XPEL, Inc. (XPEL) Q1 2026 Earnings Call Transcript
XPEL, Inc. (XPEL) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.31 per share a year ago.
XPEL gained direct control of China operations, unlocking a major growth catalyst in the large automotive market. China revenue surged 65.3% post-acquisition, now representing 8.4% of total revenue, with further upside potential as market penetration deepens. XPEL's 13.3% FY 2025 revenue growth outpaces the 5–7% industry CAGR, highlighting competitive strength and accelerating momentum.
| Automobile Components Industry | Consumer Discretionary Sector | Ryan L. Pape CEO | XMUN Exchange | US98379L1008 ISIN |
| US Country | 1,143 Employees | - Last Dividend | - Last Split | 18 Jul 2007 IPO Date |
XPEL, Inc., established in 1997 and based in San Antonio, Texas, specializes in the manufacture, sale, distribution, and installation of after-market automotive products. The company's diverse product range aims at enhancing the longevity and appearance of automotive surfaces. XPEL, Inc. has expanded its reach globally, serving customers across the United States, China, Canada, Continental Europe, the United Kingdom, Asia Pacific, Latin America, the Middle East, Africa, and other international markets. Formulating solutions tailored to both individual and commercial needs, XPEL, Inc. caters to a wide audience including independent installers, new car dealerships, third-party distributors, company-owned installation centers, franchisees, and direct consumers through online sales channels.
These films are designed to shield the car's paint from scratches, dents, and the damaging effects of the sun. Ideal for maintaining the vehicle's aesthetic appeal and resale value.
This product focuses on protecting headlights from getting cloudy or yellowed, ensuring better visibility and safety while driving.
These window films are not only for vehicles but also for buildings, offering UV protection, heat reduction, and privacy.
XPEL, Inc. develops proprietary software to assist with the precise application of its protective films, enhancing both efficiency and the quality of the installation.
Branded merchandise and apparel for enthusiasts who wish to showcase their affiliation with the XPEL brand.
This advanced product offers an extra layer of protection with a glossy finish, making the surface hydrophobic and easier to clean.
Including squeegees, microfiber towels, application fluids, plotter cutters, and knives, these are essential for both DIY enthusiasts and professional installers.
Custom-designed kits that provide all necessary materials and tools for applying paint protection films, tailored for specific vehicle models.
Specialized cleaning products designed to safely clean vehicles without damaging the protective films or coatings.
Products formulated to maintain the protective films and coatings, ensuring they continue to offer optimal protection and visual appeal.
Specially designed tools to facilitate the installation of XPEL's films and coatings, available for both professional installers and end-users.