Earnings Releases·Nov 4, 2026, 7:46 AM ET

XPEL — Third Quarter 2026 Earnings Summary

Consolidated revenue rose 9.9% year-over-year to $137.8 million for Q3 2026, while net income attributable to stockholders increased 26.3% to $16.3 million ($0.59 per share) and gross margin expanded to 44.6% from 41.8% in the prior year period.
The company provided Q4 2026 revenue guidance of approximately $125 million to $127 million and confirmed that manufacturing investments in San Antonio and China remain on track to drive future margin expansion.
Strategic capital allocation included $3.0 million in treasury share purchases during the quarter, alongside $44.8 million in new debt borrowings and $12.4 million in business acquisitions for the first nine months of 2026.
Regional performance showed strong growth in China (up 52.4%) and Canada (up 17.9%), offsetting declines in the EU, UK, Africa, and India/Middle East markets, while total operating expenses increased 13.3% to $40.4 million.