XOverview
XPEL provides protective films and coatings for vehicles and other surfaces, plus installation services. Its flagship products include paint protection films (such as ULTIMATE PLUS) that shield paint and can self-heal light scratches, along with window films and protective coatings. It operates the Design Access Program (DAP), a software pattern database with over 120,000 vehicle patterns to help installers cut films accurately. The company differentiates itself with a direct-to-installer model, a trained installer network, and integrated training, marketing, and support, plus a broad product lineup; its goal is global expansion and stronger margins through expanded offerings and direct installer relationships.
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About XPEL
Industries
Company Size
501-1,000
Company Stage
IPO
Headquarters
San Antonio, TX
Founded
1997
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Simplify's take
What believers are saying
- Q3 2026 revenue rose 9.9% to $137.8 million, with gross margin expanding.
- China revenue grew 52% to $15.4 million, supporting 2027 international manufacturing leverage.
- Texas and China facilities should boost margins from mid-2027 and target mid-20s margins by 2028.
What critics are saying
- FTC scrutiny and California's CARS Act flattened dealership revenue in 2026, pressuring Q4.
- Texas startup costs of $0.03-$0.04 per share hit Q4 2026 earnings before benefits.
- If dealer compliance shifts fail, XPEL's core U.S. channel loses volume and pricing power.
What makes XPEL unique
- XPEL's DAP software still anchors installer speed with 120,000-plus precision-cut patterns.
- Ryan Pape built XPEL from software in 1997 into a global direct-channel operator.
- The VISCO acquisition on November 4, 2026 broadens OEM graphics and personalization access.
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Funding
Total Funding
$57.9M
Above
Industry Average
Funded Over
1 Rounds
Benefits
- Gym Membership
Stock Price
Growth & Insights and Company News
6 month growth
5%1 year growth
32%2 year growth
39%XPEL, the automotive protective film maker, reported third-quarter 2026 revenue growth of 9.9% to $137.8 million, with gross margins expanding. It announced the results on its November 4, 2026 earnings call. Federal scrutiny and state rules on undisclosed vehicle add-ons have flattened sales through US dealerships. Management expects the fourth quarter to be the low point as dealers offer the films as optional accessories. XPEL is moving to direct distribution and in-house manufacturing, with a new plant in Texas due in mid-2027 and an acquired facility in China. Supplying non-US markets from China in early 2027 should lower costs and lift gross margin. Its pipeline of vehicle maker projects is about double its historical total. The acquisition of graphics supplier VISCO opens access to new accounts.
Toast: 3 key takeaways for long-term investors. XPEL: 3 key takeaways for long-term investors. Dealer channel relief and a China plant feeding non-U.S. markets could reshape XPEL's margins, but both depend on a 2027 rollout. Key points. * Third-quarter revenue grew 9.9% year over year to $137.8 million. * Gross margin expanded to 44.6% in the third quarter. * XPEL acquired graphics manufacturer VISCO during the third quarter. * Motley Fool Issues Rare "Total Conviction" Buy Alert" On its third-quarter 2026 earnings call, held on Nov. 4, 2026, XPEL (XPEL -0.85%) reported revenue growth of 9.9% to $137.8 million alongside expanding gross margins. The automotive protective film maker faces short-term regulatory friction in U.S. auto dealerships, but it's scaling direct international distribution and expanding domestic manufacturing to drive long-term operating leverage (growing revenue faster than operating expenses). Three key takeaways from management's comments stand out for long-term investors. 1. Regulatory pressures at auto dealerships near a bottom. Federal scrutiny and state regulations targeting undisclosed vehicle add-ons created uncertainty for dealership partners, causing sales through that channel to flatten. Management expects fourth-quarter performance to mark the trough as dealers update sales software and offer protective films as optional accessories rather than preinstalled packages. The CARS Act requires that add-ons be disclosed as optional and provide real benefit to the customer. Its products, though, deliver tangible, visible, and warranty protection, and dealers can sell them in full compliance. - Ryan Pape, President and Chief Executive Officer 2. Global supply chain expansion unlocks future margin potential. XPEL is transitioning to direct distribution and in-house manufacturing, expanding its footprint through a new plant in Texas and an acquired facility in China. Supplying non-U.S. markets from the