UL Solutions Earnings: What To Look For From ULS
UL Solutions beat analysts' revenue expectations by 1.9% last quarter, reporting revenues of $739 million, up 8% year on year. It was an exceptional quarter for the company, with an impressive beat of analysts' EPS estimates.
Is UL Solutions a buy or sell going into earnings? Read our full analysis here, it's free.
This quarter, analysts are expecting UL Solutions's revenue to grow 5.2% year on year to $704.8 million, slowing from the 6.5% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.31 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. UL Solutions has a history of exceeding Wall Street's expectations, beating revenue estimates every single time since going public by 1.6% on average.
Looking at UL Solutions's peers in the professional services segment, some have already reported their Q1 results, giving us a hint as to what we can expect. NV5 Global delivered year-on-year revenue growth of 10.1%, beating analysts' expectations by 2.4%, and ICF International reported a revenue decline of 1.4%, in line with consensus estimates. NV5 Global traded up 1.5% following the results while ICF International was down 6.3%.
Read our full analysis of NV5 Global's results here and ICF International's results here.
There has been positive sentiment among investors in the professional services segment, with share prices up 11.7% on average over the last month. UL Solutions is up 11.5% during the same time and is heading into earnings with an average analyst price target of $59.15 (compared to the current share price of $59.85).
Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
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'We are seeing recovery in new railcar demand as sequential order volumes improved, and we generated a book-to-bill of 1.3x.' Ms. Savage continued, 'In our Railcar Leasing and Services segment, the market has remained strong with utilization of 96.8% and an FLRD of 18.3%, which gives us confidence that the industry fleet is in balance. Year-over-year segment revenue increased by 7.5% as we continue to re-price our fleet upward. Additionally, Trinity continues to find consistent opportunities in the secondary market as both a buyer and a seller. In the Rail Products Group, our margins reflect the strategic initiatives we have undertaken over the last several years that give us the ability to perform in a low volume environment.' 'In keeping with our capital allocation strategy, we capitalized on favorable market conditions and repurchased shares worth $39 million year-to-date to further optimize our balance sheet position,' Ms. Savage noted. Ms. Savage concluded, 'We are maintaining our full year EPS guidance of $1.40 to $1.60, which reflects our expectation of improved deliveries from second quarter levels and continued improvement across the business in the second half of the year.' Additional Business Items Total committed liquidity of $792 million as of June 30, 2025. Business Group Summary Conference Call Trinity will hold a conference call at 8:00 a.m. Eastern on July 31, 2025 to discuss its second quarter results. To listen to the call, please visit the Investor Relations section of the Company's website at and access the Events & Presentations webpage, or the live call can be accessed at 1-888-317-6003 with the conference passcode "3131927". Please call at least 10 minutes in advance to ensure a proper connection. An audio replay may be accessed through the Company's website or by dialing 1-877-344-7529 with passcode "4452791" until 11:59 p.m. Eastern on August 7, 2025. Additionally, the Company will provide a quarterly investor presentation that will be accessible both within the webcast and on Trinity's Investor Relations website under the Events and Presentations portion of the site along with the Second Quarter Earnings Call event weblink. Non-GAAP Financial Measures We have included financial measures compiled in accordance with generally accepted accounting principles ("GAAP") and certain non-GAAP measures in this earnings press release to provide management and investors with additional information regarding our financial results. Non-GAAP measures should not be considered in isolation or as a substitute for our reported results prepared in accordance with GAAP and, as calculated, may not be comparable to other similarly titled measures for other companies. For each non-GAAP financial measure, a reconciliation to the most comparable GAAP measure has been included in the accompanying tables. When forward-looking non-GAAP measures are provided, quantitative reconciliations to the most directly comparable GAAP measures are not provided because management cannot, without unreasonable effort, predict the timing and amounts of certain items included in the computations of each of these measures. These factors include, but are not limited to: the product mix of expected railcar deliveries; the timing and amount of significant transactions and investments, such as lease portfolio sales, capital expenditures, and returns of capital to stockholders; and the amount and timing of certain other items outside the normal