XPEL · NASDAQ · Auto - Parts

XPEL

Sells protective films, coatings, installation services, and pattern software for vehicle surfaces.

$49.76
After-hours close0.00 (0.00%)
At close$49.76(−1.83%)
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Profile

XPEL, Inc.XPELConsumer Discretionary

Sells paint protection film, window film, coatings, installation labor, training, and DAP pattern software for automotive and adjacent surfaces. Revenue is concentrated in North America and installer/dealer channels, while international direct expansion and supply-chain execution shape the business.

Supplies protective films, coatings, and related services for automotive aftermarket installers, new car dealerships, OEMs, and adjacent surface markets. Paint protection film is the core product line, supported by window film, windshield protection film, architectural film, ceramic coating, installation labor, training, and DAP pattern software.

Grew from vehicle-pattern software into a product-and-service platform. DAP gives installers and customers access to vehicle-panel patterns used to cut film, while company training, technical support, and owned installation centers help standardize application quality.

Sales are concentrated in North America, with additional business across Asia Pacific, Europe, the Middle East, India, and Latin America. Channel relationships, acquisition integration, manufacturing and supply-chain control, OEM accessorization decisions, and China regulatory complexity shape the operating model.

Company facts

CEORyan L. Pape
ListedJul 19, 2019
ExchangeNASDAQ
HeadquartersSan Antonio, TX
CountryUnited States
Employees1,337
CIK0001767258
ISINUS98379L1008

Key statistics

Market cap$1.37B
EPS (ttm)$1.97
P/E (ttm)25.26
ROE19.2%
P/B4.48
P/S2.70
Dividend yield
Beta0.86vs XLY 0.51

Year to date −1.0% · Average volume (30d) 224.6K

Analysts

Price target, next 12 months$65.00+30.6%Median of 6 analysts · vs the Aug 28 close
ConsensusBuy5 of 6 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 7, 2026Freedom BrokerUpgradeHoldBuy
Aug 6, 2026B.Riley FinancialTarget$58$65

Earnings

EPS

Estimate$0.55
ReportedDue Nov 4, 2026

Revenue

Estimate$138.7M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$0.60$0.68+12.8%$135.1M$143.1M+5.9%+9.54%
May 6, 2026Q1 FY26$0.33$0.37+12.1%$113.1M$117.4M+3.8%+0.99%
Feb 25, 2026Q4 FY25$0.43$0.48+11.6%$125.0M$122.3M−2.2%−4.15%
Nov 5, 2025Q3 FY25$0.48$0.47−2.1%$125.0M$125.4M+0.3%+2.41%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$103.8M$124.7M$125.4M$122.3M$117.4M$143.1M
Gross profit$43.9M$53.5M$52.4M$51.2M$51.2M$63.1M
Operating income$11.1M$19.3M$16.8M$15.5M$13.0M$23.2M
Net income$8.6M$16.3M$12.9M$13.4M$10.3M$18.0M
Diluted EPS$0.31$0.59$0.47$0.48$0.37$0.65
Gross margin42.3%42.9%41.8%41.9%43.7%44.1%
Operating margin10.7%15.5%13.4%12.7%11.1%16.2%

Fiscal years (4-quarter sums)FY21 $259.3M · FY22 $324.0M · FY23 $396.3M · FY24 $420.4M · FY25 $476.2M

Revenue by product · Q2 FY26

Product$111.7M · 39%
Product Revenue, Paint Protection Film$74.8M · 26%
Product Revenue, Window Film$32.5M · 11%
Service$31.4M · 11%
Service Revenue, Installation Labor$25.3M · 9%
Product Revenue, Other$4.4M · 2%
Service Revenue, Software$2.3M · 1%
Service Revenue, Cutbank Credits$1.9M · 1%
Service Revenue, Other$1.9M · 1%

Revenue by geography · Q2 FY26

United States$78.6M · 58%
Asia Pacific$22.1M · 16%
China$15.9M · 12%
Canada$15.8M · 12%
Latin America$3.2M · 2%

Balance sheet, Jun 30, 2026Cash & short-term investments $40.7M · Total debt $63.6M · Total assets $472.6M · Shareholders' equity $306.1M

Dividends

No dividends on record.

Ownership

Institutions 90.80%25.03M sharesInsiders 4.32%1.19M sharesOther 4.88%1.35M shares

Shares outstanding 27.56M · Float 23.03M · 83.6% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.3.83M13.91%13FAug 7, 2026
Wasatch Advisors LP3.65M13.25%13FJul 10, 2026
Alta Fox Capital Management, LLC1.99M7.22%13FAug 14, 2026
SCS Capital Management LLC1.24M4.50%13FAug 6, 2026
Ryan Pape · director, officer: President and CEO1.09M3.94%Form 4Jun 23, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

Peers

  • Eastman Chemical

    Largest direct public peer through LLumar and SunTek films

  • 3M

    Global materials brand in PPF, patterns, and auto films

  • Avery Dennison

    Automotive graphics and PPF peer with installer-facing films

CompareAfter-hours close

CompanyPriceChange
XPEL$49.760.00%$1.37B25.320.82.7+14.7%
Eastman Chemical$73.030.00%$8.35B19.010.80.9+9.7%
3M$174.82+0.27%$89.91B31.018.83.6+2.5%
Avery Dennison$176.75−0.53%$13.60B19.517.01.5+10.9%
Median19.517.01.5+9.7%