XPEL: 3 Key Takeaways for Long-Term Investors

XPEL reported Q3 2026 revenue growth of 9.9% to $137.8 million with expanding gross margins of 44.6%. The company faces near-term regulatory headwinds in U.S. dealerships but expects relief by Q4 2026. Long-term growth drivers include a new China manufacturing facility launching in early 2027 to serve non-U.S. markets, a Texas plant launching mid-2027, and a doubled OEM project pipeline. The VISCO graphics acquisition expands vehicle personalization capabilities and OEM access.