course of our core business operations. About Trinity Industries Trinity Industries, Inc., headquartered in Dallas, Texas, owns businesses that are leading providers of rail transportation products and services in North America. Our businesses market their railcar products and services under the trade name TrinityRail ®. Our platform also includes the brands of RSI Logistics, a provider of software and logistics solutions, and Holden America, a supplier of railcar parts and components. Our platform provides railcar leasing and management services; railcar manufacturing; railcar maintenance and modifications; and other railcar logistics products and services. Trinity reports its financial results in two reportable business segments: (1) Railcar Leasing and Services Group and (2) Rail Products Group. For more information, visit: Some statements in this release, which are not historical facts, are 'forward-looking statements' as defined by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements about Trinity's estimates, expectations, beliefs, intentions or strategies for the future, and the assumptions underlying these forward-looking statements, including, but not limited to, future financial and operating performance, future opportunities and any other statements regarding events or developments that Trinity believes or anticipates will or may occur in the future. Trinity uses the words 'anticipates,' 'assumes,' 'believes,' 'estimates,' 'expects,' 'intends,' 'forecasts,' 'may,' 'will,' 'should,' 'guidance,' 'projected,' 'outlook,' and similar expressions to identify these forward-looking statements. Forward-looking statements speak only as of the date of this release, and Trinity expressly disclaims any obligation or undertaking to disseminate any updates or revisions to any forward-looking statement contained herein to reflect any change in Trinity's expectations with regard thereto or any change in events, conditions or circumstances on which any such statement is based, except as required by federal securities laws. Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from historical experience or our present expectations, including but not limited to risks and uncertainties regarding economic, competitive, governmental, and technological factors affecting Trinity's operations, markets, products, services and prices, and such forward-looking statements are not guarantees of future performance. For a discussion of such risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see 'Risk Factors' and 'Forward-Looking Statements' in Trinity's Annual Report on Form 10-K for the most recent fiscal year, as may be revised and updated by Trinity's Quarterly Reports on Form 10-Q, and Trinity's Current Reports on Form 8-K. - TABLES TO FOLLOW - Note: Earnings per common share is calculated independently for each component and may not sum to total net income attributable to Trinity Industries, Inc. per common share due to rounding. Trinity has certain unvested restricted stock awards that participate in dividends on a nonforfeitable basis and are therefore considered to be participating securities. 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Condensed Consolidated Statements of Cash Flows (in millions) (unaudited) Six Months Ended June 30, 2025 2024 Operating activities: Net cash provided by operating activities – continuing operations $ 141.9 $ 299.7 Net cash used in operating activities – discontinued operations (3.8 ) (6.0 ) Net cash provided by operating activities 138.1 293.7 Investing activities: Capital expenditures – lease fleet (295.7 ) (232.7 ) Proceeds from lease portfolio sales 63.0 186.7 Capital expenditures – operating and administrative (17.9 ) (15.9 ) Other investing activities 8.5 6.0 Net cash used in investing activities (242.1 ) (55.9 ) Financing activities: Net proceeds from (repayments of) debt 160.1 (37.7 ) Shares repurchased (39.0 ) (0.9 ) Dividends paid to common shareholders (50.4 ) (47.2 ) Other financing activities (25.8 ) (22.9 ) Net cash provided by (used in) financing activities 44.9 (108.7 ) Net increase (decrease) in cash, cash equivalents, and restricted cash (59.1 ) 129.1 Cash, cash equivalents, and restricted cash at beginning of period 374.4 235.1 Cash, cash equivalents, and restricted cash at end of period $ 315.3 $ 364.2 Expand Trinity Industries, Inc. Reconciliations of Non-GAAP Measures ($ in millions, except per share amounts and percentages) (unaudited) Adjusted Operating Results We have supplemented the presentation of our reported GAAP operating profit, income from continuing operations before income taxes, provision (benefit) for income taxes, income from continuing operations, net income from continuing operations attributable to Trinity Industries, Inc., and diluted income from continuing operations per common share attributable to Trinity Industries, Inc. with non-GAAP measures that adjust the GAAP measures to exclude the impact of certain interest expense, net; and certain other transactions or events (as applicable), described in the footnote to the tables below. These non-GAAP measures are derived from amounts included in our GAAP financial