XPEL, Inc. (XPEL)

Over the past six months, XPEL's stock has experienced notable movements. XPEL reported Q3 2025 revenue of $125.4 million, an 11.1% increase year-over-year, exceeding forecasts, but the earnings per share (EPS) of $0.47 missed expectations. XPEL announced strategic investments of $75 million to $150 million over the next two years in manufacturing and its supply chain. The acquisition of its exclusive Chinese distributor is expected to add $13-$18 million in incremental revenue on a pro-forma basis. Prior to November 20, 2025, the stock saw a 5.9% gain in a week.

Demand for XPEL's products and services can be influenced by the cyclical nature of the automotive industry and seasonal factors. Demand for automotive and architectural window films tends to increase ahead of warmer months. As a company heavily involved in the automotive aftermarket, XPEL's demand can be subject to general economic conditions and consumer spending on vehicle enhancements and maintenance.

XPEL, Inc. is a leading company in the automotive aftermarket industry, specializing in protective films, coatings, and related services. Their major products include automotive surface and paint protection film, window films, ceramic coatings, and proprietary DAP software. The company distributes its products through a multi-channel strategy, including independent installers, new car dealerships, and online channels.

XPEL, Inc. has a significant global presence, operating in the United States, China, Canada, Continental Europe, the United Kingdom, the Asia Pacific region, Latin America, and the Middle East/Africa. The company has established company-owned locations in the U.S., Canada, the U.K., Taiwan, Australia, and Mexico. In September 2025, XPEL acquired the assets of its exclusive distributor in China to solidify its direct go-to-market strategy.

XPEL has cultivated a strong brand reputation, known for its high-quality products, customer trust, and innovative technology. XPEL announced a partnership with Tint World Automotive Styling Centers, establishing Tint World as a global authorized XPEL dealer. XPEL's annual Dealer Conference fosters a strong connection within its global installer base. The company continues to emphasize its innovative products, such as its PRIME™ automotive window film.

XPEL, Inc. is primarily owned by institutional shareholders, who hold 72.24% of the company's stock. Insiders own 15.16%, and retail investors account for 12.60%. Major institutional owners include BlackRock, Inc., Wasatch Advisors LP, and Vanguard Group Inc. Key individual owners (insiders) include Mark I. Adams and Ryan Pape (CEO).