Alta Fox Capital Management Increases XPEL Holdings Significantly
- Share Acquisition: On February 13, 2026, Alta Fox Capital Management disclosed a significant purchase of 1,384,769 shares of XPEL, valued at approximately $57.88 million based on the average closing price during Q4 2025, indicating strong confidence in the company's prospects.
- Increased Stake: Following this transaction, Alta Fox's stake in XPEL rose to 15.49%, reflecting a strategic focus on the company's growth potential and highlighting the concentration of its investment portfolio.
- Performance Metrics: As of February 12, 2026, XPEL shares were priced at $53.88, representing a 30.9% increase over the previous year and outperforming the S&P 500 by 18.03 percentage points, showcasing robust market performance and investor confidence.
- Future Goals: XPEL reported record third-quarter revenue of $125.4 million, an 11.1% year-over-year increase, and although net income dipped, management has outlined a path to achieve gross margins above 50% by 2028, indicating strong long-term growth ambitions.
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Alta Fox Capital Management Increases XPEL Holdings Significantly
- Share Acquisition: On February 13, 2026, Alta Fox Capital Management disclosed a significant purchase of 1,384,769 shares of XPEL, valued at approximately $57.88 million based on the average closing price during Q4 2025, indicating strong confidence in the company's prospects.
- Increased Stake: Following this transaction, Alta Fox's stake in XPEL rose to 15.49%, reflecting a strategic focus on the company's growth potential and highlighting the concentration of its investment portfolio.
- Performance Metrics: As of February 12, 2026, XPEL shares were priced at $53.88, representing a 30.9% increase over the previous year and outperforming the S&P 500 by 18.03 percentage points, showcasing robust market performance and investor confidence.
- Future Goals: XPEL reported record third-quarter revenue of $125.4 million, an 11.1% year-over-year increase, and although net income dipped, management has outlined a path to achieve gross margins above 50% by 2028, indicating strong long-term growth ambitions.
Alta Fox Acquires $44 Million Stake in Resideo Technologies
- New Investment Position: Alta Fox Capital Management disclosed a new position in Resideo Technologies by acquiring 1,266,700 shares in Q4 2026, with an estimated transaction value of $44.49 million, indicating strong confidence in the company's future prospects.
- Significant Asset Allocation: This acquisition accounts for 9.57% of Alta Fox's 13F reportable assets, reflecting the fund's preference for concentrated investment strategies, which may further enhance Resideo's market performance.
- Strong Financial Performance: Resideo reported $1.86 billion in revenue for Q3, a year-over-year increase of approximately 2%, while net income surged to $156 million, up 680%, showcasing a remarkable improvement in profitability.
- Positive Future Outlook: The company updated its 2025 revenue guidance to between $7.43 billion and $7.47 billion, coupled with ongoing gross margin expansion, indicating strong competitive positioning and growth potential in the market.
XPEL Survey Reveals PPF Significantly Enhances Vehicle Resale Value
- Value Retention: The survey indicates that 96% of automotive dealers believe adding PPF to new vehicles significantly enhances resale value, with 70% reporting value retention gains of up to 15%, which is particularly crucial in today's high new car price market.
- Increased Consumer Confidence: Over 90% of respondents assert that PPF boosts owners' confidence in their vehicle's resale value, highlighting that PPF serves not only as cosmetic protection but also as a long-term investment, aligning with the trend of consumers holding onto their vehicles longer.
- Market Context: With the average price of new cars in the U.S. exceeding $50,000 for the first time in 2025 and used vehicle prices nearing $30,000, the application of PPF becomes essential for protecting investments and enhancing customer satisfaction in this evolving market landscape.
- Product Diversity: XPEL offers a range of self-healing PPF options, including ULTIMATE PLUS™ and STEALTH™, backed by an industry-leading 10-year warranty, ensuring confidence and satisfaction for dealers and consumers when selecting PPF solutions.
Validea's Leading Consumer Discretionary Stocks Inspired by Peter Lynch - December 11, 2025
Top Rated Consumer Discretionary Stocks: The article highlights top-rated Consumer Discretionary stocks according to Validea's P/E/Growth Investor model based on Peter Lynch's strategy, focusing on stocks with reasonable prices relative to earnings growth and strong balance sheets.
Hayward Holdings Inc: Rated 91%, Hayward Holdings is a mid-cap growth stock in the Misc. Capital Goods industry, specializing in energy-efficient pool and outdoor living technology, with operations in North America and Europe.
XPEL Inc: With a rating of 87%, XPEL is a small-cap growth stock in the Business Services industry, known for its protective films and coatings for automotive and architectural applications, along with installation services.
Green Brick Partners Inc and Others: Green Brick Partners is rated 74% as a mid-cap value stock in Construction Services, while Honda Motor Co Ltd and Mattel Inc are rated 72% each, with Honda focusing on motorcycles and automobiles, and Mattel on toys and family entertainment.
Transcript of XPEL (XPEL) Earnings Call for Q3 2025
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
XPEL Unveils COLOR PPF, Limited-Edition Pagani Imola Roadster, and Live Demonstrations at SEMA 2025
XPEL COLOR Paint Protection Film Debut: XPEL will unveil its new color-changing Paint Protection Film (PPF) at the 2025 SEMA Show, allowing vehicle owners to protect and personalize their cars with a choice of 16 colors, showcased through a live installation on a BMW M5 Touring.
Exclusive Vehicle Showcase: The company will also display a unique 2025 Pagani Imola Roadster, featuring color-shifting paint and protected with XPEL's premium coatings, highlighting the brand's commitment to innovative automotive finishes.
