Ul Solutions Inc. ULS
Revenue Intelligence Report • 12 quarters of SEC filing data • Updated 2026-03-15
Ul Solutions Inc. has a forecasted full-year revenue of $3.2B, a +3.6% year-over-year change, based on 12 quarters of SEC filing data. Key revenue drivers include SG&A (elasticity 1.49x). The ARDL model achieves strong accuracy at 1.5% MAPE.
Investment Thesis
Our ARDL model tracks Ul Solutions Inc.'s revenue with exceptional precision (1.5% MAPE), indicating highly predictable cash flows. Sales & marketing spend shows a 1.49x elasticity, suggesting effective go-to-market execution.
Next FY Revenue
$3.16B
+3.6% YoY
SG&A Elasticity
1.49x
Model Accuracy
1.5% MAPE
Holdout validation: The model predicted $787B vs the actual $789B — an error of 0.3%.
Note:
Ul Solutions Inc. does not report R&D expenses separately. This analysis uses SG&A spending only.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $787B | $789B | $757B – $818B | +6.5% | ✓ In range |
| Q2 2026 | $779B | $738B – $822B | +10.5% | ||
| Q3 2026 | $787B | $737B – $841B | +1.4% | ||
| Q4 2026 | $794B | $736B – $858B | +1.5% | ||
| Q1 2027 | $802B | $736B – $874B | +1.6% |
How Spending Drives Revenue
Reading this chart:
Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.
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