XPEL Earnings

XPEL reported its earnings on 2026-02-25, showcasing a revenue of against an estimate of 123.19M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.43 by 0%. The stock experienced a -6.86% price change on the earnings day and a -14.84% change over the next five days, reflecting market reactions to the results.

Following XPEL's earnings announcement on 2026-02-25, the stock price moved by -6.86% on the day of the release. Over the subsequent five days, it saw a -14.84% change. Historically, XPEL's stock price tends to shift by an average of 5.35% in the 10 days leading up to earnings and 2.39% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate XPEL's annual revenue to reach 117.97M, while the EPS is projected at 0.44. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between XPEL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, XPEL's stock price typically moves by 5.35% in the 10 days before its earnings and 2.39% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.44 and revenue of 117.97M.

The earnings call highlights strong financial performance, including a 37.6% EBITDA growth and 50.7% net income increase, despite some regional revenue declines. The company’s optimistic guidance for 2026, improved gross margins, and strategic focus on OEM expansion and share repurchases are positive indicators. The Q&A section reveals confidence in overcoming margin headwinds and potential growth through manufacturing decisions. While some uncertainties remain, the overall sentiment is positive, suggesting a likely 2% to 8% stock price increase over the next two weeks.