UL Solutions Inc. · Brief

Next report

3 days

Nov 3 · before openest.Q3 FY26

Expected move

±6.2%implied · report alone

70.1679.36

straddle ±8.0%

spot 74.76exp Nov 20ATM strike 75ATM straddle 7.00IV 49%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▼−13.96%—

quarterimplied−15%0+15%realized×

Q2 FY26—▼−13.96%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 3 report · est.

Bull2 of 3

6disclosed supplier and customer ties in SEC filingsSEC filings

4tracked funds holding ULSN-PORT · Jul 31 '26

Bear1

8 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

ULS report session

No linked exposure.

Oct 21impliedImplied move: ±9.1% into Nov 3 earnings (Oct 21 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.