XPEL, Inc. XPEL

43.48 (0.27) (0.62%) as of 25 Sep
Market cap
$1.2B
P/E
22.0×
Growth Flags show if company had growth for consecutive years

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 9.40%

Capital & Financial Ratios

Market Cap 1,210.00
Revenue 508.09
Net Income 55.60
Free Cash Flow (4.44)
Net Debt 2.78
Current Ratio 2.61
Debt/Equity 0.14
P/E ratio 21.96
P/S ratio 2.36
P/B ratio 3.76
Past 5Y EPS Growth 26.59%
This Y EPS Growth 18.92%
Next Y EPS Growth 29.24%
Next 5Y EPS Growth 30.32%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2018 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 12 22 51 41
Receivables 25 30 50 54
Inventory 107 111 123 128
Other — — — —
146 168 231 227
2023 2024 2025 Q'26
Payables 32 36 54 57
ST’ Debt — — — —
Other — 1 11 21
36 42 71 87
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — 24.54% 13.70%
Cash Flow — 29.38% 77.07%
Earnings — 22.88% 7.37%
Book Value — 39.81% 31.74%

Revenue

Mar Jun Sep Dec Year
’26 117 143 — — —
’25 104 125 125 122 476
’24 90 110 113 108 420
’23 86 102 103 106 396
’22 72 84 90 78 324
’21 52 69 69 70 259
’20 28 36 46 49 159
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 7 31 — — —
’25 3 28 33 3 67
’24 (5) 27 20 6 48
’23 1 27 11 (1) 37
’22 (4) 2 12 2 12
’21 9 10 1 (2) 18
’20 0 12 2 4 18
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (3) (35) — — —
’25 2 27 32 1 61
’24 (7) 25 18 4 39
’23 (2) 25 9 (3) 30
’22 (7) 0 10 0 3
’21 7 8 (1) (4) 11
’20 (1) 11 2 4 16
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.37 0.65 — — —
’25 0.31 0.59 0.47 0.48 1.85
’24 0.24 0.54 0.54 0.32 1.65
’23 0.41 0.57 0.49 0.43 1.91
’22 0.28 0.43 0.48 0.30 1.50
’21 0.25 0.37 0.30 0.22 1.14
’20 0.06 0.14 0.24 0.22 0.66
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — 5.14 7.50 44.11 39.80 40.77 30.75 24.25

Analyst estimates 2026–2028

Powerpack
Low Price
— — — 16.27 54.96 103.84 87.01 87.46 60.49 53.08
High Price
— — 180 230 330 709 818 1,054 1,143 1,337
Employees
0 0 1 1 0 0 0 0 0 0
Revenue/Emp
52 67 110 130 159 259 324 396 420 476
Revenue
25.93% 24.79% 30.42% 33.48% 33.99% 35.75% 39.36% 40.98% 42.19% 42.21%
Gross Margin
3 2 11 17 23 39 52 66 57 64
EBT
5.85% 3.19% 10.45% 13.05% 14.35% 15.21% 16.04% 16.66% 13.51% 13.45%
EBT Margin
2 0 9 14 18 32 41 53 45 52
Net Income
1 1 1 2 2 4 8 10 12 13
Depreciation
2.01 2.46 3.98 4.71 5.76 9.39 11.73 14.35 15.21 17.22
Revenue/Sh
0.09 0.04 0.32 0.51 0.66 1.14 1.50 1.91 1.65 1.85
Earnings/Sh
0.11 0.11 0.25 0.40 0.67 0.66 0.44 1.35 1.73 2.42
Cash Flow/Sh
0.00 0.00 (0.08) (0.08) (0.08) (0.28) (0.34) (0.28) (0.31) (0.20)
Capex/Sh
0.11 0.11 0.16 0.32 0.59 0.39 0.09 1.08 1.42 2.22
Free CF/Sh
0.40 0.46 0.75 1.26 1.93 3.06 4.52 6.52 8.16 10.31
Book Value/Sh
26 27 28 28 28 28 28 28 28 28
Shares
15.51 15.51 15.51 28.87 78.12 59.89 39.70 28.34 24.35 26.83
PE Ratio
1.32 1.32 1.32 3.11 8.96 7.27 5.04 3.75 2.63 2.90
PS Ratio
5.81 5.81 5.81 11.59 26.67 22.32 13.10 8.26 4.90 4.84
PB Ratio
1.28 1.28 1.28 3.03 8.80 7.33 5.10 3.77 2.57 2.79
EV/Sales
24.41 24.41 24.41 44.75 85.41 178.57 641.64 50.23 27.55 21.65
EV/FCF
3 3 7 11 18 18 12 37 48 67
Op' Cash Flow
(1) (2) (2) (2) (2) (8) (9) (8) (9) (6)
Capex
3 3 5 9 16 11 3 30 39 61
FCF
5 6 13 24 42 43 79 110 127 160
Working Cap'
5 4 1 0 4 25 26 19 0 —
Total Debt
3 0 (3) (11) (25) 15 18 8 (22) (51)
Net Debt
10 13 21 35 53 84 125 180 225 285
Sh' Equity
8.86% 9.61% 57.05% 34.03% 27.00% 25.78% 23.35% 23.71% 16.92% 15.33%
ROA
0.00% 0.00% 41.90% 45.06% 52.31% 25.10% 23.63% 22.30% 18.16% 16.71%
ROIC
19.24% 9.09% 52.33% 50.36% 41.42% 45.80% 39.56% 34.66% 22.44% 20.06%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

