XPEL, Inc. (XPEL) Q3 2025 Earnings Call Transcript
Revenue Revenue grew 11.1% year-over-year to $125.4 million. The growth was led by the U.S. region, which also grew 11.1% to $71.7 million. The EU region saw a 28.8% increase to $16.5 million, attributed to overcoming headwinds from the prior year and strong performance.
Gross Margin Gross margin faced a 170 basis point decline due to unfavorable price increases that were out of line with the market. However, absent this specific impact, gross margin grew year-over-year. The decline is expected to reverse starting in Q4.
SG&A Expenses SG&A expenses increased 20.8% year-over-year to $35.7 million, representing 28.4% of total revenue. The increase was driven by acquisition-related professional fees and added SG&A expenses from the China acquisition.
EBITDA EBITDA declined 8.1% year-over-year to $19.9 million, with an EBITDA margin of 15.9%. The decline was influenced by higher SG&A expenses and acquisition-related costs.
Net Income Net income decreased 11.8% year-over-year to $13.1 million, reflecting a net income margin of 10.5%. The decline was due to increased SG&A expenses and acquisition-related costs.
Window Film Product Line Revenue Revenue from the window film product line grew 22.2% year-over-year, continuing to be a strong growth driver.
Installation Revenue Installation revenue increased over 21% year-over-year, driven by solid performance in dealership services, corporate-owned stores, and OEM business.
Inventory Inventory increased by approximately $22 million due to the China distributor acquisition. This is expected to result in improved cash flow as the inventory is sold through.
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XPEL Survey Reveals PPF Significantly Enhances Vehicle Resale Value
- Value Retention: The survey indicates that 96% of automotive dealers believe adding PPF to new vehicles significantly enhances resale value, with 70% reporting value retention gains of up to 15%, which is particularly crucial in today's high new car price market.
- Increased Consumer Confidence: Over 90% of respondents assert that PPF boosts owners' confidence in their vehicle's resale value, highlighting that PPF serves not only as cosmetic protection but also as a long-term investment, aligning with the trend of consumers holding onto their vehicles longer.
- Market Context: With the average price of new cars in the U.S. exceeding $50,000 for the first time in 2025 and used vehicle prices nearing $30,000, the application of PPF becomes essential for protecting investments and enhancing customer satisfaction in this evolving market landscape.
- Product Diversity: XPEL offers a range of self-healing PPF options, including ULTIMATE PLUS™ and STEALTH™, backed by an industry-leading 10-year warranty, ensuring confidence and satisfaction for dealers and consumers when selecting PPF solutions.
Validea's Leading Consumer Discretionary Stocks Inspired by Peter Lynch - December 11, 2025
Top Rated Consumer Discretionary Stocks: The article highlights top-rated Consumer Discretionary stocks according to Validea's P/E/Growth Investor model based on Peter Lynch's strategy, focusing on stocks with reasonable prices relative to earnings growth and strong balance sheets.
Hayward Holdings Inc: Rated 91%, Hayward Holdings is a mid-cap growth stock in the Misc. Capital Goods industry, specializing in energy-efficient pool and outdoor living technology, with operations in North America and Europe.
XPEL Inc: With a rating of 87%, XPEL is a small-cap growth stock in the Business Services industry, known for its protective films and coatings for automotive and architectural applications, along with installation services.
Green Brick Partners Inc and Others: Green Brick Partners is rated 74% as a mid-cap value stock in Construction Services, while Honda Motor Co Ltd and Mattel Inc are rated 72% each, with Honda focusing on motorcycles and automobiles, and Mattel on toys and family entertainment.
Transcript of XPEL (XPEL) Earnings Call for Q3 2025
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
XPEL Unveils COLOR PPF, Limited-Edition Pagani Imola Roadster, and Live Demonstrations at SEMA 2025
XPEL COLOR Paint Protection Film Debut: XPEL will unveil its new color-changing Paint Protection Film (PPF) at the 2025 SEMA Show, allowing vehicle owners to protect and personalize their cars with a choice of 16 colors, showcased through a live installation on a BMW M5 Touring.
Exclusive Vehicle Showcase: The company will also display a unique 2025 Pagani Imola Roadster, featuring color-shifting paint and protected with XPEL's premium coatings, highlighting the brand's commitment to innovative automotive finishes.
Live Demonstrations and Special Guests: Attendees can participate in hands-on product demonstrations and meet notable figures such as custom car builder Will Castro and INDYCAR driver Scott McLaughlin, enhancing the interactive experience at the event.
Unique Academy USA: XPEL is collaborating with Will Castro's Unique Academy USA, a program aimed at training aspiring technicians in automotive film applications, which is also featured in a TV series streaming on multiple platforms.
Autoliv, Inc. (ALV) Exceeds Expectations for Q3 Earnings and Revenue
Earnings Performance: Autoliv, Inc. reported quarterly earnings of $2.32 per share, exceeding the Zacks Consensus Estimate of $2.1, and showing a year-over-year increase from $1.84 per share. The company has consistently surpassed earnings estimates over the last four quarters.
