ARB CORPORATION LIMITED (ARB)
Share Price Analysis and Chart

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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

$18.25

12 Jun
2026

0.120

OPEN

$18.61

0.66%

HIGH

$18.62

379,663

LOW

$18.06

TARGET
$25.115 37.6% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AHL . 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 117.7 103.9 xxx
DPS (cps) xxx 119.0 70.5 xxx
EPS Growth xxx - 5.7% - 11.8% xxx
DPS Growth xxx 72.5% - 40.8% xxx
PE Ratio xxx N/A 18.2 xxx
Dividend Yield xxx N/A 3.7% xxx
Div Pay Ratio(%) xxx 101.1% 67.8% xxx

Dividend yield today if purchased 3 years ago: 4.30%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.29

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

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Macquarie

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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Morgans

21/04/2026

2

Downgrade to Accumulate from Buy

$22.04

20.77%

Morgans considers ARB Corp a high-quality business with industry-leading margins yet notes it is working through a challenging period and a slow start to FY26. This reflects weaker new vehicle sales and softer export demand.

The broker lowers FY26-FY28 EPS estimates by -6%-10% and lowers second half sales expectations across the aftermarket while expecting exports to be flat.

Morgans remains positive on the medium-term outlook amid strong brand equity, network growth and new revenue channels.

Rating moves down to Accumulate from Buy while the target is lowered to $22.04 from $31.85.

FORECAST
Morgans forecasts a full year FY26 dividend of 64.00 cents and EPS of 98.00 cents.
Morgans forecasts a full year FY27 dividend of 58.00 cents and EPS of 105.00 cents.

UBS

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$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

Canaccord Genuity

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Jarden

05/06/2026

3

Neutral

$20.55

12.60%

Jarden maintains a Neutral rating for ARB Corp with its target price reduced to $20.55 from $20.70 following persistent macroeconomic deterioration across primary automotive delivery networks.

Relevant industrial tracking indicators display a sharp -27% year-on-year drop in monthly baseline deliveries, cycling tough prior-period seasonal comparators.

Heightened consumer transition metrics favoring alternative powertrain options over legacy internal combustion configurations restrict short-term volume expansion, the broker explains.

FY26 earnings estimates are cut -2% to encompass localised aftermarket volatility alongside minor export segment adjustments.

Expected supply-side manufacturing corrections from key platform partners provide long-term recovery visibility, Jarden comments, but near-term delivery bottlenecks prevent a more positive structural stance.

FORECAST
Jarden forecasts a full year FY26 dividend of 66.40 cents and EPS of 100.90 cents.
Jarden forecasts a full year FY27 dividend of 63.80 cents and EPS of 106.30 cents.
Access Extra Coverage Research History >

ARB STOCK CHART

FNArena News on ARB

1
Australian Broker Call *Extra* Edition – Jun 05, 2026

Jun 05 2026 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – May 11, 2026

May 11 2026 - Daily Market Reports
3
Weekly Ratings, Targets, Forecast Changes – 24-04-26

Apr 27 2026 - Weekly Reports
4
Rudi’s View: Best Buys & Conviction Calls

Apr 23 2026 - Rudi's View
5
Australian Broker Call *Extra* Edition – Apr 22, 2026

Apr 22 2026 - Daily Market Reports

Latest Automobiles & Components News

1
Eagers Automotive Geared For Better Second Half

Jun 04 2026 - Australia
2
ARB’s Growth Story Tested By Headwinds

Mar 16 2026 - Australia
3
Behind The AI Threat Narrative(s)

Feb 11 2026 - Rudi's View
4
When The End Of Bapcor’s Misery?

Dec 11 2025 - Australia
5
Picking A Lane: Car Platform Carma’s ASX Listing

Nov 25 2025 - Small Caps
6
Canadian Purchase Lifts Eagers Into Global Top 5

Oct 08 2025 - Australia
7
Car Group Reinforcing Its Competitive Moat

Aug 20 2025 - Australia
8
Eagers: Peer Outperformance & Margin Upside

Mar 14 2025 - Small Caps
9
Infomedia Confident Turnaround Is Happening

Nov 13 2024 - Small Caps
10
Structural Demand Favours ARB, Amotiv & Bapcor

Oct 31 2024 - Australia