Chinese facility in early 2027 will lower production costs and expand gross margin (the percentage of revenue remaining after direct cost of goods sold). The Motley Fool, LLC'll begin leveraging the China facility that The Motley Fool, LLC acquired for additional products destined for non-China, non-U.S. markets over the first half of next year. That represents upside on its investment there to leverage those assets... - Ryan Pape, President and Chief Executive Officer 3. Vehicle manufacturer partnerships offer unprecedented pipeline growth. Opportunities with original equipment manufacturers (OEMs, vehicle makers) have expanded rapidly, with a project pipeline double the company's historical total. The acquisition of the graphics supplier VISCO adds vehicle personalization capabilities and opens access to new auto manufacturer accounts. Its OEM business pipeline remains very strong. The Motley Fool, LLC has more open and potential projects theoretically for 2027 than its cumulative history to date, probably by 2x if they were all to occur... - Ryan Pape, President and Chief Executive Officer Looking ahead. Short-term headwinds in the Middle East create friction, yet operational progress stays on track. Internal manufacturing investments in Texas remain scheduled for a mid-2027 launch, supporting long-term operating margin goals while disciplined overhead cost control provides steady efficiency. The balance sheet is strong and gives The Motley Fool, LLC complete flexibility moving forward. - Ryan Pape, President and Chief Executive Officer With regulatory resets nearing completion and direct international operations scaling up, execution across key markets positions the business for broader momentum. There are near-term macro challenges in some of these regions The Motley Fool, LLC need to contend with, but The Motley Fool, LLC is confident these will sort out as The Motley Fool, LLC move into next year. - Ryan Pape, President and Chief Executive Officer Is Xpel a smart long-term play. Before you buy stock in Xpel, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now... and Xpel wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of its recommendation, you'd have $342,020!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of its recommendation, you'd have $1,270,017!* Now, it's worth noting Stock Advisor's total average return is 885% - a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. *Stock Advisor returns as of November 4, 2026.
XPEL protects the 1-of-1 Bugatti Vision granturismo & displays it at SEMA 2026. The one-off makes a public appearance at this year's SEMA show, showcasing incredible exclusivity and expert treatments. - Advertisement - Eleven years ago, Bugatti joined the Vision Gran Turismo program, creating a concept car meant for the iconic racing simulator series. In the virtual world, Gran Turismo players are able to experience the Bugatti Vision Gran Turismo's W16 power on simulated versions of iconic tracks like the Nürburgring, Circuit de la Sarthe, and more. With 1,627 horsepower going to all four wheels through a seven-speed dual-clutch transmission, it's a thrilling experience, even through the medium of a video game. The Bugatti Vision Gran Turismo played an important role in the real world, however, as its stunning design served as a preview of the Bugatti Chiron, Bugatti's iconic W16-powered hypercar and the successor to the legendary Veyron. The Chiron would break cover less than a year after the Vision Gran Turismo. Only one real-world Bugatti Vision Gran Turismo exists, and, hidden from the public eye for years, the one-off is returning to the limelight, this time at the 2026 SEMA show in XPEL's booth. One of the world's most exclusive hypercars, the Bugatti Vision Gran Turismo was protected with several XPEL products by Tier 1 Film Solutions. Based in Las Vegas, Nevada, the window tint, wrap, and PPF specialists were trusted with the one-of-one Bugatti Vision Gran Turismo for protection. First, the hypercar was given a decontamination prep wash, after which it was treated with a suite of XPEL products, including an XPEL heavy cut compound and XPEL fine polish to completely perfect the exterior paintwork, a full covering of XPEL 10mil paint protection film, an XPEL Fusion Premium V2 coating for the entire body of the vehicle, and XPEL Fusion Wheel and Caliper for the wheels. Given its XPEL treatment and protection, the car was photographed by Miami-based automotive photographer Curated by Fabian. Having shot and featured several other unique and exclusive hypercars and exotic cars on @curatedbyfabian on Instagram, the Vision Gran Turismo and its meticulous protection is showcased beautifully in the images. Thanks to XPEL, the rare chance to see the one-of-one Bugatti Vision Gran Turismo is at XPEL's booth at the 2026 SEMA show. duPont REGISTRY Bugatti News - By Tyler Rampersaud - November 04, 2026
