UL Solutions Posts 7.1% Revenue Beat at $783M; Q4 Outlook $781.6M, $0.45 EPS
UL Solutions posted $783 million in revenue last quarter, up 7.1% year-on-year and 1.5% above estimates, while adjusted EPS also topped forecasts. For Q4, analysts predict $781.6 million in revenue (5.8% growth) and $0.45 EPS as shares trade 3.1% lower versus peers’ 5.7% decline and a $90.19 average price target.
1. Recent Quarter Performance
UL Solutions reported $783 million in revenue for the last quarter, marking a 7.1% year-on-year increase and exceeding analysts’ forecasts by 1.5%. The company also delivered an adjusted EPS above consensus, reflecting continued margin resilience.
2. Q4 Outlook
Analysts forecast Q4 revenue of $781.6 million, representing 5.8% year-on-year growth, and adjusted earnings of $0.45 per share. These estimates imply a slight moderation from the prior quarter’s growth pace.
3. Peer Results Context
Within the government and technical consulting segment, Jacobs Solutions delivered 8.2% revenue growth and outpaced estimates by 1.7%, while Booz Allen Hamilton saw a 10.2% decline, underscoring a mixed operating backdrop.
4. Share Performance and Analyst Targets
UL Solutions shares have declined 3.1% over the past month, compared with a 5.7% average drop among peers. The stock carries an average analyst price target of $90.19, implying potential upside from current levels.