While XPEL reported record revenue growth and strategic acquisitions, the company faced challenges with gross margin pressure, a decline in the Canadian market, and increased SG&A expenses impacting profitability.
Company Guidance
In the third-quarter earnings call for XPEL, Inc., the company reported a record revenue of $125.4 million, marking an 11.1% increase year-over-year. The U.S. region contributed significantly, also experiencing an 11.1% growth to $71.7 million. The European market saw a substantial 28.8% increase in revenue to $16.5 million, reflecting recovery from previous headwinds. Despite a slow market in Canada, XPEL's recent acquisition of a Chinese distributor is expected to enhance future performance, although it initially led to increased SG&A expenses. The company projects Q4 revenue between $123 million and $125 million, aiming for a 13% to 14% annual growth in 2025. Gross margin faced a 170 basis point decline due to unfavorable price increases, but improvements are anticipated in Q4 and beyond. XPEL plans to boost its gross margin to 52%-54% by 2028 through strategic investments, targeting operating margins in the mid- to high 20s. The company also intends to invest $75 million to $150 million in manufacturing and supply chain enhancements, while maintaining a focus on its core business for sustainable growth.
Record-Breaking Revenue
Q3 was a record quarter for XPEL with revenue growing 11.1% to $125.4 million, led by the U.S. region which also grew 11.1%.
EU Region Performance
The EU region had a strong quarter with revenue growing 28.8% to $16.5 million, marking a record for the region.
Window Film Product Line Growth
Total window film product line grew 22.2% in the quarter, continuing to be a significant growth driver.
Integration of Chinese Distributor
Completed the acquisition of the Chinese distributor, expected to add $5 million in annual SG&A but also $10 million in operating income on a run-rate basis.
XPEL (XPEL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
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%
Feb 26, 2025
$40.33
$34.44
-14.60%
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 Mar 03, 2026, Before Open (Confirmed).
What is Xpel, Inc. (XPEL) earnings time?
Xpel, Inc. (XPEL) earnings time is at Mar 03, 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.