UL Solutions Inc.

Informe acción NYSE:ULS

Capitalización de mercado: US$20.2b

UL Solutions Dirección

Dirección controles de criterios 4/4

El CEO de UL Solutions es Jenny Scanlon , nombrado en Sep 2019, tiene una permanencia de 6.67 años. compensación anual total es $15.31M, compuesta por 6.9% salario y 93.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.14% de las acciones de la empresa, por valor de $28.95M. La antigüedad media del equipo directivo y de la junta directiva es de 3.8 años y 5.6 años, respectivamente.

Información clave

Jenny Scanlon

Chief Executive Officer (CEO)

US$15.3m

Compensación total

Porcentaje del salario del CEO6.86%
Permanencia del CEO6.7yrs
Participación del CEO0.1%
Permanencia media de la dirección3.8yrs
Promedio de permanencia en la Junta Directiva5.6yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis May 08

UL Solutions Inc. Just Recorded A 21% EPS Beat: Here's What Analysts Are Forecasting Next

Investors in UL Solutions Inc. ( NYSE:ULS ) had a good week, as its shares rose 9.9% to close at US$99.41 following the...
Actualización de narrativa Apr 22

ULS: Margin Delivery And AI Safety Certifications Will Shape Balanced Future Outcomes

The analyst price target for UL Solutions has shifted slightly higher to align with a fair value estimate of about $93.57. Analysts attribute this to stronger modeled revenue growth and higher future P/E assumptions, partly offset by more conservative profit margin expectations.
Seeking Alpha Apr 15

UL Solutions: Test Business Testing Its Highs

Summary UL Solutions has acquired Eurofins' E&E business for $670 million, expanding its global testing and certification footprint. ULS paid a 3.3x sales and 14.5x EBITDA multiple, notably cheaper than its own valuation, and expects the deal to be accretive in year one. Pro forma leverage remains conservative at ~1x EBITDA, with the deal adding 6-7% to sales growth and supporting margin expansion toward 26.5-27%. Despite strong execution and a value-accretive deal, ULS trades at a premium of ~45x 2026 earnings, limiting near-term upside appeal. Read the full article on Seeking Alpha
Actualización de narrativa Apr 07

ULS: Margin Strength And AI Safety Progress Will Support Balanced Future Outcomes

The analyst price target for UL Solutions has shifted modestly, with recent updates clustering in the $87 to $96 range as analysts factor in stronger recent margins alongside more measured views on future growth and capital allocation. Analyst Commentary Recent research around UL Solutions has concentrated on how strong recent margins and updated guidance feed into medium term expectations, with most targets now clustered in the high $80s to mid $90s and ratings generally anchored around Neutral with a few more positive stances.
Actualización de narrativa Mar 24

ULS: Margin Delivery And Capital Returns Will Support Balanced Future Outcomes

The analyst price target for UL Solutions is now $93.25, reflecting a blended view of recent Street revisions. Several firms raised their targets into the $87 to $96 range, while others trimmed forecasts slightly as analysts balanced strong margins and Q4 execution with more measured expectations for growth and 2026 performance.
Actualización de narrativa Mar 09

ULS: Margin Strength And Capital Returns Will Support Future Upside

The analyst price target for UL Solutions has been adjusted slightly lower to reflect a modest trim in fair value to $93.25. Analysts cite a higher discount rate, slightly softer revenue growth assumptions, and offsetting support from stronger projected profit margins and a steady future P/E multiple.
Actualización de narrativa Feb 23

ULS: Margin Strength And Capital Returns Will Drive Future Upside Potential

The updated analyst price target for UL Solutions has increased from $90.61 to $93.28, with analysts citing stronger margins, solid Q4 execution, and supportive 2026 outlooks as key drivers for their refreshed models. Analyst Commentary Recent Street research around UL Solutions clusters around a similar theme, with analysts updating their models after Q4 results and refreshed 2026 guidance.
Actualización de narrativa Feb 06

ULS: Lowered Price View Will Support Future Upside Potential

Analysts have reduced their price target on UL Solutions to $85 from $96, reflecting updated views on valuation while fair value, discount rate, revenue growth, profit margin, and future P/E assumptions remain relatively unchanged. Analyst Commentary Bullish Takeaways Bullish analysts view the new US$85 price target as still consistent with UL Solutions maintaining a valuation that reflects its existing fair value and P/E framework, rather than a wholesale reset of expectations.
Actualización de narrativa Jan 22

ULS: Index Additions And Equity Raise Will Support Future Upside

Analysts have trimmed their price target on UL Solutions by about US$1 to reflect slightly different views on fair value, discount rate, and forward P/E assumptions following recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts see the revised US$85 price target as still implying upside from current levels, suggesting they view the stock as reasonably valued relative to its earnings outlook and risk profile.
Actualización de narrativa Jan 08

