NASDAQ$XPEL

Xpel Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

XPEL reported Q1 2026 revenue of $117.4M with net income of $10.5M and strong automotive film growth.

For the quarter ended March 31, 2026, XPEL total revenue grew 13% to $117.4 million, with product revenue of $88.7 million and service revenue of $28.6 million. Net income was $10.5 million versus $8.6 million a year ago. Net income attributable to stockholders was $10.3 million. The company supplies automotive paint protection and surface films globally.

  • Revenue of $117.4M (+13% YoY).
  • Net income of $10.5M.
  • Product revenue $88.7M; services $28.6M.
  • Automotive aftermarket remains primary driver.
  • Deferred revenue balance increased on strong installations.

Headline financials

Total Revenue

$117M

Previous: $104M+13.1%
EPS (adj)

$0.37

Previous: $0.31+19.4%
Capital Expenditures

-$9.72M

Previous: -$1M-868.6%
Net Income

$10.3M

Previous: $8.59M+20.5%
Operating Income

$13M

Previous: $11.1M+17.0%
Gross Profit

$51.2M

Previous: $43.9M+16.7%

Revenue & EPS history

Xpel · Revenue · Quarterly

$117M

Q1 2026+13.1%vs Q1 2025
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Xpel · $103M total across 2 segments · Q3 2023

  • Product revenue
    $81.1M+11.7%
  • Service revenue
    $21.6M+25.7%

Forward guidance

Management discusses installer network growth and geographic expansion without issuing formal EPS guidance in the filing.

Tailwinds

  • Double-digit revenue growth with margin leverage.
  • Growing deferred revenue from installation activity.

Headwinds

  • Exposure to auto retail cycles and FX.
  • Service mix and competition in PPF category.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+6.2%

Avg return

Earnings day

+6.8%

Avg return

5 days after

+10.8%

Avg return

30 days after

67%

18 / 27 earnings

Positive

+40.1%

Q2 2024

Best reaction

-40.4%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-6.6%+1.3%
Q4 2025-6.8%-14.8%-19.9%
Q3 2025+0.7%+10.5%+40.6%
Q1 2025+14.2%+25.6%+25.3%
Q4 2024-14.6%-24.7%-23.4%
Q3 2024+6.2%+7.6%+7.8%
Q2 2024+40.1%+42.0%+32.7%
Q1 2024-40.4%-40.2%-29.4%
Q4 2023-4.7%-5.1%-4.3%
Q3 2023-13.0%-9.3%-1.8%
Q2 2023-0.5%+5.2%-5.9%
Q1 2023+8.0%+6.9%+8.4%
Q4 2022-14.9%-13.3%-14.0%
Q3 2022+4.2%+5.1%-1.0%
Q2 2022+24.1%+30.1%+6.1%
Q1 2022+11.2%+12.9%+19.3%
Q4 2021-3.5%-18.7%-20.2%
Q3 2021+4.9%-0.4%-5.1%
Q2 2021+1.9%-9.9%-9.5%
Q1 2021+10.7%+19.4%+41.8%
Q4 2020+15.0%+11.9%+5.9%
Q3 2020+6.9%+19.6%+50.6%
Q2 2020+38.0%+37.8%+15.8%
Q1 2020+10.2%+20.9%+35.3%
Q4 2019+15.7%+4.9%+20.8%
Q3 2019+27.3%+36.9%+44.4%
Q2 2019+28.1%+28.1%+69.2%
Q4 2018
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Q1 2018
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Q4 2011
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Q4 2010
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Q2 2010
Q1 2010

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