UL Solutions Inc. 8-K

What Happened

• On May 5, 2026 UL Solutions Inc. (ULS) filed an 8-K announcing its financial results for the quarter ended March 31, 2026 via a press release (Exhibit 99.1). The company also disclosed an organizational change effective beginning in Q1 2026: the Advisory business was moved out of the former "Software and Advisory" segment into the Industrial segment, and the Software and Advisory segment was renamed "Risk & Compliance Software." The filing was signed by Ryan D. Robinson, Executive VP and Chief Financial Officer.

Key Details

• Filing date: May 5, 2026; quarter covered: Q1 ended March 31, 2026.
• Segment change: Advisory business moved from "Software and Advisory" to "Industrial."
• Renaming: "Software and Advisory" segment renamed to "Risk & Compliance Software."
• Financial impact: Company states the reorganization had no impact on consolidated financial position, results of operations, or cash flows.
• Exhibits: Press release attached as Exhibit 99.1; selected unaudited historical financial information reflecting the reorganization attached as Exhibit 99.2.

Why It Matters

• For investors, the filing combines two material items: quarterly results and a structural change to how ULS reports segments. The reorganization changes segment definitions and cost allocations (including corporate cost reallocation), which can affect segment-level comparability of revenue and margins in future reports even though consolidated results are unchanged. Review the attached press release and Exhibit 99.2 for the company’s reported quarterly numbers and the restated segment information when assessing segment trends or comparing historical performance.