ULS: Index Additions And Expanded Testing Network Will Support Measured Upside

Narrative Update on UL Solutions Analysts have kept their price target for UL Solutions effectively unchanged at about $91.71. This reflects only minimal tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E, rather than a shift in their overall view of the company.
Actualización de narrativa Dec 25

ULS: Index Inclusion And AI Safety Services Will Support Long Term Upside

Analysts have nudged their price target for UL Solutions slightly higher to approximately 91.71 dollars, citing marginal improvements in long term discount rate assumptions and continued expectations for steady revenue growth and profit margins. What's in the News UL Solutions completed a 975 million dollar follow on offering of 12.5 million Class A shares at 78 dollars per share, with UBS Securities added as a co lead underwriter (Follow on Equity Offering, Underwriter Change).
Actualización de narrativa Dec 10

ULS: Expanded Testing Capabilities And Equity Raise Will Support Long Term Upside

Analysts have slightly raised their price target on UL Solutions to 91.71 dollars, citing marginal improvements in discount rate assumptions, long term revenue growth forecasts, and projected profitability that support a steady valuation multiple. What's in the News Completed a $975 million follow on equity offering of 12,500,000 Class A common shares priced at $78 per share, with a $2.145 discount per security (Key Developments) UBS Securities LLC added as co lead underwriter for the $975 million follow on equity offering, strengthening the syndicate supporting the capital raise (Key Developments) Announced major expansion of its electromagnetic and wireless testing capabilities with a new green lab in Neu Isenburg, Germany, designed for large high power industrial, medical, consumer and automotive products and expected to be operational by mid 2027 (Key Developments) Opened its first Japan based motor energy efficiency laboratory at the Ise campus to provide local performance testing for electric motors and help domestic manufacturers meet global efficiency standards while cutting overseas shipping costs (Key Developments) Launched new AI safety certification services guided by UL 3115 to assess robustness, transparency, security and bias in AI powered products and enable compliant offerings to carry the UL Mark (Key Developments) Valuation Changes Fair Value: Unchanged at 91.71 dollars per share, indicating a stable central valuation outlook.
Actualización de narrativa Nov 26

ULS: Expanded Testing Facilities And Upgraded Services Will Shape Outlook Through 2027

Analysts have raised their price target for UL Solutions from $77.77 to $91.71, citing improved profit margins and a reassessment of the company's fair value. What's in the News UL Solutions is expanding its global electromagnetic and wireless testing presence by developing a new laboratory in Neu-Isenburg, Germany.
Artículo de análisis Nov 07

Earnings Beat: UL Solutions Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a good week for UL Solutions Inc. ( NYSE:ULS ) shareholders, because the company has just released its latest...
Actualización de narrativa Nov 05

ULS: Declining Revenue Forecasts Will Offset Improvements In Profit Margins

Analysts have raised their price target for UL Solutions from $71.27 to $77.77, citing improved profit margins and a lower discount rate as key factors supporting this upward revision. What's in the News Launched artificial intelligence (AI) safety certification services to assess and certify the safety of AI-powered products, using the UL 3115 framework for global standards compliance (Key Developments).
Artículo de análisis Aug 23

UL Solutions' (NYSE:ULS) Dividend Will Be $0.13

UL Solutions Inc. ( NYSE:ULS ) will pay a dividend of $0.13 on the 8th of September. The dividend yield is 0.8% based...
Artículo de análisis Jul 21

Estimating The Intrinsic Value Of UL Solutions Inc. (NYSE:ULS)

Key Insights UL Solutions' estimated fair value is US$74.38 based on 2 Stage Free Cash Flow to Equity Current share...
Artículo de análisis Jul 03

Does UL Solutions (NYSE:ULS) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Jun 15

Should You Be Adding UL Solutions (NYSE:ULS) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis May 28

UL Solutions Inc. (NYSE:ULS) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, UL Solutions Inc. ( NYSE:ULS ) shares have been powering on, with a gain of 26% in the...
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Nueva narrativa Apr 20

Global Energy Transition And Battery Labs Will Shape Future Capabilities

Global energy transition and capacity expansions in battery testing drive strong demand and revenue growth in the Industrial segment.
Seeking Alpha Mar 06

UL Solutions: Rating Downgrade Given The Softer Than Expected FY 2025 Growth

Summary I am downgrading UL Solutions to hold due to disappointing FY25 guidance, indicating a significant deceleration in growth compared to FY24 levels. ULS reported strong FY24 results with $739 million in revenue and 69% EPS growth. Management’s FY25 guidance suggests mid-single-digit organic growth, reflecting macro uncertainty and potential delays in product launches, impacting near-term performance. Read the full article on Seeking Alpha
Seeking Alpha Oct 03