statements and are reconciled to the most directly comparable GAAP financial measures in the tables below. Management believes that these measures are useful to both management and investors for analyzing the performance of our business without the impact of certain items that are not indicative of our normal business operations. Non-GAAP measures should not be considered in isolation or as a substitute for our reported results prepared in accordance with GAAP and, as calculated, may not be comparable to other similarly titled measures for other companies. Six Months Ended June 30, 2024 GAAP Interest expense, net (1) Adjusted Operating profit $ 257.1 $ — $ 257.1 Income from continuing operations before income taxes $ 117.9 $ (0.8 ) $ 117.1 Provision (benefit) for income taxes $ 28.1 $ (0.2 ) $ 27.9 Income from continuing operations $ 89.8 $ (0.6 ) $ 89.2 Net income from continuing operations attributable to Trinity Industries, Inc. $ 84.1 $ (0.6 ) $ 83.5 Diluted weighted average shares outstanding 83.4 83.4 Diluted income from continuing operations per common share attributable to Trinity Industries, Inc. $ 1.01 $ 1.00 (1) Represents interest income accretion related to a seller-financing agreement associated with the sale of certain non-operating assets. Expand Adjusted Return on Equity Adjusted Return on Equity ('Adjusted ROE') is defined as a ratio for which (i) the numerator is calculated as income or loss from continuing operations, adjusted to exclude the effects of net income or loss attributable to noncontrolling interest, and certain other adjustments (net of income taxes), described in the footnotes to the table below, which include certain gains on dispositions of other property; restructuring activities, net; and interest expense, net; and (ii) the denominator is calculated as average Trinity stockholders' equity (which excludes noncontrolling interest). In the following table, the numerator and denominator of our Adjusted ROE calculation are reconciled to income from continuing operations and total stockholders' equity, respectively, which are the most directly comparable GAAP financial measures. Management believes that Adjusted ROE is a useful measure to both management and investors as it provides an indication of the economic return on the Company's investments over time. Non-GAAP measures should not be considered in isolation or as a substitute for our reported results prepared in accordance with GAAP and, as calculated, may not be comparable to other similarly titled measures for other companies. Cash Flow from Operations with Net Gains on Lease Portfolio Sales Cash flow from operations with net gains on lease portfolio sales is a non-GAAP financial measure. We believe this measure is useful to both management and investors as it provides a relevant measure of liquidity and a useful basis for assessing the breadth of the cash flow generation capabilities across our operating platform, as well as our ability to fund our operations and repay our debt. This measure is defined as net cash provided by operating activities from continuing operations as computed in accordance with GAAP, plus net gains on lease portfolio sales and is reconciled to net cash provided by operating activities from continuing operations, the most directly comparable GAAP financial measure, in the following table. Non-GAAP measures should not be considered in isolation or as a substitute for our reported results prepared in accordance with GAAP and, as calculated, may not be comparable to other similarly titled measures for other companies. EBITDA and Adjusted EBITDA 'EBITDA' is defined as income from continuing operations plus interest expense, provision (benefit) for income taxes, and depreciation and amortization expense. Adjusted EBITDA is defined as EBITDA plus certain interest income. EBITDA and Adjusted EBITDA are non-GAAP financial measures; however, the amounts included in these calculations are derived from amounts included in our GAAP financial statements. EBITDA and Adjusted EBITDA are reconciled to net income, the most directly comparable GAAP financial measure, in the following table. This information is provided to assist management and investors in making meaningful comparisons of our operating performance between periods. We believe EBITDA is a useful measure for analyzing the performance of our business. We also believe that EBITDA is commonly reported and widely used by investors and other interested parties as a measure of a company's operating performance and debt servicing ability because it assists in comparing performance on a consistent basis without regard to capital structure, depreciation or amortization (which can vary significantly depending on many factors). EBITDA and Adjusted EBITDA should not be considered as alternatives to net income, as indicators of our operating performance, or as alternatives to operating cash flows as measures of liquidity. Non-GAAP measures should not be considered in isolation or as a substitute for our reported results prepared in accordance with GAAP and, as calculated, may not be comparable to other similarly titled measures for other companies.
