NADA 2026 - connections and community in Las Vegas. Published On February 23, 2026 At the 2026 National Automobile Dealers Association (NADA) Show in Las Vegas, XPEL brought energy, insight and innovation to the show floor - connecting with dealers, partners, OEM teams and industry leaders while launching a brand-new content platform designed specifically for the automotive dealership community. A new voice for dealers: the XPEL podcast launches at NADA. Inside a packed booth at the NADA show, XPEL officially launched its new podcast series, recording candid, in-depth conversations with some of the most influential voices in the automotive space. Each discussion focused on real-world dealership challenges, emerging trends and practical solutions - including strategies to drive revenue growth and improve customer satisfaction scores. The show also had some laughs along the way as the discussion occasionally veered into cats, motorcycles, personal mini-F1 tracks, paint restoration obsession and more. The series debuted with Billy Coutin, CEO of GardX Group, alongside XPEL's UK Regional Sales Manager Iain Fraser. The conversation highlighted the expanding partnership between GardX and XPEL and how the companies collaborate to deliver premium vehicle protection solutions to UK dealerships. Next, Greg Burl, SVP of Brown & Brown Dealer Services, joined XPEL's Chris Hardy to discuss the launch of a new XPEL reinsurance program. The two companies are also expanding access to XPEL chemical products nationwide through Brown & Brown's dealer network - creating new opportunities for dealers to enhance their F&I offerings and increase per-vehicle revenue. Innovation and customer convenience were also center stage as Nick Mottas, Founder of HopDrive, joined XPEL's Tony Rimas to explore how high-touch pickup-and-delivery service models are reshaping dealership operations. Their discussion focused on how convenience-driven solutions can positively impact retention, customer satisfaction and CSI performance - and even included firsthand insights into XPEL COLOR PPF on Nick's classic Toyota Land Cruiser. Other discussions included: Colin Reid, SVP of WD Co-Auto and a recent recipient of XPEL's Global Dealer of the Year award, who shared perspectives on long-term partnership success in Canada. Steve Greenfield, Founder and CEO of Automotive Ventures, who covered disruptions (and solutions) in the industry. Darren Strahl, GM of Production for Shelby American, discussed how XPEL works closely with Shelby to outfit vehicles - including the striking 2026 Shelby Super Snake R which was featured in the XPEL booth - with advanced paint protection and surface protection solutions. Team Penske driver Scott McLuaghlin stopped by to preview the upcoming season and share how XPEL's relationship with Penske extends beyond branding - including talking about how XPEL's Vision window film helped protect and cool his home during last summer's extreme heat. David Jones, CEO of Sonsio Vehicle Protection, met with XPEL's Mike Mayall to explore the strategic strengths of the Sonsio/XPEL partnership, including how the two organizations have maximized their sponsorship alignment around Team Penske. And Eric Hessinger, of the Bobby Rahal Auto Group, walked through real-life examples of how the dealerships have improved their bottom line with XPEL's pre-load program. The series also includes a forward-looking conversation between XPEL CEO, Ryan Pape, and VP of Revenue, Tony Rimas, on the company's expanding opportunities within the dealership space and its commitment to helping dealers grow profitably in a rapidly changing market. Continuing the conversation. All podcast interviews recorded at NADA are being released on XPEL's YouTube channel and via LinkedIn. The series reflects XPEL's commitment not only to protecting vehicles, but to partnering with dealerships to drive measurable results - from revenue growth to improved customer satisfaction. The conversation around the future of automotive retail is evolving quickly. XPEL is proud to lead it - and to help its dealers and partners grow their business and improve customer satisfaction!

Alta Fox Capital Management disclosed a major purchase of 1,384,769 shares in XPEL, an automotive protection products provider, on 13th February 2026. The transaction was valued at approximately $57.88 million based on quarterly average pricing. Following the purchase, Alta Fox's quarter-end stake in XPEL stood at 1,442,638 shares, valued at $72 million. The increased valuation reflects both the additional purchases and price appreciation during the period. XPEL is a leading provider of aftermarket automotive protection products, operating a vertically integrated model covering manufacturing, distribution and installation. The company specialises in premium protective films and coatings for consumer and commercial automotive markets, supported by proprietary software solutions.

XPEL, a manufacturer of protective films and coatings for vehicles, has shifted its strategy from pure growth to combining expansion with margin improvement. The company reported $125 million in Q3 2025 revenue, beating analysts' $119 million forecast, though net income missed expectations at $0.47 per share versus $0.52 expected. XPEL recently acquired its Chinese distributor, gaining complete control over its third-largest revenue market. This acquisition adds $23 million in short-term liabilities and $12.6 million in long-term obligations, but management believes direct control will reignite growth after stalls caused by competition and regulatory challenges. The company plans to bring film manufacturing in-house over three years, requiring $75-150 million in investment. This move could push gross margins to the mid-50s and operating margins to the high 20s by 2028.