Earnings summaries and quarterly performance for XPEL.
Executive leadership at XPEL.
Board of directors at XPEL.
Research analysts who have asked questions during XPEL earnings calls.
Recent press releases and 8-K filings for XPEL.
XPEL Reports Q3 2025 Revenue Growth and Margin Pressure
XPEL
Earnings
Guidance Update
M&A
- XPEL reported robust revenue growth in Q3 2025, with sales rising 11.1% year-over-year to $125.4 million.
- The company faced margin pressure in Q3 2025, with gross margins declining to 41.8% and EBITDA falling 8.1% due to rising supplier costs.
- XPEL plans $75 to $150 million in investments to upgrade operations, aiming to restore gross margins to 52–54% by 2028, and analysts project net profit margins to increase from 10.8% to 15.6% within three years.
- The recent acquisition of a Chinese distributor is anticipated to contribute $10 million in operating income annually, despite an expected $5 million increase in SG&A expenses.
Nov 5, 2025, 11:18 PM
XPEL Reports Record Q3 2025 Revenue, Details China Acquisition and Long-Term Margin Goals
XPEL
Earnings
M&A
Guidance Update
- XPEL achieved record Q3 2025 revenue of $125.4 million, marking an 11.1% increase year-over-year, with strong growth in the U.S. (up 11.1% to $71.7 million) and EU (up 28.8% to $16.5 million) regions.
- The company completed the acquisition of its Chinese distributor in early September, which is projected to add over $5 million in annual SG&A and approximately $10 million in operating income annually once full gross margin is realized.
- Gross margin in Q3 2025 experienced a 170 basis point impact from unfavorable price increases and temporary effects from the China acquisition inventory, but management anticipates a reversal starting in Q4 2025.
- XPEL set a long-term goal to increase gross margin by approximately 10 percentage points to 52%-54% by the end of 2028, supported by planned investments of $75 million-$150 million in manufacturing and supply chain, aiming for mid to high twenties operating margins.
- For Q4 2025, revenue is expected to be in the $123 million-$125 million range, leading to an estimated 13%-14% annual growth for FY 2025.
Nov 5, 2025, 4:00 PM
XPEL Reports Q3 2025 Results and Announces Strategic Investments
XPEL
Earnings
Guidance Update
New Projects/Investments
- XPEL, Inc. reported a 11.1% increase in revenue for the third quarter of 2025, reaching $125.4 million.
- Net income for Q3 2025 decreased 11.8% to $13.1 million, or $0.47 per basic and diluted share, compared to the third quarter of 2024.
- The company announced strategic investments of $75 million to $150 million over the next two years in manufacturing and supply chain, aiming to increase gross margin to 52% to 54% and operating margin to the mid-to-high 20% range by the end of 2028.
- XPEL expects fourth quarter 2025 revenue to be approximately $123 million to $125 million.
Nov 5, 2025, 2:00 PM
XPEL Reports Q3 2025 Results and Strategic Investments
XPEL
Earnings
Guidance Update
New Projects/Investments
- XPEL reported a 11.1% increase in revenue to $125.4 million for the third quarter of 2025.
- Net income for Q3 2025 decreased 11.8% to $13.1 million, or $0.47 per basic and diluted share, compared to the prior year.
- The company announced strategic investments of $75 million to $150 million over the next two years in manufacturing and supply chain, with the goal of increasing gross margin to 52% to 54% and operating margin to the mid to high 20% range by the end of 2028.
- XPEL expects fourth quarter 2025 revenue to be approximately $123 million to $125 million.
Nov 5, 2025, 1:30 PM
XPEL amends Credit Agreement, extending maturity
XPEL
Debt Issuance
- XPEL, Inc. amended its Credit Agreement on September 11, 2025, with Wells Fargo Bank, N.A. and other lenders.
- The amendment extends the maturity of the Credit Agreement from April 6, 2026 to September 11, 2028.
- The Credit Agreement provides for secured revolving loans and letters of credit in an aggregate amount of up to $125 million.
- Key financial covenants include a Consolidated Total Leverage Ratio not to exceed 3.50 to 1.00 and a Consolidated Interest Coverage Ratio not to be less than 3.00 to 1.00 as of the last day of each fiscal quarter.
Sep 17, 2025, 8:56 PM
Quarterly earnings call transcripts for XPEL.
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