XPEL (XPEL)
Sells protective films, coatings, installation services, and pattern software for vehicle surfaces.
Something off on this page? Send us feedback.
Sells paint protection film, window film, coatings, installation labor, training, and DAP pattern software for automotive and adjacent surfaces. Revenue is concentrated in North America and installer/dealer channels, while international direct expansion and supply-chain execution shape the business.
Supplies protective films, coatings, and related services for automotive aftermarket installers, new car dealerships, OEMs, and adjacent surface markets. Paint protection film is the core product line, supported by window film, windshield protection film, architectural film, ceramic coating, installation labor, training, and DAP pattern software.
Grew from vehicle-pattern software into a product-and-service platform. DAP gives installers and customers access to vehicle-panel patterns used to cut film, while company training, technical support, and owned installation centers help standardize application quality.
Sales are concentrated in North America, with additional business across Asia Pacific, Europe, the Middle East, India, and Latin America. Channel relationships, acquisition integration, manufacturing and supply-chain control, OEM accessorization decisions, and China regulatory complexity shape the operating model.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | Freedom Broker | Upgrade | ||
| Aug 6, 2026 | B.Riley Financial | Target | Target: $58 | Target: $65 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $40.7M · Total debt $63.6M · Total assets $472.6M · Shareholders' equity $306.1M
- Revenue
- $143.1M
- Operating income
- $23.2M
- Net income
- $18.0M
No dividends on record.
| Institutions | 86.17% | 23.75M shares | |
|---|---|---|---|
| 220 holders · as of Jun 30, 2026 | |||
| Insiders | 25.58% | 7.05M shares | |
| 9 holders · as of Sep 11, 2026 | |||
| Adds to | 111.75% | ||
27.56M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 111.75%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.91% | 3.83M | as of Jun 30, 2026 |
Wasatch Advisors LPInstitution | 13.25% | 3.65M | as of Jun 30, 2026 |
Mark AdamsInsiderdirector | 7.81% | 2.15M | filed Jun 1, 2023 |
Alta Fox Capital Management, LLCInstitution | 7.22% | 1.99M | as of Jun 30, 2026 |
Alta Fox Capital Management, LLCInstitution | 6.98% | 1.92M | filed May 15, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- Eastman Chemical
Largest direct public peer through LLumar and SunTek films
- 3M
Global materials brand in PPF, patterns, and auto films
- Avery Dennison
Automotive graphics and PPF peer with installer-facing films
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| XPEL | $45.50 | −0.02% | $1.25B | 23.1 | 19.1 | 2.5 | +14.7% |
| Eastman Chemical | $67.04 | +3.00% | $7.44B | 16.9 | 9.9 | 0.8 | +9.7% |
| 3M | $167.81 | +1.72% | $85.07B | 29.3 | 18.1 | 3.4 | +2.5% |
| Avery Dennison | $170.87 | +0.91% | $12.95B | 18.5 | 16.4 | 1.4 | +10.9% |
| Median | 18.5 | 16.4 | 1.4 | +9.7% |