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.
JV
Jeff Van Sinderen
B. Riley Securities
10 questions for XPEL
Also covers: BTMD, BYRN, CDRE +12 more
Matthew Raab
Craig-Hallum Capital Group
7 questions for XPEL
Also covers: ABG, DTC, SEAT +3 more
MR
Matthew Robison
Craig-Hallum Capital Group
2 questions for XPEL
Steven Dyer
Craig-Hallum Capital Group
1 question for XPEL
Recent press releases and 8-K filings for XPEL.
XPEL Reports Strong Q4 and Full-Year 2025 Results, Provides Q1 2026 Revenue Guidance
XPEL
Earnings
Guidance Update
M&A
- XPEL reported strong financial results for Q4 2025, with revenue growing 13.7% and EBITDA growing 37.6%. For the full year 2025, top-line growth was 13.3%, and EPS closed at $1.85 per share.
- The company provided Q1 2026 revenue guidance in the range of $112-$114 million.
- Gross margin for Q4 2025 was 41.9% and is expected to improve as 2026 progresses, particularly from Q2 onwards, as the company mitigates pricing issues and sells through acquired higher-cost inventory from the China distribution acquisition.
- XPEL completed its long-planned China distribution acquisition, which contributed $14 million in Q4 revenue, and continues to make significant investments in manufacturing and supply chain.
- The company repurchased approximately $3 million in shares early in Q4 2025 and plans to continue evaluating further buybacks relative to planned investments in the core business and M&A.
3 days ago
XPEL Announces Q4 and Full-Year 2025 Financial Results
XPEL
Earnings
Guidance Update
M&A
- XPEL reported Q4 2025 revenue growth of 13.7% and EBITDA growth of 37.6%, with full-year 2025 revenue growth of 13.3% and EBITDA of $77.4 million.
- For Q1 2026, revenue is expected to be in the $112-$114 million range.
- Gross margin for Q4 2025 was 41.9% and is projected to improve throughout 2026, with Q2 2026 gross margins expected to be at or above previous bests.
- Strategic achievements in 2025 included the China distribution acquisition and establishing a direct presence in major global car markets, alongside planned investments in manufacturing and supply chain.
- The company repurchased approximately $3 million in shares in early Q4 2025.
3 days ago
XPEL Reports Q4 2025 Financial Results and Provides Q1 2026 Outlook
XPEL
Earnings
Guidance Update
New Projects/Investments
- XPEL reported Q4 2025 revenue growth of 13.7% and EBITDA growth of 37.6% to $19.6 million, resulting in $0.48 EPS per share. For the full year 2025, revenue grew 13.3% and EPS was $1.85 per share.
- The company provided Q1 2026 revenue guidance in the range of $112-$114 million.
- In Q4 2025, the US region saw 11% revenue growth, China contributed $14 million in revenue post-acquisition, and Europe grew 26.8%, while Canada experienced slight revenue decline.
- XPEL anticipates gross margins to improve throughout 2026, with Q1 facing temporary headwinds, and expects Q2 gross margins to be at or above previous best levels. The company also executed a $3 million share buyback in early Q4.
- Strategic focus includes the integration of the China distribution acquisition and continued planned investments in manufacturing and supply chain.
3 days ago
XPEL Announces Fourth Quarter and Full Year 2025 Financial Results
XPEL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- XPEL reported Q4 2025 revenue of $122.3 million, an increase of 13.7% year-over-year, and full-year 2025 revenue of $476.2 million, up 13.3% from the prior year.
- EBITDA for Q4 2025 increased 37.6% to $19.6 million, and for full-year 2025, it was $77.4 million, an 11.4% increase.
- Net income attributable to stockholders for Q4 2025 grew 50.7% to $13.4 million, resulting in $0.48 diluted EPS. For the full year 2025, net income was $51.2 million, or $1.85 diluted EPS.
- The company expects first quarter 2026 revenue to be approximately $112 - $114 million.
4 days ago
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.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more