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XPEL, Inc.(XPEL)Earnings, Financials & Key Ratios
XPEL•NASDAQ
$50.05
27.1× P/E·Price updated Jul 6, 2026
AboutXPEL, Inc. manufactures, sells, distributes, and installs after-market automotive products. The company offers automotive surface and paint protection films, headlight protection, and automotive and architectural window films, as well as proprietary software. It also provides merchandise and apparel; ceramic coatings; and tools and accessories, which includes squeegees and microfiber towels, application fluids, plotter cutters, knives, and other products. In addition, the company offers paint protection kits, car wash products, after-care products, and installation tools through its website. It sells its products to independent installers and new car dealerships, third-party distributors, and company-owned installation centers, as well as through franchisees and online sales channels. The company serves in the United States, China, Canada, Continental Europe, the United Kingdom, Asia Pacific, Latin America, the Middle East/Africa, and internationally. XPEL, Inc. was founded in 1997 and is headquartered in San Antonio, Texas.Show more
- Revenue$476M+13.3%
- EBITDA$76M+7.1%
- Net Income$51M+12.6%
- EPS (Diluted)1.85+12.1%
- Gross Margin42.21%
- EBITDA Margin15.94%-5.4%
- Operating Margin13.16%-6.5%
- Net Margin10.76%-0.6%
- ROE20.06%-10.6%
XPEL Price & Volume
XPEL, Inc. (XPEL) stock price & volume — 10-year historical chart
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Vertical Integration Pressures Impact Operating Margin Stability
Investment Thesis • Updated 2026Q1
VerdictNeutral: While the company maintains a robust current ratio of 3.07
Growth:Mixed
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Cyclical Automotive Demand Sensitivity
Key Thesis Takeaways
- XPEL is currently navigating a strategic transition toward vertical integration, which has driven asset growth to $394.4 million but simultaneously compressed operating margins to 11.1% as of 2026Q1.
- While the company maintains a healthy balance sheet with a low debt-to-equity ratio of 0.07, investors should monitor the volatility in free cash flow, which swung from a 25.4% margin in 2025Q3 to a negative 2.0% in 2026Q1.
- The long-term outlook remains contingent on whether the company can successfully scale its direct-to-consumer model without further eroding profitability or over-extending its capital base through goodwill-heavy acquisitions.
Verdict Logic
the recent compression of net income margins to 8.8% and erratic free cash flow generation suggest a cautious approach until operational efficiency stabilizes.
XPEL Growth Metrics
XPEL, Inc. (XPEL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years27.65%
5 Years24.54%
3 Years13.7%
TTM12.82%
Profit CAGR
10 Years41.84%
5 Years22.88%
3 Years7.37%
TTM11.76%
EPS CAGR
10 Years41.62%
5 Years22.89%
3 Years7.24%
TTM11.7%
Return on Capital
10 Years37.16%
5 Years32.59%
3 Years27.68%
Last Year22.21%
XPEL Recent Earnings
XPEL, Inc. (XPEL) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.37+12.1%
$0.33
Rev
$117M+3.8%
$113M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$0.48+11.6%
$0.43
Rev
$122M-2.2%
$125M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.47-2.1%
$0.48
Rev
$125M+0.3%
$125M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.59+13.5%
$0.52
Rev
$125M+5.4%
$118M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.37vs $0.33+12.1% | $117Mvs $113M+3.8% |
| Q1 2026 | Feb 25, 2026 | $0.48vs $0.43+11.6% | $122Mvs $125M-2.2% |
| Q4 2025 | Nov 5, 2025 | $0.47vs $0.48-2.1% | $125Mvs $125M+0.3% |
| Q3 2025 | Aug 6, 2025 | $0.59vs $0.52+13.5% | $125Mvs $118M+5.4% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for XPEL, Inc. (XPEL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $50.05 | $1.38B | 27.05 | 13.27% | 10.76% | 20.06% | — | |
| $14.54 | $275.17M | 23.45 | 4.28% | 1.57% | 4.75% | — | |
| $104.45 | $2.54B | 13.80 | 10.18% | 4.84% | 14.69% | — | |
| $109.35 | $8.96B | 84.77 | 20.11% | 7.3% | 13.4% | — | |
| $37.15 | $534.93M | 21.85 | -3.45% | 1.46% | 6.21% | — | |
| $82.69 | $345.54M | 18.05 | 5.08% | 4.31% | 9.68% | — |
Compare XPEL vs Peers
XPEL, Inc. (XPEL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
XPEL SEC Filings & Documents
XPEL, Inc. (XPEL) SEC filings — annual & quarterly reports (10-K, 10-Q)
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XPEL Frequently Asked Questions
XPEL, Inc. (XPEL) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is XPEL, Inc.'s revenue?
XPEL, Inc. (XPEL) reported $489.7M in revenue for fiscal year 2025. This represents a 24175% increase from $2.0M in 2003.
How fast is XPEL, Inc. growing?
XPEL, Inc. (XPEL) grew revenue by 13.3% over the past year. This is steady growth.
Is XPEL profitable?
Yes, XPEL, Inc. (XPEL) is profitable, generating $53.0M in net income for fiscal year 2025 (10.8% net margin).
Dividend & Returns
What is XPEL's return on equity?
XPEL, Inc. (XPEL) has a return on equity (ROE) of 20.1%. This is excellent, indicating efficient use of shareholder capital.
What is XPEL, Inc.'s free cash flow?
XPEL, Inc. (XPEL) generated $57.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.