NASDAQ$XPEL

Xpel Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

XPEL reported revenue of $124.7 million and net income of $16.2 million for the second quarter of 2025.

XPEL achieved 13.5% year-over-year revenue growth to $124.7 million in Q2 2025, driven by strong product demand across paint protection film and window film categories. Operating income remained stable at $19.3 million while net income rose 7.8% to $16.2 million. Cash and cash equivalents increased significantly to $49.6 million, supported by robust operating cash flow of $31.1 million for the first half of the year.

  • Total revenue grew 13.5% year-over-year to $124.7 million, with product revenue up 13.9% and service revenue up 12.0%.
  • Gross margin was 42.9%, with product gross margin at 38.6% and service gross margin at 56.5%.
  • Net income attributable to stockholders increased 8.4% to $16.3 million, delivering diluted EPS of $0.59.
  • Cash and cash equivalents rose to $49.6 million at quarter end, reflecting strong operating cash generation.

Headline financials

Total Revenue

$125M

Previous: $110M+13.5%
EPS (adj)

$0.59

Previous: $0.54+9.3%
Gross margin

42.9%

No prior period
Capital Expenditures

-$1.95M

Previous: -$3.83M+49.2%
Net Income

$16.3M

Previous: $15M+8.4%
Operating Income

$19.3M

Previous: $19.2M+0.6%
Gross Profit

$53.5M

Previous: $47.9M+11.8%
Cash & Equivalents

$49.6M

Previous: $15M+231.0%

Revenue & EPS history

Xpel · Revenue · Quarterly

$125M

Q2 2025+13.5%vs Q2 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Xpel · $125M total across 2 segments · Q2 2025

  • Product revenue
    $94.8M—
  • Service revenue
    $29.9M—

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2025———
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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Q4 2011———
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Q4 2010———
Q3 2010———
Q2 2010———
Q1 2010———

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