Xpel sees Q4 revenue $123M-$125M, consensus $116.30M.

XPEL (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.”