Revenue and Market Outlook: The company generated revenues of $2.71 billion, surpassing expectations by 3.10% and up from $2.56 billion a year ago. Autoliv's stock has risen 29.2% this year, outperforming the S&P 500, but its future performance will depend on management's commentary and earnings estimate revisions.
Grindr appoints experienced executive John North as chief financial officer.
New CFO Appointment: Grindr has appointed John North as its new finance chief, replacing Vanna Krantz, who announced her departure in July after three years in the role.
Background of New CFO: John North has over 20 years of experience and previously served as CEO of Lazydays Holdings and CFO of Copart, and he is also a board member of Xpel.
XPEL Survey Reveals PPF Significantly Enhances Vehicle Resale Value
- Value Retention: The survey indicates that 96% of automotive dealers believe adding PPF to new vehicles significantly enhances resale value, with 70% reporting value retention gains of up to 15%, which is particularly crucial in today's high new car price market.
- Increased Consumer Confidence: Over 90% of respondents assert that PPF boosts owners' confidence in their vehicle's resale value, highlighting that PPF serves not only as cosmetic protection but also as a long-term investment, aligning with the trend of consumers holding onto their vehicles longer.
- Market Context: With the average price of new cars in the U.S. exceeding $50,000 for the first time in 2025 and used vehicle prices nearing $30,000, the application of PPF becomes essential for protecting investments and enhancing customer satisfaction in this evolving market landscape.
- Product Diversity: XPEL offers a range of self-healing PPF options, including ULTIMATE PLUS™ and STEALTH™, backed by an industry-leading 10-year warranty, ensuring confidence and satisfaction for dealers and consumers when selecting PPF solutions.
Validea's Leading Consumer Discretionary Stocks Inspired by Peter Lynch - December 11, 2025
Top Rated Consumer Discretionary Stocks: The article highlights top-rated Consumer Discretionary stocks according to Validea's P/E/Growth Investor model based on Peter Lynch's strategy, focusing on stocks with reasonable prices relative to earnings growth and strong balance sheets.
Hayward Holdings Inc: Rated 91%, Hayward Holdings is a mid-cap growth stock in the Misc. Capital Goods industry, specializing in energy-efficient pool and outdoor living technology, with operations in North America and Europe.
XPEL Inc: With a rating of 87%, XPEL is a small-cap growth stock in the Business Services industry, known for its protective films and coatings for automotive and architectural applications, along with installation services.
Green Brick Partners Inc and Others: Green Brick Partners is rated 74% as a mid-cap value stock in Construction Services, while Honda Motor Co Ltd and Mattel Inc are rated 72% each, with Honda focusing on motorcycles and automobiles, and Mattel on toys and family entertainment.
Transcript of XPEL (XPEL) Earnings Call for Q3 2025
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
XPEL Unveils COLOR PPF, Limited-Edition Pagani Imola Roadster, and Live Demonstrations at SEMA 2025
XPEL COLOR Paint Protection Film Debut: XPEL will unveil its new color-changing Paint Protection Film (PPF) at the 2025 SEMA Show, allowing vehicle owners to protect and personalize their cars with a choice of 16 colors, showcased through a live installation on a BMW M5 Touring.
Exclusive Vehicle Showcase: The company will also display a unique 2025 Pagani Imola Roadster, featuring color-shifting paint and protected with XPEL's premium coatings, highlighting the brand's commitment to innovative automotive finishes.
Live Demonstrations and Special Guests: Attendees can participate in hands-on product demonstrations and meet notable figures such as custom car builder Will Castro and INDYCAR driver Scott McLaughlin, enhancing the interactive experience at the event.
Unique Academy USA: XPEL is collaborating with Will Castro's Unique Academy USA, a program aimed at training aspiring technicians in automotive film applications, which is also featured in a TV series streaming on multiple platforms.
Autoliv, Inc. (ALV) Exceeds Expectations for Q3 Earnings and Revenue
Earnings Performance: Autoliv, Inc. reported quarterly earnings of $2.32 per share, exceeding the Zacks Consensus Estimate of $2.1, and showing a year-over-year increase from $1.84 per share. The company has consistently surpassed earnings estimates over the last four quarters.
Revenue and Market Outlook: The company generated revenues of $2.71 billion, surpassing expectations by 3.10% and up from $2.56 billion a year ago. Autoliv's stock has risen 29.2% this year, outperforming the S&P 500, but its future performance will depend on management's commentary and earnings estimate revisions.
Grindr appoints experienced executive John North as chief financial officer.
New CFO Appointment: Grindr has appointed John North as its new finance chief, replacing Vanna Krantz, who announced her departure in July after three years in the role.
Background of New CFO: John North has over 20 years of experience and previously served as CEO of Lazydays Holdings and CFO of Copart, and he is also a board member of Xpel.
