XPEL, Inc. announced on March 31 2026 that it has partnered with Stellantis to supply its premium paint‑protection film for the 2026 Jeep Gladiator “Shadow Ops” Special Edition, which will be showcased at the Easter Jeep Safari in Moab, Utah.
The collaboration brings XPEL’s high‑performance protective film into a high‑profile, off‑road‑centric event that attracts a large audience of automotive enthusiasts and potential customers, expanding the company’s dealer and OEM channel presence and increasing brand visibility within the Stellantis ecosystem.
In its most recent earnings, XPEL reported Q4 2025 revenue of $122.3 million, up 13.7% from $107.5 million in Q4 2024, and earnings per share of $0.48, beating analyst consensus of $0.43–$0.445. Gross margin improved to 41.9% from 40.6%, and EBITDA rose 37.6% to $19.6 million, representing 16.0% of revenue versus 13.3% in the prior year. The company’s service revenue grew 22.2% year‑over‑year, outpacing product revenue growth of 11.0%.
The strong results were driven by robust demand in China, where revenue increased 51.9%, and in Europe, where revenue grew 26.8%. Cost control and operational leverage helped preserve margins despite higher raw‑material costs, while a shift toward higher‑margin service contracts contributed to the EPS beat and margin expansion.
Management highlighted the positive momentum, noting, "We saw good top and bottom line performance in the fourth quarter. In 2025, we largely completed the development of our international footprint and, going forward, we will focus on driving sales growth and operating leverage in all our regions." The company guided Q1 2026 revenue to $112–$114 million, below the consensus estimate of $118–$120.3 million, citing headwinds such as the expiration of EV credits. Investors reacted negatively to the guidance miss, reflecting concerns about near‑term demand.
The partnership with Stellantis positions XPEL to capture additional market share in the growing protective‑film segment and enhances its presence in the automotive OEM channel. By aligning its product with a high‑visibility Jeep model, XPEL is poised to strengthen brand recognition among off‑road enthusiasts and leverage the partnership to drive future sales growth in both domestic and international markets.
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