Every material Form 8-K UL Solutions filed with the SEC in 2026, 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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every UL Solutions filing is on SEC EDGAR ↗. 8-K briefs of other companies →