UL Solutions (ULS) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $0.59
- Estimate
- $0.56
- Surprise
- +5.4%
- Revenue (period 2026-06-30)
- $816.0M
- Score today
- 5.9/10
Revenue source: xbrl.
How the report landed
UL Solutions (ULS) beat the $0.56 estimate with diluted EPS of $0.59 — a clear 5.4% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ULS Hold at 5.9/10; no pre/post engine snapshot brackets this report.
4 of the last 4 quarters beat the estimate; this quarter's +5.4% surprise compares with a +15.9% four-quarter average. Next scheduled report: 2026-11-03.
What supports the rating
- V7 quality resilience bonus: +0.2 (Q=7.6 in RISK_OFF)
- Strong earnings beat streak (4/4)
What argues against it
- Concentration risk — Geographic: revenue from outside the United States (59.0%)
- Sector modifier (Industrials): -0.7
- Negative momentum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $73.83
- Price target
- $84.67
- Stop
- $70.67
- Upside to target
- +14.7%
- Reward-to-risk
- 2.9:1
At 29.9× trailing and 28.7× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
ULS at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Specialty Business Services
- Market cap
- $15.07B
- P/E (fwd)
- 28.7
- P/E (ttm)
- 29.9
- 52-week range
- $61.64–$107.54
- Off 52-week high
- 31.3%
- RSI (14)
- 33
- Volume vs avg
- 0.70×
- Score today
- 5.9/10