Highest-materiality recent filing
XPEL invests ~$110M in San Antonio facility and China manufacturing; reaffirms 2028 margin targets
Acquired 435,000-sq-ft San Antonio site for ~$60.4M; financed with $44.8M building loan (4.7% rate, 10-yr term).
XPEL Q1 2026 revenue +13.1% to $117.4M; EPS $0.37 vs $0.31 YoY; guides Q2 rev $135-137M
Revenue $117.4M (+13.1% YoY); net income $10.3M ($0.37 diluted EPS) vs $8.6M ($0.31) in Q1 2025.
XPEL appoints Mark Thornton to Board of Directors, effective April 23, 2026
Mark Thornton appointed to XPEL Board; also joins Compensation and Nominating & Governance Committees.
XPEL Q4 2025 revenue $122.3M (+13.7%), EPS $0.48, EBITDA +37.6%, guides Q1 rev ~$113M
Q4 2025 revenue $122.3M (+13.7% YoY); net income $13.4M ($0.48 diluted EPS) vs $8.9M ($0.32) in Q4 2024.
XPEL amends bylaws to require cause for director removal; reduces insider trading blackout period
Bylaw amendment: directors may only be removed for cause, by 2/3 stockholder vote or majority board vote.
XPEL Q3 revenue +11.1% to $125.4M; announces $75M-$150M supply chain investment
Revenue $125.4M, up 11.1% YoY; gross margin 41.8% vs 42.5% last year.
XPEL Amends Bylaws to Designate Nevada Courts as Exclusive Forum for Shareholder Litigation
On October 28, 2025, XPEL amended its bylaws to require that certain shareholder claims be brought exclusively in the Eighth Judicial District Court of Clark County, Nevada.
XPEL extends credit facility maturity to Sept 2028; $125M revolver unchanged
Maturity extended from April 2026 to September 11, 2028 via First Amendment.
XPEL Q2 2025 revenue +13.5% to record $124.7M; EPS $0.59, normalized $0.63
Net income $16.2M, +7.8% YoY; adjusted net income $17.5M, +16.7%.
Elected all five directors (Pape, Bogart, Crumly, Klonne, North) with overwhelming support; ~2.66M broker non-votes.
XPEL Q1 revenue up 15.2% to $103.8M, net income +28.8%, announces $50M buyback
Revenue $103.8M (up 15.2% YoY); net income $8.6M ($0.31/sh) vs $6.7M ($0.24/sh) in Q1 2024.
XPEL Q4 revenue $107.5M (+1.9%); net income down 25.7% to $8.9M; EPS $0.32
Q4 revenue $107.5M, up 1.9% YoY; ex-China revenue grew 10.5%.
XPEL General Counsel departs; no replacement named
Babatunde Awodiran separated as SVP, General Counsel and Corporate Secretary effective February 18, 2025.
XPEL reports record Q3 revenue of $112.9M, up 9.9% YoY; net income $14.9M
Revenue $112.9M (+9.9% YoY); gross margin 42.5% vs 40.4% a year ago.
XPEL reports record Q2 revenue of $109.9M (+7.5% YoY); net income down 4.5%
Revenue $109.9M (record); net income $15.0M ($0.54 EPS), down from $15.7M ($0.57) YoY.
Director nominees elected: Ryan Pape (17.09M for), Stacy Bogart (16.01M), Richard Crumly (14.27M), Michael Klonne (15.75M), John North (17.84M). Crumly had highest withhold (3.64M).
XPEL Q1 net income down 42%; revenue +5% to $90.1M; cuts FY revenue growth view to 8-10%
EPS fell to $0.24 ($0.29 adjusting for $1.6M dealer conference costs) vs $0.41 in Q1 2023.
XPEL Q4 revenue $105.5M (+34.5%); FY23 revenue $396.3M (+22.3%); guides ~15% growth for 2024
Q4 net income $12.0M ($0.43 EPS), up 43.2% YoY; FY net income $52.8M ($1.91 EPS), up 27.6%.
XPEL Q3 revenue rises 14.4% to record $102.7M; net income up 2.5% to $13.7M
Revenue of $102.7M (record, +14.4% YoY); gross margin improved to 40.4% from 39.8%.
XPEL assigns John North to Compensation (chair) and Audit committees
John North was elected to XPEL's Board effective August 29, 2023.
XPEL amends bylaws to adopt universal proxy card advance notice rules
Board adopted amendments to Sections 2.8 and 2.13 and new Section 2.15 effective October 31, 2023.
XPEL clarifies not involved in Tesla PPF program; Tesla-related revenue ~5% of total
Blog post noted Tesla offering color/clear PPF wraps at two California Service Centers.
XPEL SVP of Sales and Product Mat Moreau retiring effective Oct 31, 2023
Mat Moreau, SVP of Sales and Product, retires after over eight years at XPEL.
XPEL appoints John North (CEO of Lazydays, former Lithia CFO) to Board effective August 29, 2023
John North appointed to XPEL Board effective August 29, 2023; will serve until May 2024 annual meeting.
XPEL files investor presentation with no new material disclosures
Filing contains an August 2023 investor presentation furnished under Item 7.01.
XPEL Q2 revenue hits record $102.2M, up 21.9%; EPS $0.57 vs $0.43 YoY
Revenue $102.2M (+21.9% YoY); gross margin 43.0% all-time high.
Director Mark Adams retires from XPEL board; board expansion to seven members underway
Mark Adams retired from XPEL board effective June 27, 2023, after 13 years of service as Lead Independent Director.
XPEL shareholders elect directors, double authorized shares under equity plan
All five director nominees elected: Pape (16.7M for), Adams (17.0M), Bogart (15.4M), Crumly (14.0M), Klonne (15.4M).
XPEL furnishes May 2023 investor presentation; no material updates
Filing furnishes a May 2023 investor presentation as Exhibit 99.1 for upcoming meetings.
XPEL Q1 revenue +19.5% to $85.8M, gross margin record 41.9%, net income +46.5%
Revenue of $85.8M, up 19.5% YoY; gross margin improved to 41.9% (new company high).
On April 23, 2026, the Board of Directors of XPEL, Inc. (the “Company) appointed Mark Thornton to the Board of Directors of the Company.
Effective February 18, 2025, Babatunde Awodiran, Senior Vice President, General Counsel and Corporate Secretary, has separated from the Company.
After over eight years of stellar service with XPEL, Inc. (the “Company”) Mr. Mat Moreau, Senior Vice President of Sales and Product, has decided to retire from the Company, effective October 31, 2023.
On August 29, 2023, the Board of Directors of XPEL, Inc. (the “Company”) appointed Mr. John North to the Board of Directors (the “Board”) of the Company with immediate effect.
On June 27, 2023, Mr. Mark Adams, a member of the Board of Directors of XPEL, Inc. (the “Company”) notified the Company of his intention to retire from the Company’s Board of Directors (the “Board”), effective June 27, 2023.
Max materiality 0.80 · Median 0.55 · Most common event earnings