XPEL, Inc. (XPEL) key facts

  • XPEL, Inc. (XPEL) is an Auto Parts company in the Consumer Cyclical sector, listed on Nasdaq.
  • XPEL, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $476.2 million, up 13.3% from fiscal 2024.
  • Net income was $51.6 million, or $1.85 per share (basic), a net margin of 10.8%.
  • As of September 25, 2026, XPEL traded at $43.48, a market capitalization of $1.2 billion.
  • At that price the stock trades at 22.0× trailing-twelve-month earnings and 2.4× sales.
  • Return on equity was 20.1% and debt-to-equity 0.14.

Source: company filings (standardised) and stockrow calculations.

XPEL, Inc. (XPEL) Latest News

News by impact score

Fine-tune

12 Aug

4 transcript

XPEL Inc. released its Q2 2026 earnings call transcript covering financial results, operational updates, and forward guidance. Q2 2026 earnings details typically drive material shifts in valuation and investor positioning.

8 Aug

4

XPEL shares rose 12.8% on Q2 earnings beat, Q3 guidance and board change. Q2 beat plus Q3 guidance and board change signal stronger performance likely to lift investor sentiment and alter near-term trajectory.

5 Aug

4 transcript

XPEL posted record Q2 2026 revenue during its earnings call, backed by new strategic manufacturing initiatives aimed at scaling production capacity and supporting long-term growth. Record revenue plus manufacturing expansions signal major positive shifts in XPEL's operational scale and market position.

3

XPEL reported record Q2 revenue that beat analyst expectations. Q2 revenue record and beat may lift near-term sentiment without shifting long-term trajectory.

3 transcript

XPEL, Inc. shared Q2 earnings call highlights covering revenue, margins, growth initiatives and operational outlook. Q2 earnings metrics and guidance directly shape near-term investor views on financial trajectory.

3 transcript

XPEL, Inc. conducted its Q2 2026 earnings call, covering financial results and company outlook. Earnings call details typically provide quarterly performance updates that can shift short-term investor views without guaranteeing major long-term shifts.

3

XPEL, Inc. reported Q2 earnings and revenues that topped analyst estimates. Q2 earnings beat supports short-term positive sentiment but does not signal major strategic or competitive shifts.

3

XPEL reported record revenue of $143.1 million in Q2 2026, reflecting 14.7% year-over-year growth. Record revenue and 14.7% growth indicate solid quarterly performance that may lift near-term sentiment but lacks signals of major strategic or competitive shifts.

24 Jun

3

XPEL's long-term growth potential faces scrutiny due to market expansion, competitive dynamics and operational execution risks that could shape sustained revenue increases. Growth runway analysis may moderately sway investor sentiment and valuation outlook without immediate operational shifts.

19 May

4

XPEL announces approximately $110 million manufacturing and supply chain investment including San Antonio operations expansion and China manufacturing facility acquisition. Major manufacturing expansion plus China facility buyout will substantially increase production capacity and global supply efficiency.

7 May

4

XPEL, Inc. shared Q1 earnings call highlights, detailing financial performance, revenue growth, profitability metrics, and forward guidance amid market challenges. Q1 earnings highlights directly impact financial performance, investor sentiment, and stock trajectory through reported results and future outlook.

3

XPEL beat first-quarter earnings expectations, prompting analysis of its post-earnings valuation. Q1 earnings beat moderately boosts financial performance and investor sentiment without fundamentally altering long-term trajectory.

6 May

4

XPEL, Inc. Q1 2026 earnings call summary highlights quarterly financial results, revenue growth, profitability metrics, operational updates, and forward-looking guidance amid competitive market dynamics. Q1 2026 earnings results and guidance directly shape investor expectations, stock valuation, and strategic outlook.

4

XPEL, Inc. Q1 earnings and revenues beat analyst estimates. Beating Q1 earnings and revenue estimates boosts investor sentiment and signals strong financial performance with potential for positive stock trajectory.

4

XPEL reported first-quarter 2026 revenue of $117.4 million, up 13.1% year-over-year, and EBITDA of $17.0 million, up 17.8%. Double-digit revenue growth and accelerated EBITDA expansion demonstrate strong financial momentum likely to enhance investor confidence and stock performance.

