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

$18.25

04 May
2026

-0.450

OPEN

$18.75

-2.41%

HIGH

$18.92

378,994

LOW

$18.22

TARGET
$26.423 44.8% 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 117.7 105.2 xxx
DPS (cps) xxx 119.0 70.8 xxx
EPS Growth xxx - 5.7% - 10.6% xxx
DPS Growth xxx 72.5% - 40.5% xxx
PE Ratio xxx N/A 17.1 xxx
Dividend Yield xxx N/A 3.9% xxx
Div Pay Ratio(%) xxx 101.1% 67.3% xxx

Dividend yield today if purchased 3 years ago: 3.79%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.61

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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Morgans

xx/xx/xxxx

2

xxxxxxxxx xx xxxxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

25/02/2026

1

Outperform

$29.95

64.11%

Macquarie retains an Outperform rating on ARB Corp but lowers its target price to $29.95 from $35.80 following softer-than-expected interim results.

The outlook for the Australian Aftermarket and gross margins disappointed, while Export was the analyst's highlight.

Export sales rose 8.8% year-on-year to $136m, driven by US growth of 26.1%, while Australian Aftermarket revenue fell -1.7% to $204m, highlights the analyst.

The gross margin declined around -230bps to 56.3%.

Management expects the 2H26 performance will improve on H1 and be more in line with the prior year.

FORECAST
Macquarie forecasts a full year FY26 dividend of 83.80 cents and EPS of 107.20 cents.
Macquarie forecasts a full year FY27 dividend of 67.00 cents and EPS of 111.70 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

20/04/2026

3

Initiation of coverage with Neutral

$20.70

13.42%

Jarden initiates coverage on ARB Corp with a Neutral rating and $20.70 target price.

The broker observes that while the company represents a high-quality, vertically integrated business, the near-term outlook remains challenging due to weak domestic consumer confidence and surging diesel prices.

Revenue growth in the US has been a bright spot, yet sustaining this momentum may be difficult given significant foreign exchange headwinds and tougher comparisons in the second half of FY26.

Domestically, underlying vehicle volumes have slowed further in the third quarter of 2026, presenting downside risk to consensus expectations, the broker argues.

The current valuation appears to already price in a consensus earnings cut of more than -10%, on the broker's assessment. 

FORECAST
Jarden forecasts a full year FY26 dividend of 67.60 cents and EPS of 102.80 cents.
Jarden forecasts a full year FY27 dividend of 65.30 cents and EPS of 108.80 cents.
Access Extra Coverage Research History >

ARB STOCK CHART

FNArena News on ARB

1
Weekly Ratings, Targets, Forecast Changes – 24-04-26

Apr 27 2026 - Weekly Reports
2
Rudi’s View: Best Buys & Conviction Calls

Apr 23 2026 - Rudi's View
3
Australian Broker Call *Extra* Edition – Apr 22, 2026

Apr 22 2026 - Daily Market Reports
4
Australian Broker Call *Extra* Edition – Apr 20, 2026

Apr 20 2026 - Daily Market Reports
5
Australian Broker Call *Extra* Edition – Apr 09, 2026

Apr 09 2026 - Daily Market Reports

Latest Automobiles & Components News

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9
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10
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Oct 21 2024 - Australia