UL Solutions Q2 Earnings Call Highlights

Impact · against what's priced in

UL Solutions demonstrates strong operational momentum with record adjusted EBITDA and clear tailwinds from AI data-center infrastructure. The reaffirmation of full-year guidance and increased CapEx to expand testing capacity suggest sustainable growth beyond current expectations.

ULS+0.60

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In context

The company reported record adjusted EBITDA of $219 million and 13.5% growth in adjusted diluted EPS, driven by organic revenue growth of 6.6% and specific demand for AI rack power supplies and chips.

Read from the article alone

• guidance▲12%
• earnings
• data centers
• ULS
• ai infrastructure
• automation
• capital expenditure
• certification services
• divestiture