11 Apr

4

XPEL valuation assessed after new collaboration with Stellantis on Jeep Gladiator, highlighting potential growth in OEM partnerships and market expansion. Stellantis Jeep Gladiator collaboration signals major OEM partnership enhancing XPEL's competitive positioning and revenue prospects.

1 Mar

4

XPEL's share price recently pulled back, prompting a valuation assessment amid announced international growth plans. International growth plans indicate major strategic expansion with potential to significantly alter trajectory despite share price pullback.

26 Feb

4

XPEL released highlights from its Q4 earnings call, detailing financial results, performance metrics, and forward guidance. Q4 earnings highlights include financial outcomes and strategic outlook that significantly shape investor expectations and stock trajectory.

25 Feb

4

XPEL, Inc. released Q4 2025 earnings call summary detailing financial results, operational updates, and future outlook. Q4 earnings summaries provide critical financial data and guidance that significantly shape investor expectations and stock trajectory.

4

XPEL Inc. reported strong revenue and EBITDA growth in Q4 2025 earnings call amid market challenges. Strong revenue and EBITDA growth despite market headwinds signals significant positive momentum for future financial performance and investor confidence.

4

XPEL reported Q4 2025 revenue growth of 13.7% to $122.3 million and EBITDA growth of 37.6% to $19.6 million. Double-digit revenue growth and 37.6% EBITDA surge demonstrate strong financial momentum poised to positively influence stock performance and future trajectory.

16 Feb

4

Alta Fox Capital Management boosted its stake in XPEL, Inc. to 15.5% of its portfolio with a $58 million investment last quarter. Alta Fox's $58 million stake increase to 15.5% of its portfolio signals strong investor confidence and potential activism that could significantly influence XPEL's strategy and stock performance.

11 Feb

3

XPEL, Inc. will host a conference call to discuss its financial results for the fourth quarter and year-end 2025. The call aims to provide insights into the company's performance and future outlook. The conference call may influence investor sentiment and provide insights into financial performance, but its overall effect is expected to be limited.

28 Jan

4

XPEL, Inc. is positioned for growth due to increasing demand for automotive protective films and expanding product lines. The company has reported strong financial performance, driven by strategic partnerships and a focus on innovation. Analysts highlight the potential for market expansion and improved brand recognition, suggesting that XPEL's proactive approach to product development and customer engagement could enhance its competitive edge. The overall sentiment is bullish, with expectations for continued revenue growth and market share gains in the automotive aftermarket sector. Significant growth potential is anticipated due to strategic initiatives and market demand for XPEL's products.

3

A recent dealership survey indicates that applying Paint Protection Film (PPF) can enhance a vehicle's resale value by up to 15%. This finding highlights the growing importance of PPF in the automotive market, suggesting that consumers may increasingly seek vehicles with this protective feature. As a result, dealerships may consider promoting PPF installations to boost sales and customer satisfaction. The survey results suggest a moderate influence on consumer preferences and dealership practices, potentially impacting XPEL's market positioning.

25 Dec

3

XPEL, Inc. is currently trading at US$51.69, prompting investors to consider its potential value. Analysts are evaluating the company's financial performance, market position, and growth prospects. Factors influencing XPEL's future include product innovation and competitive dynamics within the automotive aftermarket industry. Investors are encouraged to assess whether the current price reflects the company's long-term potential. XPEL's market position and product innovation may moderately influence its financial performance and competitive standing.

24 Nov

4

XPEL, Inc. has shown strong stock performance recently, attributed to its solid financial prospects. The company has reported impressive revenue growth and profitability, which have attracted investor interest. Analysts are optimistic about XPEL's future, citing its innovative product offerings and expanding market presence as key drivers of its success. The overall sentiment around the stock remains positive, suggesting that its financial health is a significant factor in its recent performance. Strong financial performance and growth prospects are likely to significantly influence investor sentiment and the company's future trajectory.

8 Nov

4

XPEL, Inc. reported record revenue for Q3 2025 despite facing margin pressures. The company's strong financial performance highlights its resilience in a challenging market environment, although concerns about profitability persist. Management emphasized ongoing efforts to optimize operations and enhance product offerings to sustain growth. Record revenue amid margin pressures indicates significant strategic moves and potential shifts in market dynamics.

3

XPEL, Inc. reported earnings that fell short of analyst expectations, leading to a reassessment of future forecasts by analysts. The company's performance has raised concerns about its growth trajectory and market positioning, prompting analysts to adjust their outlooks accordingly. Earnings misses can moderately influence investor sentiment and future financial performance.

6 Nov

4

XPEL, Inc. (XPEL) is projected to see a 30.7% increase in earnings, significantly outpacing the overall growth trends in the U.S. market. This forecast suggests strong financial performance and potential for enhanced investor confidence in the company's future prospects. A 30.7% earnings increase indicates significant growth potential that could alter investor sentiment and market positioning.

stockrow.com/XPEL · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com