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

$27.42

22 Jan
2026

0.180

OPEN

$27.71

0.66%

HIGH

$28.11

392,319

LOW

$27.26

TARGET
$38.783 41.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMA . AOV . APE . ASG . BAP . CAR . CMA . 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 117.7 115.0 xxx
DPS (cps) xxx 119.0 66.1 xxx
EPS Growth xxx - 5.7% - 2.3% xxx
DPS Growth xxx 72.5% - 44.5% xxx
PE Ratio xxx N/A 23.0 xxx
Dividend Yield xxx N/A 2.5% xxx
Div Pay Ratio(%) xxx 101.1% 57.4% xxx

Dividend yield today if purchased 3 years ago: 3.96%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.49

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: 02/10 - ex-div 35.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 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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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

21/01/2026

1

Buy

$37.00

34.94%

ARB Corp's 1H26 trading update saw sales down -1% y/y and missed Ord Minnett's forecast by -7%.

Australian aftermarket sales fell -1.7% and export sales lifted 8.8%, with the US up 26.1%, while OEM sales fell -38.2%, which is attributed to contract timing.

Underlying profit after tax is anticipated to fall -16% y/y, a -17% miss on the analyst's forecast. Overall, the update is well below expectations, with the analyst looking to 1H26 results on Feb 24.

Target price falls to $37 from $42 with an unchanged Buy rating. EPS forecasts are also lowered.

FORECAST
Ord Minnett forecasts a full year FY26 dividend of 62.00 cents and EPS of 112.70 cents.
Ord Minnett forecasts a full year FY27 dividend of 74.00 cents and EPS of 134.90 cents.

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

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

Canaccord Genuity

03/12/2025

3

Hold

$35.60

29.83%

Canaccord Genuity had previously flagged sales of ARB Corp's Top 11 Index (ARB-supported vehicles) would fall into negative territory in November, but the headline fall was bigger than expected.

However, this decline is worse than the underlying trend as the Toyota Prado started comparing against its first months of new-model sales.

Other key models remain highly volatile, the broker notes, so near-term sales growth in Australia will need to come from store expansion, new products, bigger basket sizes, and some price rises rather than higher vehicle volumes. 

This volatility may also signal model fragmentation, with ARB’s Class A list likely to broaden over time.

Hold. Target unchanged at $35.60.

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

FNArena News on ARB

1
Weekly Ratings, Targets, Forecast Changes – 16-01-26

Jan 19 2026 - Weekly Reports
2
Rudi’s View: Copper, Aluminium & Technology (!)

Dec 11 2025 - Rudi's View
3
Australian Broker Call *Extra* Edition – Dec 11, 2025

Dec 11 2025 - Daily Market Reports
4
Rudi’s View: Amcor, Charter Hall, Challenger, Goodman, Woolworths & More

Nov 06 2025 - Rudi's View
5
Australian Broker Call *Extra* Edition – Oct 29, 2025

Oct 29 2025 - Daily Market Reports

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