XPEL, Inc. (XPEL) AI Stock Analysis

XPEL, Inc. specializes in the manufacture, sale, distribution, and installation of aftermarket automotive products. Its offerings include automotive surface and paint protection films, headlight protection solutions, and automotive and architectural window films. The company also provides proprietary software, merchandise, apparel, ceramic coatings, and installation tools and accessories. In addition, XPEL supplies paint protection kits and car wash products through online and direct distribution channels. Customers include independent installers, new car dealerships, third-party distributors, company-owned installation centers, and franchisees across major global markets including the United States, China, Canada, Europe, and Latin America.

XPEL expanded revenue from $259.3M in FY2021 to $476.2M in FY2025, recording a 5-year revenue CAGR of 24.5%. Gross margin widened from 35.7% in FY2021 to 42.2% in FY2025, while operating margin moved from 15.5% to 13.2%. Net income increased from $31.6M in FY2021 to $51.2M in FY2025, despite dipping to $45.5M in FY2024. For the latest quarter ended June 30, 2026, quarterly revenue grew 14.7% year-over-year, and quarterly earnings grew 10.4% year-over-year, lifting trailing twelve-month revenue to $508.1M with a net profit margin of 10.8%.

As of June 30, 2026, XPEL held $40.7M in cash and short-term investments against total debt of $63.5M, resulting in net debt of $22.9M. The balance sheet reflects a current ratio of 2.61 and a debt-to-equity ratio of 0.21 on shareholders' equity of $306.1M. Operating cash flow totaled $66.9M in FY2025, generating free cash flow of $62.9M. Cash deployment during FY2025 included $4.0M in capital expenditures and $3.0M in share buybacks, with share count changing 0.1% over five years.

At a closing price of $43.81, XPEL has a market capitalization of $1.21B and an enterprise value of $1.25B. The stock trades at a trailing P/E of 22.1x and an EV-to-EBITDA of 14.9x, both above the median of its US-listed Consumer Cyclical peers at 18.0x and 11.1x, respectively. Its price-to-sales ratio stands at 2.4x compared to the peer median of 0.7x. Over the past year, XPEL gained 26.4%, outpacing the S&P 500 return of 16.8%, though its 5-year return of -38.0% trails the index's 83.0% increase.

All 3 covering analysts rate XPEL as a Strong Buy, with 0 Buy, Hold, Sell, or Strong Sell recommendations. The mean price target is $61.67, representing a 40.8% premium over the last close of $43.81. For the fiscal year ending December 31, 2026, analysts project revenue of $532.0M and EPS of $2.25, reflecting an estimated 8.8% EPS growth. XPEL has exceeded EPS expectations in 3 of the last 4 quarters and is scheduled to report earnings on November 4, 2026.

This page is an AI-written research summary of XPEL, Inc. (XPEL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: XPEL income statement, XPEL balance sheet, XPEL key metrics, XPEL analyst forecast, XPEL chart. See the XPEL stock overview for the latest quote and news.