UL Solutions Sees Demand Growth, But Shareholder Sales May Cap Stock Upside

Summary UL Solutions Inc. has shown improving financial results, driven by strong demand in its Industrial segment, despite ongoing share sales by parent firm ULSE. The safety science market, including Industrial Safety, Global Safety Services, and Environmental Health & Safety, is expected to grow significantly in the coming years. ULS's strengths include a long legacy and global brand recognition, but it faces competitive pressures and potential threats from AI automation. I maintain a hold rating due to improving fundamentals tempered by the uncertainty of continued share sales by ULSE, which may cap stock appreciation. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Jenny Scanlon en comparación con los beneficios de UL Solutions?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$350m

Dec 31 2025US$15mUS$1m

US$325m

Sep 30 2025n/an/a

US$339m

Jun 30 2025n/an/a

US$327m

Mar 31 2025n/an/a

US$337m

Dec 31 2024US$18mUS$1m

US$326m

Sep 30 2024n/an/a

US$303m

Jun 30 2024n/an/a

US$268m

Mar 31 2024n/an/a

US$261m

Dec 31 2023US$6mUS$1m

US$260m

Sep 30 2023n/an/a

US$280m

Jun 30 2023n/an/a

US$297m

Mar 31 2023n/an/a

US$263m

Dec 31 2022US$6mUS$994k

US$293m

Compensación vs. Mercado: La compensación total ($USD15.31M) de Jenny está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.79M).

Compensación vs. Ingresos: La compensación de Jenny ha sido consistente con los resultados de la empresa en el último año.


CEO

Jenny Scanlon (58 yo)

6.7yrs
Permanencia
US$15,311,194
Compensación

Ms. Jennifer F. Scanlon, also known as Jenny, has been Independent Director of Illinois Tool Works Inc. since May 8, 2026. She is Director of The Chicago Council on Global Affairs. Ms. Scanlon is Member of...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Jennifer Scanlon
President6.7yrsUS$15.31m0.14%
$ 28.9m
Ryan Robinson
Executive VP & CFO9yrsUS$4.25m0.082%
$ 16.6m
Gitte Schjotz
Executive VP and Chief Business Operations & Innovation Officer5.3yrsUS$2.99m0.040%
$ 8.1m
Weifang Zhou
Executive VP & Special Advisor to the CEOno dataUS$4.02m0.023%
$ 4.6m
John Genovesi
Executive VP and President of Risk & Compliance Software3.8yrsUS$2.22m0.015%
$ 3.1m
Alex Dadakis
Executive VP and President of Testing1.3yrsUS$2.79m0.0025%
$ 503.9k
Karen Pepping
Senior VP & Chief Accounting Officer3.9yrssin datos0.0044%
$ 880.7k
Mitchell Ji
Senior Vice President of Corporate Finance & Tax3yrssin datossin datos
Robert Slone
Senior VP & Chief Scientist & Innovation Officerno datasin datossin datos
Patricia Crawford
Senior VP & Chief Information Officer2.3yrssin datossin datos
Yijing Brentano
Vice President of Investor Relationsno datasin datossin datos
Scott D'Angelo
Chief Legal Officer1.1yrssin datos0.0014%
$ 288.2k
3.8yrs
Permanencia media
56yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ULS se considera experimentado (3.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Jennifer Scanlon
President6.7yrsUS$15.31m0.14%
$ 28.9m
Michael Thaman
Independent Director4.9yrsUS$321.25k0.0069%
$ 1.4m
James Dollive
Independent Director14.3yrsUS$310.00k0.038%
$ 7.6m
Kevin J. Kennedy
Independent Director6.3yrsUS$317.50k0.018%
$ 3.6m
Marla Gottschalk
Independent Director14.3yrsUS$320.91k0.035%
$ 7.1m
Sally Susman
Independent Director4yrsUS$298.75k0.0018%
$ 356.7k
Friedrich Hecker
Independent Director12.7yrsUS$301.74k0.0078%
$ 1.6m
James Shannon
Independent Chairman14.3yrsUS$427.70k0.0035%
$ 713.5k
Elisabeth Torstad
Independent Director2.5yrsUS$297.87k0.0018%
$ 356.7k
George Williams
Independent Director2.5yrsUS$306.29k0.0044%
$ 892.8k
Vikram Kini
Independent Director1yrUS$259.06ksin datos
Charles Hooper
Independent Director4.9yrsUS$305.50k0.00018%
$ 36.3k
5.6yrs
Permanencia media
63yo
Promedio de edad

Junta con experiencia: La junta directiva de ULS se considera experimentada (5.6 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 03:25
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

UL Solutions Inc. está cubierta por 15 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Andrew WittmannBaird
Seth WeberBNP Paribas
Curtis NagleBofA Global Research