UL Solutions 3Q 2026: Revenue $823M, Net income $117M, EPS $0.53— 10-Q Summary

What happened

UL Solutions reported third-quarter 2026 revenue of $823 million, up 5.1% from a year earlier, and net income of $117 million, up 10.4%. Diluted earnings per share, or profit allocated to each share, rose 8.2% to $0.53. Organic revenue growth was 7%, led by Industrial and Consumer testing services.

Confirmed

Global impact / market context

Higher revenue and net income show growth across the quarter, while stronger Industrial and Consumer results connect performance to demand for testing services. The October 1 acquisition of E&E adds testing capacity, but its results are expected to enter Consumer only from the fourth quarter.

Analyst inference

The results combine 7% organic growth with a reported revenue increase of 5.1%, while the sale of the EHS business reduced R&C Software revenue. Investors may distinguish underlying service demand from business disposals and the later addition of E&E revenue.

Analyst inference

What to watch

1. Check whether fourth-quarter reporting includes E&E in Consumer as expected, and whether the added global testing capacity contributes to revenue growth after the acquisition. Confirmed
2. Assess whether Industrial and Consumer testing demand continues to support revenue, since both segments grew in the reported quarter and led or supported business performance. Analyst inference
3. Watch remaining R&C Software revenue after the EHS sale; the article says it grew organically 4.7%, but does not give its total revenue or future trend. Confirmed

Evidence

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