million, and the margin expanded 170 basis points to 25.4%.
The full-year 2025 outlook was affirmed, not raised or cut, and the filing cites geopolitical uncertainty that could affect customers.
UL Solutions reported first-quarter 2025 revenue of $705 million, up 5.2%, with 7.6% organic growth, and net income of $71 million, up 18.3%. The company affirmed its full-year 2025 outlook, which includes mid single digit constant currency organic revenue growth and Adjusted EBITDA margin improvement to approximately 24%.
Revenue of $705 million vs. $670 million a year earlier, up 5.2%; organic growth 7.6%
Net income of $71 million vs. $60 million; diluted EPS $0.33 vs. $0.28
Adjusted EBITDA of $161 million, up 22.9%; margin 22.8% vs. 19.6%
2025 outlook affirmed, including Adjusted EBITDA margin improvement to approximately 24%
UL Solutions reported fourth-quarter 2024 revenue of $739 million, up 8.0%, and net income of $85 million, up 37.1%. The company also introduced its 2025 outlook, calling for mid-single digit constant currency organic revenue growth and an Adjusted EBITDA margin of approximately 24%.
Q4 2024 revenue of $739 million, up 8.0% from $684 million; organic growth of 9.5%
Q4 2024 diluted EPS of $0.40 vs. $0.29 a year earlier; Adjusted Diluted EPS of $0.49
2025 outlook: mid single digit constant currency organic revenue growth; Adjusted EBITDA margin of approximately 24%
Full-year 2024 net cash from operating activities of $524 million and Free Cash Flow of $287 million
UL Solutions said Lisa Lambert will not stand for re-election and Frank Coyne will not be nominated at the 2025 annual meeting, and the board intends to nominate Vikram Kini, CFO of Ingersoll Rand, in their place. The board also cut its size from 13 to 12 directors, effective at the annual meeting. The changes are board governance updates that do not include financial results or guidance.
Frank Coyne will not be nominated under the board's director retirement policy after 16 years of service, having joined the board in 2012.
Lisa Lambert, on the board since June 2021, will not stand for election for personal reasons and did not cite any disagreement with the board.
Vikram Kini, 43, has been senior vice president and CFO of Ingersoll Rand since 2020; the board intends to nominate him at the 2025 annual meeting.
Board size will drop from 13 to 12 directors, effective at the annual meeting.
UL Solutions appointed Alex Dadakis to a newly created Executive Vice President role overseeing day-to-day business operations, effective January 27, 2025. The company said the role will also lead and unify science-led strategy, commercial excellence, communications, technology and innovation, and that Dadakis will report to CEO Jennifer Scanlon. The filing also discloses his compensation package and an amended employment contract for Chief Operations and Sustainability Officer Gitte Schjøtz.
Start date is January 27, 2025; Dadakis previously was Global Head of Strategy and Corporate Development at Knauf Group.
Offer letter includes a $550,000 gross annual salary, a $100,000 cash sign-on bonus and a 70% target incentive award.
Equity package includes a 2025 LTIP target grant value of $900,000 and a one-time RSU grant valued at $825,000 vesting over three years.
Schjøtz's amended contract, effective January 1, 2025, adds a one-time RSU grant valued at $250,000.
UL Solutions reported third-quarter 2024 revenue of $731 million, up 8.1% from a year earlier, and net income of $94 million, or $0.44 per diluted share, versus $57 million and $0.27 a year earlier. The company raised its full-year 2024 outlook to mid-to-high single digit constant currency organic revenue growth, which signals management's expectations for the rest of the year.
Revenue of $731 million, up 8.1%, including 9.3% organic growth
Net income of $94 million ($0.44 per diluted share) versus $57 million ($0.27) a year earlier
Adjusted EBITDA of $183 million, up 12.3%, with margin of 25.0%
Full-year 2024 organic revenue growth outlook increased to mid-to-high single digit range
UL Solutions Inc. disclosed that Executive Vice President and Chief Legal Officer Jacqueline K. McLaughlin notified the company on August 17, 2024 that she will resign effective September 3, 2024, citing personal reasons. The filing states the decision is not due to any disagreement or dispute with the company. The filing does not name a successor.
Jacqueline K. McLaughlin, Executive Vice President and Chief Legal Officer, gave notice on August 17, 2024
Resignation effective September 3, 2024
Company states the departure is for personal reasons and not due to any disagreement or dispute
UL Solutions reported second-quarter 2024 revenue of $730 million, up 6.0% from $689 million a year earlier, with organic growth of 8.4%. Net income was $106 million, or $0.50 per diluted share, compared with $0.47 a year earlier, and the company reiterated its full-year 2024 outlook, which shareholders will weigh against the first-half results.
Revenue of $730 million, up 6.0%; organic growth of 8.4%, led by the Industrial segment
Net income of $106 million ($0.50 per diluted share) vs. $99 million ($0.47 per diluted share) in Q2 2023
Adjusted EBITDA of $173 million, up 11.6%; Adjusted EBITDA margin of 23.7%, up 120 basis points
Full-year 2024 outlook reiterated, including mid-single digit organic revenue growth and Adjusted EBITDA margin improvement
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