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XPEL, Inc. (XPEL) Q4 2025 Earnings Call Transcript

SAN ANTONIO--(BUSINESS WIRE)--XPEL, Inc. (Nasdaq: XPEL) (the "Company"), a global provider of protective films and coatings, announced consolidated results1 for the fourth quarter and year end 2025. Fourth Quarter 2025 Overview: Revenue increased 13.7% to $122.3 million in the fourth quarter of 2025 compared to $107.5 million in the fourth quarter of 2024. Gross margin of 41.9% in the fourth quarter of 2025 compared to 40.6% in the same quarter last year. EBITDA (Earnings Before Interest, Taxes.

Alta Fox Capital Management increased its XPEL stake by 1,384,769 shares; the estimated trade value was $57.88 million based on quarterly average pricing. The quarter-end position value rose by $70.09 million, reflecting both additional purchases and stock price appreciation.

SAN ANTONIO, Texas--(BUSINESS WIRE)--XPEL, Inc. (Nasdaq: XPEL) a global provider of protective films and coatings, today announced it will host a conference call and webcast on Wednesday, February 25, 2026 at 11:00 a.m. Eastern Time to discuss the Company's fourth quarter and year end 2025 results. To access the live webcast, please visit the XPEL, Inc. website at https://investor.xpel.com/events-and-presentations. To participate in the call by phone, dial (888) 506-0062 approximately five minu.

SAN ANTONIO--(BUSINESS WIRE)--XPEL, Inc. (Nasdaq: XPEL), a global leader in protective films and coatings, today provided highlights from a new, national survey of U.S. automotive dealership professionals which reveals that adding paint protection film (PPF) to a new vehicle's exterior surfaces can significantly increase its resale value — an especially compelling benefit given current market conditions. The study found that 96% of respondents believe applying PPF to all of a new vehicle's pain.

Shift4 Payments' stock was down after a competitor reported disappointing results, raising concerns for the industry. While Trex Co. is facing some current challenges, we still view Trex as a high-quality business. Fabrinet is seeing increased demand as data centers upgrade their networks to faster and lower-latency communication standards capable of handling complex AI workloads.

XPEL shares are up 44% in three months, fueled by strong Q3 results and optimism around its margin-focused strategy. Revenue grew 11% YoY in Q3, but higher SG&A and inventory issues temporarily pressured margins. XPEL plans $75–$150M investments to boost manufacturing, supply chain, and distribution efficiency.