Cadillac launches limited-run Escalade Noir Edition with matte black treatment. November 2, 2026 Cadillac has introduced a special version of the Escalade in Japan. Called the Noir Edition, it is based on the Escalade Sport and gets a mix of matte and gloss-black finishes. General Motors Japan began accepting orders on October 29, with production limited to just 20 units. Rather than giving the entire SUV a uniform matte finish, Cadillac has used XPEL's Stealth paint-protection film on selected sections, including the bonnet, body sides and rear liftgate. The grille surround and lower body panels retain their gloss finish, while the mirrors, roof and window frames remain untouched. The SUV also gets 22-inch, 18-spoke alloy wheels finished in After Midnight black. Inside, the Jet Black cabin features a special passenger-side badge and Noir Edition floor mats with silver piping. The 55-inch curved LED display remains unchanged. Power comes from the familiar 6.2-litre V8, paired with a 10-speed automatic gearbox and selectable four-wheel drive. Priced at ¥21 million (approximately $133,000), the special edition is available exclusively through Cadillac dealerships in Japan. Cadillac recently introduced two other special editions of the Escalade. One is called the Escalade-V 125th Anniversary Collector Series, priced at a hefty $239,000 and limited to 252 examples. The other one is Escalade V Checo Perez Edition dedicated to Cadillac's F1 team driver Sergio "Checo" Perez. Only 11 units will come to life, matching the Mexican driver's racing number.
XPEL (XPEL) expected to post earnings on Wednesday. October 28, 2026 Key points. * XPEL is expected to report Q3 2026 results before the market opens on November 4. Analysts project earnings of $0.597 per share and revenue of $138.75 million. * In its latest quarter, XPEL earned $0.68 per share versus the $0.60 consensus estimate, while revenue rose 14.7% year over year to $143.05 million. * Analysts maintain a "Moderate Buy" consensus rating and a $65 price target; XPEL recently traded at $42.91, below its 50-day and 200-day moving averages of roughly $46.40. * MarketBeat All Access makes it easier to follow XPEL with alerts, analyst ratings, and deeper research - now $149 a year with your rate locked in. XPEL (NASDAQ:XPEL - Get Free Report) is expected to announce its Q3 2026 results before the market opens on Wednesday, November 4th. Analysts expect the company to announce earnings of $0.5970 per share and revenue of $138.75 million for the quarter. Parties can check the company's upcoming Q3 2026 earnings report page for the latest details on the call scheduled for Wednesday, November 4, 2026 at 8:30 AM ET. XPEL (NASDAQ:XPEL - Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported $0.68 earnings per share for the quarter, topping analysts' consensus estimates of $0.60 by $0.08. The firm had revenue of $143.05 million for the quarter, compared to the consensus estimate of $135.09 million. During the same period last year, the company posted $0.59 EPS. The business's revenue was up 14.7% on a year-over-year basis. On average, analysts expect XPEL to post $2.12 EPS for the current fiscal year and $2.89 EPS for the next fiscal year. XPEL price performance. NASDAQ XPEL opened at $42.91 on Wednesday. The company's 50 day simple moving average is $46.42 and its two-hundred day simple moving average is $46.40. XPEL has a 1 year low of $31.88 and a 1 year high of $55.91. The stock has a market capitalization of $1.18 billion, a PE ratio of 21.78 and a beta of 1.18. Analysts set new price targets. Several analysts have weighed in on the company. B. Riley Financial raised their price target on XPEL from $55.00 to $65.00 and gave the company a "buy" rating in a report on Thursday, August 6th. Weiss Ratings raised XPEL from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday, October 8th. Finally, Freedom Capital upgraded shares of XPEL from a "hold" rating to a "strong-buy" rating in a research report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat, XPEL currently has a consensus rating of "Moderate Buy" and a consensus price target of $65.00. About XPEL. Error: Response status code does not indicate success: 500 (Internal Server Error). This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider XPEL, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and XPEL wasn't on the list. While XPEL currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely. Continue following MarketBeat
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About XPEL
Industries
Company Size
501-1,000
Company Stage
IPO
Headquarters
San Antonio, TX
Founded
1997
XPEL is Hiring for 89 Jobs on Simplify!
Find jobs on Simplify and start your career today
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs