The earnings call presented a generally positive outlook with strong revenue growth, particularly in the U.S. and Middle East regions, and significant increases in EBITDA and window film sales. However, challenges remain in the Canadian market with declining revenue and customer sentiment, as well as ongoing strategic adjustments in China amid tariff concerns. Despite these lowlights, the overall sentiment leans towards optimism with strategic investments and cost management initiatives in place.
Company Guidance
During the first quarter of 2025 earnings call, XPEL Incorporated reported a revenue increase of 15.2% to $103.8 million, with the U.S. region contributing $58.1 million, reflecting an 11.6% growth. The company's EBITDA grew by 23.2% to $14.4 million, achieving a 14% EBITDA margin. XPEL's gross margin stood at 42.3%. Despite a 14.9% decline in Canada's revenue to $9.4 million, the company experienced record revenue in the Middle East and its second-highest quarter in Europe. The company's total window film product line saw a 28.1% growth, driven by new windshield protection film products. SG&A expenses grew 14.4% to $32.8 million, with restructuring costs contributing $400,000 in Q1 and $300,000 anticipated in Q2. XPEL announced a $50 million share repurchase plan, emphasizing continued investment in business growth and cost management. The company expects Q2 revenue to range between $117 million and $119 million, while maintaining a focus on optimizing its business strategy amid tariff uncertainties.
Revenue Growth
Revenue grew 15.2% to $103.8 million with strong performance in the U.S. region which saw an 11.6% increase to $58.1 million.
EBITDA Increase
EBITDA grew 23.2% to $14.4 million, marking a 14% EBITDA margin.
Record Revenue in the Middle East
The Middle East region achieved record revenue in the quarter.
Strong Performance of Window Films
Total window film product line grew 28.1% in the quarter, with automotive window tint up by 16.2% and architectural window film by 9.6%.
Solid Gross Margin
Gross margin performance was strong at 42.3%.
Share Repurchase Plan
Announced a $50 million share repurchase plan authorization.
XPEL (XPEL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
XPEL Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 06, 2025
$29.22
$33.43
+14.41%
Feb 26, 2025
$40.33
$34.44
-14.60%
Nov 07, 2024
$41.76
$42.61
+2.04%
Aug 08, 2024
$31.75
$46.89
+47.69%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Xpel, Inc. (XPEL) report earnings?
Xpel, Inc. (XPEL) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Xpel, Inc. (XPEL) earnings time?
Xpel, Inc. (XPEL) earnings time is at Aug 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.