UL Solutions Inc.

Report azionario NYSE:ULS

Capitalizzazione di mercato: US$20.2b

UL Solutions Gestione

Criteri Gestione verificati 4/4

UL Solutions Il CEO è Jenny Scanlon, nominato in Sep2019, e ha un mandato di 6.67 anni. la retribuzione annua totale è $ 15.31M, composta da 6.9% di stipendio e 93.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.14% delle azioni della società, per un valore di $ 28.95M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.8 anni e 5.6 anni.

Informazioni chiave

Jenny Scanlon

Amministratore delegato

US$15.3m

Compenso totale

Percentuale dello stipendio del CEO6.86%
Mandato del CEO6.7yrs
Proprietà del CEO0.1%
Durata media del management3.8yrs
Durata media del Consiglio di amministrazione5.6yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi 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...
Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Jenny Scanlon rispetto agli utili di UL Solutions?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Jenny ($USD 15.31M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.80M ).

Compensazione vs guadagni: La retribuzione di Jenny è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Jenny Scanlon (58 yo)

6.7yrs
Mandato
US$15,311,194
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
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 Officer3.9yrsNessun dato0.0044%
$ 880.7k
Mitchell Ji
Senior Vice President of Corporate Finance & Tax3yrsNessun datoNessun dato
Robert Slone
Senior VP & Chief Scientist & Innovation Officerno dataNessun datoNessun dato
Patricia Crawford
Senior VP & Chief Information Officer2.3yrsNessun datoNessun dato
Yijing Brentano
Vice President of Investor Relationsno dataNessun datoNessun dato
Scott D'Angelo
Chief Legal Officer1.1yrsNessun dato0.0014%
$ 288.2k
3.8yrs
Durata media
56yo
Età media

Gestione esperta: Il team dirigenziale di ULS è considerato esperto (durata media dell'incarico 3.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
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$259.06kNessun dato
Charles Hooper
Independent Director4.9yrsUS$305.50k0.00018%
$ 36.3k
5.6yrs
Durata media
63yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ULS sono considerati esperti (durata media dell'incarico 5.6 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 11:07
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

UL Solutions Inc. è coperta da 15 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Andrew WittmannBaird
Seth WeberBNP Paribas
Curtis NagleBofA Global Research