Xpel Inc.

XPEL reported record Q2 revenue of $143.1 million, up 14.7% including about $2 million of pulled‑forward sales, with U.S. independent channel strength and resilient China sales after a regional distributor acquisition. Gross margin rose to 44.1% as higher‑priced China inventory was sold, while management is cutting SKUs ~10% and shifting to in‑house manufacturing to improve quality and innovation. The company plans a $110 million build‑out in San Antonio and China, expects incremental margin benefits from mid‑2027, targets mid‑20% operating margin by end‑2028, and will fund growth via the manufacturing spend, buybacks and small tuck‑ins; Q3 revenue guidance is $137–139 million. » Altro su finance.yahoo.com

Brown Capital Management added XPEL to its Small Company Fund in Q1 2026, highlighting the company’s core paint protection film (PPF) business and complementary window films and coatings. The fund notes PPF penetration is under 10% globally and that XPEL’s multi-channel distribution and installer software give it an advantage as PPF adoption spreads from enthusiasts to mainstream vehicles. XPEL closed at $45.96 on June 23, 2026, has a market cap of $1.27 billion, and was held by 23 hedge funds at quarter-end. » Altro su finance.yahoo.com

XPEL reported Q1 2026 EPS of $0.37 and revenue of $117.35 million, with both metrics beating analysts’ expectations. Revenue rose 13.1% year over year, gross margin was 43.7% and EBITDA margin 14.5%. The OEM program was significantly expanded and now represents 7% of revenue. Following the results, the stock rose about 6.3% in pre-market trading. For upcoming quarters the company forecasts further growth, with EPS guidance of $0.63 for Q2 and $0.66 for Q3 2026. » Altro su de.investing.com