XPEL, Inc.
XPEL · Coating, Engraving & Allied Services · 27.6M shares · +0%/yr ↑ shares · EDGAR filings ↗
Grade
A85Category-leading paint-protection-film franchise with top-decile returns, double-digit growth, and a clean balance sheet.
Strengths
- Top-decile ROA (13.4%, 92.7th pct) plus strong ROE 18.3% and operating margin (76.9th pct)
- 13.3% revenue growth with DAP software, brand, and installer-network moat; FCF margin 71.7th pct
- Clean liquidity (current ratio 3.25) supporting acquisition-led global expansion
Risks
- Heavy dependence on the automotive aftermarket and discretionary demand
- China operations and PRC regulatory/governance exposure as direct presence grows
- Acquisition-integration execution risk
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
42.2%
Operating margin
13.2%
Net margin
10.8%
Return on equity
18.3%
Return on assets
13.4%
Revenue growth (QoQ)
-4.0%
Net-income growth
12.6%
Current ratio
3.2×
Free cash flow
$63M
Tangible book value
$171M
Cash & investments
$51M
Stock comp / revenue
0.6%
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-15 | Shareholder voteExhibits | filing ↗ |
| 2026-05-20 | Material agreementAcquisition/dispositionDebt obligationReg FDExhibits | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-04-29 | Exec/director change | filing ↗ |
| 2026-02-25 | 3.035.03OtherExhibits | filing ↗ |
| 2026-02-25 | ResultsExhibits | filing ↗ |
| 2025-11-05 | ResultsExhibits | filing ↗ |
| 2025-11-04 | 3.035.03Exhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-15 | 2026-06-10 | 0001767258-26-000050 ↗ |
| 8-K | 2026-05-20 | 2026-05-15 | 0001767258-26-000043 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001767258-26-000038 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001767258-26-000032 ↗ |
| 8-K | 2026-04-29 | 2026-04-23 | 0001767258-26-000017 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001767258-26-000014 ↗ |
| 8-K | 2026-02-25 | 2026-02-19 | 0001767258-26-000010 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001767258-26-000007 ↗ |
| 10-Q | 2025-11-07 | 2025-09-30 | 0001767258-25-000068 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001767258-25-000064 ↗ |
| 8-K | 2025-11-04 | 2025-10-28 | 0001767258-25-000061 ↗ |
| 8-K | 2025-09-17 | 2025-09-11 | 0001767258-25-000054 ↗ |