XPEL Q4 revenue rises 13.7% but misses estimates

Xpel

25/02/2026 13:37

Overview

Protective films provider's Q4 revenue rose 13.7% but missed analyst expectations

Q4 EBITDA increased 37.6% yr/yr, reflecting strong operational performance

Outlook

Company expects Q1 2026 revenue between $112 mln and $114 mln

Result Drivers

CHINA REVENUE GROWTH - Revenue from China increased 51.9% YoY, contributing significantly to overall revenue growth

SERVICE REVENUE INCREASE - Service revenue rose 22.2% YoY, boosting overall revenue

INTERNATIONAL FOOTPRINT - Completion of international footprint development expected to drive future sales growth and operating leverage, per CEO Ryan Pape

Company press release: ID:nBw5K7nrva

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$122.30 mln
$125.01 mln (3 Analysts)
Q4 Gross Margin
41.90%
Q4 EBITDA
$19.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for Xpel Inc is $55.00, about 9% above its February 24 closing price of $50.47

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)