XPEL (XPEL) Q2 FY26 earnings call

XPEL delivered record Q2 FY26 revenue, driven by strong U.S. and China performance, despite headwinds from FTC concerns in dealerships and vehicle availability in the Middle East. The company made significant strategic investments in manufacturing facilities in San Antonio and China, aiming for long-term margin expansion and enhanced innovation. Management is focused on operational efficiency, including SKU reduction and working capital improvements, while continuing share repurchases and small tuck-in acquisitions.