XPEL (NASDAQ:XPEL) Releases Quarterly Earnings Results, Beats Estimates By $0.08 EPS

Posted by Stanley Muller on Aug 5th, 2026

XPEL (NASDAQ:XPEL – Get Free Report) posted its quarterly earnings data on Wednesday. The company reported $0.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.60 by $0.08, FiscalAI reports. XPEL had a return on equity of 19.14% and a net margin of 10.82%.The business had revenue of $143.05 million during the quarter, compared to the consensus estimate of $135.09 million. During the same period last year, the company earned $0.59 earnings per share. XPEL’s quarterly revenue was up 14.7% on a year-over-year basis.

Here are the key takeaways from XPEL’s conference call:

Second-quarter revenue rose 14.7% to a record $143.1 million, exceeding management’s expectations despite approximately $2 million of sales pulled forward ahead of anticipated price increases. EBITDA increased 17.6%, while operating margin reached 16.2%.
Operating cash flow reached a record $30.8 million, with improved cash conversion and lower days sales outstanding. Window film revenue grew 16.1% to $32.5 million, and management expects gross margin to increase modestly through the remainder of the year.
Management expects third-quarter revenue of $137 million to $139 million, below Q2, reflecting seasonality, $1 million to $2 million of additional sales pulled forward, and continued weakness in Europe and the Middle East. Dealership demand remains pressured by FTC compliance concerns.
XPEL is investing approximately $110 million in manufacturing facilities in San Antonio and China, with additional capital expenditures expected through early 2027. Incremental margin benefits are expected beginning in mid-2027, with a mid-20% operating-margin run rate targeted by the end of 2028.
China revenue reached $15.9 million despite domestic vehicle sales declining approximately 20% year over year, while India grew more than 60%. Management also plans to pursue small service- and OEM-adjacent acquisitions and use remaining cash flow for share repurchases, though manufacturing-related startup costs reduced Q2 earnings by about $0.03 per share.

XPEL Stock Performance

NASDAQ XPEL traded up $4.38 during trading hours on Wednesday, hitting $50.29. 540,092 shares of the company traded hands, compared to its average volume of 255,282. The business’s 50-day moving average is $45.61 and its 200-day moving average is $46.04. The stock has a market capitalization of $1.39 billion, a price-to-earnings ratio of 26.33 and a beta of 1.09. XPEL has a twelve month low of $31.50 and a twelve month high of $55.91.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of XPEL in a research note on Wednesday, June 24th. Freedom Capital lowered shares of XPEL from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 7th. Finally, Zacks Research raised shares of XPEL from a “strong sell” rating to a “hold” rating in a research report on Monday, April 27th. Three analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, the stock presently has an average rating of “Hold”.

Read Our Latest Report on XPEL

Institutional Investors Weigh In On XPEL

A number of institutional investors and hedge funds have recently made changes to their positions in XPEL. Illinois Municipal Retirement Fund boosted its holdings in shares of XPEL by 1.9% in the 4th quarter. Illinois Municipal Retirement Fund now owns 12,610 shares of the company’s stock valued at $629,000 after buying an additional 236 shares during the last quarter. Osaic Holdings Inc. increased its holdings in XPEL by 13.8% during the fourth quarter. Osaic Holdings Inc. now owns 2,790 shares of the company’s stock worth $139,000 after buying an additional 339 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in XPEL by 4.3% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,994 shares of the company’s stock worth $441,000 after acquiring an additional 619 shares in the last quarter. Franklin Resources Inc. raised its position in XPEL by 4.0% during the third quarter. Franklin Resources Inc. now owns 16,956 shares of the company’s stock worth $561,000 after acquiring an additional 653 shares in the last quarter. Finally, Steward Partners Investment Advisory LLC lifted its stake in XPEL by 462.9% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 985 shares of the company’s stock valued at $49,000 after acquiring an additional 810 shares during the last quarter. Institutional investors own 75.08% of the company’s stock.

XPEL Company Profile

(Get Free Report)

XPEL, Inc is a leading manufacturer and distributor of advanced protective films and coatings for automotive, marine, aviation, and architectural applications. The company’s core products include paint protection film (PPF), window tinting film, and ceramic coatings designed to shield surfaces from scratches, environmental contaminants, and UV damage. XPEL’s flagship PPF, known for its self-healing properties, is engineered to maintain a vehicle’s factory finish by resisting swirl marks, stone chips, and acid rain.

Beyond automotive protection, XPEL has expanded its offerings to include protective films for electronics and architectural surfaces, providing solutions that enhance durability and prolong the life of high-value assets.