XPEL Q3 profit beats estimates on window film sales, margin expansion
XPEL•XPEL•XPEL•XPEL•XPEL reported preliminary Q3 adjusted EPS of $0.62, above the $0.60 analyst estimate, while revenue rose 9.9% to $137.8 million and slightly missed expectations. Gross margin rose to 44.6%, and the company expects Q4 2026 revenue of $125 million to $127 million.
XPEL reported preliminary Q3 revenue of $137.8 million, up 9.9% but slightly below the $138.73 million analyst estimate. Adjusted EPS was $0.62, topping the $0.60 estimate. Net income was $16.3 million, EBITDA was $25.6 million and gross margin was 44.6%.
The company said growth in window film revenue contributed to the overall revenue increase and gross margin rose for a third consecutive quarter. XPEL expects Q4 2026 revenue of $125 million to $127 million and said manufacturing investments in San Antonio and China are expected to support future margin expansion, while a challenging environment continues to affect operations.
