Deep Dive: XPEL
XPEL sells paint-protection film and DAP cutting software, using 90,000-plus vehicle templates to win share from 3M and Eastman.
NASDAQ
XPEL
8 stories
$1.3B Market cap · 2026-10-06
XPEL sells paint-protection film and DAP cutting software, using 90,000-plus vehicle templates to win share from 3M and Eastman.
Douglas Dynamics’ Attachments revenue rose 67% in Q1 as heavy snowfall drove parts sales and dealer restocking.
XPEL's paint-protection-film sales accelerated to 13% growth in 2025 as inventory resets eased, with margin recovery targeted after…
Judges Scientific reported 6% organic revenue growth, but US sales fell 22%; NIH funding release and a Geotek coring expedition are its key…
We just published a high-conviction report on one of our favorite businesses, $XPEL. Our conviction is rooted in a CEO with an exceptional track record: ~47% TSR CAGR and 35% revenue CAGR since taking the helm—who owns stock worth ~20x his salary and has laid out a credible path to roughly triple EPS through self-help margin expansion and continued secular growth. Even using assumptions well below management’s targets, we see a compelling risk-adjusted return with the potential to double our investment by FY28. If management delivers on its vision, we believe the shares can more than triple over that same period. See research report here: https://t.co/ZHKQmeWhmO
Seaport Entertainment sold 250 Water St for $142 million and leased the loss-making Tin Building, while TerraVest’s Q1 cash EBIT margin…
XPEL targets 26% EBIT margins by FY28 after its 2022-2025 investment cycle, with Alta Fox projecting roughly doubled EPS from FY25.
XPEL plans to spend $75 million to $150 million on manufacturing, targeting 52-54% gross margins and high-20s EBIT margins by 2028.
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