Overview

• Protective films maker's preliminary Q1 revenue up 13.1%, beating analyst expectations

• Preliminary EPS rose to $0.37 from $0.31

• Preliminary Q1 EBITDA grew 17.8% to $17 mln

Outlook

• XPEL expects Q2 2026 revenue of about $135 mln to $137 mln

Result Drivers

• WINDOW FILM GROWTH - Total window film revenue rose 24.8% YoY and made up 19.8% of total revenue

• INSTALLATION REVENUE - Total installation revenue (labor and product combined) grew 24.3% YoY

• ASIA PACIFIC AND EUROPE GROWTH - Revenue from Asia Pacific rose 37.5% YoY and EU, UK, and Africa revenue increased 19% YoY

Company press release: ID:nBw2kgr7fa

Key Details

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 $56.00, about 13.4% above its May 5 closing price of $49.37

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

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