XPEL Q4 revenue rises 13.7% but misses estimates

Reuters02-25
XPEL Q4 revenue rises 13.7% but misses estimates

Overview

  • Protective films provider's Q4 revenue rose 13.7% but missed analyst expectations

  • Q4 EBITDA increased 37.6% yr/yr, reflecting strong operational performance

Outlook

  • Company expects Q1 2026 revenue between $112 mln and $114 mln

Result Drivers

  • CHINA REVENUE GROWTH - Revenue from China increased 51.9% YoY, contributing significantly to overall revenue growth

  • SERVICE REVENUE INCREASE - Service revenue rose 22.2% YoY, boosting overall revenue

  • INTERNATIONAL FOOTPRINT - Completion of international footprint development expected to drive future sales growth and operating leverage, per CEO Ryan Pape

Company press release: ID:nBw5K7nrva

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Miss

$122.30 mln

$125.01 mln (3 Analysts)

Q4 Gross Margin

41.90%

Q4 EBITDA

$19.60 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

  • Wall Street's median 12-month price target for Xpel Inc is $55.00, about 9% above its February 24 closing price of $50.47

  • The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 15 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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