ARB CORPORATION LIMITED (ARB)
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ARB

ARB - ARB CORPORATION LIMITED

FNArena Sector : Automobiles & Components
Year End: June
GICS Industry Group : Automobiles & Components
Debt/EBITDA: 0.29
Index: ASX200 | ASX300 | ALL-ORDS

ARB Corp is an Australian designer, manufacturer and retailer of aftermarket 4WD accessories. It exports to over one hundred countries. The company listed on the ASX in 1987.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$40.47

27 Aug
2025

-0.350

OPEN

$40.90

-0.86%

HIGH

$41.00

130,021

LOW

$39.82

TARGET
$43.362 7.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMA . AOV . APE . ASG . BAP . CAR . IFM . MTO . MXI . PWH . PWR . RPM . SFC . SNL . SUL . VMT .
FNARENA'S MARKET CONSENSUS FORECASTS
ARB: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 117.7 124.8 xxx
DPS (cps) xxx 119.0 71.7 xxx
EPS Growth xxx - 5.7% 6.0% xxx
DPS Growth xxx 72.5% - 39.7% xxx
PE Ratio xxx N/A 32.4 xxx
Dividend Yield xxx N/A 1.8% xxx
Div Pay Ratio(%) xxx 101.1% 57.5% xxx

Dividend yield today if purchased 3 years ago: 3.97%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.94

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 03/10 - ex-div 35c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx117.7
DPS All xxxxxxxxxxxxxxx119.0
Sales/Revenue xxxxxxxxxxxxxxx729.9 M
Book Value Per Share xxxxxxxxxxxxxxx909.8
Net Operating Cash Flow xxxxxxxxxxxxxxx128.0 M
Net Profit Margin xxxxxxxxxxxxxxx13.36 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx13.77 %
Return on Invested Capital xxxxxxxxxxxxxxx13.11 %
Return on Assets xxxxxxxxxxxxxxx11.49 %
Return on Equity xxxxxxxxxxxxxxx13.77 %
Return on Total Capital xxxxxxxxxxxxxxx17.32 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx58.2 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx9 M
Long Term Debt xxxxxxxxxxxxxxx38 M
Total Debt xxxxxxxxxxxxxxx47 M
Goodwill - Gross xxxxxxxxxxxxxxx48 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx69 M
Price To Book Value xxxxxxxxxxxxxxx3.59

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx52.9 M
Capex % of Sales xxxxxxxxxxxxxxx7.25 %
Cost of Goods Sold xxxxxxxxxxxxxxx524 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx75 M
Research & Development xxxxxxxxxxxxxxx17 M
Investments - Total xxxxxxxxxxxxxxx34 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

20/08/2025

3

Neutral

$39.60

-2.15%

UBS views ARB Corp's FY25 result as a slight miss versus consensus but a “commendable” result given the challenging trading conditions. Sales revenue grew 5%, which was in line with consensus, and earnings fell -3% on the prior year. 

Margins fell in the second half, with cost-cutting offsetting the decline. UBS now expects the market to focus on the acceleration of US growth, along with overall reasonable commentary around the Australian aftermarket trend.

One key change, UBS notes, appears to be willingness to reinvest in the cost base near term; slower domestic vehicle sales and lower gross margin has constrained this capacity if earnings growth is to be delivered.

On a 31x PE, UBS feels this improved outlook is now priced in and retains Neutral. Target rises to $39.60 from $35.00.

FORECAST
UBS forecasts a full year FY26 dividend of 76.00 cents and EPS of 126.00 cents.
UBS forecasts a full year FY27 dividend of 84.00 cents and EPS of 141.00 cents.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Wilsons

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Canaccord Genuity

21/08/2025

3

Hold

$35.60

-12.03%

ARB Corp's FY25 sales met Canaccord Genuity's forecast and the consensus but underlying profit before tax was -5% below expectations due to lower gross margin.

While there were positives in the result, including an acceleration in US sales growth and special dividend, the broker suggests caution. Growth will be positive but only in mid to high single digit, not enough to warrant elevated valuation.

US expansion remains the key driver but total addressable market and growth rates are likely to be more limited vs Australia, the broker highlights. EPS forecast for FY26 trimmed by -6.4% and FY27 by -6.3%.

Hold retained. Target price lifted to $35.60 from $34.70.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 69.00 cents and EPS of 123.00 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 78.00 cents and EPS of 138.00 cents.
Access Extra Coverage Research History >

ARB STOCK CHART

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