Does XPEL (XPEL) Have Long Runway for Growth?

3 hours ago 2

Soumya Eswaran

Wed, June 24, 2026 astatine 9:05 AM CDT 3 min read

Brown Capital Management, an concern absorption company, released its archetypal 4th 2026 capitalist missive for "The Brown Capital Management Small Company Fund". A transcript of the missive tin beryllium downloaded here. In the archetypal 4th of 2026, the Small Company Fund (Investor shares) fell 19.78%, importantly lagging the Russell 2000 Growth index's 2.81% decline. Worsened marketplace conditions owed to the Iran war, driving the lipid terms spike and accrued volatility successful equities. Despite stabilization successful the show arsenic the 4th progressed, aboriginal declines and weakness successful ample positions importantly impacted the Fund's performance. Please reappraisal the Fund's apical 5 holdings to summation insights into their cardinal selections for 2026.

In its first-quarter 2026 capitalist letter, The Brown Capital Management Small Company Fund highlighted XPEL, Inc. (NASDAQ:XPEL). XPEL, Inc. (NASDAQ:XPEL) is simply a US-based institution that manufactures and distributes protective films, coatings, and related services. On June 23, 2026, XPEL, Inc. (NASDAQ:XPEL) closed astatine $45.96 per share. One-month instrumentality of XPEL, Inc. (NASDAQ:XPEL) was -3.36%, and its shares gained 29.36% implicit the past 52 weeks. XPEL, Inc. (NASDAQ:XPEL) has a marketplace capitalization of $1.27 billion.

The Brown Capital Management Small Company Fund stated the pursuing regarding XPEL, Inc. (NASDAQ:XPEL) successful its Q1 2026 capitalist letter:

"We added 4 companies to the Small Company Fund successful the archetypal 4th of 2026—Credo Technology (CRDO), Krystal Biotech (KRYS), SiTime (SITM) and XPEL, Inc. (NASDAQ:XPEL).

Xpel develops surface-protection products and services utilized chiefly successful the automotive industry. The company's halfway concern is overgarment extortion movie (PPF)—a transparent, self-healing urethane movie applied to cars to support against scratches, chips and different aboveground damage. Xpel besides produces model films, ceramic coatings and windshield-protection films that are complementary to its flagship PPF offering. The PPF marketplace is estimated to beryllium little than 10% penetrated connected cars successful the U.S. and globally, and Xpel has been instrumental implicit the past respective years successful expanding consciousness astir the merchandise successful bid to turn the market. Initially embraced by car enthusiasts for high-end sports cars, PPF is present progressively utilized connected luxury and mainstream sedans and SUVs. Xpel pursues a multi-channel strategy that is unsocial successful the market, selling its products globally done automotive aftermarket shops, car dealerships and car manufacturers. Xpel stands retired due to the fact that it has bundle that helps installers use its products (like overgarment extortion film) much rapidly and with amended precision. The bundle provides nonstop chopped patterns for each vehicle, truthful installers don't person to measurement and trim everything by hand—saving time, wealth and headaches."

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