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Xpel, Inc. (XPEL)
NASDAQ:XPEL
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.36Last Year’s EPS
0.31Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: double-digit revenue growth, strong Q4 EBITDA expansion, meaningful contributions from the China acquisition, product-line momentum (window film and insulation), and solid cash generation. Management acknowledged near-term headwinds—EV credit pull-forward impacts, margin pressure from acquired inventory, Canada softness, Latin America transition effects, and seasonal Q1 risks—but provided a clear plan (manufacturing/supply chain investments, refocusing on core products) and expects margin improvement and operating leverage in 2026. On balance, the positive growth, profitability gains, and strategic progress outweigh the transitory and regional challenges.Company Guidance
Quarterly and Annual Revenue Growth
Q4 revenue grew 13.7% and full-year 2025 top-line grew 13.3%, reflecting broad-based growth across channels and geographies.
Strong Q4 EBITDA and Annual Profitability
Q4 EBITDA increased 37.6% to $19.6 million with a Q4 EBITDA margin of 16%; full-year 2025 EBITDA grew 11.4% to $77.4 million with a 16.3% EBITDA margin.
Improved Net Income and EPS
Q4 net income attributable to stockholders rose 50.7% to $13.4 million (11% net margin) and Q4 EPS was $0.48; full-year net income increased 12.6% to $51.2 million and FY EPS was $1.85.
China Acquisition Contribution
First full quarter of revenue from the China distribution acquisition generated approximately $14 million, slightly above expectations and establishing a direct presence in the world’s largest car markets.
Product Line and Regional Strengths
Total window film product line grew 10% in Q4 and 21.7% for the year (market share gains and new windshield protection film); total insulation revenue grew ~17% in the quarter and 17.2% for the year. Europe revenue rose 26.8% in Q4; India & Middle East showed encouraging activation across channels.
Gross Margin and Trend
Q4 gross margin finished at 41.9% (relatively flat versus Q3) with an upward trend exiting the quarter; management expects gross margins to improve through 2026 as prior headwinds abate.
Operating Cash Flow and Capital Allocation
Operating cash flow was $66.9 million for the year (about 86% of EBITDA and ~40% higher YoY). The company repurchased ~$3 million of shares and remains focused on investing in manufacturing, supply chain, and M&A opportunities.
Referral Program and Dealer Momentum
Referral program was a bright spot with strong performance earlier in the year and management reports signs of recovery post EV-credit-driven pull-forward; dealer conference engagement was a record with ~720 registrants, signaling strong customer engagement.
XPEL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
XPEL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $50.47 | $47.01 | -6.86% |
Nov 05, 2025 | $34.98 | $35.31 | +0.94% |
Aug 06, 2025 | $32.75 | $34.52 | +5.40% |
May 06, 2025 | $29.22 | $33.43 | +14.41% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Xpel, Inc. (XPEL) report earnings?
Xpel, Inc. (XPEL) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Xpel, Inc. (XPEL) earnings time?
Xpel, Inc. (XPEL) earnings time is at May 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is XPEL EPS forecast?
XPEL EPS forecast for the fiscal quarter 2026 (Q1) is 0.36.