Live Demonstrations and Special Guests: Attendees can participate in hands-on product demonstrations and meet notable figures such as custom car builder Will Castro and INDYCAR driver Scott McLaughlin, enhancing the interactive experience at the event.
Unique Academy USA: XPEL is collaborating with Will Castro's Unique Academy USA, a program aimed at training aspiring technicians in automotive film applications, which is also featured in a TV series streaming on multiple platforms.
Alta Fox Capital Management Increases XPEL Holdings Significantly
- Share Acquisition: On February 13, 2026, Alta Fox Capital Management disclosed a significant purchase of 1,384,769 shares of XPEL, valued at approximately $57.88 million based on the average closing price during Q4 2025, indicating strong confidence in the company's prospects.
- Increased Stake: Following this transaction, Alta Fox's stake in XPEL rose to 15.49%, reflecting a strategic focus on the company's growth potential and highlighting the concentration of its investment portfolio.
- Performance Metrics: As of February 12, 2026, XPEL shares were priced at $53.88, representing a 30.9% increase over the previous year and outperforming the S&P 500 by 18.03 percentage points, showcasing robust market performance and investor confidence.
- Future Goals: XPEL reported record third-quarter revenue of $125.4 million, an 11.1% year-over-year increase, and although net income dipped, management has outlined a path to achieve gross margins above 50% by 2028, indicating strong long-term growth ambitions.
Alta Fox Acquires $44 Million Stake in Resideo Technologies
- New Investment Position: Alta Fox Capital Management disclosed a new position in Resideo Technologies by acquiring 1,266,700 shares in Q4 2026, with an estimated transaction value of $44.49 million, indicating strong confidence in the company's future prospects.
- Significant Asset Allocation: This acquisition accounts for 9.57% of Alta Fox's 13F reportable assets, reflecting the fund's preference for concentrated investment strategies, which may further enhance Resideo's market performance.
- Strong Financial Performance: Resideo reported $1.86 billion in revenue for Q3, a year-over-year increase of approximately 2%, while net income surged to $156 million, up 680%, showcasing a remarkable improvement in profitability.
- Positive Future Outlook: The company updated its 2025 revenue guidance to between $7.43 billion and $7.47 billion, coupled with ongoing gross margin expansion, indicating strong competitive positioning and growth potential in the market.
XPEL Survey Reveals PPF Significantly Enhances Vehicle Resale Value
- Value Retention: The survey indicates that 96% of automotive dealers believe adding PPF to new vehicles significantly enhances resale value, with 70% reporting value retention gains of up to 15%, which is particularly crucial in today's high new car price market.
- Increased Consumer Confidence: Over 90% of respondents assert that PPF boosts owners' confidence in their vehicle's resale value, highlighting that PPF serves not only as cosmetic protection but also as a long-term investment, aligning with the trend of consumers holding onto their vehicles longer.
- Market Context: With the average price of new cars in the U.S. exceeding $50,000 for the first time in 2025 and used vehicle prices nearing $30,000, the application of PPF becomes essential for protecting investments and enhancing customer satisfaction in this evolving market landscape.
- Product Diversity: XPEL offers a range of self-healing PPF options, including ULTIMATE PLUS™ and STEALTH™, backed by an industry-leading 10-year warranty, ensuring confidence and satisfaction for dealers and consumers when selecting PPF solutions.
Validea's Leading Consumer Discretionary Stocks Inspired by Peter Lynch - December 11, 2025
Top Rated Consumer Discretionary Stocks: The article highlights top-rated Consumer Discretionary stocks according to Validea's P/E/Growth Investor model based on Peter Lynch's strategy, focusing on stocks with reasonable prices relative to earnings growth and strong balance sheets.
Hayward Holdings Inc: Rated 91%, Hayward Holdings is a mid-cap growth stock in the Misc. Capital Goods industry, specializing in energy-efficient pool and outdoor living technology, with operations in North America and Europe.
XPEL Inc: With a rating of 87%, XPEL is a small-cap growth stock in the Business Services industry, known for its protective films and coatings for automotive and architectural applications, along with installation services.
Green Brick Partners Inc and Others: Green Brick Partners is rated 74% as a mid-cap value stock in Construction Services, while Honda Motor Co Ltd and Mattel Inc are rated 72% each, with Honda focusing on motorcycles and automobiles, and Mattel on toys and family entertainment.
Transcript of XPEL (XPEL) Earnings Call for Q3 2025
- Author's Perspective: The views and opinions presented are solely those of the author.
- No Official Endorsement: The content does not necessarily reflect the views of Nasdaq, Inc.
XPEL Unveils COLOR PPF, Limited-Edition Pagani Imola Roadster, and Live Demonstrations at SEMA 2025
XPEL COLOR Paint Protection Film Debut: XPEL will unveil its new color-changing Paint Protection Film (PPF) at the 2025 SEMA Show, allowing vehicle owners to protect and personalize their cars with a choice of 16 colors, showcased through a live installation on a BMW M5 Touring.
Exclusive Vehicle Showcase: The company will also display a unique 2025 Pagani Imola Roadster, featuring color-shifting paint and protected with XPEL's premium coatings, highlighting the brand's commitment to innovative automotive finishes.
Live Demonstrations and Special Guests: Attendees can participate in hands-on product demonstrations and meet notable figures such as custom car builder Will Castro and INDYCAR driver Scott McLaughlin, enhancing the interactive experience at the event.
Unique Academy USA: XPEL is collaborating with Will Castro's Unique Academy USA, a program aimed at training aspiring technicians in automotive film applications, which is also featured in a TV series streaming on multiple platforms.
