XPEL News & Events

The company said, "The company expects first quarter 2026 revenue of approximately $112-$114 million."

Reports Q4 revenue $122.27M, consensus $125.01M. Ryan Pape, president and CEO of Xpel, commented, "We saw good top and bottom line performance in the fourth quarter. In 2025, we largely completed the development of our international footprint and, going forward, we will focus on driving sales growth and operating leverage in all our regions."

XPEL announced that it will increase its investment in manufacturing and supply chain via capital expenditures, M&A, and joint ventures. The company anticipates investing $75M-$150M over the next two years with the goal of increasing gross margin to a range of 52%-54% and operating margin to the mid to high 20% range by the end of 2028. Ryan Pape, president and CEO of XPEL, commented, "Given our scale today, we believe this is the right time to further invest in manufacturing and our supply chain with the intention of driving significant margin improvement. This initiative represents a meaningful inflection point for the potential future profitability of the business."

Reports Q3 revenue $125.4, consensus $119.25M. Barry Wood, senior VP and CFO of XPEL, commented, "The Company delivered record revenue performance in the quarter as we continue to see momentum in the business. We did see some gross margin pressure during the third quarter due to unfavorable, non-tariff related price increases that were not in line with the market. We have mitigated that and expect gross margin to return to its normal trajectory beginning in the fourth quarter. Our SG&A in the quarter reflects continued investment in the channel to support our new countries and our new service businesses. We believe we are well positioned to drive leverage in our cost structure in the coming quarters and deploy capital in a manner that maximizes shareholder value."