B. Riley Issues Pessimistic Outlook for XPEL Earnings

Key Points

• B. Riley has reduced its Q3 2025 earnings per share (EPS) estimate for XPEL to $0.48, down from $0.54, while the consensus full-year estimate is $1.73.
• XPEL's stock has seen significant institutional interest, with hedge funds owning 75.08% of its shares and a recent share repurchase program worth $50 million initiated by the Board of Directors.
• The company reported $0.59 EPS in its last quarterly earnings, exceeding analyst expectations, and experienced a 13.5% year-over-year revenue increase.

XPEL, Inc. (NASDAQ:XPEL - Free Report) - Investment analysts at B. Riley lowered their Q3 2025 earnings per share (EPS) estimates for XPEL in a note issued to investors on Thursday, August 7th. B. Riley analyst J. Van. Sinderen now expects that the company will post earnings of $0.48 per share for the quarter, down from their previous estimate of $0.54. The consensus estimate for XPEL's current full-year earnings is $1.73 per share.

Separately, Wall Street Zen cut XPEL from a "buy" rating to a "hold" rating in a research report on Saturday.

XPEL Price Performance

XPEL stock traded up $2.72 during mid-day trading on Friday, reaching $37.39. 131,132 shares of the stock traded hands, compared to its average volume of 210,669. The stock has a market capitalization of $1.03 billion, a PE ratio of 21.25 and a beta of 1.83. XPEL has a 12-month low of $24.25 and a 12-month high of $47.23. The business's 50-day moving average is $35.85 and its 200-day moving average is $34.52.

XPEL (NASDAQ:XPEL - Get Free Report) last posted its quarterly earnings results on Wednesday, August 6th. The company reported $0.59 earnings per share for the quarter, topping the consensus estimate of $0.52 by $0.07. The firm had revenue of $124.71 million during the quarter, compared to analysts' expectations of $118.37 million. XPEL had a return on equity of 21.17% and a net margin of 10.84%. The company's revenue was up 13.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.54 earnings per share.

Institutional Trading of XPEL

A number of hedge funds have recently bought and sold shares of XPEL. PNC Financial Services Group Inc. increased its position in XPEL by 81.8% in the second quarter. PNC Financial Services Group Inc. now owns 851 shares of the company's stock worth $31,000 after buying an additional 383 shares in the last quarter. Rhumbline Advisers increased its stake in XPEL by 0.6% in the 1st quarter. Rhumbline Advisers now owns 63,606 shares of the company's stock worth $1,869,000 after acquiring an additional 389 shares during the last quarter. Cresset Asset Management LLC increased its stake in XPEL by 0.5% in the 4th quarter. Cresset Asset Management LLC now owns 108,666 shares of the company's stock worth $4,340,000 after acquiring an additional 489 shares during the last quarter. Fiera Capital Corp boosted its holdings in shares of XPEL by 1.6% in the 1st quarter. Fiera Capital Corp now owns 32,500 shares of the company's stock worth $955,000 after purchasing an additional 500 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of XPEL by 3.7% in the 4th quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 14,375 shares of the company's stock worth $574,000 after purchasing an additional 511 shares during the period. Hedge funds and other institutional investors own 75.08% of the company's stock.

XPEL declared that its board has initiated a share buyback plan on Tuesday, May 6th that allows the company to buyback $50.00 million in shares. This buyback authorization allows the company to buy up to 5.4% of its stock through open market purchases. Stock buyback plans are generally an indication that the company's leadership believes its shares are undervalued.

About XPEL

XPEL, Inc sells, distributes, and installs protective films and coatings worldwide. The company offers automotive surface and paint protection film, headlight protection, and automotive and architectural window films, as well as proprietary DAP software. It also provides pre-cut film products, merchandise and apparel, ceramic coatings, and tools and accessories.