UL Solutions sees mid-single digit constant currency organic revenue growth for full-year 2026
Company expects adjusted EBITDA margin improvement to approximately 27.0% for 2026
UL Solutions says ongoing geopolitical uncertainty may impact customer demand and financial results
Analyst coverage and valuation
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the business support services peer group is "buy"
Wall Street's median 12-month price target for UL Solutions Inc is $114.00, about 25.2% above its August 3 closing price of $91.05
The stock recently traded at 37 times the next 12-month earnings vs. a P/E of 40 three months ago
Result drivers and key details
Segment growth - Organic revenue growth was led by the Industrial and Consumer segments
Margin expansion - Margin expansion resulted from higher revenue and operating leverage, led by the Consumer segment
Business sale gain - Net income margin increase was driven by the gain on sale of the Employee Health and Safety software business in the Risk & Compliance Software segment
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