UL Solutions (ULS) · wyniki II kw. 2026 i wycena

Przy wzroście 6,6% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $37.63 na akcję — kurs jest o 100% powyżej niej. Obecna cena zakłada wzrost o 16,1% rocznie.

1. Prognoza

   UL Solutions now expects full year capital expenditures of approximately 8.5% of revenue, including the timing of its previously discussed investments in laboratory capacity and other growth opportunities to meet…

2. Prognoza

   ULS expects to incur performance-based compensation expenses based on improvements in profitability.

   Cytat ze źródła

   “We expect to have some performance-based compensation expenses based on the improvements that we have made in our profitability.”

3. Liczba

   Adjusted EBITDA for Consumer grew 24.2% to $77 million compared to the second quarter of last year.

   Cytat ze źródła

   “Adjusted EBITDA for Consumer was $77 million, an increase of 24.2% versus the second quarter of last year.”

4. Słabnie

   Full-year capital expenditures are now expected at about 8.5% of revenue, including previously discussed investments in laboratory capacity and other growth opportunities.

   Cytat ze źródła

   “Adjusted EBITDA grew over 22% and adjusted EBITDA margin expanded 320 basis points. We delivered consolidated revenue growth of 7.5% as compared to the prior year period with organic revenue growth of 5.7%. Adjusted diluted EPS increased 31.5% year-over-year.”

Script and answers carried a similar tone, so the script's message held up under questioning.

Zdania, które wpłynęły na ton

“And different trends, things like last fall, there was some concerns around chip shortages and other things.”

“But one area that I don't think is maybe well understood is any potential volatility that you guys might see in your demand for your services or quite frankly, lack...”

“In our Risk & Compliance segment, revenues were $52 million, a decrease of 17.5% year-over-year.”