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XPEL (XPEL) investor relations material
XPEL Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Achieved record Q2 2025 revenue of $124.7M, up 13.5% year-over-year, with net income up 7.8% to $16.2M and adjusted net income up 16.7% to $17.5M, exceeding expectations despite a volatile environment.
Growth was broad-based, with notable strength in the U.S. (up 8.4%), Canada (up 7.4%), China (up 75.1%), Asia-Pacific (up 54.1%), and Middle East/India (up 40.5%), except for Latin America, which declined.
Dealer service business outpaced aftermarket channel growth, with July setting all-time records for vehicles and revenue.
Investments in personalization platforms and DAP systems are driving increased consumer engagement and attachment rates.
Growth was driven by strong demand for paint protection and window film products, especially in China, Asia-Pacific, and the Middle East/India regions.
Financial highlights
Q2 2025 total revenue: $124.7M (up 13.5% YoY); net income: $16.2M (up 7.8%); adjusted net income: $17.5M (up 16.7%); EBITDA: $23.4M (up 7.1%); adjusted EBITDA: $25M (up 14.7%).
Gross margin for Q2 was 42.9%, slightly down from 43.5% in Q2 2024, due to revenue mix.
EPS was $0.59; adjusted EPS was $0.63. Year-to-date EPS is $0.90.
Operating cash flow for Q2 was $27.9M; for the first half of 2025, $31.1M.
Ended quarter with $49.6M cash and no outstanding balance on the $125M credit facility.
Outlook and guidance
Q3 2025 revenue expected between $117M and $119M, facing a challenging year-over-year comparison.
Gross margin expected to trend upward; SG&A growth rate to moderate as acquisition-related costs are lapped.
Management expects continued growth driven by product adoption, international expansion, and increased demand in key regions.
Sufficient liquidity and borrowing capacity are expected to support ongoing operations, capital expenditures, and acquisitions for at least the next 12 months.
China market growth projected in low double digits, with upside from new OEM and PDI channels.
Assess impact of tariff anxiety on XPEL's Q2.
Elaborate on personalization platform's development.
Outline China growth strategy beyond aftermarket.
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Q3 20256 Nov, 2025
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Frequently asked questions
XPEL, Inc. is one of the largest manufacturers and distributors of after-market vehicle protection and enhancement products in the world. The Company has four distinct businesses: automotive products, industrial film, construction, and protective coatings. The automotive products business manufactures and sells brand name products for the automotive after-market to both professional installers as well as do-it-yourself customers. Industrial film is a high quality protective film designed to protect against paint damage and acts as a permanent window tint. Construction automatically dispenses flowable materials in a uniform bead without waste, overlapping or unsightly seams. Protective coatings develops, manufactures, markets and installs advanced protective coatings and surface treatments.
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