The strong top and bottom line growth, margin expansion, and solid guidance suggest continued momentum. Traders should monitor whether the company can maintain this growth trajectory in 2026, particularly in international markets which showed strong growth.
Price Chart
Executive Summary
XPEL reported strong fourth quarter and full-year 2025 results with revenue up 13.7% YoY to $122.3 million and net income up 50.7% to $13.4 million. EBITDA grew 37.6% to $19.6 million. The company expects Q1 2026 revenue of $112-114 million.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $122.3 million, up 13.7% YoY from $107.5 million
- Q4 2025 net income was $13.4 million ($0.49 basic EPS), up 50.7% YoY
- Q4 2025 EBITDA was $19.6 million, up 37.6% YoY
- Full-year 2025 revenue was $476.2 million, up 13.3% YoY
- Full-year 2025 net income was $51.2 million ($1.85 EPS), up 12.6% YoY
- 2026 Q1 revenue guidance is $112-114 million
Financial Impact
Revenue increased by $14.8 million and net income by $4.5 million in Q4 YoY
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| United States | $65.6M | +11.0% |
| China | $14.0M | +51.9% |
| EU, UK, and Africa | $15.2M | +26.8% |
Risk Factors
- Q4 operating cash flow was only $2.7 million, down 57.8% YoY, indicating potential working capital pressures
- The company completed international footprint development in 2025, so future growth will depend on execution in existing markets
- Revenue guidance for Q1 2026 implies sequential decline from Q4 2025
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001767258-26-000007 |
| Document: xpel-20260225.htm | 0001767258-26-000007 |
| Document: 0001767258-26-000007-index-headers.html | 0001767258-26-000007 |
| Document: 0001767258-26-000007-index.html | 0001767258-26-000007 |
| Document: 0001767258-26-000007.txt | 0001767258-26-000007 |
| CONTEXT: Previous Earnings (2026-02-25) | 0001767258-26-000007 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 5, 2026 8w ago | 8-K | $50.29 $49.56 | ▼ −1.45% | ▼ −0.85% | $45.42 (−9.68%) |
Feb 25, 2026 31w ago | 8-K | $45.06 $40.32 | ▼ −10.52% | ▼ −4.12% | $45.42 (+0.80%) |
Feb 25, 2026 31w ago | 8-K | $47.01 $41.10 | ▼ −12.57% | ▼ −7.34% | $45.42 (−3.38%) |
US Market Status
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