UL Solutions Inc.

NYSE:ULS 株式レポート

時価総額:US$20.7b

UL Solutions マネジメント

マネジメント 基準チェック /44

UL Solutionsの CEO はJenny Scanlonで、 Sep2019年に任命され、 の在任期間は 6.67年です。 の年間総報酬は$ 15.31Mで、 6.9%給与と93.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.14%を直接所有しており、その価値は$ 29.77M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と5.6年です。

主要情報

Jenny Scanlon

最高経営責任者

US$15.3m

報酬総額

CEO給与比率6.86%
CEO在任期間6.7yrs
CEOの所有権0.1%
経営陣の平均在職期間3.8yrs
取締役会の平均在任期間5.6yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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).
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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

CEO報酬分析

UL Solutions の収益と比較して、Jenny Scanlon の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Jennyの 総報酬 ($USD 15.31M ) は、 US市場 ($USD 14.79M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Jennyの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jenny Scanlon (58 yo)

6.7yrs
在職期間
US$15,311,194
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 Officer3.9yrsデータなし0.0044%
$ 905.9k
Mitchell Ji
Senior Vice President of Corporate Finance & Tax3yrsデータなしデータなし
Robert Slone
Senior VP & Chief Scientist & Innovation Officerno dataデータなしデータなし
Patricia Crawford
Senior VP & Chief Information Officer2.3yrsデータなしデータなし
Yijing Brentano
Vice President of Investor Relationsno dataデータなしデータなし
Scott D'Angelo
Chief Legal Officer1.1yrsデータなし0.0014%
$ 296.5k
3.8yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: ULSの経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
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
平均在職期間
63yo
平均年齢

経験豊富なボード: ULSの 取締役会経験豊富 であると考えられます ( 5.6年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/26 21:58
終値2026/05/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

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アナリスト筋

UL Solutions Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15

アナリスト機関
Andrew WittmannBaird
Seth WeberBNP Paribas
Curtis NagleBofA Global Research