XPEL
Sells protective films, coatings, installation services, and pattern software for vehicle surfaces.
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Profile
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
Categories
Key statistics
Year to date −1.0% · Average volume (30d) 224.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Freedom Broker | Upgrade | Hold | Buy | ||
| Aug 6, 2026 | B.Riley Financial | Target | $58 | $65 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next 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% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 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 margin | 42.3% | 42.9% | 41.8% | 41.9% | 43.7% | 44.1% | |
| Operating margin | 10.7% | 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
Revenue by geography · Q2 FY26
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
Shares outstanding 27.56M · Float 23.03M · 83.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.83M | 13.91% | 13F | Aug 7, 2026 |
| Wasatch Advisors LP | 3.65M | 13.25% | 13F | Jul 10, 2026 |
| Alta Fox Capital Management, LLC | 1.99M | 7.22% | 13F | Aug 14, 2026 |
| SCS Capital Management LLC | 1.24M | 4.50% | 13F | Aug 6, 2026 |
| Ryan Pape · director, officer: President and CEO | 1.09M | 3.94% | Form 4 | Jun 23, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- 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
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| XPEL | $49.76 | 0.00% | $1.37B | 25.3 | 20.8 | 2.7 | +14.7% |
| Eastman Chemical | $73.03 | 0.00% | $8.35B | 19.0 | 10.8 | 0.9 | +9.7% |
| 3M | $174.82 | +0.27% | $89.91B | 31.0 | 18.8 | 3.6 | +2.5% |
| Avery Dennison | $176.75 | −0.53% | $13.60B | 19.5 | 17.0 | 1.5 | +10.9% |
| Median | 19.5 | 17.0 | 1.5 | +9.7% |





