UL Solutions beat earnings and revenue forecasts in Q4 2025, raised 2026 guidance, and saw its stock rise 13.9%.

UL Solutions reported Q4 2025 earnings of $0.53 per share, beating estimates by $0.07, and revenue of $789 million, exceeding expectations by $7.6 million, driven by a 6.8% year-over-year revenue increase. The company achieved a 15% operating margin, strong cash flow, and raised its 2026 adjusted EBITDA margin target to 26.5%-27%. It plans to invest in new testing facilities, launch AI-driven software, and divest its EHS software unit, while repaying $253 million in debt and increasing dividends by 11.5%. Despite a $37 million restructuring charge, the company reported record 2025 performance with 6.2% organic revenue growth and a 20.7% rise in adjusted EBITDA. The stock rose 13.9% to $81.22 on the day.