Tint Installer

XPEL (NASDAQ:XPEL) stock price up 12.3% following better-than-expected earnings. August 5, 2026 Key points. * XPEL shares jumped 12.3% to $51.56 after the company reported quarterly EPS of $0.68, exceeding the $0.60 analyst consensus, while revenue reached $143.05 million versus estimates of $135.09 million. * Quarterly revenue increased 14.7% year over year; XPEL reported a 10.82% net margin and 19.14% return on equity. * Despite the earnings beat, analysts maintain a consensus "Hold" rating. Institutional investors and hedge funds own approximately 75.08% of XPEL's outstanding shares. * Five stocks we like better than XPEL. XPEL, Inc. (NASDAQ:XPEL - Get Free Report)'s share price traded up 12.3% during trading on Wednesday following a better than expected earnings announcement. The company traded as high as $51.71 and last traded at $51.56. 23,393 shares changed hands during trading, a decline of 91% from the average daily volume of 251,648 shares. The stock had previously closed at $45.91. The company reported $0.68 earnings per share for the quarter, topping analysts' consensus estimates of $0.60 by $0.08. The business had revenue of $143.05 million for the quarter, compared to analyst estimates of $135.09 million. XPEL had a net margin of 10.82% and a return on equity of 19.14%. The business's revenue was up 14.7% on a year-over-year basis. During the same period last year, the company posted $0.59 EPS. Analyst Ratings changes. XPEL has been the topic of a number of recent research reports. Weiss Ratings reissued a "hold (c)" rating on shares of XPEL in a research note on Wednesday, June 24th. Freedom Capital cut shares of XPEL from a "strong-buy" rating to a "hold" rating in a research report on Thursday, May 7th. Finally, Zacks Research upgraded shares of XPEL from a "strong sell" rating to a "hold" rating in a research report on Monday, April 27th. Three research analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, XPEL presently has a consensus rating of "Hold". Hedge funds weigh in on XPEL. Several large investors have recently modified their holdings of the business. Tudor Investment Corp ET AL raised its holdings in XPEL by 94.2% in the 3rd quarter. Tudor Investment Corp ET AL now owns 93,804 shares of the company's stock valued at $3,102,000 after buying an additional 45,501 shares during the period. Polar Asset Management Partners Inc. purchased a new position in XPEL during the first quarter worth about $5,400,000. Louisiana State Employees Retirement System acquired a new stake in shares of XPEL during the first quarter valued at about $496,000. Arrowstreet Capital Limited Partnership raised its stake in shares of XPEL by 103.5% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 122,584 shares of the company's stock valued at $5,426,000 after acquiring an additional 62,344 shares during the period. Finally, Lombard Odier Asset Management Europe Ltd acquired a new position in shares of XPEL in the 4th quarter worth approximately $1,792,000. Institutional investors and hedge funds own 75.08% of the company's stock. XPEL trading up 8.8%. The stock has a market cap of $1.38 billion, a price-to-earnings ratio of 26.16 and a beta of 1.09. The company's fifty day moving average is $45.61 and its two-hundred day moving average is $46.04. About XPEL. XPEL, Inc is a leading manufacturer and distributor of advanced protective films and coatings for automotive, marine, aviation, and architectural applications. The company's core products include paint protection film (PPF), window tinting film, and ceramic coatings designed to shield surfaces from scratches, environmental contaminants, and UV damage. XPEL's flagship PPF, known for its self-healing properties, is engineered to maintain a vehicle's factory finish by resisting swirl marks, stone chips, and acid rain. Discover more MarketBeat All Access Stock Market Holidays Beyond automotive protection, XPEL has expanded its offerings to include protective films for electronics and architectural surfaces, providing solutions that enhance durability and prolong the life of high-value assets. 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]. Continue following MarketBeat 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 Hold rating among analysts, top-rated analysts believe these five stocks are better buys. The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation. Inside this report, you'll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.

