← BackXPEL, Inc. · Coating, Engraving & Allied ServicesXPEL
Low riskNext report: In 7 days (est.)
The short versionA high-quality, profitable business with growing sales. Institutions are adding.
Going well
- Sales up 15% in the latest quarter vs a year ago
- Profitable every year for 8 years
- Sales up 13% last year
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 3.8% to their holdings in the quarter ending June 2026 (105 bought, 91 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$42.36-1.8% that day
- Company value
- $1.2B
- Share price times all shares
- Price vs profit (P/E)
- 21.5x
- You pay about $22 for each $1 of yearly profit
- Price vs sales
- 2.3x
- Company value is 2.3 times a year of sales
- Cash vs value
- 3%
- Cash as a share of company value
From XPEL's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$143.1M+15% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $508.1M, up 13% from the 12 months before. Over 5 years, sales grew about 25% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.20.3%
- PassDebt under half of equityNot relying on borrowed money.0.00x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.10.8%
- PassProfitable every yearSteady profits, not one good year.8 of 8 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$62.9M
- PassShare count not growingNot diluting owners. Falling means buybacks.+0.2% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.42.2%
- Revenue
- $476.2M
- +13.3% vs prior year
- 5-year growth
- +24.5%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 3.25x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $143.1M
- +14.7% YoY
- EPS
- $0.65
- vs $0.59
- Op. margin
- 16.2%
- +0.7 pts
- Gross margin
- 44.1%
- +1.2 pts
- Free cash flow
- -$34.3M
- Share count
- -0.1%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.8
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+3.8%Institutions added 3.8% to their holdings. 105 bought, 91 sold. 3 quarters of net buying in a row.
Shares held by institutions23.4M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-0.1%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.1x · $43.5M debtShares outstandingLatest reported
28MNext reportIn 7 days (est.)Estimated from the same quarter last year
- Results filedAug 5
- Results filedMay 6
- Results filedFeb 25
- Results filedNov 5, 2025
- Results filedAug 6, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
5%+ holder update (passive)Oct 9 · Form SCHEDULE 13G/A ↗Option exerciseMike KlonneDirector
441 shares
- +10% of holdings
- Now owns 4,689 shares
- Filed same day
Option exerciseRichard K. CrumlyDirector
441 shares
- +8% of holdings
- Now owns 6,307 shares
- Filed same day
Option exerciseStacy L BogartDirector
441 shares
- +5% of holdings
- Now owns 8,907 shares
- Filed 1 day after trade
Option exerciseJohn F NorthDirector
441 shares
- +4% of holdings
- Now owns 10,716 shares
- Filed 1 day after trade
5%+ holder update (passive)Sep 3 · Form SCHEDULE 13G/A ↗Quarterly reportAug 7 · Form 10-Q ↗Earnings resultsAug 5 · Form 8-K ↗Leadership changeJul 31 · Form 8-K ↗Other transferMark Andrew ThorntonDirector
1,765 shares
- Owns no shares after
- Restricted Stock Units
- Filed 1 day after trade
Option exerciseRyan PapePresident and CEO, Director
1,990 shares
- +0% of holdings
- Now owns 1,085,766 shares
- Filed 4 days after trade
- Also: Stock award, Shares withheld for taxes
Insider tradeJun 23 · Form 4 ↗Insider tradeJun 18 · Form 4 ↗Insider tradeJun 18 · Form 4 ↗Insider tradeJun 18 · Form 4 ↗