XPEL (NASDAQ:XPEL) Releases Quarterly Earnings Results, Beats Expectations By $0.05 EPS

XPEL (NASDAQ:XPEL) announced its quarterly earnings results on Wednesday. The company reported $0.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.43 by $0.05, FiscalAI reports. The company had revenue of $122.27 million for the quarter, compared to the consensus estimate of $125.01 million. XPEL had a return on equity of 19.51% and a net margin of 10.76%.XPEL’s revenue was up 13.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.32 EPS.

Here are the key takeaways from XPEL’s conference call:

• XPEL reported solid Q4 results with revenue up 13.7% and EBITDA up 37.6%, showing strong operating leverage despite seasonal softness.
• The China distribution acquisition is now integrated, producing about $14 million in Q4 revenue and positioning XPEL for growth across aftermarket, 4S/dealership, and OEM channels.
• Gross margin finished at 41.9% (flat vs. Q3); management expects margins to improve through 2026 as acquired higher-cost China inventory is sold through and pricing actions take effect.
• Management guided Q1 revenue of $112–$114 million and expressed optimism for 2026 driven by investments in manufacturing/supply chain, the DAP platform, and continued operating-leverage gains.
• Near-term headwinds include an estimated $1–$2 million Q4 demand hit from EV tax-credit pull-forward, continued weakness in Canada and parts of Latin America, and slight DSO pressure from longer OEM payment terms.

XPEL Stock Down 4.1%

XPEL opened at $45.06 on Friday. The stock has a market cap of $1.25 billion, a PE ratio of 24.36 and a beta of 1.26. The business has a 50 day moving average of $52.24 and a 200-day moving average of $43.35. XPEL has a 52 week low of $24.25 and a 52 week high of $55.91.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on XPEL. Wall Street Zen lowered XPEL from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of XPEL in a research note on Monday, December 29th. Two research analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the stock has an average rating of “Hold”.

Hedge Funds Weigh In On XPEL

Institutional investors have recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of XPEL by 4.3% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,994 shares of the company’s stock valued at $441,000 after buying an additional 619 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in XPEL by 12.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,214 shares of the company’s stock valued at $1,828,000 after acquiring an additional 7,099 shares during the period. Jane Street Group LLC grew its holdings in XPEL by 177.4% in the first quarter. Jane Street Group LLC now owns 29,905 shares of the company’s stock worth $879,000 after purchasing an additional 19,126 shares during the period. Creative Planning increased its stake in shares of XPEL by 24.9% during the second quarter. Creative Planning now owns 10,276 shares of the company’s stock valued at $369,000 after purchasing an additional 2,050 shares in the last quarter. Finally, JPMorgan Chase & Co. lifted its holdings in shares of XPEL by 354.0% during the second quarter. JPMorgan Chase & Co. now owns 115,193 shares of the company’s stock valued at $4,135,000 after purchasing an additional 89,820 shares during the last quarter. Institutional investors own 75.08% of the company’s stock.

XPEL Company Profile

XPEL, Inc is a leading manufacturer and distributor of advanced protective films and coatings for automotive, marine, aviation, and architectural applications. The company’s core products include paint protection film (PPF), window tinting film, and ceramic coatings designed to shield surfaces from scratches, environmental contaminants, and UV damage. XPEL’s flagship PPF, known for its self-healing properties, is engineered to maintain a vehicle’s factory finish by resisting swirl marks, stone chips, and acid rain.

Beyond automotive protection, XPEL has expanded its offerings to include protective films for electronics and architectural surfaces, providing solutions that enhance durability and prolong the life of high-value assets.