UL Solutions Inc. (ULS) Presents at Jefferies Global Industrials Conference 2026 Transcript

Well, good morning, everybody. Welcome to Jefferies 2026 Industrials Conference. My name is Stephanie Moore, I'm Jefferies Business Services and Transportation analyst. We are very pleased to have the team from UL Solutions. We have CEO, Jenny Scanlon; and CFO, Ryan Robinson, with us this morning. They're going to start with a couple of minutes of prepared remarks, kind of walk through a presentation, and then we will kick off the fireside chat aspect of this. So thank you both for being here.

Thanks, Stephanie. It's always nice to be here. And I recognize some of you and some of you I don't. So we thought it would be useful to give a very brief history of you all and then jump to the fireside chat. So let's just start with grounding and who we are. We're newly public. We went public in April of 2024, but we are not newly profitable, and we're not a new company. We have been a global leader in product testing, inspection and certification for 132 years. And there's 5 messages that underpin our outstanding performance. The first is we are grounded in our mission. Our mission is working for a safer world, and we are grounded in that mission by focusing on product, testing, inspection and certification, which is a very fragmented industry that is a growth industry. Our claim to fame, our focus is our dedication to safety and science. And that dedication is reflected in our leadership. We like to say customers call us