XPEL Q4 Earnings Call Highlights

The referral program, he said, was a bright spot in 2025, showing “outstanding revenue performance” in September and October before demand fell sharply for the remainder of the year. Pape added that the company is seeing signs of recovery early in 2026 and remains optimistic about EV-related demand through that channel, even as the relationship between XPEL’s buyer profile and broader EV buyers has been difficult to quantify.Pape said broader auto industry dynamics affected results, describing fourth-quarte ...