Hidden Rock Capital published a bullish thesis on XPEL, Inc., a leader in the paint protection film industry. The company operates an asset-light model providing software-enabled cutting solutions and protective films for vehicle exteriors. XPEL scaled revenues from approximately $6 million in 2011 to around $260 million by 2021, delivering over 4,000% growth. Recent stock weakness stems from temporary headwinds including inventory normalisation and investments in supply chain integration, which compressed EBIT margins from 16-17% to 13-14%. Trading at $44.87, XPEL sits at approximately 16-17 times projected 2027 earnings, a discount to its historical 30-40 times multiple range. Hidden Rock Capital projects a price target of $80-90 per share, representing nearly 80-90% upside, as margins normalise and revenue growth reaccelerates.

XPEL invests $110M in San Antonio expansion & China manufacturing. XPEL is investing approximately $110 million to expand its San Antonio operations & acquire a manufacturing facility in China to strengthen its global PPF supply chain... XPEL Inc. (Nasdaq: XPEL), a global provider of protective films and coatings, announced two significant milestones in the execution of the manufacturing and supply chain investment strategy first outlined in November 2025, company officials stated in a press release. The company expects to invest approximately $110 million in aggregate across these initiatives, including real estate, capital expenditures, and the acquisition of a manufacturing facility in China. The total investment falls within the previously communicated $75 million to $150 million investment range. Expansion of San Antonio operations. XPEL has purchased a four-building site totaling approximately 435,000 square feet in San Antonio, Texas, in which the company is a substantial tenant. This site will serve as the centerpiece of XPEL's North American manufacturing and operations footprint. The company believes that acquiring a facility in which it already operates materially reduces execution risk and timelines, allowing it to scale without disruption to ongoing operations while maximizing prior capital investments made into the facility. Over the next 12 to 24 months, XPEL plans to consolidate a separate leased operations facility into this building. Overall, the company will occupy approximately 230,000 square feet of the total site. The remainder of the site is currently leased to third parties, which provides XPEL with significant flexibility and optionality for further expansion as future needs evolve, noted the release. This investment is intended to complement, and not replace, the company's existing supplier relationships, which remain an important part of its overall supply chain strategy. Ryan Pape, president and chief executive officer of XPEL, commented, "San Antonio has been XPEL's home for more than two decades, and we're proud to make a long-term commitment of this scale to our employees and to the city. This site gives us the space to consolidate, the room to grow our in-house manufacturing capabilities, and the flexibility to adapt as our needs evolve. It's the right footprint for the next phase of the business." Acquisition of manufacturing facility in China. Separately, XPEL has acquired a manufacturing facility in China. The facility will support the company's customers in China, where XPEL has invested significantly in its direct go-to-market presence in recent years, including the previously announced acquisition of the company's Chinese aftermarket distributor in September 2025, the company said. Pape continued, "Acquiring manufacturing capacity in China is a natural extension of the direct-market strategy we've executed across our key international markets. Having local production positions us to better serve the largest car market in the world." Funding. XPEL expects to fund the initiative through a combination of cash on hand, cash flow from operations and new financing associated with the real estate purchase. Apart from the real estate financing, the company expects to fund the majority of the remaining investment from operating cash flow over the next two years. XPEL believes this funding approach preserves meaningful cash flow and debt capacity to continue to pursue other strategic initiatives or return cash to shareholders. Reaffirmation of 2028 margin targets. These investments are consistent with the financial framework the company communicated in November 2025, officials stated. XPEL says it remains committed to its goal of operating margins in the mid-20% range on a run-rate basis by the end of 2028. Excluding one-time costs associated with these transactions, the company anticipates minimal impact to 2026 EPS from these initiatives as the incremental expense associated with the increased occupancy costs and buildout progression of its operations is expected to be mostly offset by the benefits and synergies from the acquisition of the China manufacturing facility. XPEL anticipates beginning to recognize incremental margin contribution from these initiatives beginning in mid-2027. Pape added, "The investments we are making - in San Antonio, in China, and across our supply chain - are designed to improve our agility and quality while increasing the rate of innovation and responsiveness to the varied needs of our global customer base."