UL Solutions Inc.

NYSE:ULS Rapport sur les actions

Capitalisation boursière : US$20.7b

UL Solutions Gestion

Gestion contrôle des critères 4/4

Le PDG UL Solutions est Jenny Scanlon, nommé en Sep2019, a un mandat de 6.67 ans. La rémunération annuelle totale est $ 15.31M, composée du salaire de 6.9% et des bonus 93.1%, y compris les actions et options de la société. détient directement 0.14% des actions de la société, d'une valeur de $ 29.77M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.8 ans et 5.6 ans.

Informations clés

Jenny Scanlon

Directeur général

US$15.3m

Rémunération totale

Pourcentage du salaire du PDG6.86%
Durée du mandat du directeur général6.7yrs
Propriété du PDG0.1%
Durée moyenne d'occupation des postes de direction3.8yrs
Durée moyenne du mandat des membres du conseil d'administration5.6yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit May 20

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

Analysts lifted the UL Solutions fair value estimate by about $15 to $108.95, citing higher margin expectations, a modestly higher future P/E assumption of 47.68, and recent price target increases alongside Franchise Picks inclusion. These factors reflect confidence in the business model even as revenue growth assumptions are slightly lower.
Article d’analyse 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...
Mise à jour du récit 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
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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).
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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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Nouveau récit 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

Analyse de la rémunération des PDG

Comment la rémunération de Jenny Scanlon a-t-elle évolué par rapport aux bénéfices de UL Solutions?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Jenny ($USD 15.31M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.79M ).

Rémunération et revenus: La rémunération de Jenny a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Jenny Scanlon (58 yo)

6.7yrs
Titularisation
US$15,311,194
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Jennifer Scanlon
President6.7yrsUS$15.31m0.14%
$ 29.8m
Ryan Robinson
Executive VP & CFO9yrsUS$4.25m0.082%
$ 17.1m
Gitte Schjotz
Executive VP and Chief Business Operations & Innovation Officer5.3yrsUS$2.99m0.040%
$ 8.4m
Weifang Zhou
Executive VP & Special Advisor to the CEOno dataUS$4.02m0.023%
$ 4.8m
John Genovesi
Executive VP and President of Risk & Compliance Software3.8yrsUS$2.22m0.015%
$ 3.2m
Alex Dadakis
Executive VP and President of Testing1.3yrsUS$2.79m0.0025%
$ 518.3k
Karen Pepping
Senior VP & Chief Accounting Officer3.9yrspas de données0.0044%
$ 905.9k
Mitchell Ji
Senior Vice President of Corporate Finance & Tax3yrspas de donnéespas de données
Robert Slone
Senior VP & Chief Scientist & Innovation Officerno datapas de donnéespas de données
Patricia Crawford
Senior VP & Chief Information Officer2.3yrspas de donnéespas de données
Yijing Brentano
Vice President of Investor Relationsno datapas de donnéespas de données
Scott D'Angelo
Chief Legal Officer1.1yrspas de données0.0014%
$ 296.5k
3.8yrs
Durée moyenne de l'emploi
56yo
Âge moyen

Gestion expérimentée: L'équipe de direction de ULS est considérée comme expérimentée (ancienneté moyenne 3.8 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Jennifer Scanlon
President6.7yrsUS$15.31m0.14%
$ 29.8m
Michael Thaman
Independent Director4.9yrsUS$321.25k0.0083%
$ 1.7m
James Dollive
Independent Director14.3yrsUS$310.00k0.039%
$ 8.1m
Kevin J. Kennedy
Independent Director6.3yrsUS$317.50k0.018%
$ 3.7m
Marla Gottschalk
Independent Director14.3yrsUS$320.91k0.035%
$ 7.3m
Sally Susman
Independent Director4yrsUS$298.75k0.0018%
$ 366.9k
Friedrich Hecker
Independent Director12.7yrsUS$301.74k0.0065%
$ 1.4m
James Shannon
Independent Chairman14.3yrsUS$427.70k0.0035%
$ 733.9k
Elisabeth Torstad
Independent Director2.5yrsUS$297.87k0.0018%
$ 366.9k
George Williams
Independent Director2.5yrsUS$306.29k0.0044%
$ 918.4k
Vikram Kini
Independent Director1yrUS$259.06k0.0014%
$ 288.2k
Charles Hooper
Independent Director4.9yrsUS$305.50k0.00018%
$ 37.3k
5.6yrs
Durée moyenne de l'emploi
63yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de ULS sont considérés comme expérimentés (ancienneté moyenne 5.6 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 19:12
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

UL Solutions Inc. est couverte par 15 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Andrew WittmannBaird
Seth WeberBNP Paribas
Curtis NagleBofA Global Research